Tripletail Wealth Management, LLC
Top Portfolio Positions
206 positions ·
$57,858,431 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JBTM |
JBT MAREL Corp
Industrials
|
114,615 | $14,655,820 | 25.33% | |
| NVDA |
Nvidia Corp
Technology
|
23,378 | $4,077,123 | 7.05% | |
| AAPL |
Apple Inc.
Technology
|
8,478 | $2,151,631 | 3.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,958 | $1,657,412 | 2.86% | |
| MSFT |
Microsoft Corp
Technology
|
4,388 | $1,624,305 | 2.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,265 | $1,254,592 | 2.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,998 | $1,149,664 | 1.99% | |
| ANET |
Arista Networks, Inc.
Technology
|
9,349 | $1,147,870 | 1.98% | |
| AVGO |
Broadcom Inc.
Technology
|
3,665 | $1,134,354 | 1.96% | |
| VRT |
Vertiv Holdings Co
Industrials
|
4,236 | $1,061,456 | 1.83% |
Portfolio Trend
4 quarters · across all stocks
Holdings in PBFS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,524 | 1,690 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $337,161 | 25,012 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,071 | 1,690 | Shares | Sole | 2025-10-20 | |
| No 13F history on record for this holder in this stock. | ||||||