NorthLanding Financial Partners, LLC 13F Portfolio

CIK 1655982 Filing since Q3 2022 Q3 2026 filed Oct 15, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 15, 2026.

Portfolio Snapshot

10 positions · Q3 2026

NorthLanding Financial Partners, LLC reported 10 positions worth $5.41M for the quarter ended Sep 30, 2026, up 7.9% on the prior quarter. It opened 1 new position, added to 2, trimmed 3 and exited 0. Its largest holding is Berkshire Hathaway Inc at 27.6% of the portfolio.

Portfolio Value
$5.41M
+7.9% QoQ · +29.8% YoY
Positions
10
1 new · 0 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
BRK-A 27.6%
Berkshire Hathaway Inc
Net Buying
+$125.20K
$225.81K bought · $100.61K sold
Turnover
1.9%
of the portfolio traded
Top Sector
Technology
43.5% of value
Track Record
17
quarters on file since Q3 2022

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

5 sectors
43.52%
Technology
Technology43.52%
Financial Services42.62%
Other5.26%
Energy4.46%
Healthcare4.14%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesOtherEnergyHealthcareIndustrialsConsumer DiscretionaryConsumer StaplesBasic Materials

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
AMGN Amgen Inc +531 – $223.70K 4.14%
XOM ExxonMobil Holdings Corp +9 +0.6% $1.46K 4.46%
C Citigroup Inc +5 +0.2% $647.34 5.26%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
PAYX Paychex Inc -849 -20.8% $83.63K 5.88%
AAPL Apple Inc. -39 -1.8% $12.99K 12.77%
BRK-B Berkshire Hathaway Inc -8 -0.5% $3.98K 14.98%

New Positions

Q3 2026
Holding Shares Trade Value Weight
AMGN Amgen Inc +531 $223.70K 4.14%

Closed Positions

Q3 2026

No positions were closed this quarter.

Holdings · Q3 2026

10 Positions

As ofSep 30, 2026
Value$5.41M
Top 10100%
Avg position$540.56K
# Activity
Showing all 10 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at NorthLanding Financial Partners.

About NorthLanding Financial Partners, LLC’s 13F Portfolio

What are NorthLanding Financial Partners, LLC’s largest holdings?

As of its Q3 2026 13F filing, NorthLanding Financial Partners, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 27.6%, Berkshire Hathaway Inc (BRK-B) at 15.0%, Apple Inc. (AAPL) at 12.8%, Palo Alto Networks Inc (PANW) at 9.9%, Alphabet Inc. (GOOGL) at 7.6% of the reported portfolio.

How much is NorthLanding Financial Partners, LLC’s portfolio worth?

NorthLanding Financial Partners, LLC reported a 13F portfolio worth $5.41M across 10 positions for Q3 2026. That is up 7.9% from the previous quarter.

What did NorthLanding Financial Partners, LLC buy in Q3 2026?

Its largest purchases by value were Amgen Inc ($223.70K), ExxonMobil Holdings Corp ($1.46K), Citigroup Inc ($647.34). It opened 1 new positions.

What did NorthLanding Financial Partners, LLC sell in Q3 2026?

Its largest sales by value were Paychex Inc ($83.63K), Apple Inc. ($12.99K), Berkshire Hathaway Inc ($3.98K). It exited 0 positions entirely.

Where does this data come from?

From the Form 13F-HR reports NorthLanding Financial Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.