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 2 of 2 · 23 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	REDCLOUD HLDGS PLC	—	1,500	$2K	0.00%	SOLD
22	KSS	KOHLS CORP	Consumer Cyclical	71	$1K	0.00%	SOLD
23	SPRY	ARS PHARMACEUTICALS INC	Healthcare	100	$1K	0.00%	SOLD

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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%