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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 11 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SOXX ISHARES TR 660.0 $423K 0.04% $640.76 -18.9%
202 FE FIRSTENERGY CORP Utilities 8,886.0 $422K 0.04% NEW $47.54 -0.6%
203 EGP EASTGROUP PPTYS INC Real Estate 2,073.0 $420K 0.04% -427.0 -17.1% $202.53 -0.1%
204 SHM SPDR SERIES TRUST 8,401.0 $403K 0.04% -636.0 -7.0% $47.97 -0.5%
205 SAP SAP SE Technology 2,600.0 $401K 0.04% -22.0 -0.8% $154.11 +39.9%
206 AEP AMERICAN ELEC PWR CO INC Utilities 2,905.0 $397K 0.04% +557.0 +23.7% $136.79 -7.7%
207 PSX PHILLIPS 66 Energy 2,345.0 $397K 0.04% +330.0 +16.4% $169.08 +43.3%
208 GLW CORNING INC Technology 1,511.0 $386K 0.04% -237.0 -13.6% $255.37 -40.3%
209 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 185.0 $385K 0.04% -16.0 -8.0% $2080.79 +4.3%
210 IYG ISHARES TR 4,121.0 $373K 0.04% -753.0 -15.4% $90.47 +7.0%
211 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 385.0 $372K 0.04% NEW $965.00 -13.7%
212 ETN EATON CORP PLC Industrials 854.0 $364K 0.04% -67.0 -7.3% $426.21 -0.4%
213 MCK MCKESSON CORP Healthcare 471.0 $356K 0.04% -38.0 -7.5% $755.60 +13.0%
214 LEIDOS HOLDINGS INC 3,450.0 $355K 0.04% -262.0 -7.1% $102.97
215 VIKING HOLDINGS LTD 3,341.0 $350K 0.03% NEW $104.67
216 JCI JOHNSON CTLS INTL PLC Industrials 2,354.0 $344K 0.03% +504.0 +27.2% $146.11 -0.8%
217 FTV FORTIVE CORP Technology 5,621.0 $343K 0.03% -347.0 -5.8% $61.09 -3.6%
218 NDAQ NASDAQ INC Financial Services 4,326.0 $341K 0.03% -301.0 -6.5% $78.82 +22.2%
219 FORTINET INC 2,212.0 $340K 0.03% NEW $153.62
220 IEMG ISHARES INC 4,036.0 $334K 0.03% -46.0 -1.1% $82.84 -2.7%
Page 11 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%