Triangle Securities Wealth Management

Broker-Dealer

CIK

1541353

Location

RALEIGH, NC

Portfolio Value

Small $214,182,703

Diversification

Diversified

Filing Date

Global Rank

#4,022 / 8,603 ▼ 137 · as of Mar 2026

Top Industry

Asset Management 8.3%

3Y Alpha vs SPY

-3.7%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.7%

SPY

+76.0%

Annualised alpha

-3.9%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

145 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.8%

−2.9 pts

Top 5

16.1%

−4.8 pts

Top 10

28.0%

−5.6 pts

HHI

149

Diversified−39

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	24.7%	$52,905,182	24
Technology	19.5%	$41,673,035	23
Industrials	14.1%	$30,202,841	28
Healthcare	10.6%	$22,773,519	16
Consumer Cyclical	7.1%	$15,311,108	13
Consumer Defensive	6.6%	$14,171,983	16
Basic Materials	5.2%	$11,111,764	8
Communication Services	4.3%	$9,153,871	6
Utilities	4.0%	$8,659,269	4
Energy	2.9%	$6,164,961	5
Real Estate	0.6%	$1,194,771	1
Unclassified	0.4%	$860,399	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+9,403	19,023	$1,988,854
BN	BROOKFIELD Corp /ON/	+5,579	154,705	$6,260,911
QXO	QXO, Inc.	+3,215	29,315	$569,297
VRSK	Verisk Analytics, Inc.	+2,710	4,160	$789,360
PANW	Palo Alto Networks Inc	+987	6,469	$1,037,110
BX	Blackstone Inc.	+418	43,807	$5,037,366
FANG	Diamondback Energy, Inc.	+358	4,196	$829,926
CRM	Salesforce, Inc.	+284	8,752	$1,633,735
MCD	Mcdonalds Corp	+283	2,503	$777,907
GE	General Electric Co	+199	2,870	$814,419
PEP	Pepsico Inc	+197	20,189	$3,135,149
CL	Colgate Palmolive Co	+165	5,929	$505,328
JNJ	Johnson & Johnson	+162	19,256	$4,706,936
AJG	Arthur J. Gallagher & Co.	+118	4,121	$892,526
USB	US Bancorp De	+87	5,000	$260,050
VEEV	Veeva Systems Inc	+80	6,192	$1,087,686
TMO	Thermo Fisher Scientific Inc.	+70	2,846	$1,398,894
COST	Costco Wholesale Corp /New	+65	2,068	$2,060,617
LYV	Live Nation Entertainment, Inc.	+53	13,380	$2,040,583
KO	Coca Cola Co	+47	4,145	$315,227
BKNG	Booking Holdings Inc.	+34	144	$24,251
ICE	Intercontinental Exchange, Inc.	+31	7,627	$1,199,574
AMD	Advanced Micro Devices Inc	+24	1,290	$262,424
BMY	Bristol Myers Squibb Co	+19	15,798	$958,148
PNC	Pnc Financial Services Group, Inc.	+15	4,015	$835,481
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−34,226	31,730	$2,526,025
AAPL	Apple Inc.	−30,621	30,102	$7,639,586
CAT	Caterpillar Inc	−7,247	6,353	$4,500,846
EPD	Enterprise Products Partners L.P.	−6,628	5,959	$225,488
LRCX	Lam Research Corp	−5,454	10,443	$2,231,251
ORCL	Oracle Corp	−2,344	10,597	$1,558,924
UNP	Union Pacific Corp	−2,290	2,234	$542,013
DIS	Walt Disney Co	−2,250	8,014	$772,389
MGM	MGM Resorts International	−2,040	16,644	$615,994
MSFT	Microsoft Corp	−2,004	21,920	$8,114,126
KMB	Kimberly Clark Corp	−1,765	2,374	$229,019
IBM	International Business Machines Corp	−1,670	1,603	$388,551
TFC	Truist Financial Corp	−1,558	19,508	$896,782
CPRT	Copart Inc	−1,440	7,752	$257,366
JPM	Jpmorgan Chase & Co	−1,419	23,491	$6,910,112
ADSK	Autodesk, Inc.	−1,322	2,853	$683,008
NEE	Nextera Energy Inc	−1,161	36,873	$3,424,764
PG	PROCTER & GAMBLE Co	−1,075	13,387	$1,933,618
LOW	Lowes Companies Inc	−992	21,954	$5,187,291
FLEX	Flex Ltd.	−984	4,153	$271,855
RTX	RTX Corp	−940	20,785	$4,009,426
CVX	Chevron Corp	−937	13,704	$2,835,357
OTIS	Otis Worldwide Corp	−922	10,692	$824,139
KKR	KKR & Co. Inc.	−921	58,407	$5,402,647
TYL	Tyler Technologies Inc	−883	979	$335,190
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
LYB	LyondellBasell Industries N.V.	13,760	$1,108,505
FORM	Formfactor Inc	2,442	$236,849
MDLZ	Mondelez International, Inc.	3,973	$229,003
LMT	Lockheed Martin Corp	371	$224,228
DDOG	Datadog, Inc.	1,870	$220,753
MOG-A	Moog Inc.	721	$210,993
ENS	EnerSys	1,211	$210,374
DAR	Darling Ingredients Inc.	3,374	$208,681
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ENB	Enbridge Inc	49,548	$2,369,880
ROP	Roper Technologies Inc	1,473	$655,676
Q	Qnity Electronics, Inc.	6,950	$567,467
EFX	Equifax Inc	2,418	$524,657
FDX	Fedex Corp	1,000	$232,763
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

145 positions · $214,182,703 total · as of Mar 31, 2026

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

Showing 1–50 of 145 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	21,920	-2,004	$8,114,126	−29.9%	3.79%
AAPL	Apple Inc. Technology	Reduced	30,102	-30,621	$7,639,586	−53.7%	3.57%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,491	-1,419	$6,910,112	−13.9%	3.23%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	154,705	+5,579	$6,260,911	−8.5%	2.92%
GS	Goldman Sachs Group Inc Financial Services	Reduced	6,649	-29	$5,624,987	−4.2%	2.63%
KKR	KKR & Co. Inc. Financial Services	Reduced	58,407	-921	$5,402,647	−28.6%	2.52%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	21,954	-992	$5,187,291	−6.3%	2.42%
AVGO	Broadcom Inc. Technology	Reduced	16,699	-208	$5,168,507	−11.7%	2.41%
BX	Blackstone Inc. Financial Services	Added	43,807	+418	$5,037,366	−24.7%	2.35%
JNJ	Johnson & Johnson Healthcare	Added	19,256	+162	$4,706,936	+19.1%	2.20%
CAT	Caterpillar Inc Industrials	Reduced	6,353	-7,247	$4,500,846	−42.2%	2.10%
RTX	RTX Corp Industrials	Reduced	20,785	-940	$4,009,426	+0.6%	1.87%
LLY	ELI LILLY & Co Healthcare	Reduced	4,250	-106	$3,909,022	−16.5%	1.83%
DUK	Duke Energy CORP Utilities	Reduced	28,987	-144	$3,795,557	+11.2%	1.77%
META	Meta Platforms, Inc. Communication Services	Reduced	6,120	-42	$3,501,435	−13.9%	1.63%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Reduced	13,753	-165	$3,437,012	+15.7%	1.60%
NEE	Nextera Energy Inc Utilities	Reduced	36,873	-1,161	$3,424,764	+12.2%	1.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,375	-144	$3,410,421	−10.6%	1.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,634	-182	$3,179,012	−7.2%	1.48%
V	Visa Inc. Financial Services	Reduced	10,453	-298	$3,159,314	−16.2%	1.48%
PEP	Pepsico Inc Consumer Defensive	Added	20,189	+197	$3,135,149	+9.3%	1.46%
NVDA	Nvidia Corp Technology	Reduced	17,883	-210	$3,118,795	−7.6%	1.46%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	63,956	-688	$3,117,855	−12.3%	1.46%
CVX	Chevron Corp Energy	Reduced	13,704	-937	$2,835,357	+27.1%	1.32%
EMR	Emerson Electric Co Industrials	Reduced	20,645	-538	$2,704,907	−3.8%	1.26%
LIN	Linde PLC Basic Materials	Reduced	5,163	-82	$2,559,608	+14.5%	1.20%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	31,730	-34,226	$2,526,025	−58.9%	1.18%
AMGN	Amgen Inc Healthcare	Reduced	6,717	-1	$2,363,376	+7.5%	1.10%
LRCX	Lam Research Corp Technology	Reduced	10,443	-5,454	$2,231,251	−18.0%	1.04%
GRMN	Garmin Ltd Technology	Reduced	9,458	-95	$2,194,350	+13.2%	1.02%
CTVA	Corteva, Inc. Basic Materials	Reduced	26,143	-295	$2,188,430	+23.5%	1.02%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	15,095	-80	$2,074,053	+13.3%	0.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,068	+65	$2,060,617	+19.3%	0.96%
LYV	Live Nation Entertainment, Inc. Communication Services	Added	13,380	+53	$2,040,583	+7.5%	0.95%
NOW	ServiceNow, Inc. Technology	Added	19,023	+9,403	$1,988,854	+35.0%	0.93%
AMAT	Applied Materials Inc /De Technology	Reduced	5,741	-50	$1,962,216	+31.8%	0.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	13,387	-1,075	$1,933,618	−6.7%	0.90%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	4,945	-19	$1,706,766	+17.1%	0.80%
ROK	Rockwell Automation, Inc Industrials	Reduced	4,721	-59	$1,694,272	−8.9%	0.79%
CRM	Salesforce, Inc. Technology	Added	8,752	+284	$1,633,735	−27.2%	0.76%
WMT	Walmart Inc. Consumer Defensive	Reduced	12,862	-137	$1,598,489	+10.4%	0.75%
MRK	Merck & Co., Inc. Healthcare	Added	13,278	+5	$1,597,210	+14.3%	0.75%
ORCL	Oracle Corp Technology	Reduced	10,597	-2,344	$1,558,924	−38.2%	0.73%
COP	Conocophillips Energy	Reduced	11,489	-120	$1,516,548	+39.6%	0.71%
USFD	US Foods Holding Corp. Consumer Defensive	Reduced	16,000	-405	$1,475,360	+19.4%	0.69%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	6,541	-76	$1,416,976	+18.9%	0.66%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	2,846	+70	$1,398,894	−13.0%	0.65%
MS	Morgan Stanley Financial Services	Reduced	8,454	-402	$1,391,274	−11.5%	0.65%
DHR	Danaher Corp /De/ Healthcare	Added	7,140	+4	$1,353,744	−17.1%	0.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,544	-61	$1,306,672	−9.3%	0.61%