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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 7 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LMT LOCKHEED MARTIN CORP Industrials 177.0 $97K 0.11% -8.0 -4.3% $545.91 +3.8%
122 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 6,560.0 $96K 0.11% $14.67 -22.3%
123 MATW MATTHEWS INTL CORP Industrials 3,465.0 $92K 0.11% +250.0 +7.8% $26.69 -19.5%
124 AIOT POWERFLEET INC Technology 21,070.0 $92K 0.11% NEW $4.37 -31.5%
125 IJR ISHARES TR 593.0 $87K 0.10% $146.48 +0.1%
126 GCOW PACER FDS TR 1,936.0 $85K 0.10% +100.0 +5.5% $44.04 +8.5%
127 SPACE EXPLORATION TECHN CORP 525.0 $85K 0.10% NEW $162.00
128 QBTS D-WAVE QUANTUM INC Technology 3,750.0 $84K 0.10% +750.0 +25.0% $22.53 -22.0%
129 ASUR ASURE SOFTWARE INC Technology 10,210.0 $84K 0.10% $8.19 +5.6%
130 AJG GALLAGHER ARTHUR J & CO Financial Services 300.0 $76K 0.09% $252.44 +6.6%
131 ZS ZSCALER INC Technology 500.0 $74K 0.09% -175.0 -25.9% $147.33 +13.8%
132 F FORD MTR CO Consumer Cyclical 5,455.0 $73K 0.08% -48.0 -0.9% $13.36 +3.8%
133 IONS IONIS PHARMACEUTICALS INC Healthcare 850.0 $70K 0.08% NEW $81.80 -22.8%
134 JNJ JOHNSON & JOHNSON Healthcare 260.0 $68K 0.08% $263.04 +3.0%
135 CEG CONSTELLATION ENERGY CORP Utilities 280.0 $67K 0.08% -130.0 -31.7% $239.25 +17.5%
136 ACNB ACNB CORP Financial Services 1,060.0 $64K 0.07% $60.25 +6.9%
137 PLTR PALANTIR TECHNOLOGIES INC Technology 492.0 $64K 0.07% +100.0 +25.5% $129.30 +35.6%
138 DGRO ISHARES TR 800.0 $62K 0.07% $77.26 +3.3%
139 JIG J P MORGAN EXCHANGE TRADED F 720.0 $61K 0.07% -5.0 -0.7% $85.20 +0.0%
140 JIVE J P MORGAN EXCHANGE TRADED F 664.0 $61K 0.07% -5.0 -0.8% $92.26 +6.6%
Page 7 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%