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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 13 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 UNILEVER PLC 117.0 $7K 0.01% NEW $62.48
242 AES AES CORP Utilities 500.0 $7K 0.01% $14.58 +1.0%
243 RH RH Consumer Cyclical 40.0 $7K 0.01% $169.07 -16.2%
244 NVO NOVO-NORDISK A S Healthcare 131.0 $7K 0.01% -27.0 -17.1% $50.43 -4.5%
245 RF REGIONS FINANCIAL CORP NEW Financial Services 200.0 $6K 0.01% $30.28 +0.8%
246 ASML ASML HLDG NV Technology 3.0 $5K 0.01% $1769.33 -1.3%
247 ETSY INC 66.0 $5K 0.01% $76.97
248 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 55.0 $5K 0.01% $87.47 +14.5%
249 ACN ACCENTURE PLC IRELAND Technology 34.0 $5K 0.01% $137.35 +35.5%
250 EMR EMERSON ELEC CO Industrials 30.0 $4K 0.01% $139.07 +12.4%
251 PATH UIPATH INC Technology 346.0 $4K 0.01% NEW $11.71 +40.3%
252 UNH UNITEDHEALTH GROUP INC Healthcare 9.0 $4K 0.00% $425.33 -6.4%
253 LIN LINDE PLC Basic Materials 7.0 $4K 0.00% $546.57 -11.0%
254 CVS CVS HEALTH CORP Healthcare 34.0 $4K 0.00% $104.71 -11.2%
255 UPS UNITED PARCEL SVCS INC Industrials 31.0 $3K 0.00% -14.0 -31.1% $110.65 -5.7%
256 FCEL FUELCELL ENERGY INC Industrials 121.0 $3K 0.00% NEW $28.11 -30.2%
257 ADP AUTOMATIC DATA PROCESSING IN Industrials 14.0 $3K 0.00% $242.29 +16.3%
258 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 10.0 $3K 0.00% $312.80 -23.3%
259 OKE ONEOK INC NEW Energy 35.0 $3K 0.00% $87.83 +5.2%
260 SOLV SOLVENTUM CORP Healthcare 39.0 $3K 0.00% $78.28 +16.8%
Page 13 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%