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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 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AZN ASTRAZENECA PLC Healthcare 71.0 $14K 0.02% NEW $195.15 -13.3%
22 LITE LUMENTUM HLDGS INC Technology 18.0 $13K 0.01% NEW $728.33 +17.5%
23 VRRM VERRA MOBILITY CORP Technology 2,845.0 $12K 0.01% NEW $4.30 +1.7%
24 SEMI COLUMBIA ETF TR I 300.0 $11K 0.01% NEW $37.93 -0.8%
25 UNILEVER PLC 117.0 $7K 0.01% NEW $62.48
26 PATH UIPATH INC Technology 346.0 $4K 0.01% NEW $11.71 +40.3%
27 FCEL FUELCELL ENERGY INC Industrials 121.0 $3K 0.00% NEW $28.11 -30.2%
28 IWF ISHARES TR 24.0 $3K 0.00% NEW $121.17 +0.4%
29 NIOCORP DEVS LTD 500.0 $2K 0.00% NEW $4.74
30 KSS KOHLS CORP Consumer Cyclical 72.0 $1K 0.00% NEW $18.08 -1.4%
31 REDCLOUD HLDGS PLC 1,500.0 $359.0 NEW $0.24
Page 2 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%