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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 12 of 14  ·  263 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AES AES CORP Utilities 500.0 $7K 0.01% NEW $14.34 +2.4%
222 RH RH Consumer Cyclical 40.0 $7K 0.01% NEW $179.15 -19.9%
223 BHB BAR HBR BANKSHARES Financial Services 190.0 $7K 0.01% NEW $34.39 +1.4%
224 LULU LULULEMON ATHLETICA INC Consumer Cyclical 29.0 $6K 0.01% NEW $207.79 -36.9%
225 CROX CROCS INC Consumer Cyclical 70.0 $6K 0.01% NEW $85.51 +38.4%
226 RF REGIONS FINANCIAL CORP NEW Financial Services 200.0 $5K 0.01% NEW $27.10 +3.7%
227 FUBOTV INC 2,000.0 $5K 0.01% NEW $2.52
228 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 55.0 $5K 0.01% NEW $89.93 -6.1%
229 UPS UNITED PARCEL SERVICE INC Industrials 45.0 $4K 0.01% NEW $99.20 +5.3%
230 NIOCORP DEVS LTD 800.0 $4K 0.01% NEW $5.30
231 EMR EMERSON ELEC CO Industrials 30.0 $4K 0.01% NEW $132.73 +5.3%
232 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 10.0 $4K 0.01% NEW $397.70 -25.7%
233 INTC INTEL CORP Technology 100.0 $4K 0.01% NEW $36.90 +230.0%
234 ETSY INC 66.0 $4K 0.01% NEW $55.44
235 LEU CENTRUS ENERGY CORP Energy 15.0 $4K 0.01% NEW $242.73 -25.8%
236 ADP AUTOMATIC DATA PROCESSING IN Industrials 14.0 $4K 0.01% NEW $257.21 -15.4%
237 OKLO OKLO INC Utilities 50.0 $4K 0.01% NEW $71.76 -5.5%
238 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 60.0 $4K 0.01% NEW $59.43 -11.9%
239 ABT ABBOTT LABS Healthcare 26.0 $3K 0.00% NEW $125.31 -31.6%
240 ASML ASML HOLDING N V Technology 3.0 $3K 0.00% NEW $1070.00 +49.3%
Page 12 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%