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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 11 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FNB F N B CORP Financial Services 13,068.0 $249K 0.05% NEW $19.08 -2.9%
202 SCHD SCHWAB STRATEGIC TR 7,648.0 $243K 0.05% -500.0 -6.1% $31.71 +10.9%
203 BALL BALL CORP Consumer Cyclical 3,875.0 $242K 0.05% $62.40 +2.8%
204 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,089.0 $229K 0.05% -285.0 -12.0% $109.77 +1.1%
205 AEIS ADVANCED ENERGY INDS Industrials 602.0 $224K 0.04% -249.0 -29.3% $372.87 -25.7%
206 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,031.0 $223K 0.04% NEW $216.32 +6.7%
207 EPD ENTERPRISE PRODS PARTNERS L 5,999.0 $221K 0.04% +40.0 +0.7% $36.76
208 Q QNITY ELECTRONICS INC Technology 1,333.0 $218K 0.04% NEW $163.31 -22.7%
209 TSN TYSON FOODS INC Consumer Defensive 3,750.0 $215K 0.04% -2K -31.8% $57.25 +1.4%
210 CPRT COPART INC Industrials 7,555.0 $213K 0.04% -197.0 -2.5% $28.19 +18.2%
211 SYY SYSCO CORP Consumer Defensive 2,436.0 $204K 0.04% NEW $83.58 +0.9%
212 IWR ISHARES TR 1,833.0 $202K 0.04% NEW $110.33 +2.3%
213 SABR SABRE CORP Consumer Cyclical 10,579.0 $22K 0.00% $2.09 +6.0%
Page 11 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%