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Portfolio (Quarterly) Guide ↗

Tripletail Wealth Management, LLC

· CIK 0002079812
13F Portfolio $87M AUM 279 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 46 Added 79 Reduced 8 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 400.0 $32K 0.04% +300.0 +300.0% $80.51 +2.8%
42 MDT MEDTRONIC PLC Healthcare 347.0 $29K 0.03% +24.0 +7.4% $83.19 +9.6%
43 TRFK PACER FDS TR 265.0 $26K 0.03% +100.0 +60.6% $96.62 -4.5%
44 IONQ IONQ INC Technology 430.0 $21K 0.02% +80.0 +22.9% $49.12 -14.4%
45 XLK SELECT SECTOR SPDR TR 6.0 $1K 0.00% +3.0 +100.0% $180.67 +0.6%
46 XLC SELECT SECTOR SPDR TR 9.0 $986.0 0.00% +6.0 +200.0% $109.56 +3.3%
Page 3 of 3  ·  46 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 42.6%
Financial Services 12.1%
Healthcare 9.4%
Industrials 8.3%
Consumer Cyclical 7.7%
Energy 6.3%
Communication Services 6.2%
Consumer Defensive 2.5%
Utilities 2.4%
Basic Materials 2.4%