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Portfolio (Quarterly) Guide ↗

Tripletail Wealth Management, LLC

· CIK 0002079812
13F Portfolio $73M AUM 255 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 41 Added 89 Reduced 23 Exited
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE TRADED FD T 11,822.0 $2.3M 3.11% +1K +9.2% $193.09 +7.5%
2 AMZN AMAZON COM INC Consumer Cyclical 7,958.0 $1.7M 2.28% +123.0 +1.6% $209.77 +28.7%
3 PULS PGIM ETF TR 31,028.0 $1.5M 2.10% +657.0 +2.2% $49.54 +0.3%
4 GOOGL ALPHABET INC Communication Services 3,998.0 $1.2M 1.61% +180.0 +4.7% $295.77 +32.4%
5 KMI KINDER MORGAN INC DEL Energy 31,210.0 $1.0M 1.40% +250.0 +0.8% $32.97 -1.4%
6 MP MP MATERIALS CORP Basic Materials 12,527.0 $623K 0.85% +1K +8.7% $49.73 +31.5%
7 TSLA TESLA INC Consumer Cyclical 1,398.0 $504K 0.69% +12.0 +0.9% $360.59 +22.5%
8 GS GOLDMAN SACHS GROUP INC Financial Services 555.0 $479K 0.65% +15.0 +2.8% $863.04 +15.4%
9 GEV GE VERNOVA INC Utilities 483.0 $434K 0.59% +148.0 +44.2% $898.57 +16.5%
10 IVES WEDBUSH SER TR 12,580.0 $362K 0.49% +10K +499.1% $28.80 +30.6%
11 VST VISTRA CORP Utilities 2,329.0 $352K 0.48% +100.0 +4.5% $151.18 +5.8%
12 VYM VANGUARD WHITEHALL FDS 1,980.0 $293K 0.40% +50.0 +2.6% $148.11 +7.0%
13 NEBIUS GROUP N.V. 2,485.0 $270K 0.37% +280.0 +12.7% $108.82
14 C CITIGROUP INC Financial Services 2,300.0 $265K 0.36% +50.0 +2.2% $115.25 +8.5%
15 INOD INNODATA INC Technology 5,475.0 $211K 0.29% +350.0 +6.8% $38.47 +132.9%
16 QQQ INVESCO QQQ TR Financial Services 315.0 $184K 0.25% +5.0 +1.6% $584.98 +24.3%
17 TH TARGET HOSPITALITY CORP Industrials 13,150.0 $183K 0.25% +2K +13.1% $13.88 +32.0%
18 SO SOUTHERN CO Utilities 1,830.0 $178K 0.24% +30.0 +1.7% $97.45 -3.7%
19 V VISA INC Financial Services 566.0 $170K 0.23% +60.0 +11.9% $300.80 +9.4%
20 QNST QUINSTREET INC Communication Services 13,910.0 $168K 0.23% +5K +49.7% $12.10 +1.7%
Page 1 of 3  ·  41 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 38.4%
Financial Services 12.4%
Healthcare 9.6%
Industrials 9.0%
Consumer Cyclical 7.7%
Energy 7.5%
Communication Services 7.0%
Consumer Defensive 3.0%
Utilities 2.6%
Basic Materials 2.6%