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Portfolio (Quarterly) Guide ↗

Tripletail Wealth Management, LLC

· CIK 0002079812
13F Portfolio $79M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 263 New
Page 10 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CPRT COPART INC Industrials 612.0 $24K 0.03% NEW $39.15 -16.0%
182 ASTS AST SPACEMOBILE INC Technology 320.0 $23K 0.03% NEW $72.63 +80.0%
183 XME SPDR SERIES TRUST 200.0 $21K 0.03% NEW $103.61 +22.3%
184 GE GE AEROSPACE Industrials 66.0 $20K 0.03% NEW $308.03 +4.1%
185 BMY BRISTOL-MYERS SQUIBB CO Healthcare 376.0 $20K 0.03% NEW $53.94 +5.7%
186 MTB M & T BK CORP Financial Services 100.0 $20K 0.03% NEW $201.48 +6.4%
187 DIA SPDR DOW JONES INDL AVERAGE Financial Services 40.0 $19K 0.02% NEW $480.57 +5.4%
188 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 313.0 $19K 0.02% NEW $61.27 -38.8%
189 J P MORGAN EXCHANGE TRADED F 300.0 $19K 0.02% NEW $63.18
190 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 70.0 $18K 0.02% NEW $256.03 -15.2%
191 NKE NIKE INC Consumer Cyclical 271.0 $17K 0.02% NEW $63.71 -25.3%
192 SBUX STARBUCKS CORP Consumer Cyclical 205.0 $17K 0.02% NEW $84.21 +20.1%
193 DTEC ALPS ETF TR 352.0 $17K 0.02% NEW $48.58 +0.8%
194 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 1,670.0 $16K 0.02% NEW $9.60 +17.3%
195 IONQ IONQ INC Technology 350.0 $16K 0.02% NEW $44.87 +55.2%
196 DXCM DEXCOM INC Healthcare 228.0 $15K 0.02% NEW $66.37 +9.2%
197 CTAS CINTAS CORP Industrials 80.0 $15K 0.02% NEW $188.07 -8.1%
198 HPQ HP INC Technology 628.0 $14K 0.02% NEW $22.28 +11.1%
199 RTX RTX CORPORATION Industrials 75.0 $14K 0.02% NEW $183.40 -2.0%
200 AMD ADVANCED MICRO DEVICES INC Technology 63.0 $13K 0.02% NEW $214.16 +142.5%
Page 10 of 14  ·  263 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 40.9%
Financial Services 13.2%
Healthcare 10.1%
Consumer Cyclical 8.4%
Industrials 8.4%
Communication Services 6.6%
Energy 5.1%
Consumer Defensive 2.7%
Basic Materials 2.4%
Utilities 2.1%