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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 11 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CB CHUBB LIMITED Financial Services 60.0 $22K 0.03% $361.17 -5.0%
202 J P MORGAN EXCHANGE TRADED F 300.0 $22K 0.03% $71.98
203 IONQ IONQ INC Technology 430.0 $21K 0.02% +80.0 +22.9% $49.12 -14.4%
204 DIA STATE STR SPDR DOW JONES IND Financial Services 40.0 $21K 0.02% $527.88 +1.4%
205 FISV FISERV INC Technology 395.0 $21K 0.02% $52.33 +0.2%
206 GLW CORNING INC Technology 100.0 $20K 0.02% NEW $196.79 -25.2%
207 ADSK AUTODESK INC Technology 89.0 $18K 0.02% $207.48 +21.1%
208 CPRT COPART INC Industrials 612.0 $18K 0.02% $30.01 +11.1%
209 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 70.0 $18K 0.02% $254.99 -8.6%
210 NNE NANO NUCLEAR ENERGY INC Industrials 880.0 $18K 0.02% -100.0 -10.2% $20.03 -3.9%
211 DTEC ALPS ETF TR 352.0 $17K 0.02% $49.09 +6.8%
212 MEG ONTERRIS INC Industrials 815.0 $17K 0.02% NEW $20.92 -25.2%
213 DCTH DELCATH SYS INC Healthcare 1,260.0 $17K 0.02% -17K -93.2% $13.20 +28.2%
214 RTX RTX CORPORATION Industrials 75.0 $15K 0.02% $199.25 +5.5%
215 CTAS CINTAS CORP Industrials 80.0 $15K 0.02% $181.38 +12.9%
216 AZN ASTRAZENECA PLC Healthcare 71.0 $14K 0.02% NEW $195.15 -13.1%
217 DHR DANAHER CORP DEL Healthcare 70.0 $14K 0.02% -75.0 -51.7% $197.93 +9.1%
218 CDW CDW CORP Technology 99.0 $13K 0.01% $133.37 +6.5%
219 LITE LUMENTUM HLDGS INC Technology 18.0 $13K 0.01% NEW $728.33 +21.6%
220 DAL DELTA AIR LINES INC Industrials 140.0 $13K 0.01% $92.75 -9.8%
Page 11 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%