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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
Page 10 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TGT TARGET CORP Consumer Defensive 2,480.0 $324K 0.06% -19.0 -0.8% $130.61 +25.2%
182 ISRG INTUITIVE SURGICAL INC Healthcare 812.0 $323K 0.06% $397.68 -6.6%
183 HD HOME DEPOT INC Consumer Cyclical 903.0 $318K 0.06% $352.68 -4.6%
184 ULTA ULTA BEAUTY INC Consumer Cyclical 696.0 $314K 0.06% -121.0 -14.8% $450.98 +17.4%
185 KO COCA COLA CO Consumer Defensive 3,820.0 $310K 0.06% -325.0 -7.8% $81.27 +12.8%
186 MOOG INC 726.0 $308K 0.06% +5.0 +0.7% $423.84
187 VZ VERIZON COMMUNICATIONS INC Communication Services 7,243.0 $307K 0.06% $42.34 +18.5%
188 CB CHUBB LIMITED Financial Services 892.0 $304K 0.06% $340.74 +0.4%
189 NSC NORFOLK SOUTHN CORP Industrials 952.0 $299K 0.06% $314.59 +11.8%
190 SJM SMUCKER J M CO Consumer Defensive 2,577.0 $290K 0.06% +80.0 +3.2% $112.50 +10.3%
191 WAT WATERS CORP Healthcare 768.0 $288K 0.06% NEW $375.04 +10.6%
192 TT TRANE TECHNOLOGIES PLC Industrials 583.0 $286K 0.06% $491.16 -7.7%
193 RSPT INVESCO EXCHANGE TRADED FD T 4,405.0 $284K 0.06% NEW $64.50 -1.8%
194 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,064.0 $283K 0.06% -1K -36.9% $136.93 +35.2%
195 USB US BANCORP Financial Services 4,656.0 $281K 0.06% -344.0 -6.9% $60.41 +3.1%
196 CG CARLYLE GROUP INC Financial Services 6,430.0 $271K 0.05% $42.11 +16.0%
197 ENS ENERSYS Industrials 1,119.0 $262K 0.05% -92.0 -7.6% $233.82 -18.5%
198 MO ALTRIA GROUP INC Consumer Defensive 3,611.0 $260K 0.05% $71.95 -5.5%
199 VIG VANGUARD SPECIALIZED FUNDS 1,080.0 $256K 0.05% -61.0 -5.3% $236.66 +3.2%
200 IWS ISHARES TR 1,552.0 $255K 0.05% -23.0 -1.5% $164.61 +4.2%
Page 10 of 11  ·  213 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 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%