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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SBUX STARBUCKS CORP Consumer Cyclical 183.0 $17K 0.02% -22.0 -10.7% $90.37 +11.5%
82 ASTRAZENECA PLC 71.0 $14K 0.02% -74.0 -51.0% $203.49
83 ADBE ADOBE INC Technology 41.0 $10K 0.01% -41.0 -50.0% $242.93 -1.8%
84 ENB ENBRIDGE INC Energy 176.0 $10K 0.01% -71.0 -28.7% $54.15 +4.4%
85 HPQ HP INC Technology 339.0 $7K 0.01% -289.0 -46.0% $19.51 +28.3%
86 NVO NOVO-NORDISK A S Healthcare 158.0 $6K 0.01% -11.0 -6.5% $36.98 +21.1%
87 ABNB AIRBNB INC Consumer Cyclical 46.0 $6K 0.01% -742.0 -94.2% $124.96 +6.4%
88 DDOG DATADOG INC Technology 35.0 $4K 0.01% -45.0 -56.2% $120.37 +82.7%
89 TTD THE TRADE DESK INC Technology 9.0 $198.0 -54.0 -85.7% $22.00 +2.0%
Page 5 of 5  ·  89 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%