SCRATCH CAPITAL LLC

Wealth advisor Mechanical technology specialist (61%) CIK 2055324
League rank
#2490
in Wealth advisor · #5869 overall
Long book
$174.6M
Q1 2026
Positions
45
Top-10 weight
84%
concentration
Last quarter
+9.0%
SPY +14.8%
Turnover
20%
of book per quarter

Strategy in plain words

auto-generated from filings

SCRATCH CAPITAL LLC is a wealth-management firm allocating client money, specialised in technology (61% of the long book), running a $174.6M US long book across 45 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL INTERNATIONAL CO, VANGUARD SHORT-TERM TREASURY, DIMENSIONAL US HIGH PROFI ET, DIMENSIONAL INFLATION-PROTEC.

Over the last 6 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 2 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
-1.1%
Q1 2025
+7.8%
Q2 2025
+5.4%
Q3 2025
+2.5%
Q4 2025
-0.2%
Q1 2026
+9.0%

Sector allocation

Technology
61%
Consumer discretionary
25%
Financials
9%
Energy
2%
Industrials
2%
Materials
0%
Services media
0%
Healthcare
0%

Long book by quarter

$81.9M
Q4 2024
$96.9M
Q1 2025
$122.9M
Q2 2025
$151.6M
Q3 2025
$152.8M
Q4 2025
$174.6M
Q1 2026

What does SCRATCH CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology8.4K$1.5M0.8%+15.6%
INTU INTUIT INCTechnology3.0K$1.3M0.7%-4.6%
WMT WALMART INCConsumer discretionary7.7K$955K0.5%-0.8%
WFC WELLS FARGO & COFinancials11.7K$931K0.5%-15.9%
MU MICRON TECHNOLOGY INCTechnology2.7K$916K0.5%+41.1%
CSCO CISCO SYSTEMS INCTechnology9.8K$761K0.4%-3.5%
BROS DUTCH BROS INC-CLASS AConsumer discretionary11.9K$601K0.3%Held
AAPL APPLE INCTechnology2.2K$568K0.3%+3.6%
GME GAMESTOP CORP-CLASS AConsumer discretionary24.5K$564K0.3%-2.7%
MSFT MICROSOFT CORPTechnology1.3K$490K0.3%+14.4%
META META PLATFORMS INC-CLASS ATechnology476$273K0.2%New
ORCL ORACLE CORPTechnology1.8K$262K0.2%-7.5%
GOOGL ALPHABET INC-CL ATechnology910$262K0.1%-18.0%
AMZN AMAZON.COM INCConsumer discretionary1.2K$250K0.1%+15.2%
CVX CHEVRON CORPEnergy1.1K$230K0.1%New
HD HOME DEPOT INCConsumer discretionary668$220K0.1%+7.6%
TSLA TESLA INCIndustrials581$216K0.1%-8.5%
NAK NORTHERN DYNASTY MINERALSMaterials32.4K$45K0.0%Held
BAER BRIDGER AEROSPACE GROUP HOLDServices media13.6K$27K0.0%New
LUCD LUCID DIAGNOSTICS INCHealthcare21.0K$24K0.0%Held
DAIC CID HOLDCO INCTechnology22.8K$4K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 11, 202645$174.6M canonicalSEC ↗
Q4 202513F-HRJan 13, 202647$152.8M canonicalSEC ↗
Q3 202513F-HROct 15, 202563$151.6M canonicalSEC ↗
Q2 202513F-HRJul 11, 202537$122.9M canonicalSEC ↗
Q1 202513F-HRApr 17, 202533$96.9M canonicalSEC ↗
Q4 202413F-HRFeb 6, 202533$81.9M canonicalSEC ↗