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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 12 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PRU PRUDENTIAL FINL INC Financial Services 113.0 $13K 0.01% $112.95 +6.4%
222 PEP PEPSICO INC Consumer Defensive 88.0 $13K 0.01% -134.0 -60.4% $144.22 -1.3%
223 VRRM VERRA MOBILITY CORP Technology 2,845.0 $12K 0.01% NEW $4.30 +3.0%
224 EW EDWARDS LIFESCIENCES CORP Healthcare 128.0 $12K 0.01% -396.0 -75.6% $94.37 -3.7%
225 ROP ROPER TECHNOLOGIES INC Industrials 33.0 $12K 0.01% -113.0 -77.4% $364.21 +13.5%
226 NKE NIKE INC Consumer Cyclical 271.0 $12K 0.01% $44.09 -10.5%
227 SBUX STARBUCKS CORP Consumer Cyclical 114.0 $12K 0.01% -69.0 -37.7% $104.27 +1.4%
228 SYY SYSCO CORP Consumer Defensive 139.0 $12K 0.01% -331.0 -70.4% $84.83 -1.6%
229 KMB KIMBERLY-CLARK CORP Consumer Defensive 100.0 $11K 0.01% $114.72 -3.2%
230 SEMI COLUMBIA ETF TR I 300.0 $11K 0.01% NEW $37.93 -0.4%
231 UNP UNION PAC CORP Industrials 39.0 $11K 0.01% $282.26 +9.7%
232 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 313.0 $10K 0.01% $31.50 +25.0%
233 ENB ENBRIDGE INC Energy 176.0 $10K 0.01% $54.08 -8.0%
234 ANDE ANDERSONS INC Consumer Defensive 141.0 $9K 0.01% $66.30 -0.6%
235 UBSI UNITED BANKSHARES INC WEST V Financial Services 200.0 $9K 0.01% $46.38 +2.2%
236 CROX CROCS INC Consumer Cyclical 70.0 $9K 0.01% $125.29 -1.9%
237 ADBE ADOBE INC Technology 38.0 $8K 0.01% -3.0 -7.3% $219.71 +24.7%
238 QXO QXO INC Industrials 500.0 $8K 0.01% $16.21 -14.6%
239 PLD PROLOGIS INC. Real Estate 58.0 $8K 0.01% $139.43 +2.8%
240 HPQ HP INC Technology 339.0 $7K 0.01% $21.93 +34.6%
Page 12 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%