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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 9 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBB ISHARES TR 2,878.0 $486K 0.10% NEW $168.77 -1.0%
162 GEV GE VERNOVA INC Utilities 741.0 $484K 0.10% NEW $653.57 +58.4%
163 RY ROYAL BK CDA Financial Services 2,800.0 $477K 0.10% NEW $170.49 +9.6%
164 TT TRANE TECHNOLOGIES PLC Industrials 1,166.0 $473K 0.10% NEW $405.58 +12.4%
165 DGX QUEST DIAGNOSTICS INC Healthcare 2,684.0 $466K 0.10% NEW $173.53 +11.2%
166 ISRG INTUITIVE SURGICAL INC Healthcare 812.0 $460K 0.10% NEW $566.36 -21.2%
167 CL COLGATE PALMOLIVE CO Consumer Defensive 5,764.0 $456K 0.10% NEW $79.03 +14.5%
168 HSY HERSHEY CO Consumer Defensive 2,480.0 $451K 0.10% NEW $181.98 +5.1%
169 VTI VANGUARD INDEX FDS 1,323.0 $444K 0.09% NEW $335.24 +8.3%
170 IWD ISHARES TR 2,041.0 $429K 0.09% NEW $210.34 +10.9%
171 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,139.0 $418K 0.09% NEW $100.89 -3.2%
172 DGRW WISDOMTREE TR 4,545.0 $406K 0.09% NEW $89.43 +7.0%
173 EPD ENTERPRISE PRODS PARTNERS L Energy 12,587.0 $399K 0.08% NEW $31.67 +25.1%
174 EEM ISHARES TR 7,056.0 $386K 0.08% NEW $54.71 +19.3%
175 CG CARLYLE GROUP INC Financial Services 6,468.0 $382K 0.08% NEW $59.11 -22.3%
176 YUM YUM BRANDS INC Consumer Cyclical 2,518.0 $381K 0.08% NEW $151.28 +1.2%
177 DOV DOVER CORP Industrials 1,895.0 $370K 0.08% NEW $195.24 +7.5%
178 EFG ISHARES TR 3,201.0 $365K 0.08% NEW $113.91 +5.4%
179 CPRT COPART INC Industrials 9,192.0 $360K 0.08% NEW $39.15 -15.4%
180 CARR CARRIER GLOBAL CORPORATION Industrials 6,508.0 $344K 0.07% NEW $52.84 +20.2%
Page 9 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%