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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 3 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORP NEW Energy 37,437.0 $6.2M 0.61% -6K -13.6% $165.76 +25.1%
42 GEV GE VERNOVA INC Utilities 5,244.0 $6.2M 0.60% -114.0 -2.1% $1174.86 -16.0%
43 RTX RAYTHEON TECHNOLOGIES CORP Industrials 30,453.0 $5.8M 0.57% -1K -3.2% $189.73 +18.2%
44 IJK ISHARES TR 46,349.0 $5.4M 0.54% -4K -7.3% $117.50 -0.5%
45 COF CAPITAL ONE FINL CORP Financial Services 26,965.0 $5.4M 0.53% -494.0 -1.8% $200.62 +11.8%
46 COST COSTCO WHSL CORP NEW Consumer Defensive 5,312.0 $5.0M 0.49% +85.0 +1.6% $935.53 +4.1%
47 ECL ECOLAB INC Basic Materials 17,156.0 $4.8M 0.47% -131.0 -0.8% $278.61 +1.9%
48 CL COLGATE PALMOLIVE CO Consumer Defensive 52,069.0 $4.8M 0.47% +311.0 +0.6% $91.68 +0.0%
49 BIV VANGUARD BD INDEX FDS 61,468.0 $4.7M 0.46% -2K -3.0% $76.70 -1.3%
50 EOG EOG RES INC Energy 36,045.0 $4.7M 0.46% -7K -15.6% $129.73 +16.7%
51 CME CME GROUP INC Financial Services 20,797.0 $4.6M 0.45% -265.0 -1.3% $220.83 +22.9%
52 HD HOME DEPOT INC Consumer Cyclical 12,956.0 $4.6M 0.45% -200.0 -1.5% $352.68 -1.9%
53 ABT ABBOTT LABS Healthcare 50,243.0 $4.6M 0.45% -3K -5.3% $90.74 +26.8%
54 IJR ISHARES TR 30,728.0 $4.6M 0.45% -656.0 -2.1% $148.31 +0.5%
55 UNH UNITEDHEALTH GROUP INC Healthcare 10,952.0 $4.6M 0.45% +587.0 +5.7% $415.63 -5.3%
56 LLY ELI LILLY & CO Healthcare 3,728.0 $4.5M 0.44% +133.0 +3.7% $1199.55 +6.1%
57 WFC WELLS FARGO CO NEW Financial Services 53,056.0 $4.4M 0.43% -55K -51.1% $82.64 +4.5%
58 BLK BLACKROCK INC Financial Services 4,553.0 $4.4M 0.43% +23.0 +0.5% $961.47 +22.6%
59 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 8,456.0 $4.0M 0.40% +8K +1079.4% $477.57 -13.6%
60 KO COCA COLA CO Consumer Defensive 49,554.0 $4.0M 0.40% $81.27 +10.3%
Page 3 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%