LARCH CAPITAL PARTNERS LLC
CIK
2112646
Location
MIAMI, FL
Portfolio Value
Small
$699,152,787
Diversification
Highly concentrated
Filing Date
Global Rank
#3,146
/ 8,794
▼ 252
· as of Jun 2026
Top Industry
Banks - Regional
96.3%
3Y Alpha vs SPY
-45.2%
Period ended 3 months ago
Filed Aug 17, 2026 · 49d
3 quarters · since Dec 2025
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
68.4%
−13.8 pts
Top 5
86.3%
−3.1 pts
Top 10
92.0%
−3.3 pts
HHI
4,837
Highly concentrated−1,942
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 69.4% | $485,178,608 |
| Unclassified | 27.9% | $195,341,059 |
| Basic Materials | 1.4% | $9,804,164 |
| Energy | 1.0% | $7,255,483 |
| Technology | 0.1% | $776,037 |
| Consumer Defensive | 0.1% | $556,950 |
| Consumer Cyclical | 0.0% | $240,486 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FCAL | First Trust California Municipal High income ETF | +168,871 | 483,745 | $8,649,360 | |
| AFK | VanEck Africa Index ETF | +153,516 | 329,960 | $5,886,486 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +75,273 | 741,131 | $81,331,946 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | +58,098 | 81,568 | $4,223,591 | |
| NU | Nu Holdings Ltd. | +27,206 | 35,783,303 | $478,064,928 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | +21,020 | 69,932 | $14,879,431 | |
| IAU | Ishares Gold Trust | +2,062 | 94,874 | $7,163,935 | |
| SPY | Spdr S&P 500 ETF Trust | +1,002 | 2,115 | $1,579,418 | |
| QQQ | Invesco Qqq Trust, Series 1 | +226 | 1,122 | $826,240 | |
| VIGI | Vanguard International Dividend Appreciation ETF | +88 | 94,745 | $6,370,653 | |
| BNDW | Vanguard Total World Bond ETF | +74 | 80,903 | $6,686,632 | |
| BCLO | iShares BBB-B CLO Active ETF | +5 | 68,553 | $3,588,064 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BILZ | PIMCO Ultra Short Government Active ETF | −9,158 | 48,270 | $4,514,210 | |
| GGB | Gerdau S.A. | −9,000 | 125,136 | $505,549 | |
| VALE | Vale S.A. | −8,245 | 618,259 | $9,298,615 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | −4,104 | 184,163 | $9,174,736 | |
| VB | Vanguard Morningstar Small-Cap ETF | −1,455 | 1,711 | $1,175,131 | |
| BKF | iShares MSCI BIC ETF | −545 | 217,201 | $19,531,003 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | 52,971 | $8,020,582 | |
| ACSG | American Century Small Cap Growth Insights ETF | 56,400 | $7,036,464 | |
| AAPL | Apple Inc. | 1,157 | $334,789 | |
| STT | State Street Corp | 4,665 | $250,090 | |
| IBM | International Business Machines Corp | 822 | $231,154 | |
| NVDA | Nvidia Corp | 1,050 | $210,094 | |
| No positions match the current search. | ||||
32 tracked positions ·
$699,152,787 total
· filing declares
58 positions · $699,573,780
· as of Jun 30, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NU |
Nu Holdings Ltd.
Financial Services
|
Added | 35,783,303 | $478,064,928 | 68.38% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 741,131 | $81,331,946 | 11.63% | |
| BKF |
iShares MSCI BIC ETF
|
Reduced | 217,201 | $19,531,003 | 2.79% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Added | 69,932 | $14,879,431 | 2.13% | |
| VALE |
Vale S.A.
Basic Materials
|
Reduced | 618,259 | $9,298,615 | 1.33% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Reduced | 184,163 | $9,174,736 | 1.31% | |
| FCAL |
First Trust California Municipal High income ETF
|
Added | 483,745 | $8,649,360 | 1.24% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
NEW | 52,971 | $8,020,582 | 1.15% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Held | 462,578 | $7,255,483 | 1.04% | |
| IAU |
Ishares Gold Trust
|
Added | 94,874 | $7,163,935 | 1.02% | |
| ACSG |
American Century Small Cap Growth Insights ETF
|
NEW | 56,400 | $7,036,464 | 1.01% | |
| BBD |
Bank Bradesco
Financial Services
|
Held | 1,977,980 | $6,863,590 | 0.98% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 80,903 | $6,686,632 | 0.96% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Added | 94,745 | $6,370,653 | 0.91% | |
| AFK |
VanEck Africa Index ETF
|
Added | 329,960 | $5,886,486 | 0.84% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Reduced | 48,270 | $4,514,210 | 0.65% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Added | 81,568 | $4,223,591 | 0.60% | |
| BCLO |
iShares BBB-B CLO Active ETF
|
Added | 68,553 | $3,588,064 | 0.51% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Held | 46,366 | $3,303,577 | 0.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,115 | $1,579,418 | 0.23% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 1,711 | $1,175,131 | 0.17% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Held | 12,555 | $834,543 | 0.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,122 | $826,240 | 0.12% | |
| JBS |
Jbs N.V.
Consumer Defensive
|
Held | 47,000 | $556,950 | 0.08% | |
| GGB |
Gerdau S.A.
Basic Materials
|
Reduced | 125,136 | $505,549 | 0.07% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 1,157 | $334,789 | 0.05% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Held | 11,115 | $333,561 | 0.05% | |
| STT |
State Street Corp
Financial Services
|
NEW | 4,665 | $250,090 | 0.04% | |
| MLKN |
Millerknoll, Inc.
Consumer Cyclical
|
Held | 11,754 | $240,486 | 0.03% | |
| JA |
Janus Henderson AA-A CLO ETF
|
Held | 4,585 | $231,496 | 0.03% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 822 | $231,154 | 0.03% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 1,050 | $210,094 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.