BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 6 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ECL ECOLAB INC Basic Materials 4,160.0 $1.1M 0.23% NEW $262.52 -4.7%
102 COP CONOCOPHILLIPS Energy 11,609.0 $1.1M 0.23% NEW $93.61 +28.8%
103 UNP UNION PAC CORP Industrials 4,524.0 $1.1M 0.22% NEW $233.89 +13.6%
104 TFC TRUIST FINL CORP Financial Services 21,066.0 $1.0M 0.22% NEW $49.21 -2.5%
105 AJG GALLAGHER ARTHUR J & CO Financial Services 4,003.0 $1.0M 0.22% NEW $258.79 -19.9%
106 XLU SELECT SECTOR SPDR TR 23,795.0 $1.0M 0.21% NEW $42.69 +5.4%
107 OTIS OTIS WORLDWIDE CORP Industrials 11,614.0 $1.0M 0.21% NEW $87.35 -18.0%
108 PANW PALO ALTO NETWORKS INC Technology 5,482.0 $1.0M 0.21% NEW $184.20 +37.3%
109 LH LABCORP HOLDINGS INC Healthcare 3,943.0 $989K 0.21% NEW $250.88 +1.9%
110 AXP AMERICAN EXPRESS CO Financial Services 2,642.0 $977K 0.21% NEW $369.95 -16.3%
111 IHI ISHARES TR 15,643.0 $972K 0.20% NEW $62.15 -18.7%
112 IBM INTERNATIONAL BUSINESS MACHS Technology 3,273.0 $946K 0.20% NEW $289.03 -12.5%
113 BA BOEING CO Industrials 4,352.0 $945K 0.20% NEW $217.12 +1.1%
114 CMI CUMMINS INC Industrials 1,826.0 $932K 0.20% NEW $510.45 +25.1%
115 SPY SPDR S&P 500 ETF TR Financial Services 1,323.0 $902K 0.19% NEW $681.91 +8.9%
116 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,779.0 $851K 0.18% NEW $53.94 +10.4%
117 TYL TYLER TECHNOLOGIES INC Technology 1,862.0 $845K 0.18% NEW $453.95 -30.1%
118 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,756.0 $838K 0.18% NEW $223.19 -32.8%
119 ONON ON HLDG AG Consumer Cyclical 17,975.0 $835K 0.18% NEW $46.48 -15.7%
120 PNC PNC FINL SVCS GROUP INC Financial Services 4,000.0 $835K 0.18% NEW $208.73 +3.9%
Page 6 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%