Fund HoldingsTripletail Wealth Management, LLC

Total Portfolio Value
$86.91M
Total Bought
$6.45M
Total Sold
$6.41M
Net Transaction
+$39.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
JBT MAREL CORPORATION(JBTM)114,615114,615014,34416,71419.23%+2,370
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
11,82215,367+3,5452,2833,3033.80%+1,020
MICRON TECHNOLOGY INC(MU)2,6771,832-8459801,7872.06%+807
WEDBUSH SER TR12,58030,180+17,6003621,1251.29%+763
PALO ALTO NETWORKS INC(PANW)3,6563,610-465971,2561.45%+660
PGIM ETF TR
PGIM ULTRA SH BD
31,02842,019+10,9911,5372,0832.40%+546
APPLE INC(AAPL)8,4788,383-952,1702,5872.98%+418
ARISTA NETWORKS INC(ANET)9,3499,231-1181,1841,4771.70%+293
ADVANCED MICRO DEVICES INC(AMD)70565+495152930.34%+277
CATERPILLAR INC(CAT)1,2661,228-389081,1831.36%+275
ISHARES TR11,97112,071+1001,3731,6351.88%+262
NVIDIA CORPORATION(NVDA)23,37822,565-8134,1474,3965.06%+249
ALPHABET INC(GOOG)3,9983,960-381,1821,4251.64%+243
VANGUARD WORLD FD
MATERIALS ETF
3931,318+925903070.35%+217
MARVELL TECHNOLOGY INC(MRVL)1,7231,623-1001853980.46%+214
J P MORGAN EXCHANGE TRADED F
BETABUILDERS US
02,083+2,08301980.23%+198
LUCID DIAGNOSTICS INC(LUCD)0183,417+183,41701960.23%+196
ELI LILLY & CO(LLY)710706-46648570.99%+193
APPLIED MATLS INC756739-172634460.51%+182
TESLA INC(TSLA)1,3981,741+3435046850.79%+181
AMAZON COM INC(AMZN)7,9587,589-3691,6691,8422.12%+172
QUALCOMM INC(QCOM)3,5493,514-354506190.71%+169
JPMORGAN CHASE & CO(JPM)4,2654,260-51,2561,4251.64%+168
BROADCOM INC(AVGO)3,6653,66501,1531,3211.52%+168
CROWDSTRIKE HLDGS INC(CRWD)5151,872+1,3572063630.42%+158
PACER FDS TR
METAURUS CAP 400
34,25633,962-2941,3851,5411.77%+156
NEBIUS GROUP N.V.(NBIS)2,4851,975-5102704260.49%+155
CEREBRAS SYSTEMS INC0665+66501360.16%+136
ABBVIE INC(ABBV)2,5792,57905396730.77%+135
TRUIST FINL CORP(TFC)2,1654,265+2,1001022170.25%+115
INTERNATIONAL BUSINESS MACHS(IBM)3,2883,213-758169301.07%+114
LIGAND PHARMACEUTICALS INC(LGND)0355+35501130.13%+113
MORGAN STANLEY(MS)2,3572,35703915040.58%+113
CISCO SYS INC(CSCO)3,3403,281-592643700.43%+106
TEXAS INSTRS INC(TXN)1,0711,07102093140.36%+105
AMERICAN EXPRESS CO(AXP)1,9491,94905856860.79%+101
MP MATERIALS CORP(MP)12,52713,477+9506237180.83%+95
POWERFLEET INC(AIOT)021,070+21,0700920.11%+92
KINDER MORGAN INC DEL(KMI)31,21034,910+3,7001,0291,1191.29%+90
PACER FDS TR
US LRG CP CASH
29,45728,021-1,4361,0021,0901.25%+88
GOLDMAN SACHS GROUP INC(GS)55555504795670.65%+88
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
8,6688,279-3891,0251,1121.28%+87
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,7555,800+1,0452363230.37%+87
PACER FDS TR
DEVELOPED MRKT
17,98920,305+2,3167708570.99%+87
SPACE EXPLORATION TECHN CORP0525+5250850.10%+85
AST SPACEMOBILE INC(ASTS)3201,320+1,000301120.13%+83
GE VERNOVA INC(GEV)483463-204345150.59%+81
UNUM GROUP(UNM)4,4044,40403274070.47%+80
MICROSOFT CORP(MSFT)4,3884,385-31,6391,7121.97%+74
TAIWAN SEMICONDUCTOR MANUFAC(TSM)77177102613350.39%+73
HOME DEPOT INC(HD)1,1211,205+843614310.50%+71
IONIS PHARMACEUTICALS INC(IONS)0850+8500700.08%+70
VANGUARD WORLD FD
INDUSTRIAL ETF
1,3431,378+354254890.56%+64
ASTERA LABS INC(ALAB)0150+1500610.07%+61
CITIGROUP INC(C)2,3002,30002653220.37%+57
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,4004,800+1,4002012550.29%+54
PINNACLE FINL PARTNERS INC(PNFP)0529+5290530.06%+53
QUINSTREET INC(QNST)13,91013,91001682200.25%+52
NORTHROP GRUMMAN CORP(NOC)165305+1401161670.19%+52
INFORMATION SVCS GROUP INC(III)012,490+12,4900510.06%+51
IREN LIMITED(IREN)01,300+1,3000500.06%+50
INVESCO QQQ TR315325+101842320.27%+47
LAKELAND INDS INC(LAKE)03,720+3,7200460.05%+46
VELO3D INC(VELO)7,4008,369+969881310.15%+43
ORACLE CORP(ORCL)0300+3000420.05%+42
D-WAVE QUANTUM INC(QBTS)3,0003,750+75043840.10%+42
BERKSHIRE HATHAWAY INC DEL1,5811,565-167557950.91%+40
LAM RESEARCH CORP(LRCX)3003000661050.12%+40
BAKER HUGHES COMPANY(BKR)4,8506,300+1,4502933330.38%+40
BANK OF AMER CORP4,0134,01301982360.27%+38
BARRETT BUSINESS SVCS INC2,4652,885+420731090.13%+36
NOVARTIS AG(NVS)590790+200911260.15%+35
VISA INC(V)56656601702050.24%+35
TRONOX HOLDINGS PLC(TROX)05,550+5,5500340.04%+34
LANTHEUS HLDGS INC(LNTH)9609600731050.12%+32
HARROW INC(HROW)4,3304,33001531850.21%+32
PACER FDS TR
US SM CAP CA ETF
9,4458,865-5804264580.53%+32
TERADYNE INC(TER)080+800300.03%+30
COCA COLA CO(KO)3,8013,80102923200.37%+28
VERTIV HOLDINGS CO(VRT)4,2363,776-4601,1071,1351.31%+28
AERSALE CORPORATION(ASLE)04,230+4,2300280.03%+28
VANGUARD ADMIRAL FDS INC3702,220+1,8501531810.21%+28
CLOUDFLARE INC(NET)90090001912180.25%+28
VERTEX PHARMACEUTICALS INC(VRTX)29029001271530.18%+26
MOTORCAR PTS AMER INC(MPAA)6,5606,560071960.11%+25
GE AEROSPACE(GE)066+660250.03%+25
ISHARES TR27327301802040.24%+24
VANGUARD WHITEHALL FDS1,9801,98002933160.36%+23
HONDA MOTOR CO LTD(HMC)5,4345,43401311520.18%+21
ANALOG DEVICES INC(ADI)457439-181451660.19%+20
CORNING INC(GLW)0100+1000200.02%+20
PACER FDS TR
EMRG MKT CASH
20,84521,531+6865555730.66%+19
FIRST AMERN FINL CORP(FAF)660815+15538570.07%+18
STATE STR SPDR S&P 500 ETF T(SPY)19219201261430.16%+17
ONTERRIS INC(ONT)0815+8150170.02%+17
AMGEN INC(AMGN)812800-122832990.34%+17
BGC GROUP INC11,46511,835+3701141300.15%+16
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
2,0642,051-131491640.19%+16
SOUTHERN CO(SO)1,8301,980+1501781940.22%+16
J P MORGAN EXCHANGE TRADED F
ACTIVEBLDRS EMER
1,7521,736-16911070.12%+15
Page 1 of 3
Tripletail Wealth Management, LLC — 13F Holdings — Q2 2026 | TickerTrail