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Portfolio (Quarterly) Guide ↗

Triton Wealth Management, PLLC

· CIK 0001791126
13F Portfolio $270M AUM 124 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 49 Added 28 Reduced 10 Exited
Page 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 2,044.0 $484K 0.18% -157.0 -7.1% $236.68 -6.4%
62 BAC BANK AMERICA CORP Financial Services 9,809.0 $483K 0.18% +177.0 +1.8% $49.23 +18.1%
63 VOT VANGUARD INDEX FDS 1,844.0 $482K 0.18% -29.0 -1.6% $261.61 +15.5%
64 ALAI THE ALGER ETF TRUST 14,327.0 $479K 0.18% -10K -40.7% $33.40 +32.1%
65 QBTS D-WAVE QUANTUM INC Technology 32,814.0 $472K 0.17% $14.37 +52.0%
66 CIBR FIRST TR EXCHANGE-TRADED FD 7,407.0 $470K 0.17% $63.52 +31.7%
67 VZ VERIZON COMMUNICATIONS INC Communication Services 9,255.0 $458K 0.17% $49.45 -6.8%
68 DVN DEVON ENERGY CORP NEW Energy 9,436.0 $455K 0.17% +797.0 +9.2% $48.22 -11.2%
69 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 12,265.0 $455K 0.17% -600.0 -4.7% $37.08 +26.4%
70 DAL DELTA AIR LINES INC Industrials 6,549.0 $445K 0.17% -505.0 -7.2% $67.92 +35.4%
71 FITB FIFTH THIRD BANCORP Financial Services 9,362.0 $442K 0.16% -108.0 -1.1% $47.21 +19.1%
72 JEPQ J P MORGAN EXCHANGE TRADED F 7,824.0 $436K 0.16% +306.0 +4.1% $55.76 +7.6%
73 CMRE COSTAMARE INC Industrials 25,419.0 $433K 0.16% $17.02 -13.9%
74 GD GENERAL DYNAMICS CORP Industrials 1,167.0 $411K 0.15% NEW $351.89 -2.1%
75 JPM JPMORGAN CHASE & CO Financial Services 1,382.0 $409K 0.15% $296.19 +13.4%
76 BROS DUTCH BROS INC Consumer Cyclical 8,035.0 $407K 0.15% +41.0 +0.5% $50.62 +31.7%
77 ABBV ABBVIE INC Healthcare 1,871.0 $402K 0.15% $214.86 +13.0%
78 FEX FIRST TR EXCHANGE-TRADED ALP 3,222.0 $396K 0.15% $122.90 +13.2%
79 EAT BRINKER INTL INC Consumer Cyclical 2,732.0 $396K 0.15% $144.87 +18.4%
80 IBM INTERNATIONAL BUSINESS MACHS Technology 1,523.0 $374K 0.14% $245.56 +4.9%
Page 4 of 7  ·  124 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 28.2%
Technology 26.6%
Consumer Cyclical 17.7%
Consumer Defensive 7.0%
Industrials 6.4%
Communication Services 6.3%
Energy 4.5%
Healthcare 1.6%
Utilities 1.1%
Real Estate 0.6%