Institutional Fund
Tripletail Wealth Management, LLC
Orlando, FLCIK 20798124 filings on record
Portfolio Value
$73.35M
Q1 2026
Holdings
255
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-7.1%
from $78.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Jbt Marel Corporation19.6%
- Nvidia Corporation5.7%
- Invesco Exchange Traded Fd T3.1%
- Apple Inc3.0%
- Amazon Com Inc2.3%
- Microsoft Corp2.2%
- Other64.2%
Portfolio Holdings
255 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jbt Marel Corporation | 114.6K | $14.34M | 19.6% | 0 | Held |
| 2 | Nvidia Corporation | 23.4K | $4.15M | 5.7% | −204 | Reduced |
| 3 | Invesco Exchange Traded Fd T | 11.8K | $2.28M | 3.1% | +1.0K | Added |
| 4 | Apple Inc | 8.5K | $2.17M | 3.0% | −99 | Reduced |
| 5 | Amazon Com Inc | 8.0K | $1.67M | 2.3% | +123 | Added |
| 6 | Microsoft Corp | 4.4K | $1.64M | 2.2% | −136 | Reduced |
| 7 | Pgim ETF Tr | 31.0K | $1.54M | 2.1% | +657 | Added |
| 8 | Pacer Fds Tr | 34.3K | $1.38M | 1.9% | −5.2K | Reduced |
| 9 | Ishares Tr | 12.0K | $1.37M | 1.9% | −12.1K | Reduced |
| 10 | Jpmorgan Chase & Co. | 4.3K | $1.26M | 1.7% | −56 | Reduced |
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