Tribridge Partners Financial LLC

CIK 0002083677 · Q1 2026

13F Equity AUM

$241.7M

+1.4% QoQ

Positions

+3 QoQ

AUM Rank

#6,672

Top 54%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 44.8%Top 10: 73.3%Top 20: 90.3%

CGGR11.0%

VOO10.1%

CGCV9.8%

VO7.2%

VB6.8%

CGCP6.4%

VXUS6.1%

BND6.0%

CGXU5.4%

BSV4.4%

Others (70)26.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services93.9%

Technology2.7%

Other3.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 80Median: 0.17%Avg: 1.25%

0–0.5%

62(10.7%)

0.5–1%

3(2.6%)

1–3%

3(5.5%)

3–5%

3(12.3%)

5%+

9(68.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 77Unique: 3vs 20 funds

1.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.6%

1.5%

1.4%

2.1%

1.3%

1.1%

VANGUARD CAPITAL MANAGEMENT LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

0.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased40Decreased13Exited1

New Positions

MRK0.1%

+2K

GLW0.1%

+1K

CHV0.1%

+1K

CAT0.1%

+286

Increased

CGCV9.8%

+36K(+5%)

CGGR11.0%

+23K(+4%)

CGXU5.4%

+18K(+4%)

CGCP6.4%

+14K(+2%)

VXUS6.1%

+10K(+5%)

CGUI2.8%

+9K(+3%)

CGSM0.9%

+8K(+11%)

BNDX4.0%

+7K(+4%)

VWO3.9%

+6K(+3%)

CGMU0.9%

+5K(+7%)

Decreased

SMTH0.1%

-670(-5%)

SBUX0.2%

-572(-8%)

BSV4.4%

-520(-0%)

CGDV1.6%

-272(-0%)

SPAB0.1%

-255(-2%)

VEA0.1%

-250(-4%)

AMZN0.3%

-106(-3%)

XOM0.4%

-40(-1%)

V0.2%

-39(-3%)

IJR0.2%

-30(-1%)

Exited

VUG

-451

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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