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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 7 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJR ISHARES TR 593.0 $71K 0.09% NEW $120.18 +16.3%
122 LNTH LANTHEUS HLDGS INC Healthcare 1,040.0 $70K 0.09% NEW $67.05 +49.1%
123 ASUR ASURE SOFTWARE INC Technology 9,480.0 $68K 0.09% NEW $7.19 +23.6%
124 IVES WEDBUSH SER TR 2,100.0 $66K 0.08% NEW $31.61 +23.1%
125 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,737.0 $64K 0.08% NEW $37.00 -12.5%
126 BP BP PLC Energy 1,842.0 $64K 0.08% NEW $34.73 +19.5%
127 JEF JEFFERIES FINL GROUP INC Financial Services 1,140.0 $63K 0.08% NEW $54.97 -4.5%
128 BBSI BARRETT BUSINESS SVCS INC Industrials 1,920.0 $60K 0.08% NEW $31.33 +2.4%
129 VHT VANGUARD WORLD FD 193.0 $56K 0.07% NEW $287.85 -2.4%
130 DGRO ISHARES TR 800.0 $56K 0.07% NEW $69.42 +7.6%
131 ACNB ACNB CORP Financial Services 1,060.0 $55K 0.07% NEW $52.12 +4.4%
132 JNJ JOHNSON & JOHNSON Healthcare 260.0 $54K 0.07% NEW $206.95 +11.5%
133 III INFORMATION SVCS GROUP INC Technology 11,600.0 $52K 0.07% NEW $4.52 +1.1%
134 LRCX LAM RESEARCH CORP Technology 300.0 $51K 0.07% NEW $171.18 +86.8%
135 GOOG ALPHABET INC Communication Services 160.0 $50K 0.06% NEW $313.80 +22.9%
136 CB CHUBB LIMITED Financial Services 160.0 $50K 0.06% NEW $312.12 +1.8%
137 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 82.0 $49K 0.06% NEW $603.28 +12.7%
138 VFH VANGUARD WORLD FD 368.0 $49K 0.06% NEW $133.49 -5.7%
139 EXP EAGLE MATLS INC Basic Materials 226.0 $47K 0.06% NEW $206.68 +4.5%
140 EW EDWARDS LIFESCIENCES CORP Healthcare 545.0 $46K 0.06% NEW $85.25 +1.5%
Page 7 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%