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Portfolio (Quarterly) Guide ↗

Triangle Securities Wealth Management

· CIK 0001541353
13F Portfolio $474M AUM 214 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 205 New
Page 3 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 6,816.0 $3.4M 0.72% NEW $502.65
42 DUK DUKE ENERGY CORP NEW Utilities 29,131.0 $3.4M 0.72% NEW $117.21 +6.2%
43 NVDA NVIDIA CORPORATION Technology 18,093.0 $3.4M 0.71% NEW $186.50 +20.4%
44 SCHA SCHWAB STRATEGIC TR 116,956.0 $3.3M 0.70% NEW $28.48 +14.6%
45 SCHB SCHWAB STRATEGIC TR 120,576.0 $3.2M 0.67% NEW $26.23 +8.4%
46 NEE NEXTERA ENERGY INC Utilities 38,034.0 $3.1M 0.64% NEW $80.28 +10.5%
47 WAB WABTEC Industrials 13,918.0 $3.0M 0.63% NEW $213.45 +22.0%
48 PEP PEPSICO INC Consumer Defensive 19,992.0 $2.9M 0.60% NEW $143.52 +4.5%
49 EMR EMERSON ELEC CO Industrials 21,183.0 $2.8M 0.59% NEW $132.72 +0.0%
50 VUG VANGUARD INDEX FDS 5,741.0 $2.8M 0.59% NEW $487.90 -82.2%
51 LRCX LAM RESEARCH CORP Technology 15,897.0 $2.7M 0.57% NEW $171.18 +69.7%
52 SAGP ADVISORS INNER CIRCLE FD III 74,648.0 $2.5M 0.53% NEW $33.88 +3.2%
53 ORCL ORACLE CORP Technology 12,941.0 $2.5M 0.53% NEW $194.91 -5.5%
54 IJS ISHARES TR 21,855.0 $2.5M 0.52% NEW $113.72 +11.6%
55 ENB ENBRIDGE INC Energy 49,548.0 $2.4M 0.50% NEW $47.83 +19.3%
56 RSP INVESCO EXCHANGE TRADED FD T 11,726.0 $2.2M 0.47% NEW $191.56 +6.1%
57 CRM SALESFORCE INC Technology 8,468.0 $2.2M 0.47% NEW $264.92 -32.9%
58 LIN LINDE PLC Basic Materials 5,245.0 $2.2M 0.47% NEW $426.40 +18.8%
59 CVX CHEVRON CORP NEW Energy 14,641.0 $2.2M 0.47% NEW $152.41 +26.6%
60 AMGN AMGEN INC Healthcare 6,718.0 $2.2M 0.46% NEW $327.31 +1.1%
Page 3 of 11  ·  205 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
Financial Services 24.1%
Technology 22.4%
Industrials 12.6%
Healthcare 9.2%
Communication Services 8.8%
Consumer Cyclical 6.4%
Consumer Defensive 5.0%
Energy 4.9%
Utilities 3.2%
Basic Materials 2.9%