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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 14 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ITW ILLINOIS TOOL WKS INC Industrials 11.0 $3K 0.00% $272.73 +3.2%
262 ABNB AIRBNB INC Consumer Cyclical 20.0 $3K 0.00% -26.0 -56.5% $148.95 +27.6%
263 IWF ISHARES TR 24.0 $3K 0.00% NEW $121.17 +0.6%
264 AMT AMERICAN TOWER CORP Real Estate 16.0 $3K 0.00% $166.00 +7.0%
265 OKLO OKLO INC Utilities 50.0 $3K 0.00% $52.36 -17.8%
266 DOW DOW HLDGS INC Basic Materials 94.0 $3K 0.00% $27.71 +10.9%
267 ABT ABBOTT LABORATORIES Healthcare 26.0 $2K 0.00% $95.38 +21.0%
268 LEU CENTRUS ENERGY CORP Energy 15.0 $2K 0.00% $162.13 +13.4%
269 NIOCORP DEVS LTD 500.0 $2K 0.00% NEW $4.74
270 VOOV VANGUARD ADMIRAL FDS INC 10.0 $2K 0.00% $222.30 +3.2%
271 SMR NUSCALE PWR CORP Utilities 200.0 $2K 0.00% -850.0 -81.0% $9.76 -1.7%
272 SLV ISHARES SILVER TR Financial Services 30.0 $2K 0.00% $55.03 +12.7%
273 DDOG DATADOG INC Technology 6.0 $2K 0.00% -29.0 -82.9% $260.33 -13.2%
274 KSS KOHLS CORP Consumer Cyclical 72.0 $1K 0.00% NEW $18.08 -1.4%
275 XLK SELECT SECTOR SPDR TR 6.0 $1K 0.00% +3.0 +100.0% $180.67 +0.6%
276 XLC SELECT SECTOR SPDR TR 9.0 $986.0 0.00% +6.0 +200.0% $109.56 +3.2%
277 CANOPY GROWTH CORPORATION 900.0 $900.0 0.00% $1.00
278 REDCLOUD HLDGS PLC 1,500.0 $359.0 NEW $0.24
Page 14 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%