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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $934M AUM 268 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 76 Added 128 Reduced 20 Exited
Page 6 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OKE ONEOK INC NEW Energy 5,556.0 $502K 0.05% -3K -31.7% $90.39 -1.6%
102 MTB M & T BK CORP Financial Services 2,415.0 $499K 0.05% -21.0 -0.9% $206.76 +3.6%
103 CMI CUMMINS INC Industrials 861.0 $463K 0.05% -7.0 -0.8% $538.02 +21.9%
104 HEFA ISHARES TR 10,452.0 $444K 0.05% -662.0 -6.0% $42.50 +6.7%
105 MCK MCKESSON CORP Healthcare 509.0 $441K 0.05% -7.0 -1.4% $866.18 -11.5%
106 IYF ISHARES TR 3,727.0 $439K 0.05% -235.0 -5.9% $117.66 +4.0%
107 BK BANK NEW YORK MELLON CORP Financial Services 3,595.0 $426K 0.05% -35.0 -1.0% $118.61 +18.0%
108 IYG ISHARES TR 4,874.0 $404K 0.04% -67.0 -1.4% $82.84 +4.1%
109 AAXJ ISHARES TR 4,020.0 $387K 0.04% -70.0 -1.7% $96.29 +21.5%
110 TMUS T-MOBILE US INC Communication Services 1,827.0 $384K 0.04% -105.0 -5.4% $210.08 -8.8%
111 SHEL SHELL PLC Energy 4,091.0 $380K 0.04% -976.0 -19.3% $93.00 -9.1%
112 PSX PHILLIPS 66 Energy 2,015.0 $367K 0.04% -773.0 -27.7% $182.22 -2.2%
113 APH AMPHENOL CORP NEW Technology 2,876.0 $364K 0.04% -33.0 -1.1% $126.60 +11.4%
114 SNA SNAP ON INC Industrials 928.0 $337K 0.04% -500.0 -35.0% $363.22 +1.7%
115 MDT MEDTRONIC PLC Healthcare 3,844.0 $336K 0.04% -170.0 -4.2% $87.37 -13.1%
116 QCOM QUALCOMM INC Technology 2,571.0 $331K 0.04% -497.0 -16.2% $128.77 +82.9%
117 ETN EATON CORP PLC Industrials 921.0 $329K 0.04% -6.0 -0.7% $357.74 +9.8%
118 ADBE ADOBE INC Technology 1,352.0 $329K 0.04% -6K -82.0% $243.08 +0.2%
119 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,121.0 $324K 0.04% -9K -46.8% $32.01 +0.5%
120 IEMG ISHARES INC 4,082.0 $285K 0.03% -501.0 -10.9% $69.75 +18.1%
Page 6 of 7  ·  128 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 23.2%
Financial Services 16.0%
Industrials 12.5%
Healthcare 11.5%
Communication Services 11.1%
Consumer Cyclical 10.5%
Consumer Defensive 6.7%
Energy 3.6%
Utilities 2.0%
Real Estate 2.0%