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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 9 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TRONOX HOLDINGS PLC 3,995.0 $33K 0.04% NEW $8.16
162 BLOCK INC 500.0 $33K 0.04% NEW $65.09
163 TGT TARGET CORP Consumer Defensive 323.0 $32K 0.04% NEW $97.75 +32.1%
164 VCR VANGUARD WORLD FD 80.0 $32K 0.04% NEW $393.93 +2.5%
165 VV VANGUARD INDEX FDS 100.0 $31K 0.04% NEW $314.80 +10.3%
166 TFC TRUIST FINL CORP Financial Services 634.0 $31K 0.04% NEW $49.21 -3.5%
167 RGTI RIGETTI COMPUTING INC Technology 1,400.0 $31K 0.04% NEW $22.15 +19.7%
168 FBK FB FINL CORP Financial Services 520.0 $31K 0.04% NEW $59.26 -11.3%
169 VZ VERIZON COMMUNICATIONS INC Communication Services 722.0 $29K 0.04% NEW $40.73 +18.3%
170 PYPL PAYPAL HLDGS INC Financial Services 500.0 $29K 0.04% NEW $58.38 -24.0%
171 NDAQ NASDAQ INC Financial Services 300.0 $29K 0.04% NEW $97.13 -6.3%
172 ADBE ADOBE INC Technology 82.0 $29K 0.04% NEW $349.99 -31.0%
173 NNE NANO NUCLEAR ENERGY INC Industrials 1,140.0 $27K 0.04% NEW $24.01 +20.2%
174 CMI CUMMINS INC Industrials 53.0 $27K 0.03% NEW $510.45 +31.7%
175 FISV FISERV INC Technology 395.0 $27K 0.03% NEW $67.17 -16.8%
176 ELFY ALPS ETF TR 750.0 $26K 0.03% NEW $35.20 +28.5%
177 ADSK AUTODESK INC Technology 89.0 $26K 0.03% NEW $296.01 -18.6%
178 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 605.0 $26K 0.03% NEW $43.30 +59.1%
179 SNOW SNOWFLAKE INC Technology 115.0 $25K 0.03% NEW $219.36 +10.2%
180 NEE NEXTERA ENERGY INC Utilities 300.0 $24K 0.03% NEW $80.28 +9.8%
Page 9 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%