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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 8 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SLYG SPDR SER TR 7,347.0 $710K 0.08% -39.0 -0.5% $96.62 +13.7%
142 KMI KINDER MORGAN INC DEL Energy 20,982.0 $704K 0.07% +171.0 +0.8% $33.53 -3.9%
143 PLTR PALANTIR TECHNOLOGIES INC Technology 4,804.0 $703K 0.07% +249.0 +5.5% $146.28 -9.4%
144 A AGILENT TECHNOLOGIES INC Healthcare 6,147.0 $702K 0.07% -501.0 -7.5% $114.24 +1.4%
145 MU MICRON TECHNOLOGY INC Technology 2,046.0 $692K 0.07% +110.0 +5.7% $337.99 +174.7%
146 WMB WILLIAMS COS INC Energy 9,373.0 $682K 0.07% +65.0 +0.7% $72.78 +4.9%
147 MPC MARATHON PETE CORP Energy 2,727.0 $666K 0.07% +16.0 +0.6% $244.18 +1.2%
148 AIG AMERICAN INTL GROUP INC Financial Services 8,732.0 $657K 0.07% -3K -23.7% $75.25 +0.0%
149 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 4,161.0 $654K 0.07% +158.0 +4.0% $157.28 -4.8%
150 SLB SCHLUMBERGER LTD Energy 12,605.0 $651K 0.07% -3K -18.8% $51.68 +9.3%
151 DELL DELL TECHNOLOGIES INC Technology 3,922.0 $644K 0.07% +57.0 +1.5% $164.13 +85.8%
152 CSX CSX CORP Industrials 14,914.0 $612K 0.07% $41.05 +14.8%
153 RSP INVESCO EXCHANGE TRADED FD T 3,187.0 $612K 0.07% +1K +51.6% $191.92 +8.1%
154 IBM INTERNATIONAL BUSINESS MACHS Technology 2,467.0 $598K 0.06% -37.0 -1.5% $242.36 +5.3%
155 AUB ATLANTIC UN BANKSHARES CORP Financial Services 16,714.0 $597K 0.06% $35.74 +5.3%
156 MS MORGAN STANLEY Financial Services 3,603.0 $593K 0.06% +112.0 +3.2% $164.57 +22.5%
157 GLD SPDR GOLD TR Financial Services 1,366.0 $588K 0.06% -80.0 -5.5% $430.29 -5.1%
158 SCHB SCHWAB STRATEGIC TR 23,412.0 $588K 0.06% $25.10 +15.3%
159 SPG SIMON PPTY GROUP INC NEW Real Estate 3,138.0 $585K 0.06% -995.0 -24.1% $186.53 +10.9%
160 CPRT COPART INC Industrials 17,492.0 $581K 0.06% $33.20 -1.1%
Page 8 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%