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Portfolio (Quarterly) Guide ↗

Tribridge Partners Financial LLC

· CIK 0002083677
13F Portfolio $255M AUM 82 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 11 Added 32 Reduced 5 Exited
Page 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 1,416.0 $203K 0.08% $143.36 +7.6%
82 GD GENERAL DYNAMICS CORP Industrials 517.0 $201K 0.08% NEW $389.14 -7.6%
Page 5 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.4%
Industrials 13.0%
Financial Services 12.8%
Healthcare 10.9%
Consumer Cyclical 9.8%
Communication Services 3.3%
Consumer Defensive 1.9%
Basic Materials 1.9%