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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 9 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWD ISHARES TR 2,176.0 $528K 0.10% $242.43 +6.5%
162 ONON ON HLDG AG Consumer Cyclical 14,430.0 $511K 0.10% -3K -18.8% $35.42 -17.1%
163 CARR CARRIER GLOBAL CORPORATION Industrials 6,798.0 $499K 0.10% +485.0 +7.7% $73.35 -18.3%
164 EEM ISHARES TR 6,946.0 $475K 0.09% -110.0 -1.6% $68.41 -3.3%
165 IMCG ISHARES TR 4,824.0 $474K 0.09% +145.0 +3.1% $98.29 -0.7%
166 CI THE CIGNA GROUP Healthcare 1,697.0 $468K 0.09% -60.0 -3.4% $275.68 +1.1%
167 HSY HERSHEY CO Consumer Defensive 2,570.0 $451K 0.09% +170.0 +7.1% $175.45 +8.1%
168 EFG ISHARES TR 3,512.0 $437K 0.09% +224.0 +6.8% $124.42 +0.6%
169 GILD GILEAD SCIENCES INC Healthcare 3,410.0 $431K 0.09% NEW $126.34 +15.7%
170 DOV DOVER CORP Industrials 1,895.0 $425K 0.08% $224.28 -9.1%
171 DGRW WISDOMTREE TR 4,405.0 $421K 0.08% $95.62 +3.8%
172 NXT NEXTPOWER INC Technology 3,408.0 $406K 0.08% NEW $119.14 -29.4%
173 YUM YUM BRANDS INC Consumer Cyclical 2,508.0 $401K 0.08% $159.86 -2.0%
174 HONEYWELL INTL INC 1,707.0 $382K 0.08% NEW $223.90
175 HONEYWELL AEROSPACE INC 1,707.0 $377K 0.07% NEW $221.08
176 OTIS OTIS WORLDWIDE CORP Industrials 4,786.0 $343K 0.07% -6K -55.2% $71.60 +0.4%
177 EFA ISHARES TR 3,424.0 $342K 0.07% NEW $99.99 +8.1%
178 NFLX NETFLIX INC. Communication Services 4,645.0 $332K 0.07% NEW $71.40 +12.5%
179 CANADIAN PACIFIC KANSAS CITY 3,805.0 $330K 0.07% $86.65
180 FORM FORMFACTOR INC Technology 2,041.0 $326K 0.07% -401.0 -16.4% $159.93 -32.4%
Page 9 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%