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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SMH VANECK ETF TRUST 1,528.0 $1.0M 0.10% -935.0 -38.0% $656.08 -14.4%
82 NFLX NETFLIX INC Communication Services 13,464.0 $961K 0.09% -2K -13.1% $71.40 +12.8%
83 SNOW SNOWFLAKE INC Technology 3,759.0 $957K 0.09% -12K -76.1% $254.50 +25.9%
84 LIN LINDE PLC Basic Materials 1,677.0 $870K 0.09% -133.0 -7.3% $518.86 -6.8%
85 AXP AMERICAN EXPRESS CO Financial Services 2,569.0 $869K 0.09% -189.0 -6.8% $338.31 -1.1%
86 JEPQ J P MORGAN EXCHANGE TRADED F 14,139.0 $869K 0.09% -542.0 -3.7% $61.46 -2.8%
87 MMM 3M CO Industrials 5,336.0 $864K 0.09% -194.0 -3.5% $161.91 +11.8%
88 DIS DISNEY WALT CO Communication Services 8,880.0 $855K 0.08% -396.0 -4.3% $96.25 +11.6%
89 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,645.0 $783K 0.08% -941.0 -26.2% $296.04 +14.5%
90 MS MORGAN STANLEY Financial Services 3,570.0 $746K 0.07% -33.0 -0.9% $209.04 +1.2%
91 SYK STRYKER CORPORATION Healthcare 2,321.0 $731K 0.07% -190.0 -7.6% $314.77 +7.4%
92 PFE PFIZER INC Healthcare 28,412.0 $684K 0.07% -562.0 -1.9% $24.08 +16.5%
93 MPC MARATHON PETE CORP Energy 2,669.0 $682K 0.07% -58.0 -2.1% $255.67 +42.0%
94 KMI KINDER MORGAN INC DEL Energy 20,809.0 $665K 0.07% -173.0 -0.8% $31.97 -2.1%
95 SPG SIMON PPTY GROUP INC NEW Real Estate 2,922.0 $654K 0.06% -216.0 -6.9% $223.65 -0.9%
96 AUB ATLANTIC UN BANKSHARES CORP Financial Services 15,331.0 $649K 0.06% -1K -8.3% $42.31 -2.9%
97 RSP INVESCO EXCHANGE TRADED FD T 3,012.0 $641K 0.06% -175.0 -5.5% $212.77 +4.0%
98 C CITIGROUP INC Financial Services 4,042.0 $566K 0.06% -260.0 -6.0% $139.96 -5.7%
99 WMB WILLIAMS COS INC Energy 7,583.0 $564K 0.06% -2K -19.1% $74.34 -3.5%
100 IJT ISHARES TR 3,097.0 $553K 0.05% -5K -60.8% $178.60 -3.0%
Page 5 of 8  ·  149 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%