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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $986M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 11 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AAXJ ISHARES TR 4,090.0 $381K 0.04% NEW $93.12 +27.9%
202 SHEL SHELL PLC Energy 5,067.0 $372K 0.04% NEW $73.48 +14.4%
203 KLAC KLA CORP Technology 306.0 $372K 0.04% NEW $1215.08 +58.7%
204 INTU INTUIT Technology 556.0 $368K 0.04% NEW $662.30 -52.2%
205 PSX PHILLIPS 66 Energy 2,788.0 $360K 0.04% NEW $129.06 +36.9%
206 VDE VANGUARD WORLD FD 2,745.0 $346K 0.04% NEW $125.91 +27.5%
207 IWF ISHARES TR 726.0 $344K 0.04% NEW $473.30 -73.2%
208 TMP TOMPKINS FINL CORP Financial Services 4,736.0 $343K 0.04% NEW $72.52 +18.9%
209 PGR PROGRESSIVE CORP Financial Services 1,503.0 $342K 0.04% NEW $227.70 -14.1%
210 ALL ALLSTATE CORP Financial Services 1,631.0 $341K 0.04% NEW $209.13 -0.2%
211 PHO INVESCO EXCHANGE TRADED FD T 4,708.0 $331K 0.03% NEW $70.41 -6.6%
212 CRWD CROWDSTRIKE HLDGS INC Technology 695.0 $326K 0.03% NEW $468.62 +44.2%
213 FTV FORTIVE CORP Technology 5,753.0 $318K 0.03% NEW $55.21 +7.5%
214 IWP ISHARES TR 2,276.0 $312K 0.03% NEW $136.94 +3.9%
215 MC MOELIS & CO Financial Services 4,492.0 $309K 0.03% NEW $68.74 -2.4%
216 IEMG ISHARES INC 4,583.0 $308K 0.03% NEW $67.22 +24.6%
217 IOO ISHARES TR 2,366.0 $300K 0.03% NEW $126.67 +12.6%
218 ETN EATON CORP PLC Industrials 927.0 $295K 0.03% NEW $318.57 +26.7%
219 IUSG ISHARES TR 1,758.0 $295K 0.03% NEW $167.94 +13.6%
220 GILD GILEAD SCIENCES INC Healthcare 2,382.0 $292K 0.03% NEW $122.74 +10.1%
Page 11 of 14  ·  272 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 24.7%
Financial Services 17.2%
Communication Services 11.9%
Healthcare 11.9%
Consumer Cyclical 10.6%
Industrials 10.6%
Consumer Defensive 5.9%
Energy 2.6%
Real Estate 1.9%
Utilities 1.8%