TTP Investments, Inc.

Wealth advisor Mechanical technology specialist (96%) CIK 1682576
League rank
#11
in Wealth advisor · #359 overall
Long book
$239.8M
Q1 2026
Positions
34
Top-10 weight
77%
concentration
Last quarter
+24.0%
SPY +14.8%
Turnover
56%
of book per quarter

Strategy in plain words

auto-generated from filings

TTP Investments, Inc. is a wealth-management firm allocating client money, specialised in technology (96% of the long book), running a $239.8M US long book across 34 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: STE STR SPDR PT DW EU ETF, APPLE INC, ISHARES MSCI EMERGING MARKET, SS ENERGY SELECT SECTOR, SS MATERIALS SELECT SECTOR.

Over the last 9 quarters its long book ran on average 1.2pp per quarter ahead of the S&P 500, beating the index in 6 of 9 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
Q1 2024
+8.0%
Q2 2024
+6.0%
Q3 2024
+4.0%
Q4 2024
-10.3%
Q1 2025
+12.3%
Q2 2025
+10.6%
Q3 2025
+2.3%
Q4 2025
-6.0%
Q1 2026
+24.0%

Sector allocation

Technology
98%
Other
1%
Financials
0%
Industrials
0%
Consumer discretionary
0%

Long book by quarter

$228.6M
Q1 2024
$266.2M
Q2 2024
$290.8M
Q3 2024
$286.0M
Q4 2024
$237.2M
Q1 2025
$304.8M
Q2 2025
$344.9M
Q3 2025
$306.1M
Q4 2025
$239.8M
Q1 2026

What does TTP Investments, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology104.1K$26.4M11.0%-4.4%
NVDA NVIDIA CORPTechnology66.1K$11.5M4.8%-1.7%
META META PLATFORMS INC-CLASS ATechnology15.4K$8.8M3.7%-1.3%
AMD ADVANCED MICRO DEVICESTechnology41.5K$8.4M3.5%-1.2%
AVGO BROADCOM INCTechnology19.2K$6.0M2.5%-5.3%
MU MICRON TECHNOLOGY INCTechnology17.0K$5.7M2.4%New
WDC WESTERN DIGITAL CORPTechnology20.9K$5.7M2.4%-3.0%
GOOGL ALPHABET INC-CL ATechnology13.5K$3.9M1.6%+289.6%
AMAT APPLIED MATERIALS INCTechnology10.2K$3.5M1.5%Held
ORCL ORACLE CORPTechnology6.6K$973K0.4%-38.4%
KLAC KLA CORPOther587$864K0.4%-1.2%
SNDK SANDISK CORPTechnology1.2K$790K0.3%New
GOOG ALPHABET INC-CL CTechnology2.1K$610K0.3%-16.2%
WAL WESTERN ALLIANCE BANCORPFinancials5.9K$420K0.2%+0.5%
WMT WALMART INCConsumer discretionary2.0K$253K0.1%-10.0%
ONDS ONDAS INCTechnology25.0K$226K0.1%Held
NBIS NEBIUS GROUP NVTechnology2.2K$226K0.1%New
RTX RTX CORPIndustrials1.2K$223K0.1%New
SPWR SUNPOWER INCIndustrials30.1K$38K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 16, 202635$239.9M canonicalSEC ↗
Q4 202513F-HRJan 28, 202640$306.6M canonicalSEC ↗
Q3 202513F-HROct 14, 202545$344.9M canonicalSEC ↗
Q2 202513F-HRJul 11, 202550$305.6M canonicalSEC ↗
Q1 202513F-HRApr 21, 202537$237.2M canonicalSEC ↗
Q4 202413F-HRJan 21, 202537$286.0M canonicalSEC ↗
Q3 202413F-HR/ARESTATEMENTJan 21, 202532$290.8M canonicalSEC ↗
Q3 202413F-HROct 15, 202432$290.8M SEC ↗
Q2 202413F-HRJul 11, 202433$266.2M canonicalSEC ↗
Q1 202413F-HRMay 9, 202430$228.6M canonicalSEC ↗