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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 3 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIS VANGUARD WORLD FD 1,343.0 $425K 0.58% -55.0 -3.9% $316.36 +8.4%
42 TEL TE CONNECTIVITY PLC Technology 1,911.0 $400K 0.55% -231.0 -10.8% $209.07 -0.7%
43 MS MORGAN STANLEY Financial Services 2,357.0 $391K 0.53% $165.81 +21.2%
44 IVES WEDBUSH SER TR 12,580.0 $362K 0.49% +10K +499.1% $28.80 +30.6%
45 HD HOME DEPOT INC Consumer Cyclical 1,121.0 $361K 0.49% $321.63 -1.3%
46 VST VISTRA CORP Utilities 2,329.0 $352K 0.48% +100.0 +4.5% $151.18 +5.8%
47 RIO RIO TINTO PLC Basic Materials 3,628.0 $343K 0.47% -1K -22.1% $94.45 +12.1%
48 UNM UNUM GROUP Financial Services 4,404.0 $327K 0.45% -300.0 -6.4% $74.17 +13.3%
49 WMT WALMART INC Consumer Defensive 2,378.0 $299K 0.41% $125.79 -5.5%
50 VOYG VOYAGER TECHNOLOGIES INC Industrials 11,085.0 $297K 0.41% -16K -59.6% $26.82 +80.7%
51 VYM VANGUARD WHITEHALL FDS 1,980.0 $293K 0.40% +50.0 +2.6% $148.11 +7.0%
52 BKR BAKER HUGHES COMPANY Energy 4,850.0 $293K 0.40% NEW $60.38 +5.1%
53 KO COCA COLA CO Consumer Defensive 3,801.0 $292K 0.40% $76.72 +7.0%
54 AMGN AMGEN INC Healthcare 812.0 $283K 0.39% -16.0 -1.9% $347.94 -2.5%
55 COP CONOCOPHILLIPS Energy 2,084.0 $272K 0.37% -15.0 -0.7% $130.52 -11.2%
56 NEBIUS GROUP N.V. 2,485.0 $270K 0.37% +280.0 +12.7% $108.82
57 C CITIGROUP INC Financial Services 2,300.0 $265K 0.36% +50.0 +2.2% $115.25 +8.5%
58 CSCO CISCO SYS INC Technology 3,340.0 $264K 0.36% -200.0 -5.7% $79.02 +51.2%
59 AMAT APPLIED MATLS INC Technology 756.0 $263K 0.36% -24.0 -3.1% $348.47 +28.1%
60 JIRE J P MORGAN EXCHANGE TRADED F 3,428.0 $262K 0.36% NEW $76.56 +6.1%
Page 3 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%