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Portfolio (Quarterly) Guide ↗

Triton Wealth Management, PLLC

· CIK 0001791126
13F Portfolio $326M AUM 133 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 48 Added 46 Reduced 9 Exited
Page 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DTE DTE ENERGY CO Utilities 1,860.0 $282K 0.09% +14.0 +0.8% $151.40 -10.1%
102 PANW PALO ALTO NETWORKS INC Technology 873.0 $280K 0.09% NEW $320.59 +12.9%
103 ILDR FIRST TR EXCHNG TRADED FD VI 7,294.0 $279K 0.09% -50.0 -0.7% $38.31 -0.9%
104 AMKR AMKOR TECHNOLOGY INC Technology 4,161.0 $278K 0.09% NEW $66.90 -31.6%
105 TGT TARGET CORP Consumer Defensive 1,946.0 $258K 0.08% NEW $132.39 +23.7%
106 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,448.0 $256K 0.08% $74.20 -15.4%
107 SPHD INVESCO EXCH TRADED FD TR II 4,904.0 $253K 0.08% +389.0 +8.6% $51.57 +1.7%
108 IGPT INVESCO EXCHANGE TRADED FD T 2,570.0 $246K 0.07% NEW $95.56 -5.1%
109 UAL UNITED AIRLS HLDGS INC Industrials 1,940.0 $245K 0.07% NEW $126.22 -17.1%
110 IJH ISHARES TR 3,242.0 $242K 0.07% +196.0 +6.4% $74.74 -0.2%
111 QQQJ INVESCO EXCH TRADED FD TR II 5,368.0 $241K 0.07% NEW $44.88 -0.3%
112 LHX L3HARRIS TECHNOLOGIES INC Industrials 819.0 $240K 0.07% +78.0 +10.5% $293.59 -10.2%
113 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,075.0 $237K 0.07% NEW $33.43 +12.2%
114 LIT GLOBAL X FDS 3,249.0 $234K 0.07% -176.0 -5.1% $72.12 +3.6%
115 CRM SALESFORCE INC Technology 1,376.0 $229K 0.07% $166.58 +54.9%
116 VEA VANGUARD TAX-MANAGED FDS 3,255.0 $229K 0.07% NEW $70.33 +2.5%
117 CSCO CISCO SYS INC Technology 1,984.0 $226K 0.07% NEW $113.82 -3.6%
118 XLK SELECT SECTOR SPDR TR 1,244.0 $226K 0.07% NEW $181.34 +1.3%
119 YUM YUM BRANDS INC Consumer Cyclical 1,325.0 $219K 0.07% $165.25 -8.0%
120 PPA INVESCO EXCHANGE TRADED FD T 1,219.0 $214K 0.07% $175.52 -5.9%
Page 6 of 7  ·  133 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
Technology 30.5%
Financial Services 30.2%
Consumer Cyclical 17.4%
Industrials 6.4%
Consumer Defensive 6.0%
Energy 3.6%
Communication Services 3.1%
Healthcare 1.4%
Utilities 0.9%
Real Estate 0.5%