Landing Point Financial Group, LLC
Long book
$206.1M
Q1 2026
Positions
93
Top-10 weight
71%
concentration
Last quarter
+11.8%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsLanding Point Financial Group, LLC is a wealth-management firm allocating client money, running a $206.1M US long book across 93 positions.
The portfolio is concentrated: the top 10 names carry 71% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, FIDELITY HIGH DIVIDEND ETF, ISHARES AAA CLO ACT ETF-USDI, ISHARES ULTRA SHORT DURATION, APPLE INC.
Over the last 6 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-3.7%
Q1 2025
+7.1%
Q2 2025
+7.5%
Q3 2025
+2.7%
Q4 2025
-2.3%
Q1 2026
+11.8%
Sector allocation
Technology 57%
Consumer discretionary 10%
Industrials 9%
Services media 7%
Financials 5%
Energy 3%
Healthcare 3%
Other 2%
Long book by quarter
What does Landing Point own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 43.9K | $11.2M | 5.4% | +0.4% |
| NVDA NVIDIA CORP | Technology | 32.3K | $5.6M | 2.7% | -7.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 11.6K | $2.4M | 1.2% | +3.4% |
| MSFT MICROSOFT CORP | Technology | 5.1K | $1.9M | 0.9% | +1.8% |
| XOM EXXON MOBIL CORP | Energy | 8.5K | $1.4M | 0.7% | -6.1% |
| V VISA INC-CLASS A SHARES | Services media | 4.5K | $1.4M | 0.7% | 0.0% |
| NOC NORTHROP GRUMMAN CORP | Technology | 1.7K | $1.1M | 0.6% | -1.2% |
| GOOGL ALPHABET INC-CL A | Technology | 3.6K | $1.0M | 0.5% | +1.0% |
| GOOG ALPHABET INC-CL C | Technology | 3.5K | $996K | 0.5% | -0.3% |
| META META PLATFORMS INC-CLASS A | Technology | 1.6K | $910K | 0.4% | +0.6% |
| QCOM QUALCOMM INC | Technology | 6.3K | $807K | 0.4% | +1.9% |
| MA MASTERCARD INC - A | Services media | 1.6K | $788K | 0.4% | +0.1% |
| CSX CSX CORP | Industrials | 19.0K | $780K | 0.4% | +0.2% |
| URI UNITED RENTALS INC | Services media | 845 | $616K | 0.3% | +0.1% |
| TSLA TESLA INC | Industrials | 1.6K | $613K | 0.3% | +3.6% |
| LLY ELI LILLY & CO | Healthcare | 628 | $577K | 0.3% | -2.6% |
| UNH UNITEDHEALTH GROUP INC | Financials | 2.0K | $528K | 0.3% | -2.3% |
| FDX FEDEX CORP | Industrials | 1.4K | $511K | 0.2% | -9.8% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 1.6K | $510K | 0.2% | +0.1% |
| HD HOME DEPOT INC | Consumer discretionary | 1.5K | $491K | 0.2% | -0.1% |
| PH PARKER HANNIFIN CORP | Industrials | 537 | $481K | 0.2% | +8.3% |
| NFLX NETFLIX INC | Services media | 4.8K | $466K | 0.2% | -1.4% |
| AMAT APPLIED MATERIALS INC | Technology | 1.3K | $458K | 0.2% | Held |
| APLSUSD APELLIS PHARMACEUTICALS INC | — | 10.8K | $433K | 0.2% | New |
| GS GOLDMAN SACHS GROUP INC | Financials | 481 | $407K | 0.2% | Held |
| NDSN NORDSON CORP | Industrials | 1.5K | $404K | 0.2% | -0.4% |
| ETN EATON CORP PLC | Industrials | 1.1K | $396K | 0.2% | +6.3% |
| CLF CLEVELAND-CLIFFS INC | Materials | 42.5K | $359K | 0.2% | Held |
| PPG PPG INDUSTRIES INC | Other | 3.3K | $349K | 0.2% | 0.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.4K | $337K | 0.2% | -2.1% |
| JPM JPMORGAN CHASE & CO | Financials | 1.1K | $330K | 0.2% | +0.4% |
| WFC WELLS FARGO & CO | Financials | 4.1K | $329K | 0.2% | 0.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 1.6K | $325K | 0.2% | -4.3% |
| MO ALTRIA GROUP INC | Consumer staples | 4.7K | $308K | 0.1% | -5.4% |
| KO COCA-COLA CO/THE | Consumer staples | 4.0K | $303K | 0.1% | +3.3% |
| LMT LOCKHEED MARTIN CORP | Industrials | 473 | $286K | 0.1% | -1.0% |
| CEG CONSTELLATION ENERGY | Utilities | 1.0K | $285K | 0.1% | -6.8% |
| MCD MCDONALD'S CORP | Consumer discretionary | 889 | $276K | 0.1% | Held |
| ORCL ORACLE CORP | Technology | 1.9K | $276K | 0.1% | -2.6% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 1.3K | $269K | 0.1% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 766 | $259K | 0.1% | -3.4% |
| PGR PROGRESSIVE CORP | Financials | 1.3K | $249K | 0.1% | Held |
| BA BOEING CO/THE | Industrials | 1.2K | $242K | 0.1% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 1.7K | $239K | 0.1% | +0.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 497 | $238K | 0.1% | -8.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 232 | $231K | 0.1% | Held |
| LOW LOWE'S COS INC | Consumer discretionary | 975 | $230K | 0.1% | -7.5% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 4.2K | $211K | 0.1% | New |
| FDMT 4D MOLECULAR THERAPEUTICS IN | Healthcare | 19.0K | $177K | 0.1% | Held |
| RGNX REGENXBIO INC | Healthcare | 19.2K | $161K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 93 | $206.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 83 | $200.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 83 | $191.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 69 | $158.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 69 | $131.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 69 | $131.0M | canonical | SEC ↗ |