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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 8 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MMM 3M CO Industrials 5,336.0 $864K 0.09% -194.0 -3.5% $161.91 +11.5%
142 DIS DISNEY WALT CO Communication Services 8,880.0 $855K 0.08% -396.0 -4.3% $96.25 +11.1%
143 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,645.0 $783K 0.08% -941.0 -26.2% $296.04 +13.7%
144 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.07% $748850.00
145 MS MORGAN STANLEY Financial Services 3,570.0 $746K 0.07% -33.0 -0.9% $209.04 +2.5%
146 SYK STRYKER CORPORATION Healthcare 2,321.0 $731K 0.07% -190.0 -7.6% $314.77 +8.0%
147 IBM INTERNATIONAL BUSINESS MACHS Technology 2,576.0 $724K 0.07% +109.0 +4.4% $281.17 -15.7%
148 CSX CSX CORP Industrials 14,951.0 $711K 0.07% $47.53 +6.6%
149 IWM ISHARES TR 2,308.0 $694K 0.07% $300.51 +0.4%
150 SLB SCHLUMBERGER LTD Energy 14,886.0 $692K 0.07% +2K +18.1% $46.49 +15.2%
151 PFE PFIZER INC Healthcare 28,412.0 $684K 0.07% -562.0 -1.9% $24.08 +17.3%
152 MPC MARATHON PETE CORP Energy 2,669.0 $682K 0.07% -58.0 -2.1% $255.67 +41.1%
153 AIG AMERICAN INTL GROUP INC Financial Services 9,155.0 $682K 0.07% +423.0 +4.8% $74.53 +1.6%
154 SCHB SCHWAB STRATEGIC TR 23,412.0 $678K 0.07% $28.96 +2.7%
155 FDX FEDEX CORP Industrials 2,147.0 $672K 0.07% +74.0 +3.6% $313.13 +4.9%
156 KMI KINDER MORGAN INC DEL Energy 20,809.0 $665K 0.07% -173.0 -0.8% $31.97 +0.3%
157 CMI CUMMINS INC Industrials 927.0 $661K 0.07% +66.0 +7.7% $713.21 -14.7%
158 SPG SIMON PPTY GROUP INC NEW Real Estate 2,922.0 $654K 0.06% -216.0 -6.9% $223.65 -0.2%
159 AUB ATLANTIC UN BANKSHARES CORP Financial Services 15,331.0 $649K 0.06% -1K -8.3% $42.31 -2.2%
160 RSP INVESCO EXCHANGE TRADED FD T 3,012.0 $641K 0.06% -175.0 -5.5% $212.77 +4.4%
Page 8 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%