Triangle Securities Wealth Management

13F filer · CIK 0001541353

Reported Jul 14, 2026

13F portfolio value$504MU.S. long equity reported on 13F

Positions158Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight18.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 2026158 positions
JAVASun Microsystems, Inc.	$20.1M	3.99%	Not reported	+1.9%	Q3 2023
GOOGAlphabet Inc.	$12.9M	2.56%	Not reported	-5.5%	Q4 2015
BXBlackstone Inc.	$10.3M	2.05%	0.01%	+102.5%	Q4 2020
AAPLApple Inc.	$8.67M	1.72%	0.00%	-0.5%	Q2 2013
JPMJPMorgan Chase & Co	$7.63M	1.52%	0.00%	-0.7%	Q2 2013
MSFTMicrosoft Corp	$7.6M	1.51%	0.00%	-7.1%	Q2 2013
BNBROOKFIELD Corp	$6.7M	1.33%	Not reported	+1.7%	Q2 2024
GSGoldman Sachs Group Inc	$6.6M	1.31%	0.00%	-1.8%	Q2 2013
CATCaterpillar Inc	$6.56M	1.30%	0.00%	-3.0%	Q2 2013
XOMExxonMobil Holdings Corp	$6.22M	1.23%	0.00%	-1.1%	Q2 2013
AVGOBroadcom Inc.	$6M	1.19%	0.00%	-4.9%	Q1 2016
QLTYQuality Distribution Inc	$5.4M	1.07%	0.46%	+6.5%	Q3 2024
KKRKKR & Co. Inc.	$5.3M	1.05%	0.01%	-1.1%	Q4 2020
LLYELI LILLY & Co	$5.03M	1.00%	0.00%	-1.3%	Q2 2013
LOWLowes Companies Inc	$4.92M	0.98%	0.00%	+1.6%	Q2 2013
JNJJohnson & Johnson	$4.84M	0.96%	0.00%	-1.1%	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.48M	0.89%	Not reported	-1.0%	Q3 2014
LRCXLam Research Corp	$4.33M	0.86%	0.00%	-4.4%	Q1 2019
RTXRTX Corp	$3.86M	0.77%	0.00%	-2.0%	Q2 2020
AMZNAmazon Com Inc	$3.85M	0.76%	0.00%	-1.3%	Q4 2017
AMATApplied Materials Inc	$3.83M	0.76%	0.00%	-7.7%	Q3 2020
WABWestinghouse Air Brake Technologies Corp	$3.67M	0.73%	0.01%	-1.0%	Q2 2013
BACBank of America Corp	$3.66M	0.73%	0.00%	+0.4%	Q2 2013
DUKDuke Energy CORP	$3.65M	0.72%	0.00%	-0.6%	Q2 2013
NVDANvidia Corp	$3.54M	0.70%	0.00%	-1.2%	Q3 2022
VVisa Inc.	$3.43M	0.68%	0.00%	-4.3%	Q2 2013
EAGLEgl Inc	$3.38M	0.67%	Not reported	-1.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.27M	0.65%	Not reported	-1.6%	Q2 2013
NEENextera Energy Inc	$3.14M	0.62%	0.00%	-2.9%	Q2 2013
METAMeta Platforms, Inc.	$3.12M	0.62%	Not reported	-9.5%	Q2 2013
EMREmerson Electric Co	$2.93M	0.58%	0.00%	-0.8%	Q1 2015
PEPPepsico Inc	$2.7M	0.54%	0.00%	-1.1%	Q2 2013
WFCWells Fargo & Company	$2.66M	0.53%	0.00%	+1.4%	Q2 2013
LINLinde PLC	$2.64M	0.52%	0.00%	-1.4%	Q4 2018
ENBEnbridge Inc	$2.62M	0.52%	0.00%	Not reported	Q2 2013
AMGNAmgen Inc	$2.41M	0.48%	0.00%	-0.9%	Q2 2013
LYVLive Nation Entertainment, Inc.	$2.34M	0.46%	0.01%	-4.6%	Q3 2022
ROKRockwell Automation, Inc	$2.3M	0.46%	0.00%	-1.5%	Q2 2022
CVXChevron Corp	$2.25M	0.45%	0.00%	-0.9%	Q2 2013
GRMNGarmin Ltd	$2.23M	0.44%	0.00%	-0.5%	Q2 2022
PANWPalo Alto Networks Inc	$2.23M	0.44%	0.00%	+1.1%	Q2 2024
CTVACorteva, Inc.	$2.2M	0.44%	0.00%	-0.7%	Q2 2019
FLEXFlex Ltd.	$2.1M	0.42%	0.00%	+212.3%	Q2 2013
ANETArista Networks, Inc.	$1.97M	0.39%	0.00%	New	Q2 2026
PGPROCTER & GAMBLE Co	$1.94M	0.39%	0.00%	-1.2%	Q2 2013
COSTCostco Wholesale Corp	$1.93M	0.38%	0.00%	-0.2%	Q2 2013
NOWServiceNow, Inc.	$1.92M	0.38%	0.00%	+1.7%	Q2 2021
UNHUnitedhealth Group Inc	$1.89M	0.38%	0.00%	-0.7%	Q2 2013
MSMorgan Stanley	$1.73M	0.34%	0.00%	-1.9%	Q2 2013
MRKMerck & Co., Inc.	$1.68M	0.33%	0.00%	-1.4%	Q2 2013

Q1 2026Reported Apr 20, 2026154 positions
JAVASun Microsystems, Inc.	$17.8M	4.04%	Not reported	+3.1%	Q3 2023
GOOGAlphabet Inc.	$11.1M	2.51%	Not reported	-4.2%	Q4 2015
MSFTMicrosoft Corp	$8.11M	1.84%	0.00%	-8.4%	Q2 2013
XOMExxonMobil Holdings Corp	$7.8M	1.77%	0.00%	-0.3%	Q2 2013
AAPLApple Inc.	$7.64M	1.73%	0.00%	-50.4%	Q2 2013
JPMJPMorgan Chase & Co	$6.91M	1.57%	0.00%	-5.7%	Q2 2013
BNBROOKFIELD Corp	$6.26M	1.42%	Not reported	+3.7%	Q2 2024
GSGoldman Sachs Group Inc	$5.62M	1.28%	0.00%	-0.4%	Q2 2013
KKRKKR & Co. Inc.	$5.4M	1.23%	0.01%	-1.6%	Q4 2020
LOWLowes Companies Inc	$5.19M	1.18%	0.00%	-4.3%	Q2 2013
AVGOBroadcom Inc.	$5.17M	1.17%	0.00%	-1.2%	Q1 2016
BXBlackstone Inc.	$5.04M	1.14%	0.01%	+1.0%	Q4 2020
JNJJohnson & Johnson	$4.71M	1.07%	0.00%	+0.9%	Q2 2013
CATCaterpillar Inc	$4.5M	1.02%	0.00%	-53.3%	Q2 2013
QLTYQuality Distribution Inc	$4.41M	1.00%	0.43%	+3.5%	Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.24M	0.96%	Not reported	-1.8%	Q3 2014
RTXRTX Corp	$4.01M	0.91%	0.00%	-4.3%	Q2 2020
LLYELI LILLY & Co	$3.91M	0.89%	0.00%	-2.4%	Q2 2013
DUKDuke Energy CORP	$3.8M	0.86%	0.00%	-0.5%	Q2 2013
METAMeta Platforms, Inc.	$3.5M	0.79%	Not reported	-0.7%	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$3.44M	0.78%	0.01%	-1.2%	Q2 2013
NEENextera Energy Inc	$3.42M	0.78%	0.00%	-3.1%	Q2 2013
AMZNAmazon Com Inc	$3.41M	0.77%	0.00%	-0.9%	Q4 2017
EAGLEgl Inc	$3.24M	0.74%	Not reported	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.18M	0.72%	Not reported	-2.7%	Q2 2013
VVisa Inc.	$3.16M	0.72%	0.00%	-2.8%	Q2 2013
PEPPepsico Inc	$3.14M	0.71%	0.00%	+1.0%	Q2 2013
NVDANvidia Corp	$3.12M	0.71%	0.00%	-1.2%	Q3 2022
BACBank of America Corp	$3.12M	0.71%	0.00%	-1.1%	Q2 2013
CVXChevron Corp	$2.84M	0.64%	0.00%	-6.4%	Q2 2013
EMREmerson Electric Co	$2.7M	0.61%	0.00%	-2.5%	Q1 2015
LINLinde PLC	$2.56M	0.58%	0.00%	-1.6%	Q4 2018
WFCWells Fargo & Company	$2.53M	0.57%	0.00%	-51.9%	Q2 2013
AMGNAmgen Inc	$2.36M	0.54%	0.00%	0.0%	Q2 2013
LRCXLam Research Corp	$2.23M	0.51%	0.00%	-34.3%	Q1 2019
GRMNGarmin Ltd	$2.19M	0.50%	0.00%	-1.0%	Q2 2022
CTVACorteva, Inc.	$2.19M	0.50%	0.00%	-1.1%	Q2 2019
COSTCostco Wholesale Corp	$2.06M	0.47%	0.00%	+3.3%	Q2 2013
LYVLive Nation Entertainment, Inc.	$2.04M	0.46%	0.01%	+0.4%	Q3 2022
NOWServiceNow, Inc.	$1.99M	0.45%	0.00%	+97.7%	Q2 2021
AMATApplied Materials Inc	$1.96M	0.45%	0.00%	-0.9%	Q3 2020
PGPROCTER & GAMBLE Co	$1.93M	0.44%	0.00%	-7.4%	Q2 2013
LHXL3harris Technologies, Inc.	$1.71M	0.39%	0.00%	-0.4%	Q3 2019
ROKRockwell Automation, Inc	$1.69M	0.38%	0.00%	-1.2%	Q2 2022
CRMSalesforce, Inc.	$1.63M	0.37%	0.00%	+3.4%	Q3 2016
WMTWalmart Inc.	$1.6M	0.36%	0.00%	-1.1%	Q2 2013
MRKMerck & Co., Inc.	$1.6M	0.36%	0.00%	0.0%	Q2 2013
ORCLOracle Corp	$1.56M	0.35%	0.00%	-18.1%	Q2 2013
COPConocophillips	$1.52M	0.34%	0.00%	-1.0%	Q2 2013
USFDUS Foods Holding Corp.	$1.48M	0.33%	0.01%	-2.5%	Q1 2022

Q4 2025Reported Jan 13, 2026151 positions
JAVASun Microsystems, Inc.	$17.3M	3.64%	Not reported	0.0%	Q3 2023
AAPLApple Inc.	$16M	3.37%	0.00%	+98.4%	Q2 2013
GOOGAlphabet Inc.	$12.6M	2.66%	Not reported	-8.5%	Q4 2015
MSFTMicrosoft Corp	$11.6M	2.44%	0.00%	-6.8%	Q2 2013
JPMJPMorgan Chase & Co	$8.03M	1.69%	0.00%	-3.5%	Q2 2013
KKRKKR & Co. Inc.	$7.56M	1.59%	0.01%	-2.4%	Q4 2020
CATCaterpillar Inc	$7.12M	1.50%	0.00%	+94.9%	Q2 2013
BNBROOKFIELD Corp	$6.84M	1.44%	Not reported	+0.3%	Q2 2024
BXBlackstone Inc.	$6.69M	1.41%	0.01%	-1.6%	Q4 2020
GSGoldman Sachs Group Inc	$5.87M	1.24%	0.00%	-2.9%	Q2 2013
AVGOBroadcom Inc.	$5.85M	1.23%	0.00%	-1.7%	Q1 2016
WFCWells Fargo & Company	$5.83M	1.23%	0.00%	+96.0%	Q2 2013
XOMExxonMobil Holdings Corp	$5.55M	1.17%	0.00%	-1.1%	Q2 2013
LOWLowes Companies Inc	$5.53M	1.17%	0.00%	-1.4%	Q2 2013
LLYELI LILLY & Co	$4.68M	0.99%	0.00%	-4.4%	Q2 2013
QLTYQuality Distribution Inc	$4.53M	0.95%	0.42%	+86.9%	Q3 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.19M	0.88%	Not reported	+2.1%	Q3 2014
METAMeta Platforms, Inc.	$4.07M	0.86%	Not reported	+18.1%	Q2 2013
RTXRTX Corp	$3.98M	0.84%	0.00%	-3.3%	Q2 2020
JNJJohnson & Johnson	$3.95M	0.83%	0.00%	-1.4%	Q2 2013
AMZNAmazon Com Inc	$3.81M	0.80%	0.00%	-1.9%	Q4 2017
VVisa Inc.	$3.77M	0.79%	0.00%	-2.0%	Q2 2013
BACBank of America Corp	$3.56M	0.75%	0.00%	-4.3%	Q2 2013
EAGLEgl Inc	$3.46M	0.73%	Not reported	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.43M	0.72%	Not reported	-2.7%	Q2 2013
DUKDuke Energy CORP	$3.41M	0.72%	0.00%	-2.8%	Q2 2013
NVDANvidia Corp	$3.37M	0.71%	0.00%	-4.8%	Q3 2022
NEENextera Energy Inc	$3.05M	0.64%	0.00%	-1.0%	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$2.97M	0.63%	0.01%	-0.5%	Q2 2013
PEPPepsico Inc	$2.87M	0.60%	0.00%	-1.4%	Q2 2013
EMREmerson Electric Co	$2.81M	0.59%	0.00%	-2.0%	Q1 2015
LRCXLam Research Corp	$2.72M	0.57%	0.00%	-8.9%	Q1 2019
ORCLOracle Corp	$2.52M	0.53%	0.00%	-15.2%	Q2 2013
ENBEnbridge Inc	$2.37M	0.50%	0.00%	-2.3%	Q2 2013
CRMSalesforce, Inc.	$2.24M	0.47%	0.00%	-0.4%	Q3 2016
LINLinde PLC	$2.24M	0.47%	0.00%	+0.3%	Q4 2018
CVXChevron Corp	$2.23M	0.47%	0.00%	-3.4%	Q2 2013
AMGNAmgen Inc	$2.2M	0.46%	0.00%	-1.0%	Q2 2013
PGPROCTER & GAMBLE Co	$2.07M	0.44%	0.00%	-4.6%	Q2 2013
GRMNGarmin Ltd	$1.94M	0.41%	0.01%	-1.3%	Q2 2022
LYVLive Nation Entertainment, Inc.	$1.9M	0.40%	0.01%	-2.8%	Q3 2022
ROKRockwell Automation, Inc	$1.86M	0.39%	0.00%	-3.1%	Q2 2022
CTVACorteva, Inc.	$1.77M	0.37%	0.00%	-0.9%	Q2 2019
COSTCostco Wholesale Corp	$1.73M	0.36%	0.00%	+39.6%	Q2 2013
DHRDanaher Corp	$1.63M	0.34%	0.00%	+1.4%	Q2 2023
TMOThermo Fisher Scientific Inc.	$1.61M	0.34%	0.00%	-1.0%	Q3 2022
MSMorgan Stanley	$1.57M	0.33%	0.00%	-2.7%	Q2 2013
UNHUnitedhealth Group Inc	$1.52M	0.32%	0.00%	-16.5%	Q2 2013
BRK.ABerkshire Hathaway Inc	$1.51M	0.32%	Not reported	Not reported	Q1 2025
AMATApplied Materials Inc	$1.49M	0.31%	0.00%	-2.4%	Q3 2020

Q3 2025Reported Oct 15, 2025150 positions
JAVASun Microsystems, Inc.	$16.6M	3.76%	Not reported	Not reported	Q3 2023
MSFTMicrosoft Corp	$13.3M	3.01%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$10.7M	2.42%	Not reported	Not reported	Q4 2015
JPMJPMorgan Chase & Co	$8.15M	1.84%	0.00%	Not reported	Q2 2013
KKRKKR & Co. Inc.	$7.9M	1.79%	0.01%	Not reported	Q4 2020
AAPLApple Inc.	$7.79M	1.76%	0.00%	Not reported	Q2 2013
BXBlackstone Inc.	$7.53M	1.70%	0.01%	Not reported	Q4 2020
BNBROOKFIELD Corp	$6.8M	1.54%	Not reported	Not reported	Q2 2024
LOWLowes Companies Inc	$5.85M	1.32%	0.00%	Not reported	Q2 2013
AVGOBroadcom Inc.	$5.67M	1.28%	0.00%	Not reported	Q1 2016
GSGoldman Sachs Group Inc	$5.48M	1.24%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$5.26M	1.19%	0.00%	Not reported	Q2 2013
ORCLOracle Corp	$4.29M	0.97%	0.00%	Not reported	Q2 2013
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.03M	0.91%	Not reported	Not reported	Q3 2014
METAMeta Platforms, Inc.	$3.83M	0.87%	Not reported	Not reported	Q2 2013
RTXRTX Corp	$3.76M	0.85%	0.00%	Not reported	Q2 2020
VVisa Inc.	$3.74M	0.85%	0.00%	Not reported	Q2 2013
DUKDuke Energy CORP	$3.71M	0.84%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$3.7M	0.84%	0.00%	Not reported	Q4 2017
JNJJohnson & Johnson	$3.59M	0.81%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$3.55M	0.80%	0.00%	Not reported	Q3 2022
BRK.BBerkshire Hathaway Inc	$3.52M	0.80%	Not reported	Not reported	Q2 2013
BACBank of America Corp	$3.48M	0.79%	0.00%	Not reported	Q2 2013
LLYELI LILLY & Co	$3.47M	0.79%	0.00%	Not reported	Q2 2013
EAGLEgl Inc	$3.33M	0.75%	Not reported	Not reported	Q4 2024
CATCaterpillar Inc	$3.33M	0.75%	0.00%	Not reported	Q2 2013
NEENextera Energy Inc	$2.9M	0.66%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$2.85M	0.64%	0.00%	Not reported	Q2 2013
EMREmerson Electric Co	$2.83M	0.64%	0.00%	Not reported	Q1 2015
WFCWells Fargo & Company	$2.82M	0.64%	0.00%	Not reported	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$2.8M	0.63%	0.01%	Not reported	Q2 2013
ENBEnbridge Inc	$2.56M	0.58%	0.00%	Not reported	Q2 2013
LINLinde PLC	$2.48M	0.56%	0.00%	Not reported	Q4 2018
GRMNGarmin Ltd	$2.38M	0.54%	0.01%	Not reported	Q2 2022
CVXChevron Corp	$2.35M	0.53%	0.00%	Not reported	Q2 2013
LRCXLam Research Corp	$2.34M	0.53%	0.00%	Not reported	Q1 2019
PGPROCTER & GAMBLE Co	$2.33M	0.53%	0.00%	Not reported	Q2 2013
QLTYQuality Distribution Inc	$2.28M	0.52%	0.22%	Not reported	Q3 2024
LYVLive Nation Entertainment, Inc.	$2.24M	0.51%	0.01%	Not reported	Q3 2022
CRMSalesforce, Inc.	$2.01M	0.46%	0.00%	Not reported	Q3 2016
AMGNAmgen Inc	$1.91M	0.43%	0.00%	Not reported	Q2 2013
UNHUnitedhealth Group Inc	$1.9M	0.43%	0.00%	Not reported	Q2 2013
CTVACorteva, Inc.	$1.8M	0.41%	0.00%	Not reported	Q2 2019
ROKRockwell Automation, Inc	$1.72M	0.39%	0.00%	Not reported	Q2 2022
VEEVVeeva Systems Inc	$1.71M	0.39%	0.00%	Not reported	Q3 2019
NOWServiceNow, Inc.	$1.54M	0.35%	0.00%	Not reported	Q2 2021
LHXL3harris Technologies, Inc.	$1.53M	0.35%	0.00%	Not reported	Q3 2019
BRK.ABerkshire Hathaway Inc	$1.51M	0.34%	Not reported	Not reported	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.5M	0.34%	Not reported	Not reported	Q2 2013
EAElectronic Arts Inc.	$1.5M	0.34%	Not reported	Not reported	Q1 2019

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