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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 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DCTH DELCATH SYS INC Healthcare 18,383.0 $177K 0.24% -18K -50.1% $9.63 +13.3%
82 V VISA INC Financial Services 566.0 $170K 0.23% +60.0 +11.9% $300.80 +8.9%
83 QNST QUINSTREET INC Communication Services 13,910.0 $168K 0.23% +5K +49.7% $12.10 +1.5%
84 LHX L3HARRIS TECHNOLOGIES INC Industrials 451.0 $161K 0.22% +15.0 +3.4% $356.00 -13.2%
85 PERI PERION NETWORK LTD Communication Services 16,100.0 $159K 0.22% -97K -85.8% $9.87 -12.4%
86 GLD SPDR GOLD TR Financial Services 362.0 $155K 0.21% +25.0 +7.4% $429.41 -4.9%
87 VOOG VANGUARD ADMIRAL FDS INC 370.0 $153K 0.21% +180.0 +94.7% $413.49 -79.9%
88 HROW HARROW INC Healthcare 4,330.0 $153K 0.21% NEW $35.31 -2.5%
89 AFL AFLAC INC Financial Services 1,373.0 $152K 0.21% -36.0 -2.6% $110.48 +4.0%
90 LOW LOWES COS INC Consumer Cyclical 647.0 $149K 0.20% $231.03 -6.1%
91 JAVA J P MORGAN EXCHANGE TRADED F 2,064.0 $149K 0.20% NEW $71.98 +7.6%
92 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,101.0 $148K 0.20% -25.0 -1.2% $70.35 -9.2%
93 PG PROCTER & GAMBLE CO Consumer Defensive 1,031.0 $148K 0.20% $143.12 +3.1%
94 ADI ANALOG DEVICES INC Technology 457.0 $145K 0.20% -46.0 -9.2% $318.34 +31.0%
95 PH PARKER-HANNIFIN CORP Industrials 159.0 $144K 0.20% -10.0 -5.9% $908.06 -5.7%
96 MMM 3M CO Industrials 939.0 $136K 0.18% $144.47 +7.4%
97 HMC HONDA MOTOR CO LTD Consumer Cyclical 5,434.0 $131K 0.18% $24.15 +11.3%
98 CRM SALESFORCE INC Technology 701.0 $131K 0.18% +19.0 +2.8% $187.18 -5.1%
99 JGLO J P MORGAN EXCHANGE TRADED F 1,964.0 $128K 0.17% NEW $65.29 +8.9%
100 VRTX VERTEX PHARMACEUTICALS INC Healthcare 290.0 $127K 0.17% $438.71 -0.3%
Page 5 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%