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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 10 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VCR VANGUARD WORLD FD 80.0 $32K 0.04% $395.55 +0.1%
182 IBIT ISHARES BITCOIN TRUST ETF Financial Services 900.0 $31K 0.04% $34.87 +28.2%
183 VZ VERIZON COMMUNICATIONS INC Communication Services 722.0 $31K 0.04% $42.56 +18.1%
184 TER TERADYNE INC Technology 80.0 $30K 0.03% NEW $369.09 -0.7%
185 PBFS PIONEER BANCORP INC MD Financial Services 1,690.0 $29K 0.03% $17.29 +0.5%
186 FBK FB FINL CORP Financial Services 520.0 $29K 0.03% $55.90 +2.5%
187 MDT MEDTRONIC PLC Healthcare 347.0 $29K 0.03% +24.0 +7.4% $83.19 +9.6%
188 ASLE AERSALE CORPORATION Industrials 4,230.0 $28K 0.03% NEW $6.57 -14.6%
189 NEE NEXTERA ENERGY INC Utilities 300.0 $27K 0.03% $88.34 -4.7%
190 FORTINET INC 168.0 $26K 0.03% $156.25
191 SNOW SNOWFLAKE INC Technology 100.0 $26K 0.03% -15.0 -13.0% $260.15 +21.9%
192 TRFK PACER FDS TR 265.0 $26K 0.03% +100.0 +60.6% $96.62 -4.5%
193 NDAQ NASDAQ INC Financial Services 300.0 $25K 0.03% $84.66 +16.6%
194 GE GE AEROSPACE Industrials 66.0 $25K 0.03% NEW $377.52 -7.4%
195 OWL BLUE OWL CAPITAL INC Financial Services 2,700.0 $24K 0.03% -6K -69.0% $9.04 +30.4%
196 MTB M & T BK CORP Financial Services 100.0 $24K 0.03% $238.88 +0.6%
197 VOO VANGUARD INDEX FDS 34.0 $23K 0.03% -20.0 -37.0% $684.85 +2.8%
198 BHB BAR HBR BANKSHARES Financial Services 610.0 $23K 0.03% $37.66 +4.6%
199 DIS DISNEY WALT CO Communication Services 226.0 $22K 0.03% -429.0 -65.5% $99.50 +11.8%
200 BMY BRISTOL-MYERS SQUIBB CO Healthcare 376.0 $22K 0.03% $58.13 +16.8%
Page 10 of 14  ·  278 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%