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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 10 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AAXJ ISHARES TR 4,020.0 $480K 0.05% $119.33 -3.8%
182 IYF ISHARES TR 3,727.0 $475K 0.05% $127.51 +6.8%
183 OKE ONEOK INC NEW Energy 5,431.0 $472K 0.05% -125.0 -2.2% $86.94 +10.4%
184 REGN REGENERON PHARMACEUTICALS Healthcare 745.0 $465K 0.05% +64.0 +9.4% $623.54 +34.8%
185 COP CONOCOPHILLIPS Energy 4,419.0 $459K 0.04% -2K -29.0% $103.96 +25.6%
186 AMGN AMGEN INC Healthcare 1,266.0 $458K 0.04% -168.0 -11.7% $362.08 +22.2%
187 GLD SPDR GOLD TR Financial Services 1,239.0 $456K 0.04% -127.0 -9.3% $368.38 +12.3%
188 ASML ASML HLDG NV Technology 229.0 $456K 0.04% NEW $1989.44 -11.9%
189 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 3,676.0 $453K 0.04% -485.0 -11.7% $123.11 +27.7%
190 SNDK SANDISK CORP Technology 198.0 $450K 0.04% NEW $2273.73 -31.0%
191 TMP TOMPKINS FINL CORP Financial Services 4,762.0 $450K 0.04% +26.0 +0.6% $94.52 +2.7%
192 APH AMPHENOL CORP NEW Technology 2,529.0 $446K 0.04% -347.0 -12.1% $176.32 -11.5%
193 QCOM QUALCOMM INC Technology 2,402.0 $444K 0.04% -169.0 -6.6% $184.77 -12.4%
194 IWP ISHARES TR 3,023.0 $443K 0.04% $146.41 -1.8%
195 CG CARLYLE GROUP INC Financial Services 10,455.0 $440K 0.04% -70.0 -0.7% $42.11 +17.3%
196 FTCS FIRST TR EXCHANGE-TRADED FD 4,665.0 $438K 0.04% $93.92 +8.5%
197 TXN TEXAS INSTRS INC Technology 1,447.0 $431K 0.04% -78.0 -5.1% $298.08 -10.3%
198 VRTX VERTEX PHARMACEUTICALS INC Healthcare 859.0 $427K 0.04% +247.0 +40.4% $496.73 +11.1%
199 NEE NEXTERA ENERGY INC Utilities 4,861.0 $427K 0.04% -591.0 -10.8% $87.77 -2.1%
200 IWF ISHARES TR 3,408.0 $423K 0.04% +3K +300.0% $124.17 -1.2%
Page 10 of 15  ·  281 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%