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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $986M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 9 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OKE ONEOK INC NEW Energy 8,135.0 $598K 0.06% NEW $73.50 +16.0%
162 AUB ATLANTIC UN BANKSHARES CORP Financial Services 16,781.0 $592K 0.06% NEW $35.30 +7.4%
163 GLD SPDR GOLD TR Financial Services 1,446.0 $573K 0.06% NEW $396.31 +5.2%
164 KMI KINDER MORGAN INC DEL Energy 20,811.0 $572K 0.06% NEW $27.49 +14.0%
165 IWM ISHARES TR 2,308.0 $568K 0.06% NEW $246.21 +17.2%
166 MKL MARKEL GROUP INC Financial Services 262.0 $563K 0.06% NEW $2149.65 -13.4%
167 WMB WILLIAMS COS INC Energy 9,308.0 $560K 0.06% NEW $60.11 +19.3%
168 MU MICRON TECHNOLOGY INC Technology 1,936.0 $553K 0.06% NEW $285.52 +234.7%
169 CSX CSX CORP Industrials 14,964.0 $542K 0.06% NEW $36.25 +24.4%
170 QCOM QUALCOMM INC Technology 3,068.0 $525K 0.05% NEW $171.04 +45.0%
171 PM PHILIP MORRIS INTL INC Consumer Defensive 3,176.0 $514K 0.05% NEW $161.85 +9.7%
172 IYF ISHARES TR 3,962.0 $511K 0.05% NEW $128.93 -4.9%
173 AMD ADVANCED MICRO DEVICES INC Technology 2,381.0 $510K 0.05% NEW $214.16 +137.2%
174 SCHA SCHWAB STRATEGIC TR 17,400.0 $496K 0.05% NEW $28.48 +19.0%
175 MDYG SPDR SER TR 5,355.0 $495K 0.05% NEW $92.43 +17.3%
176 SNA SNAP ON INC Industrials 1,428.0 $492K 0.05% NEW $344.60 +8.3%
177 MTB M & T BK CORP Financial Services 2,436.0 $491K 0.05% NEW $201.52 +7.2%
178 DELL DELL TECHNOLOGIES INC Technology 3,865.0 $487K 0.05% NEW $125.88 +221.9%
179 C CITIGROUP INC Financial Services 4,085.0 $477K 0.05% NEW $116.69 +7.1%
180 AMGN AMGEN INC Healthcare 1,456.0 $477K 0.05% NEW $327.28 +2.7%
Page 9 of 14  ·  272 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 24.7%
Financial Services 17.2%
Communication Services 11.9%
Healthcare 11.9%
Consumer Cyclical 10.6%
Industrials 10.6%
Consumer Defensive 5.9%
Energy 2.6%
Real Estate 1.9%
Utilities 1.8%