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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 9 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LEIDOS HOLDINGS INC 3,712.0 $577K 0.06% -48.0 -1.3% $155.52
162 IWM ISHARES TR 2,308.0 $573K 0.06% $248.05 +17.1%
163 AMAT APPLIED MATLS INC Technology 1,668.0 $570K 0.06% +81.0 +5.1% $341.79 +31.1%
164 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 14,466.0 $542K 0.06% -4K -21.7% $37.44 -0.9%
165 REGN REGENERON PHARMACEUTICALS Healthcare 681.0 $526K 0.06% -148.0 -17.9% $772.64 -18.8%
166 PM PHILIP MORRIS INTL INC Consumer Defensive 3,139.0 $524K 0.06% -37.0 -1.2% $166.82 +9.1%
167 MDYG SPDR SER TR 5,355.0 $514K 0.06% $95.96 +12.7%
168 CG CARLYLE GROUP INC Financial Services 10,525.0 $509K 0.06% $48.39 -5.6%
169 NEE NEXTERA ENERGY INC Utilities 5,452.0 $506K 0.05% +286.0 +5.5% $92.88 -5.6%
170 ET ENERGY TRANSFER L P Energy 26,229.0 $506K 0.05% -12K -32.3% $19.30 +0.2%
171 SCHA SCHWAB STRATEGIC TR 17,403.0 $506K 0.05% $29.08 +16.8%
172 AMGN AMGEN INC Healthcare 1,434.0 $505K 0.05% -22.0 -1.5% $351.82 -4.5%
173 OKE ONEOK INC NEW Energy 5,556.0 $502K 0.05% -3K -31.7% $90.39 -2.4%
174 MKL MARKEL GROUP INC Financial Services 262.0 $501K 0.05% $1914.07 -3.5%
175 MTB M & T BK CORP Financial Services 2,415.0 $499K 0.05% -21.0 -0.9% $206.76 +4.0%
176 MUB ISHARES TR 4,697.0 $499K 0.05% NEW $106.15 +0.7%
177 TYL TYLER TECHNOLOGIES INC Technology 1,447.0 $495K 0.05% +17.0 +1.2% $342.38 -11.6%
178 AMD ADVANCED MICRO DEVICES INC Technology 2,419.0 $492K 0.05% +38.0 +1.6% $203.43 +143.6%
179 C CITIGROUP INC Financial Services 4,302.0 $488K 0.05% +217.0 +5.3% $113.41 +10.5%
180 KLAC KLA CORP Technology 326.0 $480K 0.05% +20.0 +6.5% $1472.41 +32.9%
Page 9 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%