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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 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HWM HOWMET AEROSPACE INC Industrials 944.0 $254K 0.03% -208.0 -18.1% $268.79 +3.9%
142 PWR QUANTA SVCS INC Industrials 342.0 $246K 0.02% -54.0 -13.6% $720.04 -6.9%
143 SNA SNAP ON INC Industrials 597.0 $240K 0.02% -331.0 -35.7% $402.40 -2.8%
144 PLD PROLOGIS INC. Real Estate 1,766.0 $239K 0.02% -247.0 -12.3% $135.47 +4.5%
145 LOW LOWES COS INC Consumer Cyclical 1,062.0 $234K 0.02% -742.0 -41.1% $220.49 -1.0%
146 WELL WELLTOWER INC Real Estate 949.0 $215K 0.02% -178.0 -15.8% $226.88 +5.2%
147 USB US BANCORP DEL Financial Services 3,469.0 $210K 0.02% -724.0 -17.3% $60.40 +3.3%
148 MTZ MASTEC INC Industrials 495.0 $206K 0.02% -223.0 -31.1% $416.06 -35.4%
149 INTZ INTRUSION INC Technology 35,150.0 $33K 0.00% -124K -77.9% $0.93 -30.0%
Page 8 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%