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Portfolio (Quarterly) Guide ↗

Triangle Securities Wealth Management

· CIK 0001541353
13F Portfolio $441M AUM 206 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 53 Added 98 Reduced 7 Exited
Page 9 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CI THE CIGNA GROUP Healthcare 1,757.0 $469K 0.11% -106.0 -5.7% $266.75 +8.9%
162 IWD ISHARES TR 2,178.0 $465K 0.11% +137.0 +6.7% $213.67 +8.6%
163 RY ROYAL BK CDA Financial Services 2,800.0 $453K 0.10% $161.78 +13.9%
164 ULTA ULTA BEAUTY INC Consumer Cyclical 817.0 $427K 0.10% -71.0 -8.0% $522.71 -8.0%
165 EEM ISHARES TR 7,056.0 $401K 0.09% $56.79 +13.5%
166 DOV DOVER CORP Industrials 1,895.0 $395K 0.09% $208.45 -0.6%
167 YUM YUM BRANDS INC Consumer Cyclical 2,508.0 $390K 0.09% $155.48 -2.2%
168 IBM INTERNATIONAL BUSINESS MACHS Technology 1,603.0 $389K 0.09% -2K -51.0% $242.45 -10.5%
169 DGRW WISDOMTREE TR 4,405.0 $387K 0.09% -140.0 -3.1% $87.84 +8.4%
170 ISRG INTUITIVE SURGICAL INC Healthcare 812.0 $374K 0.09% $460.99 -5.5%
171 IMCG ISHARES TR 4,679.0 $369K 0.08% +794.0 +20.4% $78.77 +12.2%
172 EFG ISHARES TR 3,288.0 $366K 0.08% +87.0 +2.7% $111.36 +6.3%
173 VZ VERIZON COMMUNICATIONS INC Communication Services 7,243.0 $364K 0.08% $50.20 -4.5%
174 CARR CARRIER GLOBAL CORPORATION Industrials 6,313.0 $355K 0.08% -195.0 -3.0% $56.31 +9.3%
175 TSN TYSON FOODS INC Consumer Defensive 5,500.0 $352K 0.08% $64.07 +2.9%
176 BDX BECTON DICKINSON & CO Healthcare 2,238.0 $352K 0.08% -335.0 -13.0% $157.23 -8.0%
177 TYL TYLER TECHNOLOGIES INC Technology 979.0 $335K 0.08% -883.0 -47.4% $342.38 -8.5%
178 KO COCA COLA CO Consumer Defensive 4,145.0 $315K 0.07% +47.0 +1.1% $76.05 +7.8%
179 CG CARLYLE GROUP INC Financial Services 6,430.0 $311K 0.07% -38.0 -0.6% $48.39 -6.7%
180 TGT TARGET CORP Consumer Defensive 2,499.0 $303K 0.07% -185.0 -6.9% $121.20 -2.7%
Page 9 of 11  ·  206 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 22.1%
Technology 18.2%
Industrials 12.7%
Healthcare 10.0%
Communication Services 8.8%
Consumer Cyclical 7.0%
Consumer Defensive 6.2%
Energy 6.1%
Basic Materials 4.3%
Utilities 4.1%