Tribridge Partners Financial LLC
CIK 2083677 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $255.2M
- Posisi
- 82
- Per tanggal
- 30 Juni 2026
#5.673 dari 9.443 berdasarkan nilai 13F · top 60.1%
Nilai portofolio QoQ: +5.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 73,29%
- Bobot 25 kepemilikan teratas
- 91,69%
- Posisi di atas 1%
- 15
- Jumlah posisi efektif
- 15,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,06% Perkiraan pembelian $17.510.428 · penjualan $7.598.033
Kepemilikan median: 5,0 kuartal Dilacak Q2 2025–Q2 2026 · 90,1% masih dipegang
- Posisi baru
- 7
- Meningkat
- 14
- Menurun
- 34
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
94,0%
Portofolio lengkap 82 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| CGGR | $28.016.529 | 10,98% | 628.455 | $1.527.987 | Turun ×1 | ||
| VOO | $26.524.312 | 10,39% | 39.046 | $2.244.672 | Turun ×1 | ||
| CGCV | $25.946.680 | 10,17% | 783.414 | $2.262.596 | Turun ×1 | ||
| VO | $18.824.508 | 7,38% | 232.373 | $1.372.562 | Naik ×4 | ||
| VB | $18.058.280 | 7,08% | 60.827 | $1.611.075 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $15.539.594 | 6,09% | 185.459 | $770.967 | Turun ×1 | ||
| CGCP | $15.111.172 | 5,92% | 685.314 | $-400.432 | Turun ×1 | ||
| CGXU | $14.263.801 | 5,59% | 429.116 | $1.186.650 | Turun ×1 | ||
| BND Vanguard Total Bond Market ETF | $14.191.485 | 5,56% | 195.853 | $-416.803 | Turun ×1 | ||
| BSV | $10.554.163 | 4,14% | 136.183 | $-182.168 | Turun ×2 | ||
| BNDX Vanguard Total International Bond ETF | $9.907.338 | 3,88% | 206.747 | $144.086 | Naik ×4 | ||
| VWO | $9.865.056 | 3,87% | 169.415 | $511.923 | Turun ×1 | ||
| CGUI | $6.670.193 | 2,61% | 263.072 | $-97.153 | Turun ×1 | ||
| CGDV | $3.735.915 | 1,46% | 76.305 | $-132.083 | Turun ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $2.845.508 | 1,12% | 7.313 | $58.450 | Turun ×1 | ||
| CGMU | $2.382.825 | 0,93% | 87.895 | $81.009 | Naik ×4 | ||
| AAPL Apple Inc. - Common Stock | $2.306.823 | 0,90% | 6.847 | $525.108 | Turun ×1 | ||
| CGSM | $2.222.949 | 0,87% | 84.571 | $96.418 | Naik ×4 | ||
| VTES | $1.293.699 | 0,51% | 12.856 | $136.161 | Naik ×4 | ||
| IDEV | $1.253.898 | 0,49% | 14.021 | $71.086 | |||
| VUSB | $1.049.962 | 0,41% | 21.126 | Naik ×1 | |||
| IJH | $939.282 | 0,37% | 12.359 | $110.252 | Naik ×4 | ||
| IVV | $838.339 | 0,33% | 1.129 | $522.697 | Naik ×2 | ||
| INTU Intuit Inc. - Common Stock | $835.449 | 0,33% | 2.749 | $-325.949 | |||
| VTEI | $821.190 | 0,32% | 8.268 | $80.903 | Naik ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $799.221 | 0,31% | 3.454 | $49.293 | Turun ×2 | ||
| VTEB | $774.866 | 0,30% | 15.594 | $77.166 | Naik ×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 | Turun ×1 | ||
| SPYV | $625.852 | 0,25% | 10.055 | $43.037 | Turun ×1 | ||
| VSGX | $622.084 | 0,24% | 7.822 | $60.868 | Naik ×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 | Turun ×1 | ||
| V Visa Inc. | $559.021 | 0,22% | 1.542 | $176.403 | Naik ×1 | ||
| XVV | $545.815 | 0,21% | 9.681 | $66.682 | Naik ×1 | ||
| VIOO | $529.075 | 0,21% | 3.922 | $73.550 | Turun ×1 | ||
| IVOO | $514.393 | 0,20% | 4.000 | $52.036 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $511.156 | 0,20% | 1.922 | $18.757 | Turun ×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 | Naik ×1 | ||
| VTI | $446.035 | 0,17% | 1.221 | $-51.978 | Turun ×1 | ||
| VSS | $421.171 | 0,17% | 2.787 | $12.346 | |||
| NVDA NVIDIA Corporation - Common Stock | $408.151 | 0,16% | 2.077 | $32.794 | Turun ×1 | ||
| TT Trane Technologies plc | $400.689 | 0,16% | 829 | $46.648 | |||
| XJH | $383.996 | 0,15% | 7.449 | $37.393 | Turun ×1 | ||
| VEA | $367.850 | 0,14% | 5.255 | $5.349 | Turun ×2 | ||
| SPAB | $330.885 | 0,13% | 13.146 | $-5.653 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $328.695 | 0,13% | 2.869 | $65.637 | Turun ×1 | ||
| SMTH | $324.444 | 0,13% | 12.791 | $-6.075 | |||
| VCEB | $320.602 | 0,13% | 5.205 | $-5.042 | Naik ×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 | Turun ×1 | ||
| SCHF | $312.510 | 0,12% | 11.519 | $23.267 | Turun ×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 | Turun ×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 | Turun ×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 | Turun ×1 | ||
| VTV | $239.458 | 0,09% | 1.080 | $25.527 | Turun ×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 | Naik ×1 | |||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $220.166 | 0,09% | 330 | $-41.149 | Turun ×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 | Turun ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $205.698 | 0,08% | 516 | Naik ×1 | |||
| IWM | $205.037 | 0,08% | 700 | Naik ×1 | |||
| SCHE | $203.062 | 0,08% | 5.696 | Naik ×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 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VO | $18.824.508 | 7,38% | naik ×4 |
| BNDX | $9.907.338 | 3,88% | naik ×4 |
| CGMU | $2.382.825 | 0,93% | naik ×4 |
| CGSM | $2.222.949 | 0,87% | naik ×4 |
| VTES | $1.293.699 | 0,51% | naik ×4 |
| IJH | $939.282 | 0,37% | naik ×4 |
| VTEI | $821.190 | 0,32% | naik ×3 |
| VTEB | $774.866 | 0,30% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| CGCV | Dipangkas | -11K | +$2.3M |
| VOO | Dipangkas | -1K | +$2.2M |
| VB | Dipangkas | -1K | +$1.6M |
| CGGR | Dipangkas | -27K | +$1.5M |
| VO | Beli lebih banyak | +172K | +$1.4M |
| CGXU | Dipangkas | -13K | +$1.2M |
| VXUS | Dipangkas | -5K | +$771K |
| AAPL | Dipangkas | -115 | +$525K |
| IVV | Beli lebih banyak | +650 | +$523K |
| VWO | Dipangkas | -4K | +$512K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XOM | 30 Juni 2026 | 5.590 | $898.257 | 21,7% |
| VTIP | 30 Juni 2026 | 4.712 | $235.529 | |
| CGMS | 30 Juni 2026 | 8.517 | $233.025 | Tidak lagi dilacak |
| VUG | 31 Maret 2026 | 451 | $220.025 | Tidak lagi dilacak |
| CVX | 30 Juni 2026 | 1.050 | $208.919 | 24,6% |
| SNPS | 31 Des. 2025 | 441 | $207.775 | -15,2% |
| WCN | 30 Juni 2026 | 1.250 | $207.600 | 1,2% |
| HD | 30 Sep. 2025 | 1.551 | $569 | -17,2% |
| IBM | 30 Sep. 2025 | 1.600 | $472 | -17,2% |
| IWF | 30 Sep. 2025 | 592 | $251 | Tidak lagi dilacak |