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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 8 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ROP ROPER TECHNOLOGIES INC Industrials 1,473.0 $656K 0.14% NEW $445.13 -27.7%
142 DE DEERE & CO Industrials 1,375.0 $640K 0.14% NEW $465.57 +21.4%
143 SHW SHERWIN WILLIAMS CO Basic Materials 1,976.0 $640K 0.14% NEW $323.96 -5.9%
144 QCOM QUALCOMM INC Technology 3,693.0 $632K 0.13% NEW $171.06 +18.2%
145 NTRS NORTHERN TR CORP Financial Services 4,585.0 $626K 0.13% NEW $136.59 +21.3%
146 DD DUPONT DE NEMOURS INC Basic Materials 15,175.0 $610K 0.13% NEW $40.20 +18.6%
147 BKNG BOOKING HOLDINGS INC Consumer Cyclical 110.0 $589K 0.12% NEW $5355.33 -97.1%
148 FANG DIAMONDBACK ENERGY INC Energy 3,838.0 $577K 0.12% NEW $150.33 +36.0%
149 SLB SLB LIMITED Energy 14,928.0 $573K 0.12% NEW $38.38 +49.6%
150 Q QNITY ELECTRONICS INC Technology 6,950.0 $567K 0.12% NEW $81.65 +86.8%
151 IJJ ISHARES TR 4,255.0 $560K 0.12% NEW $131.58 +5.9%
152 SCHG SCHWAB STRATEGIC TR 16,861.0 $550K 0.12% NEW $32.62 +4.9%
153 DVY ISHARES TR 3,825.0 $540K 0.11% NEW $141.14 +8.6%
154 ULTA ULTA BEAUTY INC Consumer Cyclical 888.0 $537K 0.11% NEW $605.01 -18.8%
155 D DOMINION ENERGY INC Utilities 9,111.0 $534K 0.11% NEW $58.59 +15.6%
156 EFX EQUIFAX INC Industrials 2,418.0 $525K 0.11% NEW $216.98 -24.9%
157 CI THE CIGNA GROUP Healthcare 1,863.0 $513K 0.11% NEW $275.23 +3.6%
158 RIO RIO TINTO PLC Basic Materials 6,319.0 $506K 0.11% NEW $80.03 +28.4%
159 QXO QXO INC Industrials 26,100.0 $503K 0.11% NEW $19.29 -12.6%
160 BDX BECTON DICKINSON & CO Healthcare 2,573.0 $499K 0.10% NEW $194.07 -23.6%
Page 8 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%