Tyche Wealth Partners LLC
Long book
$648.5M
Q1 2026
Positions
347
Top-10 weight
35%
concentration
Last quarter
+10.4%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsTyche Wealth Partners LLC is an institutional manager, running a $648.5M US long book across 347 positions.
The portfolio is moderately concentrated (top 10 ≈ 35% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, APPLE INC, PEPSICO INC, EXXON MOBIL CORP, FIDELITY ENHANCED MID CAP CO.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.7%
Q2 2024
+6.7%
Q3 2024
+0.7%
Q4 2024
-1.2%
Q1 2025
+5.1%
Q2 2025
+7.8%
Q3 2025
+2.4%
Q4 2025
+0.3%
Q1 2026
+10.4%
Sector allocation
Technology 26%
Consumer discretionary 13%
Consumer staples 12%
Energy 11%
Industrials 10%
Financials 7%
Healthcare 6%
Services media 5%
Long book by quarter
What does Tyche Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 131.5K | $33.4M | 5.1% | +0.2% |
| PEP PEPSICO INC | Consumer staples | 196.1K | $30.5M | 4.7% | -0.3% |
| XOM EXXON MOBIL CORP | Energy | 163.9K | $27.8M | 4.3% | -0.5% |
| NVDA NVIDIA CORP | Technology | 84.6K | $14.8M | 2.3% | +3.0% |
| MSFT MICROSOFT CORP | Technology | 34.4K | $12.7M | 2.0% | -2.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 58.5K | $12.2M | 1.9% | +0.8% |
| WMT WALMART INC | Consumer discretionary | 93.3K | $11.6M | 1.8% | +0.7% |
| TSLA TESLA INC | Industrials | 23.6K | $8.8M | 1.4% | +4.3% |
| V VISA INC-CLASS A SHARES | Services media | 25.2K | $7.6M | 1.2% | -0.8% |
| CVX CHEVRON CORP | Energy | 35.7K | $7.4M | 1.1% | -0.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 6.4K | $6.4M | 1.0% | -0.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 41.5K | $6.0M | 0.9% | +0.5% |
| JPM JPMORGAN CHASE & CO | Financials | 20.1K | $5.9M | 0.9% | +0.9% |
| MO ALTRIA GROUP INC | Consumer staples | 86.6K | $5.7M | 0.9% | +4.0% |
| GOOGL ALPHABET INC-CL A | Technology | 19.1K | $5.5M | 0.8% | +2.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 22.4K | $5.5M | 0.8% | 0.0% |
| HD HOME DEPOT INC | Consumer discretionary | 16.4K | $5.4M | 0.8% | -1.0% |
| TXN TEXAS INSTRUMENTS INC | Technology | 27.6K | $5.4M | 0.8% | +3.0% |
| CAT CATERPILLAR INC | Industrials | 7.4K | $5.2M | 0.8% | -0.2% |
| NEE NEXTERA ENERGY INC | Utilities | 48.0K | $4.5M | 0.7% | -0.4% |
| ABBV ABBVIE INC | Healthcare | 19.1K | $4.2M | 0.6% | -1.6% |
| MA MASTERCARD INC - A | Services media | 8.1K | $4.0M | 0.6% | +0.2% |
| GS GOLDMAN SACHS GROUP INC | Financials | 4.8K | $4.0M | 0.6% | +25.3% |
| MCD MCDONALD'S CORP | Consumer discretionary | 11.6K | $3.6M | 0.6% | -1.7% |
| KO COCA-COLA CO/THE | Consumer staples | 46.3K | $3.5M | 0.5% | -0.3% |
| RTX RTX CORP | Industrials | 17.6K | $3.4M | 0.5% | +0.7% |
| NFLX NETFLIX INC | Services media | 31.8K | $3.1M | 0.5% | +1.6% |
| LLY ELI LILLY & CO | Healthcare | 3.1K | $2.8M | 0.4% | -0.4% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 17.0K | $2.8M | 0.4% | +1.0% |
| GOOG ALPHABET INC-CL C | Technology | 9.5K | $2.7M | 0.4% | +0.4% |
| SO SOUTHERN CO/THE | Utilities | 27.8K | $2.7M | 0.4% | +0.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 5.5K | $2.7M | 0.4% | +3.1% |
| ITW ILLINOIS TOOL WORKS | Industrials | 8.5K | $2.2M | 0.3% | -8.3% |
| AME AMETEK INC | Technology | 10.0K | $2.2M | 0.3% | +0.1% |
| AVGO BROADCOM INC | Technology | 6.3K | $2.0M | 0.3% | -6.4% |
| LMT LOCKHEED MARTIN CORP | Industrials | 3.1K | $1.9M | 0.3% | +0.6% |
| META META PLATFORMS INC-CLASS A | Technology | 3.3K | $1.9M | 0.3% | +0.2% |
| UNP UNION PACIFIC CORP | Industrials | 7.6K | $1.8M | 0.3% | -0.3% |
| ATO ATMOS ENERGY CORP | Utilities | 9.4K | $1.7M | 0.3% | -0.4% |
| T AT&T INC | Communications | 55.6K | $1.6M | 0.2% | +5.5% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 41.1K | $1.6M | 0.2% | +0.8% |
| ABT ABBOTT LABORATORIES | Healthcare | 14.9K | $1.5M | 0.2% | -5.5% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 30.3K | $1.5M | 0.2% | +11.9% |
| UNH UNITEDHEALTH GROUP INC | Financials | 5.4K | $1.5M | 0.2% | -5.7% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 3.7K | $1.5M | 0.2% | +7.1% |
| MRK MERCK & CO. INC. | Healthcare | 11.4K | $1.4M | 0.2% | -21.5% |
| BLK BLACKROCK INC | Financials | 1.4K | $1.4M | 0.2% | -8.1% |
| LOW LOWE'S COS INC | Consumer discretionary | 5.8K | $1.4M | 0.2% | +1.0% |
| TMUS T-MOBILE US INC | Communications | 6.4K | $1.3M | 0.2% | +14.1% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 5.8K | $1.3M | 0.2% | +0.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 347 | $648.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 336 | $629.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 316 | $570.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 23, 2025 | 303 | $497.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 297 | $462.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 301 | $473.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 25, 2024 | 288 | $441.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 18, 2024 | 276 | $410.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 23, 2024 | 281 | $408.6M | canonical | SEC ↗ |
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