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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 10 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NDAQ NASDAQ INC Financial Services 300.0 $26K 0.04% $86.65 +4.5%
182 PBFS PIONEER BANCORP INC MD Financial Services 1,690.0 $24K 0.03% -23K -93.2% $14.00 +7.1%
183 BMY BRISTOL-MYERS SQUIBB CO Healthcare 376.0 $22K 0.03% $59.60 -3.5%
184 FISV FISERV INC Technology 395.0 $22K 0.03% $56.16 -1.0%
185 ADSK AUTODESK INC Technology 89.0 $21K 0.03% $238.08 -0.5%
186 MTB M & T BK CORP Financial Services 100.0 $21K 0.03% $210.16 +2.4%
187 NNE NANO NUCLEAR ENERGY INC Industrials 980.0 $21K 0.03% -160.0 -14.0% $21.38 +28.0%
188 CPRT COPART INC Industrials 612.0 $20K 0.03% $33.40 -1.6%
189 BHB BAR HBR BANKSHARES Financial Services 610.0 $20K 0.03% +420.0 +221.1% $33.08 +5.4%
190 RGTI RIGETTI COMPUTING INC Technology 1,400.0 $20K 0.03% $14.19 +73.5%
191 CB CHUBB LTD SWITZ Financial Services 60.0 $20K 0.03% -100.0 -62.5% $328.33 -2.3%
192 DIA STATE STR SPDR DOW JONES IND Financial Services 40.0 $19K 0.03% $465.05 +9.0%
193 J P MORGAN EXCHANGE TRADED F 300.0 $19K 0.03% $61.80
194 SNOW SNOWFLAKE INC Technology 115.0 $17K 0.02% $151.85 +15.4%
195 SBUX STARBUCKS CORP Consumer Cyclical 183.0 $17K 0.02% -22.0 -10.7% $90.37 +13.0%
196 DTEC ALPS ETF TR 352.0 $15K 0.02% $43.43 +11.3%
197 AMD ADVANCED MICRO DEVICES INC Technology 70.0 $15K 0.02% +7.0 +11.1% $217.50 +127.8%
198 RTX RTX CORPORATION Industrials 75.0 $15K 0.02% $196.21 -10.0%
199 ASTRAZENECA PLC 71.0 $14K 0.02% -74.0 -51.0% $203.49
200 DXCM DEXCOM INC Healthcare 228.0 $14K 0.02% $62.22 +12.9%
Page 10 of 13  ·  255 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%