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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 9 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LAKE LAKELAND INDS INC Consumer Cyclical 3,720.0 $46K 0.05% NEW $12.36 -6.8%
162 SMBK SMARTFINANCIAL INC Financial Services 970.0 $46K 0.05% $47.34 +7.4%
163 VIG VANGUARD SPECIALIZED FUNDS 191.0 $46K 0.05% $238.62 +2.4%
164 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 141.0 $44K 0.05% -22.0 -13.5% $314.19 -3.3%
165 VDE VANGUARD WORLD FD 289.0 $43K 0.05% $150.44 +16.4%
166 ORCL ORACLE CORP Technology 300.0 $42K 0.05% NEW $140.27 +3.2%
167 GD GENERAL DYNAMICS CORP Industrials 109.0 $41K 0.05% $373.54 +0.8%
168 OXY OCCIDENTAL PETE CORP Energy 824.0 $40K 0.05% +44.0 +5.6% $48.91 +19.4%
169 BLK BLACKROCK INC Financial Services 40.0 $40K 0.05% $995.73 +18.2%
170 ELFY ALPS ETF TR 900.0 $39K 0.04% +150.0 +20.0% $42.98 -4.2%
171 TGT TARGET CORP Consumer Defensive 284.0 $37K 0.04% -20.0 -6.6% $130.21 +25.5%
172 VFH VANGUARD WORLD FD 268.0 $36K 0.04% $136.18 +4.6%
173 CMI CUMMINS INC Industrials 53.0 $35K 0.04% $661.70 -13.5%
174 TROX TRONOX HOLDINGS PLC Basic Materials 5,550.0 $34K 0.04% NEW $6.21 -11.3%
175 VV VANGUARD INDEX FDS 100.0 $34K 0.04% $342.96 +2.8%
176 VOX VANGUARD WORLD FD 182.0 $34K 0.04% $187.85 +0.6%
177 RGTI RIGETTI COMPUTING INC Technology 1,800.0 $32K 0.04% +400.0 +28.6% $17.94 -5.6%
178 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 605.0 $32K 0.04% $53.36 +17.2%
179 VO VANGUARD INDEX FDS 400.0 $32K 0.04% +300.0 +300.0% $80.51 +2.8%
180 EXP EAGLE MATLS INC Basic Materials 146.0 $32K 0.04% -76.0 -34.2% $220.15 -9.7%
Page 9 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%