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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 14 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SDY SPDR SER TR 1,551.0 $216K 0.02% NEW $139.18 +7.8%
262 HCA HCA HEALTHCARE INC Healthcare 460.0 $215K 0.02% NEW $466.86 -16.0%
263 IQVIA HLDGS INC 940.0 $212K 0.02% NEW $225.41
264 PLD PROLOGIS INC. Real Estate 1,653.0 $211K 0.02% NEW $127.66 +14.8%
265 ZS ZSCALER INC Technology 925.0 $208K 0.02% NEW $224.80 -17.9%
266 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 679.0 $207K 0.02% NEW $304.78 +38.7%
267 IGPT INVESCO EXCHANGE TRADED FD T 3,473.0 $207K 0.02% NEW $59.47 +64.0%
268 IWB ISHARES TR 553.0 $207K 0.02% NEW $373.44 +9.6%
269 DUK DUKE ENERGY CORP NEW Utilities 1,757.0 $206K 0.02% NEW $117.21 +6.9%
270 COOPER COS INC 2,477.0 $203K 0.02% NEW $81.96
271 WELL WELLTOWER INC Real Estate 1,083.0 $201K 0.02% NEW $185.54 +17.6%
272 INTZ INTRUSION INC Technology 158,890.0 $183K 0.02% NEW $1.15 -31.3%
Page 14 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%