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Portfolio (Quarterly) Guide ↗

Triangle Securities Wealth Management

· CIK 0001541353
13F Portfolio $504M AUM 217 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 51 Added 97 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ENB ENBRIDGE INC Energy 48,270.0 $2.6M 0.52% NEW $54.21 -7.3%
2 SLYG SPDR SERIES TRUST 18,038.0 $2.1M 0.43% NEW $119.13 -2.9%
3 ANET ARISTA NETWORKS INC Technology 11,610.0 $2.0M 0.39% NEW $169.88 +10.6%
4 DUPONT DE NEMOURS INC 4,915.0 $667K 0.13% NEW $135.64
5 GILD GILEAD SCIENCES INC Healthcare 3,410.0 $431K 0.09% NEW $126.34 +15.8%
6 NXT NEXTPOWER INC Technology 3,408.0 $406K 0.08% NEW $119.14 -29.5%
7 HONEYWELL INTL INC 1,707.0 $382K 0.08% NEW $223.90
8 HONEYWELL AEROSPACE INC 1,707.0 $377K 0.07% NEW $221.08
9 EFA ISHARES TR 3,424.0 $342K 0.07% NEW $99.99 +8.1%
10 NFLX NETFLIX INC. Communication Services 4,645.0 $332K 0.07% NEW $71.40 +12.6%
11 WAT WATERS CORP Healthcare 768.0 $288K 0.06% NEW $375.04 +9.2%
12 RSPT INVESCO EXCHANGE TRADED FD T 4,405.0 $284K 0.06% NEW $64.50 -2.0%
13 FNB F N B CORP Financial Services 13,068.0 $249K 0.05% NEW $19.08 -2.9%
14 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,031.0 $223K 0.04% NEW $216.32 +7.6%
15 Q QNITY ELECTRONICS INC Technology 1,333.0 $218K 0.04% NEW $163.31 -23.1%
16 SYY SYSCO CORP Consumer Defensive 2,436.0 $204K 0.04% NEW $83.58 +0.7%
17 IWR ISHARES TR 1,833.0 $202K 0.04% NEW $110.33 +2.4%

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
Financial Services 23.3%
Technology 22.5%
Industrials 13.2%
Healthcare 10.8%
Consumer Cyclical 6.6%
Energy 5.8%
Consumer Defensive 5.6%
Communication Services 4.0%
Utilities 3.9%
Basic Materials 3.8%