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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 7 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,015.0 $865K 0.17% -783.0 -5.0% $57.62 +16.8%
122 GEV GE VERNOVA INC Utilities 735.0 $864K 0.17% -6.0 -0.8% $1174.86 -19.8%
123 FNDF SCHWAB STRATEGIC TR 16,273.0 $859K 0.17% $52.76 +5.4%
124 IBM INTERNATIONAL BUSINESS MACHS Technology 3,267.0 $857K 0.17% +2K +103.8% $262.20 -11.9%
125 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,709.0 $849K 0.17% $496.73 +10.2%
126 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,267.0 $840K 0.17% $370.59 -2.8%
127 SCHG SCHWAB STRATEGIC TR 23,713.0 $802K 0.16% +3K +11.9% $33.84 +3.9%
128 IVV ISHARES TR 1,071.0 $802K 0.16% +20.0 +1.9% $748.93 +2.4%
129 TFC TRUIST FINL CORP Financial Services 16,081.0 $801K 0.16% -3K -17.6% $49.82 +2.0%
130 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 16,549.0 $791K 0.16% -95.0 -0.6% $47.81 -8.6%
131 IGV ISHARES TR 8,450.0 $766K 0.15% +1K +20.6% $90.60 +13.1%
132 NTRS NORTHERN TR CORP Financial Services 4,373.0 $760K 0.15% -97.0 -2.2% $173.84 +7.4%
133 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,255.0 $758K 0.15% +4K +2854.9% $178.24 +19.7%
134 VRSK VERISK ANALYTICS INC Industrials 4,200.0 $754K 0.15% +40.0 +1.0% $179.53 +5.6%
135 CEFZ ELEVATION SERIES TRUST 90,696.0 $746K 0.15% $8.23 +0.8%
136 FANG DIAMONDBACK ENERGY INC Energy 4,196.0 $738K 0.15% $175.78 +17.0%
137 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 13,955.0 $735K 0.15% +195.0 +1.4% $52.65 +23.9%
138 SDY SPDR SERIES TRUST 4,690.0 $714K 0.14% $152.18 +4.6%
139 VTI VANGUARD INDEX FDS 1,907.0 $706K 0.14% $370.13 +1.9%
140 MMM 3M CO Industrials 4,353.0 $705K 0.14% -100.0 -2.2% $161.92 +10.6%
Page 7 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%