Tribridge Partners Financial LLC

Q4 2025 13F-HR Holdings

Location
Columbia, MD
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$238,377
Net value change ($000)
+20,646 (9.5%)
New positions
7
Sold out positions
1
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CGCV 2,152 10.3%
CGCP 1,917 14.3%
CGGR 1,740 6.6%
VOO 1,612 7.0%
BND 1,594 12.3%
VB 1,128 7.8%
VXUS 1,122 9.0%
BNDX 1,105 13.2%
CGUI 1,054 19.2%
CGXU 901 7.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -231 -6.2%
SNPS -208 -100.0%
CGDV -199 -4.8%
INTU -54 -2.9%
FAST -49 -16.8%
TT -29 -8.2%
LIN -27 -9.5%
VUG -21 -8.7%
VIOO -19 -4.2%
SBUX -17 -2.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type