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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $1.0B AUM 281 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 59 Added 149 Reduced 13 Exited
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HEFA ISHARES TR 11,515.0 $540K 0.05% +1K +10.2% $46.92 +0.1%
42 CPRT COPART INC Industrials 18,296.0 $516K 0.05% +804.0 +4.6% $28.19 +20.1%
43 SHEL SHELL PLC Energy 6,528.0 $506K 0.05% +2K +59.6% $77.54 +19.6%
44 REGN REGENERON PHARMACEUTICALS Healthcare 745.0 $465K 0.05% +64.0 +9.4% $623.54 +34.8%
45 TMP TOMPKINS FINL CORP Financial Services 4,762.0 $450K 0.04% +26.0 +0.6% $94.52 +2.7%
46 VRTX VERTEX PHARMACEUTICALS INC Healthcare 859.0 $427K 0.04% +247.0 +40.4% $496.73 +11.1%
47 IWF ISHARES TR 3,408.0 $423K 0.04% +3K +300.0% $124.17 -1.2%
48 AEP AMERICAN ELEC PWR CO INC Utilities 2,905.0 $397K 0.04% +557.0 +23.7% $136.79 -7.7%
49 PSX PHILLIPS 66 Energy 2,345.0 $397K 0.04% +330.0 +16.4% $169.08 +43.3%
50 JCI JOHNSON CTLS INTL PLC Industrials 2,354.0 $344K 0.03% +504.0 +27.2% $146.11 -0.8%
51 VZ VERIZON COMMUNICATIONS INC Communication Services 7,433.0 $315K 0.03% +184.0 +2.5% $42.34 +16.6%
52 VIG VANGUARD SPECIALIZED FUNDS 1,317.0 $312K 0.03% +24.0 +1.9% $236.62 +3.5%
53 NSC NORFOLK SOUTHN CORP Industrials 962.0 $303K 0.03% +17.0 +1.8% $314.59 +9.9%
54 IWB ISHARES TR 739.0 $303K 0.03% +145.0 +24.4% $409.50 +2.9%
55 VEA VANGUARD TAX-MANAGED FDS 4,122.0 $294K 0.03% +841.0 +25.6% $71.25 +2.2%
56 DHI D R HORTON INC Consumer Cyclical 1,720.0 $280K 0.03% +126.0 +7.9% $162.90 -6.8%
57 BINC BLACKROCK ETF TRUST II 5,289.0 $277K 0.03% +1K +25.4% $52.34 -0.6%
58 GD GENERAL DYNAMICS CORP Industrials 746.0 $264K 0.03% +23.0 +3.2% $354.46 +10.7%
59 EFA ISHARES TR 2,388.0 $248K 0.02% +270.0 +12.8% $103.88 +3.6%
Page 3 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.2%
Financial Services 14.9%
Industrials 12.6%
Communication Services 11.9%
Healthcare 10.4%
Consumer Cyclical 10.1%
Consumer Defensive 5.8%
Energy 2.5%
Utilities 2.0%
Real Estate 1.8%