Sandbox Financial Partners, LLC
Top Portfolio Positions
64 positions ·
$180,803,709 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
140,357 | $38,157,454 | 21.10% |
| MSFT |
Microsoft Corp
Technology
|
39,904 | $19,298,372 | 10.67% |
| SPY |
Spdr S&P 500 Etf Trust
|
25,548 | $17,421,692 | 9.64% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
69,826 | $16,117,237 | 8.91% |
| SNOW |
Snowflake Inc.
Technology
|
65,106 | $14,281,652 | 7.90% |
| NVDA |
Nvidia Corp
Technology
|
52,617 | $9,813,070 | 5.43% |
| QQQ |
Invesco Qqq Trust, Series 1
|
15,318 | $9,410,000 | 5.20% |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,925 | $4,984,525 | 2.76% |
| META |
Meta Platforms, Inc.
Communication Services
|
6,687 | $4,414,021 | 2.44% |
| GLD |
Spdr Gold Trust
|
10,858 | $4,303,133 | 2.38% |
Portfolio Trend
Holdings in MPB
Export CSVShares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $235,255 | 7,584 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $215,573 | 7,527 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $210,851 | 7,477 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $212,579 | 7,371 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $218,504 | 7,325 | Shares | Sole | 2024-10-07 | |
| 2022-12-31 | $206,912 | 6,904 | Shares | Sole | 2023-01-25 | |
| 2021-12-31 | $213,165 | 6,716 | Shares | Sole | 2022-02-11 | |
| No quarters match your search. | ||||||