Tribridge Partners Financial LLC
CIK 2083677 · View on SEC EDGAR ↗
- Portfolio value
- $255.2M
- Positions
- 82
- As of
- June 30, 2026
#5,670 of 9,443 by 13F value · top 60.0%
Portfolio value QoQ: +5.6% 13F does not disclose cash
- Top 10 holdings weight
- 73.29%
- Top 25 holdings weight
- 91.69%
- Positions above 1%
- 15
- Effective number of positions
- 15.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.06% Est. buys $17,510,428 · sells $7,598,033
Median holding: 5.0 quarters Tracked Q2 2025–Q2 2026 · 90.1% still held
- New positions
- 7
- Increased
- 14
- Decreased
- 34
- Closed
- 5
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.5%
Industrials
0.8%
Healthcare
0.6%
Retail
0.4%
Communication Services
0.4%
Financial Services
0.4%
Consumer Discretionary
0.3%
Financials
0.2%
Communications
0.1%
Materials
0.1%
Other/Unmapped
94.0%
Full portfolio 82 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CGGR | $28,016,529 | 10.98% | 628,455 | $1,527,987 | Down ×1 | ||
| VOO | $26,524,312 | 10.39% | 39,046 | $2,244,672 | Down ×1 | ||
| CGCV | $25,946,680 | 10.17% | 783,414 | $2,262,596 | Down ×1 | ||
| VO | $18,824,508 | 7.38% | 232,373 | $1,372,562 | Up ×4 | ||
| VB | $18,058,280 | 7.08% | 60,827 | $1,611,075 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $15,539,594 | 6.09% | 185,459 | $770,967 | Down ×1 | ||
| CGCP | $15,111,172 | 5.92% | 685,314 | $-400,432 | Down ×1 | ||
| CGXU | $14,263,801 | 5.59% | 429,116 | $1,186,650 | Down ×1 | ||
| BND Vanguard Total Bond Market ETF | $14,191,485 | 5.56% | 195,853 | $-416,803 | Down ×1 | ||
| BSV | $10,554,163 | 4.14% | 136,183 | $-182,168 | Down ×2 | ||
| BNDX Vanguard Total International Bond ETF | $9,907,338 | 3.88% | 206,747 | $144,086 | Up ×4 | ||
| VWO | $9,865,056 | 3.87% | 169,415 | $511,923 | Down ×1 | ||
| CGUI | $6,670,193 | 2.61% | 263,072 | $-97,153 | Down ×1 | ||
| CGDV | $3,735,915 | 1.46% | 76,305 | $-132,083 | Down ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $2,845,508 | 1.12% | 7,313 | $58,450 | Down ×1 | ||
| CGMU | $2,382,825 | 0.93% | 87,895 | $81,009 | Up ×4 | ||
| AAPL Apple Inc. - Common Stock | $2,306,823 | 0.90% | 6,847 | $525,108 | Down ×1 | ||
| CGSM | $2,222,949 | 0.87% | 84,571 | $96,418 | Up ×4 | ||
| VTES | $1,293,699 | 0.51% | 12,856 | $136,161 | Up ×4 | ||
| IDEV | $1,253,898 | 0.49% | 14,021 | $71,086 | |||
| VUSB | $1,049,962 | 0.41% | 21,126 | Up ×1 | |||
| IJH | $939,282 | 0.37% | 12,359 | $110,252 | Up ×4 | ||
| IVV | $838,339 | 0.33% | 1,129 | $522,697 | Up ×2 | ||
| INTU Intuit Inc. - Common Stock | $835,449 | 0.33% | 2,749 | $-325,949 | |||
| VTEI | $821,190 | 0.32% | 8,268 | $80,903 | Up ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $799,221 | 0.31% | 3,454 | $49,293 | Down ×2 | ||
| VTEB | $774,866 | 0.30% | 15,594 | $77,166 | Up ×4 | ||
| SBUX Starbucks Corporation - Common Stock | $660,251 | 0.26% | 6,370 | $84,594 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $631,260 | 0.25% | 1,933 | $6,416 | Down ×1 | ||
| SPYV | $625,852 | 0.25% | 10,055 | $43,037 | Down ×1 | ||
| VSGX | $622,084 | 0.24% | 7,822 | $60,868 | Up ×1 | ||
| CGUS | $604,240 | 0.24% | 13,786 | $70,446 | |||
| IJR | $601,605 | 0.24% | 4,134 | $83,058 | |||
| JPM JP Morgan Chase & Co. Common Stock | $576,332 | 0.23% | 1,618 | $78,163 | Down ×1 | ||
| V Visa Inc. | $559,021 | 0.22% | 1,542 | $176,403 | Up ×1 | ||
| XVV | $545,815 | 0.21% | 9,681 | $66,682 | Up ×1 | ||
| VIOO | $529,075 | 0.21% | 3,922 | $73,550 | Down ×1 | ||
| IVOO | $514,393 | 0.20% | 4,000 | $52,036 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $511,156 | 0.20% | 1,922 | $18,757 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $492,452 | 0.19% | 1,508 | $46,431 | |||
| ESGV | $449,700 | 0.18% | 3,451 | $59,185 | Up ×1 | ||
| VTI | $446,035 | 0.17% | 1,221 | $-51,978 | Down ×1 | ||
| VSS | $421,171 | 0.17% | 2,787 | $12,346 | |||
| NVDA NVIDIA Corporation - Common Stock | $408,151 | 0.16% | 2,077 | $32,794 | Down ×1 | ||
| TT Trane Technologies plc | $400,689 | 0.16% | 829 | $46,648 | |||
| XJH | $383,996 | 0.15% | 7,449 | $37,393 | Down ×1 | ||
| VEA | $367,850 | 0.14% | 5,255 | $5,349 | Down ×2 | ||
| SPAB | $330,885 | 0.13% | 13,146 | $-5,653 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $328,695 | 0.13% | 2,869 | $65,637 | Down ×1 | ||
| SMTH | $324,444 | 0.13% | 12,791 | $-6,075 | |||
| VCEB | $320,602 | 0.13% | 5,205 | $-5,042 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $319,440 | 0.13% | 579 | $33,738 | |||
| RTX RTX Corporation Common Stock | $318,675 | 0.12% | 1,459 | $32,405 | |||
| ABBV AbbVie Inc. Common Stock | $316,770 | 0.12% | 1,233 | $46,531 | Down ×1 | ||
| SCHF | $312,510 | 0.12% | 11,519 | $23,267 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $305,978 | 0.12% | 2,340 | $23,142 | |||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $303,559 | 0.12% | 13,355 | $-5,409 | |||
| IWV | $301,079 | 0.12% | 715 | $-42,051 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $289,854 | 0.11% | 2,594 | $-36,445 | |||
| FAST Fastenal Company - Common Stock | $288,698 | 0.11% | 6,060 | $8,120 | |||
| LDUR | $288,246 | 0.11% | 3,027 | $-711 | |||
| LIN Linde plc - Ordinary Shares | $286,466 | 0.11% | 565 | $-18,110 | Down ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $273,431 | 0.11% | 11,021 | $-2,094 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $273,332 | 0.11% | 766 | $-72,954 | |||
| CGIC | $272,751 | 0.11% | 7,668 | $17,253 | |||
| UNP Union Pacific Corporation Common Stock | $272,662 | 0.11% | 911 | $49,731 | |||
| QQQ Invesco QQQ Trust, Series 1 | $255,113 | 0.10% | 374 | $36,330 | |||
| CAT Caterpillar, Inc. Common Stock | $249,758 | 0.10% | 286 | $44,633 | |||
| EFA | $240,863 | 0.09% | 2,318 | $-33,243 | Down ×1 | ||
| VTV | $239,458 | 0.09% | 1,080 | $25,527 | Down ×1 | ||
| SCHC | $231,361 | 0.09% | 4,803 | $5,764 | |||
| MNBD | $226,716 | 0.09% | 8,844 | $-2,388 | |||
| XJR | $224,265 | 0.09% | 4,352 | Up ×1 | |||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $220,166 | 0.09% | 330 | $-41,149 | Down ×1 | ||
| TIP | $218,539 | 0.09% | 2,035 | $-6,959 | |||
| VUG | $214,787 | 0.08% | 2,576 | ||||
| SPGI S&P Global Inc. Common Stock | $205,840 | 0.08% | 468 | $-686 | Down ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $205,698 | 0.08% | 516 | Up ×1 | |||
| IWM | $205,037 | 0.08% | 700 | Up ×1 | |||
| SCHE | $203,062 | 0.08% | 5,696 | Up ×1 | |||
| GLW Corning Incorporated Common Stock | $202,998 | 0.08% | 1,416 | $-6,457 | |||
| GD General Dynamics Corporation Common Stock | $201,185 | 0.08% | 517 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VO | $18,824,508 | 7.38% | up ×4 |
| BNDX | $9,907,338 | 3.88% | up ×4 |
| CGMU | $2,382,825 | 0.93% | up ×4 |
| CGSM | $2,222,949 | 0.87% | up ×4 |
| VTES | $1,293,699 | 0.51% | up ×4 |
| IJH | $939,282 | 0.37% | up ×4 |
| VTEI | $821,190 | 0.32% | up ×3 |
| VTEB | $774,866 | 0.30% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XOM | June 30, 2026 | 5,590 | $898,257 | 21.7% |
| VTIP | June 30, 2026 | 4,712 | $235,529 | |
| CGMS | June 30, 2026 | 8,517 | $233,025 | No longer tracked |
| VUG | March 31, 2026 | 451 | $220,025 | No longer tracked |
| CVX | June 30, 2026 | 1,050 | $208,919 | 24.6% |
| SNPS | Dec. 31, 2025 | 441 | $207,775 | -15.2% |
| WCN | June 30, 2026 | 1,250 | $207,600 | 1.2% |
| HD | Sept. 30, 2025 | 1,551 | $569 | -17.2% |
| IBM | Sept. 30, 2025 | 1,600 | $472 | -17.2% |
| IWF | Sept. 30, 2025 | 592 | $251 | No longer tracked |