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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $934M AUM 268 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 76 Added 128 Reduced 20 Exited
Page 4 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJR ISHARES TR 31,384.0 $3.9M 0.42% +1K +5.0% $124.31 +12.3%
62 KO COCA COLA CO Consumer Defensive 49,589.0 $3.8M 0.41% -881.0 -1.8% $76.58 +6.6%
63 PG PROCTER AND GAMBLE CO Consumer Defensive 26,239.0 $3.8M 0.41% -852.0 -3.1% $144.44 +2.1%
64 PH PARKER-HANNIFIN CORP Industrials 4,152.0 $3.7M 0.40% -99.0 -2.3% $895.24 -4.3%
65 XLY SELECT SECTOR SPDR TR 33,261.0 $3.6M 0.39% $108.98 +11.5%
66 EPD ENTERPRISE PRODS PARTNERS L Energy 93,967.0 $3.6M 0.38% -10K -9.8% $37.84 +0.4%
67 BX BLACKSTONE INC Financial Services 29,653.0 $3.4M 0.36% -1K -4.0% $114.99 +2.6%
68 META META PLATFORMS INC Communication Services 5,853.0 $3.3M 0.36% -777.0 -11.7% $572.13 +11.0%
69 MAR MARRIOTT INTL INC NEW Consumer Cyclical 10,233.0 $3.3M 0.36% -280.0 -2.7% $327.08 +18.0%
70 VB VANGUARD INDEX FDS 12,717.0 $3.3M 0.36% +949.0 +8.1% $261.92 +11.7%
71 LLY ELI LILLY & CO Healthcare 3,595.0 $3.3M 0.35% -90.0 -2.4% $919.83 +17.7%
72 ORCL ORACLE CORP Technology 21,473.0 $3.2M 0.34% -858.0 -3.8% $147.11 +29.8%
73 BAC BANK AMERICA CORP Financial Services 64,492.0 $3.1M 0.34% -7K -9.6% $48.75 +4.8%
74 VO VANGUARD INDEX FDS 10,554.0 $3.0M 0.33% +806.0 +8.3% $287.18 -72.7%
75 VOE VANGUARD INDEX FDS 16,051.0 $3.0M 0.32% $184.28 +5.7%
76 BROOKFIELD ASSET MANAGMT LTD 65,015.0 $2.9M 0.31% +1K +1.6% $44.45
77 MCD MCDONALDS CORP Consumer Cyclical 9,151.0 $2.8M 0.30% -103.0 -1.1% $310.79 -9.6%
78 LH LABCORP HOLDINGS INC Healthcare 10,533.0 $2.8M 0.30% -411.0 -3.8% $266.81 -3.2%
79 UNH UNITEDHEALTH GROUP INC Healthcare 10,365.0 $2.8M 0.30% +351.0 +3.5% $270.58 +41.9%
80 PNC PNC FINL SVCS GROUP INC Financial Services 13,298.0 $2.8M 0.30% $208.09 +6.1%
Page 4 of 14  ·  268 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 23.2%
Financial Services 16.0%
Industrials 12.5%
Healthcare 11.5%
Communication Services 11.1%
Consumer Cyclical 10.5%
Consumer Defensive 6.7%
Energy 3.6%
Utilities 2.0%
Real Estate 2.0%