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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 5 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOGL ALPHABET INC Communication Services 4,605.0 $1.4M 0.30% NEW $313.00 +23.0%
82 MRK MERCK & CO INC Healthcare 13,273.0 $1.4M 0.29% NEW $105.26 +7.4%
83 XLK SELECT SECTOR SPDR TR 9,590.0 $1.4M 0.29% NEW $143.97 +22.4%
84 VEEV VEEVA SYS INC Healthcare 6,112.0 $1.4M 0.29% NEW $223.23 -27.7%
85 VOX VANGUARD WORLD FD 6,932.0 $1.3M 0.28% NEW $193.63 +0.5%
86 VHT VANGUARD WORLD FD 4,640.0 $1.3M 0.28% NEW $287.87 -4.9%
87 C CITIGROUP INC Financial Services 11,282.0 $1.3M 0.28% NEW $116.69 +7.0%
88 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 607.0 $1.3M 0.28% NEW $2146.18 -8.4%
89 ADSK AUTODESK INC Technology 4,175.0 $1.2M 0.26% NEW $296.01 -18.7%
90 USFD US FOODS HLDG CORP Consumer Defensive 16,405.0 $1.2M 0.26% NEW $75.32 +8.5%
91 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 7,596.0 $1.2M 0.26% NEW $161.96 -5.7%
92 AMT AMERICAN TOWER CORP NEW Real Estate 6,989.0 $1.2M 0.26% NEW $175.58 +3.6%
93 ADBE ADOBE INC Technology 3,426.0 $1.2M 0.25% NEW $349.99 -28.5%
94 ROST ROSS STORES INC Consumer Cyclical 6,617.0 $1.2M 0.25% NEW $180.14 +21.9%
95 EA ELECTRONIC ARTS INC Communication Services 5,818.0 $1.2M 0.25% NEW $204.33 -1.5%
96 DIS DISNEY WALT CO Communication Services 10,264.0 $1.2M 0.25% NEW $113.77 -8.2%
97 TJX TJX COS INC NEW Consumer Cyclical 7,456.0 $1.1M 0.24% NEW $153.61 +4.0%
98 GD GENERAL DYNAMICS CORP Industrials 3,370.0 $1.1M 0.24% NEW $336.66 +1.2%
99 MCO MOODYS CORP Financial Services 2,178.0 $1.1M 0.23% NEW $510.94 -13.1%
100 VO VANGUARD INDEX FDS 3,780.0 $1.1M 0.23% NEW $290.22 -73.5%
Page 5 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%