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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FNV FRANCO NEV CORP Basic Materials 1,065.0 $222K 0.02% NEW $208.44 +20.5%
22 MRSH MARSH & MCLENNAN COS INC Financial Services 1,283.0 $214K 0.02% NEW $166.67 +13.5%
23 TT TRANE TECHNOLOGIES PLC Industrials 431.0 $212K 0.02% NEW $491.61 -7.3%
24 SPGI S&P GLOBAL INC Financial Services 495.0 $202K 0.02% NEW $407.53 +4.7%
25 PPG PPG INDS INC Basic Materials 1,658.0 $201K 0.02% NEW $121.29 -6.1%
26 SAN BANCO SANTANDER SA Financial Services 10,585.0 $146K 0.01% NEW $13.80 +2.7%
Page 2 of 2  ·  26 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%