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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 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BBAG J P MORGAN EXCHANGE TRADED F 2,083.0 $198K 0.23% NEW $94.91 -52.2%
2 LUCD LUCID DIAGNOSTICS INC Healthcare 183,417.0 $196K 0.23% NEW $1.07 -6.1%
3 CEREBRAS SYSTEMS INC 665.0 $136K 0.16% NEW $204.86
4 LGND LIGAND PHARMACEUTICALS INC Healthcare 355.0 $113K 0.13% NEW $319.55 -11.5%
5 AIOT POWERFLEET INC Technology 21,070.0 $92K 0.11% NEW $4.37 -31.5%
6 SPACE EXPLORATION TECHN CORP 525.0 $85K 0.10% NEW $162.00
7 IONS IONIS PHARMACEUTICALS INC Healthcare 850.0 $70K 0.08% NEW $81.80 -22.4%
8 ALAB ASTERA LABS INC Technology 150.0 $61K 0.07% NEW $406.42 -30.3%
9 RSHO TEMA ETF TRUST 1,000.0 $60K 0.07% NEW $59.53 +3.8%
10 PINNACLE FINL PARTNERS INC 529.0 $53K 0.06% NEW $99.50
11 III INFORMATION SVCS GROUP INC Technology 12,490.0 $51K 0.06% NEW $4.11 +20.8%
12 IREN LIMITED 1,300.0 $50K 0.06% NEW $38.82
13 LAKE LAKELAND INDS INC Consumer Cyclical 3,720.0 $46K 0.05% NEW $12.36 -6.4%
14 ORCL ORACLE CORP Technology 300.0 $42K 0.05% NEW $140.27 +3.3%
15 TROX TRONOX HOLDINGS PLC Basic Materials 5,550.0 $34K 0.04% NEW $6.21 -11.9%
16 TER TERADYNE INC Technology 80.0 $30K 0.03% NEW $369.09 -0.3%
17 ASLE AERSALE CORPORATION Industrials 4,230.0 $28K 0.03% NEW $6.57 -14.1%
18 GE GE AEROSPACE Industrials 66.0 $25K 0.03% NEW $377.52 -8.2%
19 GLW CORNING INC Technology 100.0 $20K 0.02% NEW $196.79 -25.0%
20 MEG ONTERRIS INC Industrials 815.0 $17K 0.02% NEW $20.92 -25.2%
Page 1 of 2  ·  31 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%