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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 5 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 9,254.0 $2.8M 0.29% NEW $305.63 -8.1%
82 PNC PNC FINL SVCS GROUP INC Financial Services 13,294.0 $2.8M 0.28% NEW $208.73 +5.8%
83 ABBV ABBVIE INC Healthcare 12,098.0 $2.8M 0.28% NEW $228.50 -5.7%
84 LH LABCORP HOLDINGS INC Healthcare 10,944.0 $2.7M 0.28% NEW $250.88 +2.9%
85 ADBE ADOBE INC Technology 7,532.0 $2.6M 0.27% NEW $349.99 -31.9%
86 CHKP CHECK POINT SOFTWARE TECH LT Technology 13,920.0 $2.6M 0.26% NEW $185.56 -30.6%
87 NOW SERVICENOW INC Technology 16,660.0 $2.6M 0.26% NEW $153.19 -33.3%
88 QQQ INVESCO QQQ TR Financial Services 4,154.0 $2.6M 0.26% NEW $614.31 +18.7%
89 TSLA TESLA INC Consumer Cyclical 5,355.0 $2.4M 0.24% NEW $449.69 -2.1%
90 SPY SPDR S&P 500 ETF TR Financial Services 3,486.0 $2.4M 0.24% NEW $683.91 +9.7%
91 VOT VANGUARD INDEX FDS 8,492.0 $2.4M 0.24% NEW $279.15 +5.0%
92 VGT VANGUARD WORLD FDS 3,056.0 $2.3M 0.23% NEW $753.80 -84.4%
93 BALL BALL CORP Consumer Cyclical 41,531.0 $2.2M 0.22% NEW $52.97 +6.7%
94 UNP UNION PAC CORP Industrials 9,323.0 $2.2M 0.22% NEW $231.32 +20.8%
95 XLP SELECT SECTOR SPDR TR 27,441.0 $2.1M 0.22% NEW $77.68 +8.9%
96 IYC ISHARES TR 20,309.0 $2.1M 0.21% NEW $103.13 +0.3%
97 IVV ISHARES TR 2,900.0 $2.0M 0.20% NEW $685.77 +10.0%
98 IGV ISHARES TR 18,367.0 $1.9M 0.20% NEW $105.69 -12.0%
99 VTV VANGUARD INDEX FDS 9,487.0 $1.8M 0.18% NEW $190.98 +10.9%
100 VBR VANGUARD INDEX FDS 8,442.0 $1.8M 0.18% NEW $211.79 +11.0%
Page 5 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%