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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 9 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHA SCHWAB STRATEGIC TR 17,409.0 $629K 0.06% $36.13 -3.2%
162 SO SOUTHERN CO Utilities 6,479.0 $620K 0.06% NEW $95.71 -3.7%
163 MDYG SPDR SER TR 5,355.0 $600K 0.06% $112.09 -1.1%
164 CRWD CROWDSTRIKE HLDGS INC Technology 786.0 $600K 0.06% +43.0 +5.8% $190.74 +5.7%
165 C CITIGROUP INC Financial Services 4,042.0 $566K 0.06% -260.0 -6.0% $139.96 -5.1%
166 FBT FIRST TR EXCHANGE-TRADED FD 2,280.0 $565K 0.06% $247.89 +9.7%
167 WMB WILLIAMS COS INC Energy 7,583.0 $564K 0.06% -2K -19.1% $74.34 -1.5%
168 IJT ISHARES TR 3,097.0 $553K 0.05% -5K -60.8% $178.60 -1.9%
169 HEFA ISHARES TR 11,515.0 $540K 0.05% +1K +10.2% $46.92 +0.1%
170 MTB M & T BK CORP Financial Services 2,237.0 $533K 0.05% -178.0 -7.4% $238.06 +2.7%
171 PM PHILIP MORRIS INTL INC Consumer Defensive 2,923.0 $529K 0.05% -216.0 -6.9% $180.90 +5.0%
172 IWD ISHARES TR 2,176.0 $528K 0.05% $242.43 +6.7%
173 CPRT COPART INC Industrials 18,296.0 $516K 0.05% +804.0 +4.6% $28.19 +20.1%
174 WDC WESTERN DIGITAL CORP Technology 798.0 $510K 0.05% NEW $638.72 -27.7%
175 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 14,466.0 $509K 0.05% $35.22 +2.9%
176 MKL MARKEL GROUP INC Financial Services 260.0 $508K 0.05% -2.0 -0.8% $1953.01 -8.1%
177 SHEL SHELL PLC Energy 6,528.0 $506K 0.05% +2K +59.6% $77.54 +19.6%
178 ET ENERGY TRANSFER L P Energy 26,229.0 $501K 0.05% $19.12 +10.8%
179 BK BANK NEW YORK MELLON CORP Financial Services 3,389.0 $490K 0.05% -206.0 -5.7% $144.59 -1.9%
180 PLTR PALANTIR TECHNOLOGIES INC Technology 4,169.0 $486K 0.05% -635.0 -13.2% $116.67 +50.2%
Page 9 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%