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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $934M AUM 268 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 76 Added 128 Reduced 20 Exited
Page 3 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 4,530.0 $4.4M 0.47% -475.0 -9.5% $961.62 +11.3%
42 HD HOME DEPOT INC Consumer Cyclical 13,156.0 $4.3M 0.46% -145.0 -1.1% $328.90 -3.4%
43 LMT LOCKHEED MARTIN CORP Industrials 7,148.0 $4.3M 0.46% -432.0 -5.7% $604.42 -12.1%
44 KO COCA COLA CO Consumer Defensive 49,589.0 $3.8M 0.41% -881.0 -1.8% $76.58 +6.6%
45 PG PROCTER AND GAMBLE CO Consumer Defensive 26,239.0 $3.8M 0.41% -852.0 -3.1% $144.44 +2.1%
46 PH PARKER-HANNIFIN CORP Industrials 4,152.0 $3.7M 0.40% -99.0 -2.3% $895.24 -4.3%
47 EPD ENTERPRISE PRODS PARTNERS L Energy 93,967.0 $3.6M 0.38% -10K -9.8% $37.84 +0.4%
48 BX BLACKSTONE INC Financial Services 29,653.0 $3.4M 0.36% -1K -4.0% $114.99 +2.6%
49 META META PLATFORMS INC Communication Services 5,853.0 $3.3M 0.36% -777.0 -11.7% $572.13 +11.0%
50 MAR MARRIOTT INTL INC NEW Consumer Cyclical 10,233.0 $3.3M 0.36% -280.0 -2.7% $327.08 +18.0%
51 LLY ELI LILLY & CO Healthcare 3,595.0 $3.3M 0.35% -90.0 -2.4% $919.83 +17.7%
52 ORCL ORACLE CORP Technology 21,473.0 $3.2M 0.34% -858.0 -3.8% $147.11 +29.8%
53 BAC BANK AMERICA CORP Financial Services 64,492.0 $3.1M 0.34% -7K -9.6% $48.75 +4.8%
54 MCD MCDONALDS CORP Consumer Cyclical 9,151.0 $2.8M 0.30% -103.0 -1.1% $310.79 -9.6%
55 LH LABCORP HOLDINGS INC Healthcare 10,533.0 $2.8M 0.30% -411.0 -3.8% $266.81 -3.2%
56 BN BROOKFIELD CORP Financial Services 62,398.0 $2.5M 0.27% -3K -4.8% $40.47 +13.7%
57 ABBV ABBVIE INC Healthcare 11,376.0 $2.5M 0.27% -722.0 -6.0% $217.50 -1.0%
58 BALL BALL CORP Consumer Cyclical 40,814.0 $2.4M 0.26% -717.0 -1.7% $59.11 -4.4%
59 QQQ INVESCO QQQ TR Financial Services 4,044.0 $2.3M 0.25% -110.0 -2.6% $577.20 +26.4%
60 SPY SPDR S&P 500 ETF TR Financial Services 3,451.0 $2.3M 0.24% -35.0 -1.0% $652.15 +15.1%
Page 3 of 7  ·  128 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 23.2%
Financial Services 16.0%
Industrials 12.5%
Healthcare 11.5%
Communication Services 11.1%
Consumer Cyclical 10.5%
Consumer Defensive 6.7%
Energy 3.6%
Utilities 2.0%
Real Estate 2.0%