Landing Point Financial Group, LLC

13F filer · CIK 0002025964

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$294MU.S. long equity reported on 13F

Positions522 new · 5 closed

Net flow last quarter+$6.56MBuys minus sells

Top 10 positions weight12.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 202652 positions
AAPLApple Inc.	$11.7M	3.99%	0.00%	-7.7%	Q4 2024
THROTheron Resource Group	$8.2M	2.79%	2.41%	New	Q2 2026
NVDANvidia Corp	$6.28M	2.13%	0.00%	-2.8%	Q4 2024
AMZNAmazon Com Inc	$2.77M	0.94%	0.00%	+0.2%	Q4 2024
MSFTMicrosoft Corp	$1.93M	0.65%	0.00%	+1.7%	Q4 2024
IAUIshares Gold Trust	$1.74M	0.59%	0.00%	+58.7%	Q1 2025
VVisa Inc.	$1.56M	0.53%	0.00%	+0.1%	Q4 2024
GOOGLAlphabet Inc.	$1.31M	0.45%	0.00%	+1.9%	Q4 2024
GOOGAlphabet Inc.	$1.24M	0.42%	Not reported	+1.3%	Q4 2025
QCOMQualcomm Inc	$1.16M	0.39%	0.00%	0.0%	Q4 2024
XOMExxonMobil Holdings Corp	$1.16M	0.39%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.02M	0.35%	Not reported	Not reported	Q4 2024
URIUnited Rentals, Inc.	$916K	0.31%	0.00%	-4.3%	Q4 2024
AMATApplied Materials Inc	$915K	0.31%	0.00%	-5.6%	Q4 2025
METAMeta Platforms, Inc.	$896K	0.30%	Not reported	-0.1%	Q4 2024
CSXCSX Corp	$876K	0.30%	0.00%	-3.1%	Q4 2024
AMDAdvanced Micro Devices Inc	$871K	0.30%	0.00%	-6.3%	Q4 2025
NOCNorthrop Grumman Corp	$850K	0.29%	0.00%	+0.1%	Q4 2024
MAMastercard Inc	$810K	0.28%	0.00%	+0.1%	Q4 2024
UNHUnitedhealth Group Inc	$805K	0.27%	0.00%	-0.7%	Q4 2024
MUMicron Technology Inc	$788K	0.27%	0.00%	-11.0%	Q4 2025
LLYELI LILLY & Co	$753K	0.26%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$696K	0.24%	0.00%	+0.3%	Q4 2024
SHWSherwin Williams Co	$548K	0.19%	0.00%	+0.1%	Q4 2024
IBITiShares Bitcoin Trust ETF	$543K	0.18%	0.00%	New	Q2 2026
HDHome Depot, Inc.	$523K	0.18%	0.00%	-0.6%	Q4 2024
PHParker-Hannifin Corp	$496K	0.17%	0.00%	-5.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$488K	0.17%	Not reported	-0.5%	Q4 2024
GSGoldman Sachs Group Inc	$487K	0.17%	0.00%	Not reported	Q4 2025
ETNEaton Corp plc	$472K	0.16%	0.00%	Not reported	Q4 2024
PNCPNC Financial Services Group, Inc.	$441K	0.15%	0.00%	+38.5%	Q2 2025
NDSNNordson Corp	$429K	0.15%	0.00%	-6.3%	Q4 2024
FDXFedex Corp	$423K	0.14%	0.00%	-5.9%	Q4 2024
CLFCleveland-Cliffs Inc.	$395K	0.13%	0.01%	-1.0%	Q4 2025
PPGPPG Industries Inc	$391K	0.13%	0.00%	-1.2%	Q4 2024
JPMJPMorgan Chase & Co	$368K	0.13%	0.00%	+0.4%	Q4 2024
JNJJohnson & Johnson	$347K	0.12%	0.00%	-1.0%	Q4 2024
PGPROCTER & GAMBLE Co	$345K	0.12%	0.00%	+42.4%	Q4 2024
WFCWells Fargo & Company	$338K	0.11%	0.00%	-1.1%	Q4 2025
KOCoca Cola Co	$325K	0.11%	0.00%	+0.3%	Q4 2024
MOAltria Group, Inc.	$322K	0.11%	0.00%	-4.2%	Q4 2025
NFLXNetflix Inc	$298K	0.10%	0.00%	-13.9%	Q4 2024
PGRProgressive Corp	$274K	0.09%	0.00%	Not reported	Q4 2024
BABoeing Co	$263K	0.09%	0.00%	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$249K	0.08%	Not reported	Not reported	Q4 2025
CEGConstellation Energy Corp	$249K	0.08%	0.00%	-1.9%	Q4 2025
FDMT4D Molecular Therapeutics, Inc.	$246K	0.08%	0.03%	-2.6%	Q4 2025
LMTLockheed Martin Corp	$242K	0.08%	0.00%	+0.2%	Q4 2024
MCDMcdonalds Corp	$240K	0.08%	0.00%	Not reported	Q4 2024
RGNXREGENXBIO Inc.	$218K	0.07%	0.03%	-5.2%	Q1 2026

Q1 2026Reported May 5, 202654 positions
AAPLApple Inc.	$11.2M	5.41%	0.00%	+0.4%	Q4 2024
NVDANvidia Corp	$5.63M	2.73%	0.00%	-7.6%	Q4 2024
AMZNAmazon Com Inc	$2.42M	1.17%	0.00%	+3.5%	Q4 2024
MSFTMicrosoft Corp	$1.88M	0.91%	0.00%	+1.9%	Q4 2024
XOMExxonMobil Holdings Corp	$1.43M	0.70%	0.00%	-6.1%	Q4 2024
VVisa Inc.	$1.37M	0.67%	0.00%	0.0%	Q4 2024
IAUIshares Gold Trust	$1.28M	0.62%	0.00%	+4.6%	Q1 2025
NOCNorthrop Grumman Corp	$1.14M	0.55%	0.00%	-1.2%	Q4 2024
GOOGLAlphabet Inc.	$1.04M	0.50%	0.00%	+1.0%	Q4 2024
GOOGAlphabet Inc.	$996K	0.48%	Not reported	-0.3%	Q4 2025
METAMeta Platforms, Inc.	$910K	0.44%	Not reported	+0.6%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$888K	0.43%	Not reported	-1.7%	Q4 2024
QCOMQualcomm Inc	$807K	0.39%	0.00%	+1.9%	Q4 2024
MAMastercard Inc	$788K	0.38%	0.00%	+0.1%	Q4 2024
CSXCSX Corp	$780K	0.38%	0.00%	+0.2%	Q4 2024
URIUnited Rentals, Inc.	$616K	0.30%	0.00%	+0.1%	Q4 2024
TSLATesla, Inc.	$613K	0.30%	0.00%	+3.6%	Q4 2024
BTCGrayscale Bitcoin Mini Trust ETF	$593K	0.29%	0.02%	+12.6%	Q4 2025
LLYELI LILLY & Co	$577K	0.28%	0.00%	-2.6%	Q4 2024
UNHUnitedhealth Group Inc	$528K	0.26%	0.00%	-2.3%	Q4 2024
FDXFedex Corp	$511K	0.25%	0.00%	-9.8%	Q4 2024
SHWSherwin Williams Co	$510K	0.25%	0.00%	+0.1%	Q4 2024
HDHome Depot, Inc.	$491K	0.24%	0.00%	-0.1%	Q4 2024
PHParker-Hannifin Corp	$481K	0.23%	0.00%	+8.3%	Q4 2024
NFLXNetflix Inc	$466K	0.23%	0.00%	-1.4%	Q4 2024
AMATApplied Materials Inc	$458K	0.22%	0.00%	Not reported	Q4 2025
APLSApellis Pharmaceuticals, Inc.	$433K	0.21%	0.01%	New	Q1 2026
GSGoldman Sachs Group Inc	$407K	0.20%	0.00%	Not reported	Q4 2025
NDSNNordson Corp	$404K	0.20%	0.00%	-0.4%	Q4 2024
ETNEaton Corp plc	$396K	0.19%	0.00%	+6.3%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$384K	0.19%	Not reported	+15.9%	Q4 2024
CLFCleveland-Cliffs Inc.	$359K	0.17%	0.01%	Not reported	Q4 2025
PPGPPG Industries Inc	$349K	0.17%	0.00%	0.0%	Q4 2024
JNJJohnson & Johnson	$337K	0.16%	0.00%	-2.1%	Q4 2024
JPMJPMorgan Chase & Co	$330K	0.16%	0.00%	+0.5%	Q4 2024
WFCWells Fargo & Company	$329K	0.16%	0.00%	0.0%	Q4 2025
AMDAdvanced Micro Devices Inc	$325K	0.16%	0.00%	-4.3%	Q4 2025
MOAltria Group, Inc.	$308K	0.15%	0.00%	-5.5%	Q4 2025
KOCoca Cola Co	$303K	0.15%	0.00%	+3.3%	Q4 2024
LMTLockheed Martin Corp	$286K	0.14%	0.00%	-1.1%	Q4 2024
CEGConstellation Energy Corp	$285K	0.14%	0.00%	-6.9%	Q4 2025
MCDMcdonalds Corp	$276K	0.13%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$276K	0.13%	0.00%	-2.6%	Q4 2025
PNCPNC Financial Services Group, Inc.	$269K	0.13%	0.00%	Not reported	Q2 2025
MUMicron Technology Inc	$259K	0.13%	0.00%	-3.4%	Q4 2025
PGRProgressive Corp	$249K	0.12%	0.00%	Not reported	Q4 2024
BABoeing Co	$242K	0.12%	0.00%	Not reported	Q4 2025
PGPROCTER & GAMBLE Co	$239K	0.12%	0.00%	+0.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$238K	0.12%	Not reported	-8.1%	Q4 2025
COSTCostco Wholesale Corp	$231K	0.11%	0.00%	Not reported	Q4 2024

Q4 2025Reported Feb 11, 202652 positions
AAPLApple Inc.	$11.9M	5.93%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$6.52M	3.25%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$2.59M	1.29%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$2.41M	1.20%	0.00%	Not reported	Q4 2024
VVisa Inc.	$1.59M	0.79%	0.00%	Not reported	Q4 2024
IAUIshares Gold Trust	$1.13M	0.56%	0.00%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$1.11M	0.56%	0.00%	Not reported	Q4 2024
GOOGAlphabet Inc.	$1.09M	0.54%	Not reported	New	Q4 2025
XOMExxonMobil Holdings Corp	$1.08M	0.54%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$1.05M	0.52%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$1.04M	0.52%	Not reported	Not reported	Q4 2024
NOCNorthrop Grumman Corp	$963K	0.48%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$948K	0.47%	Not reported	Not reported	Q4 2024
MAMastercard Inc	$899K	0.45%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$716K	0.36%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$694K	0.35%	0.00%	Not reported	Q4 2024
CSXCSX Corp	$688K	0.34%	0.00%	Not reported	Q4 2024
URIUnited Rentals, Inc.	$683K	0.34%	0.00%	Not reported	Q4 2024
BTCGrayscale Bitcoin Mini Trust ETF	$681K	0.34%	0.02%	New	Q4 2025
UNHUnitedhealth Group Inc	$659K	0.33%	0.00%	Not reported	Q4 2024
CLFCleveland-Cliffs Inc.	$564K	0.28%	0.01%	New	Q4 2025
SHWSherwin Williams Co	$515K	0.26%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$514K	0.26%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$461K	0.23%	0.00%	Not reported	Q4 2024
FDXFedex Corp	$460K	0.23%	0.00%	Not reported	Q4 2024
PHParker-Hannifin Corp	$436K	0.22%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$423K	0.21%	0.00%	New	Q4 2025
CEGConstellation Energy Corp	$387K	0.19%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$385K	0.19%	0.00%	New	Q4 2025
ORCLOracle Corp	$375K	0.19%	0.00%	New	Q4 2025
NDSNNordson Corp	$366K	0.18%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$360K	0.18%	0.00%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$358K	0.18%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$353K	0.18%	Not reported	Not reported	Q4 2024
AMATApplied Materials Inc	$344K	0.17%	0.00%	New	Q4 2025
PPGPPG Industries Inc	$334K	0.17%	0.00%	Not reported	Q4 2024
ETNEaton Corp plc	$332K	0.17%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$291K	0.15%	0.00%	Not reported	Q4 2024
PGRProgressive Corp	$286K	0.14%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$285K	0.14%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$272K	0.14%	Not reported	New	Q4 2025
MCDMcdonalds Corp	$272K	0.14%	0.00%	Not reported	Q4 2024
PNCPNC Financial Services Group, Inc.	$270K	0.13%	0.00%	Not reported	Q2 2025
KOCoca Cola Co	$270K	0.13%	0.00%	Not reported	Q4 2024
BABoeing Co	$264K	0.13%	0.00%	New	Q4 2025
LOWLowes Companies Inc	$254K	0.13%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$236K	0.12%	0.00%	Not reported	Q4 2024
LMTLockheed Martin Corp	$231K	0.12%	0.00%	Not reported	Q4 2024
MUMicron Technology Inc	$226K	0.11%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$200K	0.10%	0.00%	Not reported	Q4 2024

Q2 2025Reported Aug 12, 202539 positions
AAPLApple Inc.	$7.77M	4.90%	0.00%	+0.3%	Q4 2024
NVDANvidia Corp	$4.74M	2.99%	0.00%	-3.6%	Q4 2024
MSFTMicrosoft Corp	$2.06M	1.30%	0.00%	+0.7%	Q4 2024
VVisa Inc.	$1.65M	1.04%	0.00%	-3.4%	Q4 2024
AMZNAmazon Com Inc	$1.18M	0.74%	0.00%	+4.4%	Q4 2024
QCOMQualcomm Inc	$1.01M	0.64%	0.00%	+0.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$961K	0.61%	Not reported	+7.1%	Q4 2024
METAMeta Platforms, Inc.	$957K	0.60%	Not reported	+2.5%	Q4 2024
MAMastercard Inc	$946K	0.60%	0.00%	-0.7%	Q4 2024
XOMExxonMobil Holdings Corp	$892K	0.56%	0.00%	Not reported	Q4 2024
NOCNorthrop Grumman Corp	$838K	0.53%	0.00%	Not reported	Q4 2024
URIUnited Rentals, Inc.	$728K	0.46%	0.00%	+1.3%	Q4 2024
CSXCSX Corp	$617K	0.39%	0.00%	+0.2%	Q4 2024
SHWSherwin Williams Co	$609K	0.38%	0.00%	-18.6%	Q4 2024
NFLXNetflix Inc	$588K	0.37%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$587K	0.37%	0.00%	-5.6%	Q4 2024
TSLATesla, Inc.	$547K	0.34%	0.00%	+2.4%	Q4 2024
CICigna Group	$524K	0.33%	0.00%	Not reported	Q4 2024
PGRProgressive Corp	$471K	0.30%	0.00%	+0.1%	Q4 2024
IAUIshares Gold Trust	$426K	0.27%	0.00%	+63.3%	Q1 2025
ETNEaton Corp plc	$395K	0.25%	0.00%	+0.2%	Q4 2024
HDHome Depot, Inc.	$380K	0.24%	0.00%	+0.5%	Q4 2024
PPGPPG Industries Inc	$371K	0.23%	0.00%	0.0%	Q4 2024
FDXFedex Corp	$363K	0.23%	0.00%	+4.4%	Q4 2024
LLYELI LILLY & Co	$342K	0.22%	0.00%	+1.2%	Q4 2024
JPMJPMorgan Chase & Co	$328K	0.21%	0.00%	+4.1%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$327K	0.21%	Not reported	+31.5%	Q4 2024
NDSNNordson Corp	$324K	0.20%	0.00%	+0.3%	Q4 2024
GOOGLAlphabet Inc.	$314K	0.20%	0.00%	+24.0%	Q4 2024
PHParker-Hannifin Corp	$297K	0.19%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$297K	0.19%	0.00%	+0.1%	Q4 2024
LMTLockheed Martin Corp	$263K	0.17%	0.00%	-0.7%	Q4 2024
PGPROCTER & GAMBLE Co	$254K	0.16%	0.00%	+0.1%	Q4 2024
KOCoca Cola Co	$223K	0.14%	0.00%	+0.7%	Q4 2024
COSTCostco Wholesale Corp	$220K	0.14%	0.00%	Not reported	Q4 2024
PNCPNC Financial Services Group, Inc.	$219K	0.14%	0.00%	New	Q2 2025
STZConstellation Brands, Inc.	$215K	0.14%	Not reported	-5.1%	Q4 2024
MELIMercadolibre Inc	$209K	0.13%	0.00%	New	Q2 2025
MZTIMarzetti Co	$208K	0.13%	0.00%	+0.4%	Q4 2024

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