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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 14 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMT AMERICAN TOWER CORP Real Estate 1,505.0 $246K 0.02% NEW $163.60 +6.7%
262 IVE ISHARES TR 1,080.0 $245K 0.02% $227.16 +5.0%
263 COOPER COS INC 3,390.0 $243K 0.02% NEW $71.71
264 BND VANGUARD BD INDEX FDS 3,297.0 $242K 0.02% $73.41 -1.2%
265 SNA SNAP ON INC Industrials 597.0 $240K 0.02% -331.0 -35.7% $402.40 -2.1%
266 XMTR XOMETRY INC Industrials 2,482.0 $240K 0.02% NEW $96.52 -12.4%
267 PLD PROLOGIS INC. Real Estate 1,766.0 $239K 0.02% -247.0 -12.3% $135.47 +4.3%
268 SDY SPDR SER TR 1,551.0 $236K 0.02% $152.21 +4.4%
269 LOW LOWES COS INC Consumer Cyclical 1,062.0 $234K 0.02% -742.0 -41.1% $220.49 -0.2%
270 GM GENERAL MTRS CO Consumer Cyclical 2,883.0 $222K 0.02% NEW $77.08 +10.2%
271 FNV FRANCO NEV CORP Basic Materials 1,065.0 $222K 0.02% NEW $208.44 +20.5%
272 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,276.0 $216K 0.02% $40.87 +16.4%
273 WELL WELLTOWER INC Real Estate 949.0 $215K 0.02% -178.0 -15.8% $226.88 +3.9%
274 MRSH MARSH & MCLENNAN COS INC Financial Services 1,283.0 $214K 0.02% NEW $166.67 +13.5%
275 TT TRANE TECHNOLOGIES PLC Industrials 431.0 $212K 0.02% NEW $491.61 -7.3%
276 USB US BANCORP DEL Financial Services 3,469.0 $210K 0.02% -724.0 -17.3% $60.40 +4.0%
277 MTZ MASTEC INC Industrials 495.0 $206K 0.02% -223.0 -31.1% $416.06 -34.6%
278 SPGI S&P GLOBAL INC Financial Services 495.0 $202K 0.02% NEW $407.53 +4.7%
279 PPG PPG INDS INC Basic Materials 1,658.0 $201K 0.02% NEW $121.29 -6.1%
280 SAN BANCO SANTANDER SA Financial Services 10,585.0 $146K 0.01% NEW $13.80 +2.7%
Page 14 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%