Triangle Securities Wealth Management

Broker-Dealer

CIK

1541353

Location

RALEIGH, NC

Portfolio Value

Small $245,392,279

Diversification

Diversified

Filing Date

Global Rank

#4,027 / 8,517 ▼ 10

Top Industry

Asset Management 9.6%

3Y Alpha vs SPY

+11.2%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+128.2%

SPY

+75.3%

Annualised alpha

+11.1%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

147 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.3%

−1.0 pts

Top 5

16.7%

−1.3 pts

Top 10

29.2%

−0.4 pts

HHI

155

Diversified−7

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.6%	$62,755,707	26
Technology	21.6%	$53,070,251	24
Industrials	13.3%	$32,699,604	26
Healthcare	10.3%	$25,393,370	17
Consumer Cyclical	6.3%	$15,433,695	12
Energy	5.7%	$13,901,642	7
Consumer Defensive	5.4%	$13,316,566	15
Communication Services	3.9%	$9,466,537	7
Basic Materials	3.6%	$8,868,021	7
Utilities	3.4%	$8,375,135	4
Real Estate	0.5%	$1,126,015	1
Unclassified	0.4%	$985,736	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BX	Blackstone Inc.	+44,913	88,720	$10,439,681
FLEX	Flex Ltd.	+8,818	12,971	$2,102,209
QXO	QXO, Inc.	+6,425	35,740	$617,587
BKNG	Booking Holdings Inc.	+4,111	4,255	$758,411
BN	BROOKFIELD Corp /ON/	+2,624	157,329	$6,700,642
IBM	International Business Machines Corp	+1,664	3,267	$918,712
D	Dominion Energy, Inc	+1,181	9,974	$681,124
DDOG	Datadog, Inc.	+775	2,645	$688,652
CARR	CARRIER GLOBAL Corp	+485	6,798	$498,633
WFC	Wells Fargo & Company/Mn	+446	32,176	$2,659,024
LOW	Lowes Companies Inc	+340	22,294	$4,915,604
NOW	ServiceNow, Inc.	+325	19,348	$1,920,869
BAC	Bank Of America Corp /De/	+250	64,206	$3,658,457
LYB	LyondellBasell Industries N.V.	+195	13,955	$734,730
HSY	Hershey Co	+170	2,570	$450,906
SJM	J M SMUCKER Co	+80	2,577	$289,912
PANW	Palo Alto Networks Inc	+70	6,539	$2,229,929
VRSK	Verisk Analytics, Inc.	+40	4,200	$754,026
EPD	Enterprise Products Partners L.P.	+40	5,999	$220,523
MCO	Moodys Corp /De/	+39	2,208	$1,000,047
SHW	Sherwin Williams Co	+29	1,945	$669,702
FCNCA	First Citizens Bancshares Inc /De/	+19	628	$1,306,736
DE	Deere & Co	+15	1,393	$883,621
MA	Mastercard Inc	+7	1,264	$649,190
MOG-A	Moog Inc.	+5	726	$307,707
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−38,599	4,500	$1,608,165
OTIS	Otis Worldwide Corp	−5,906	4,786	$342,677
TFC	Truist Financial Corp	−3,427	16,081	$801,155
ONON	On Holding AG	−3,350	14,430	$511,110
ORCL	Oracle Corp	−2,357	8,240	$1,207,572
DIS	Walt Disney Co	−1,754	6,260	$602,525
TSN	Tyson Foods, Inc.	−1,750	3,750	$214,687
MSFT	Microsoft Corp	−1,556	20,364	$7,596,179
BR	Broadridge Financial Solutions, Inc.	−1,206	2,064	$282,664
NEE	Nextera Energy Inc	−1,073	35,800	$3,142,166
AVGO	Broadcom Inc.	−810	15,889	$6,002,069
BMY	Bristol Myers Squibb Co	−783	15,015	$865,164
KKR	KKR & Co. Inc.	−627	57,780	$5,303,048
LYV	Live Nation Entertainment, Inc.	−615	12,765	$2,337,399
META	Meta Platforms, Inc.	−580	5,540	$3,120,626
XOM	ExxonMobil Holdings Corp	−522	45,466	$6,216,111
LRCX	Lam Research Corp	−458	9,985	$4,326,800
V	Visa Inc.	−451	10,002	$3,431,586
AMAT	Applied Materials Inc /De	−442	5,299	$3,831,177
DHR	Danaher Corp /De/	−440	6,700	$1,276,216
RTX	RTX Corp	−415	20,370	$3,864,800
CRM	Salesforce, Inc.	−404	8,348	$1,307,797
FORM	Formfactor Inc	−401	2,041	$326,417
WMT	Walmart Inc.	−390	12,472	$1,412,578
USB	US Bancorp De	−344	4,656	$281,222
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
ENB	Enbridge Inc	48,270	$2,616,716
ANET	Arista Networks, Inc.	11,610	$1,972,306
GILD	Gilead Sciences, Inc.	3,410	$430,819
NXT	Nextpower Inc.	3,408	$406,029
NFLX	Netflix Inc	4,645	$331,653
WAT	Waters Corp /De/	768	$288,030
FNB	Fnb Corp/Pa/	13,068	$249,337
FCFS	FirstCash Holdings, Inc.	1,031	$223,025
Q	Qnity Electronics, Inc.	1,333	$217,692
SYY	Sysco Corp	2,436	$203,600
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
EAGL	Eagle Capital Select Equity ETF	106,500	$3,239,730
HON	Honeywell International Inc	3,778	$853,941
MCD	Mcdonalds Corp	2,503	$777,907
DD	DuPont de Nemours, Inc.	15,095	$691,350
ADBE	Adobe Inc.	2,598	$631,521
IBB	iShares Biotechnology ETF	2,878	$485,950
BDX	Becton Dickinson & Co	2,238	$351,880
TYL	Tyler Technologies Inc	979	$335,190
VIG	Vanguard Dividend Appreciation ETF	1,141	$245,383
MDLZ	Mondelez International, Inc.	3,973	$229,003
LMT	Lockheed Martin Corp	371	$224,228
DAR	Darling Ingredients Inc.	3,374	$208,681
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

147 tracked positions · $245,392,279 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 147 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BX	Blackstone Inc. Financial Services	Added	88,720	+44,913	$10,439,681	+107.2%	4.25%
AAPL	Apple Inc. Technology	Reduced	29,961	-141	$8,669,514	+13.5%	3.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,316	-175	$7,632,026	+10.4%	3.11%
MSFT	Microsoft Corp Technology	Reduced	20,364	-1,556	$7,596,179	−6.4%	3.10%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	157,329	+2,624	$6,700,642	+7.0%	2.73%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,529	-120	$6,603,234	+17.4%	2.69%
CAT	Caterpillar Inc Industrials	Reduced	6,161	-192	$6,560,848	+45.8%	2.67%
XOM	ExxonMobil Holdings Corp Energy	Reduced	45,466	-522	$6,216,111	−20.3%	2.53%
AVGO	Broadcom Inc. Technology	Reduced	15,889	-810	$6,002,069	+16.1%	2.45%
KKR	KKR & Co. Inc. Financial Services	Reduced	57,780	-627	$5,303,048	−1.8%	2.16%
LLY	ELI LILLY & Co Healthcare	Reduced	4,197	-53	$5,034,008	+28.8%	2.05%
LOW	Lowes Companies Inc Consumer Cyclical	Added	22,294	+340	$4,915,604	−5.2%	2.00%
JNJ	Johnson & Johnson Healthcare	Reduced	19,048	-208	$4,837,620	+2.8%	1.97%
LRCX	Lam Research Corp Technology	Reduced	9,985	-458	$4,326,800	+93.9%	1.76%
RTX	RTX Corp Industrials	Reduced	20,370	-415	$3,864,800	−3.6%	1.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,166	-209	$3,853,004	+13.0%	1.57%
AMAT	Applied Materials Inc /De Technology	Reduced	5,299	-442	$3,831,177	+95.2%	1.56%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	13,612	-141	$3,669,795	+6.8%	1.50%
BAC	Bank Of America Corp /De/ Financial Services	Added	64,206	+250	$3,658,457	+17.3%	1.49%
DUK	Duke Energy CORP Utilities	Reduced	28,821	-166	$3,648,162	−3.9%	1.49%
NVDA	Nvidia Corp Technology	Reduced	17,668	-215	$3,535,190	+13.4%	1.44%
V	Visa Inc. Financial Services	Reduced	10,002	-451	$3,431,586	+8.6%	1.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,529	-107	$3,267,046	−29.2%	1.33%
NEE	Nextera Energy Inc Utilities	Reduced	35,800	-1,073	$3,142,166	−8.3%	1.28%
META	Meta Platforms, Inc. Communication Services	Reduced	5,540	-580	$3,120,626	−10.9%	1.27%
EMR	Emerson Electric Co Industrials	Reduced	20,490	-155	$2,933,143	+8.4%	1.20%
PEP	Pepsico Inc Consumer Defensive	Reduced	19,966	-223	$2,703,396	−13.8%	1.10%
WFC	Wells Fargo & Company/Mn Financial Services	Added	32,176	+446	$2,659,024	+5.3%	1.08%
LIN	Linde PLC Basic Materials	Reduced	5,091	-72	$2,641,923	+3.2%	1.08%
ENB	Enbridge Inc Energy	NEW	48,270	NEW	$2,616,716	NEW	1.07%
AMGN	Amgen Inc Healthcare	Reduced	6,658	-59	$2,410,994	+2.0%	0.98%
LYV	Live Nation Entertainment, Inc. Communication Services	Reduced	12,765	-615	$2,337,399	+14.5%	0.95%
ROK	Rockwell Automation, Inc Industrials	Reduced	4,652	-69	$2,303,112	+35.9%	0.94%
CVX	Chevron Corp Energy	Reduced	13,577	-127	$2,250,523	−20.6%	0.92%
GRMN	Garmin Ltd Technology	Reduced	9,409	-49	$2,235,013	+1.9%	0.91%
PANW	Palo Alto Networks Inc Technology	Added	6,539	+70	$2,229,929	+115.0%	0.91%
CTVA	Corteva, Inc. Basic Materials	Reduced	25,959	-184	$2,198,467	+0.5%	0.90%
FLEX	Flex Ltd. Technology	Added	12,971	+8,818	$2,102,209	+673.3%	0.86%
ANET	Arista Networks, Inc. Technology	NEW	11,610	NEW	$1,972,306	NEW	0.80%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	13,231	-156	$1,940,193	+0.3%	0.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,065	-3	$1,931,745	−6.3%	0.79%
NOW	ServiceNow, Inc. Technology	Added	19,348	+325	$1,920,869	−3.4%	0.78%
UNH	Unitedhealth Group Inc Healthcare	Reduced	4,558	-33	$1,894,441	+52.5%	0.77%
MS	Morgan Stanley Financial Services	Reduced	8,294	-160	$1,733,777	+24.6%	0.71%
MRK	Merck & Co., Inc. Healthcare	Reduced	13,091	-187	$1,682,193	+5.3%	0.69%
USFD	US Foods Holding Corp. Consumer Defensive	Reduced	15,826	-174	$1,618,208	+9.7%	0.66%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,500	-38,599	$1,608,165	−87.0%	0.66%
ASML	Asml Holding NV Technology	Reduced	740	-1	$1,472,185	+50.4%	0.60%
C	Citigroup Inc Financial Services	Reduced	10,294	-133	$1,440,748	+21.8%	0.59%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	4,905	-40	$1,425,343	−16.5%	0.58%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.