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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 7 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JEPI J P MORGAN EXCHANGE TRADED 20,876.0 $1.2M 0.12% $56.48 +2.6%
122 IGV ISHARES TR 12,957.0 $1.2M 0.12% -945.0 -6.8% $90.60 +13.5%
123 GE GE AEROSPACE Industrials 3,119.0 $1.2M 0.12% -64.0 -2.0% $373.76 -4.7%
124 AKAM AKAMAI TECHNOLOGIES INC Technology 8,982.0 $1.1M 0.10% +147.0 +1.7% $118.21 -4.5%
125 GS GOLDMAN SACHS GROUP INC Financial Services 1,048.0 $1.1M 0.10% +116.0 +12.4% $1011.37 +1.0%
126 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,457.0 $1.0M 0.10% $703.34 -0.1%
127 SMH VANECK ETF TRUST 1,528.0 $1.0M 0.10% -935.0 -38.0% $656.08 -14.5%
128 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,325.0 $969K 0.10% +126.0 +3.0% $223.95 +23.8%
129 NFLX NETFLIX INC Communication Services 13,464.0 $961K 0.09% -2K -13.1% $71.40 +12.4%
130 SNOW SNOWFLAKE INC Technology 3,759.0 $957K 0.09% -12K -76.1% $254.50 +27.7%
131 MUB ISHARES TR 8,594.0 $925K 0.09% +4K +83.0% $107.62 -1.8%
132 IYH ISHARES TR 13,625.0 $913K 0.09% $67.01 +10.9%
133 KLAC KLA CORP Technology 3,005.0 $907K 0.09% +3K +821.8% $301.71 -37.9%
134 INTC INTEL CORP Technology 6,434.0 $898K 0.09% +285.0 +4.6% $139.63 -33.5%
135 XLE SELECT SECTOR SPDR TR 16,837.0 $894K 0.09% $53.11 +19.7%
136 SLYG SPDR SER TR 7,347.0 $875K 0.09% $119.13 -1.9%
137 A AGILENT TECHNOLOGIES INC Healthcare 6,551.0 $870K 0.09% +404.0 +6.6% $132.83 +17.0%
138 LIN LINDE PLC Basic Materials 1,677.0 $870K 0.09% -133.0 -7.3% $518.86 -7.3%
139 AXP AMERICAN EXPRESS CO Financial Services 2,569.0 $869K 0.09% -189.0 -6.8% $338.31 +0.5%
140 JEPQ J P MORGAN EXCHANGE TRADED F 14,139.0 $869K 0.09% -542.0 -3.7% $61.46 -2.6%
Page 7 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%