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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IJR ISHARES TR 1,457.0 $209K 0.06% -152.0 -9.4% $143.69 -0.5%
122 MCD MCDONALDS CORP Consumer Cyclical 745.0 $207K 0.06% $278.19 -6.1%
123 SO SOUTHERN CO Utilities 2,143.0 $207K 0.06% -306.0 -12.5% $96.39 -8.6%
124 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,255.0 $205K 0.06% -141.0 -3.2% $48.24 +23.9%
125 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 11,018.0 $204K 0.06% NEW $18.47 -16.5%
126 GILD GILEAD SCIENCES INC Healthcare 1,492.0 $203K 0.06% $135.82 +10.4%
127 SNDK SANDISK CORP Technology 117.0 $202K 0.06% NEW $1727.18 -11.0%
128 DTM DT MIDSTREAM INC Energy 1,378.0 $201K 0.06% NEW $146.00 -11.0%
129 CAI CARIS LIFE SCIENCES INC Healthcare 10,918.0 $189K 0.06% $17.32 +43.1%
130 PUTNAM ETF TRUST 20,170.0 $159K 0.05% +271.0 +1.4% $7.88
131 F FORD MTR CO Consumer Cyclical 11,467.0 $155K 0.05% +701.0 +6.5% $13.50 +2.4%
132 AMC ENTMT HLDGS INC 66,651.0 $127K 0.04% NEW $1.91
133 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 11,139.0 $122K 0.04% NEW $10.92 -14.5%
Page 7 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%