Tripletail Wealth Management, LLC

13F filer · CIK 0002079812

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$86.9MU.S. long equity reported on 13F

Positions23227 new · 7 closed

Net flow last quarter+$735KBuys minus sells

Top 10 positions weight40.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026232 positions
JBTMJBT MAREL Corp	$16.7M	19.23%	0.22%	Not reported	Q2 2025
NVDANvidia Corp	$4.4M	5.06%	0.00%	-3.5%	Q2 2025
AAPLApple Inc.	$2.59M	2.98%	0.00%	-1.1%	Q2 2025
PULSPulse Electronics Corp	$2.08M	2.40%	0.24%	+35.4%	Q2 2025
AMZNAmazon Com Inc	$1.84M	2.12%	0.00%	-4.6%	Q2 2025
MUMicron Technology Inc	$1.79M	2.06%	0.00%	-31.6%	Q2 2025
MSFTMicrosoft Corp	$1.71M	1.97%	0.00%	-0.1%	Q2 2025
ANETArista Networks, Inc.	$1.48M	1.70%	0.00%	-1.3%	Q2 2025
GOOGLAlphabet Inc.	$1.43M	1.64%	0.00%	-1.0%	Q2 2025
JPMJPMorgan Chase & Co	$1.42M	1.64%	0.00%	-0.1%	Q2 2025
AVGOBroadcom Inc.	$1.32M	1.52%	0.00%	Not reported	Q2 2025
PANWPalo Alto Networks Inc	$1.26M	1.45%	0.00%	-1.3%	Q2 2025
CATCaterpillar Inc	$1.18M	1.36%	0.00%	-3.0%	Q2 2025
VRTVertiv Holdings Co	$1.13M	1.31%	0.00%	-10.9%	Q2 2025
KMIKinder Morgan, Inc.	$1.12M	1.29%	0.00%	+11.9%	Q2 2025
IBMInternational Business Machines Corp	$930K	1.07%	0.00%	-2.3%	Q2 2025
LLYELI LILLY & Co	$857K	0.99%	0.00%	-0.6%	Q2 2025
BRK.BBerkshire Hathaway Inc	$795K	0.91%	Not reported	-1.0%	Q2 2025
MPMP Materials Corp. / DE	$718K	0.83%	0.01%	+7.6%	Q2 2025
AXPAmerican Express Co	$686K	0.79%	0.00%	Not reported	Q2 2025
TSLATesla, Inc.	$685K	0.79%	0.00%	+24.5%	Q2 2025
ABBVAbbVie Inc.	$673K	0.77%	0.00%	Not reported	Q2 2025
METAMeta Platforms, Inc.	$664K	0.76%	Not reported	-1.1%	Q2 2025
QCOMQualcomm Inc	$619K	0.71%	0.00%	-1.0%	Q2 2025
PSXPhillips 66	$603K	0.69%	0.00%	-5.3%	Q2 2025
GSGoldman Sachs Group Inc	$567K	0.65%	0.00%	Not reported	Q2 2025
GSKGSK plc	$563K	0.65%	0.00%	-5.8%	Q2 2025
NFLXNetflix Inc	$539K	0.62%	0.00%	+2.8%	Q2 2025
GEVGE Vernova Inc.	$515K	0.59%	0.00%	-4.1%	Q3 2025
MSMorgan Stanley	$504K	0.58%	0.00%	Not reported	Q2 2025
XOMExxonMobil Holdings Corp	$469K	0.54%	0.00%	+6.2%	Q2 2025
AMATApplied Materials Inc	$446K	0.51%	0.00%	-2.3%	Q3 2025
HDHome Depot, Inc.	$431K	0.50%	0.00%	+7.5%	Q2 2025
NBISNebius Group N.V.	$426K	0.49%	0.00%	-20.5%	Q3 2025
COSTCostco Wholesale Corp	$411K	0.47%	0.00%	Not reported	Q2 2025
UNMUnum Group	$407K	0.47%	0.00%	Not reported	Q2 2025
MRVLMarvell Technology, Inc.	$398K	0.46%	0.00%	-5.8%	Q3 2025
TELTE Connectivity plc	$372K	0.43%	0.00%	-1.3%	Q2 2025
CSCOCisco Systems, Inc.	$370K	0.43%	0.00%	-1.8%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$363K	0.42%	0.00%	+263.5%	Q2 2025
VSTVistra Corp.	$353K	0.41%	0.00%	+0.4%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$335K	0.39%	0.00%	Not reported	Q2 2025
BKRBaker Hughes Co	$333K	0.38%	0.00%	+29.9%	Q1 2026
CCitigroup Inc	$322K	0.37%	0.00%	Not reported	Q2 2025
KOCoca Cola Co	$320K	0.37%	0.00%	Not reported	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$316K	0.36%	Not reported	Not reported	Q2 2025
TXNTexas Instruments Inc	$314K	0.36%	0.00%	Not reported	Q2 2025
RIORio Tinto PLC	$305K	0.35%	0.00%	-11.0%	Q2 2025
AMGNAmgen Inc	$299K	0.34%	0.00%	-1.5%	Q2 2025
AMDAdvanced Micro Devices Inc	$293K	0.34%	0.00%	+707.1%	Q3 2025

Q1 2026Reported May 14, 2026212 positions
JBTMJBT MAREL Corp	$14.3M	19.56%	0.22%	Not reported	Q2 2025
NVDANvidia Corp	$4.15M	5.65%	0.00%	-0.9%	Q2 2025
AAPLApple Inc.	$2.17M	2.96%	0.00%	-1.2%	Q2 2025
AMZNAmazon Com Inc	$1.67M	2.28%	0.00%	+1.6%	Q2 2025
MSFTMicrosoft Corp	$1.64M	2.23%	0.00%	-3.0%	Q2 2025
PULSPulse Electronics Corp	$1.54M	2.10%	0.18%	+2.2%	Q2 2025
JPMJPMorgan Chase & Co	$1.26M	1.71%	0.00%	-1.3%	Q2 2025
ANETArista Networks, Inc.	$1.18M	1.61%	0.00%	-1.7%	Q2 2025
GOOGLAlphabet Inc.	$1.18M	1.61%	0.00%	+4.7%	Q2 2025
AVGOBroadcom Inc.	$1.15M	1.57%	0.00%	-1.1%	Q2 2025
VRTVertiv Holdings Co	$1.11M	1.51%	0.00%	-9.6%	Q2 2025
KMIKinder Morgan, Inc.	$1.03M	1.40%	0.00%	+0.8%	Q2 2025
MUMicron Technology Inc	$980K	1.34%	0.00%	-2.2%	Q2 2025
CATCaterpillar Inc	$908K	1.24%	0.00%	-19.6%	Q2 2025
IBMInternational Business Machines Corp	$816K	1.11%	0.00%	-1.1%	Q2 2025
BRK.BBerkshire Hathaway Inc	$755K	1.03%	Not reported	-10.8%	Q2 2025
NFLXNetflix Inc	$666K	0.91%	0.00%	-0.3%	Q2 2025
LLYELI LILLY & Co	$664K	0.91%	0.00%	-6.8%	Q2 2025
METAMeta Platforms, Inc.	$662K	0.90%	Not reported	-6.9%	Q2 2025
PSXPhillips 66	$636K	0.87%	0.00%	-2.2%	Q2 2025
GSKGSK plc	$632K	0.86%	0.00%	-4.3%	Q2 2025
MPMP Materials Corp. / DE	$623K	0.85%	0.01%	+8.7%	Q2 2025
PANWPalo Alto Networks Inc	$597K	0.81%	0.00%	-8.1%	Q2 2025
AXPAmerican Express Co	$585K	0.80%	0.00%	-0.3%	Q2 2025
ABBVAbbVie Inc.	$539K	0.73%	0.00%	-0.8%	Q2 2025
XOMExxonMobil Holdings Corp	$517K	0.71%	0.00%	Not reported	Q2 2025
TSLATesla, Inc.	$504K	0.69%	0.00%	+0.9%	Q2 2025
GSGoldman Sachs Group Inc	$479K	0.65%	0.00%	+2.8%	Q2 2025
QCOMQualcomm Inc	$450K	0.61%	0.00%	-1.4%	Q2 2025
COSTCostco Wholesale Corp	$438K	0.60%	0.00%	-3.6%	Q2 2025
GEVGE Vernova Inc.	$434K	0.59%	0.00%	+44.2%	Q3 2025
TELTE Connectivity plc	$400K	0.54%	0.00%	-10.8%	Q2 2025
MSMorgan Stanley	$391K	0.53%	0.00%	Not reported	Q2 2025
HDHome Depot, Inc.	$361K	0.49%	0.00%	+0.3%	Q2 2025
VSTVistra Corp.	$352K	0.48%	0.00%	+4.5%	Q2 2025
RIORio Tinto PLC	$343K	0.47%	0.00%	-22.1%	Q2 2025
UNMUnum Group	$327K	0.45%	0.00%	-6.4%	Q2 2025
WMTWalmart Inc.	$299K	0.41%	0.00%	Not reported	Q2 2025
VOYGVoyager Technologies, Inc.	$297K	0.41%	Not reported	-59.6%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$293K	0.40%	Not reported	+2.6%	Q2 2025
BKRBaker Hughes Co	$293K	0.40%	0.00%	New	Q1 2026
KOCoca Cola Co	$292K	0.40%	0.00%	Not reported	Q2 2025
AMGNAmgen Inc	$283K	0.39%	0.00%	-1.9%	Q2 2025
COPConocophillips	$272K	0.37%	0.00%	-0.7%	Q3 2025
NBISNebius Group N.V.	$270K	0.37%	0.00%	+12.7%	Q3 2025
CCitigroup Inc	$265K	0.36%	0.00%	+2.2%	Q2 2025
CSCOCisco Systems, Inc.	$264K	0.36%	0.00%	-5.7%	Q2 2025
AMATApplied Materials Inc	$263K	0.36%	0.00%	-3.1%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$261K	0.36%	0.00%	Not reported	Q2 2025
MRKMerck & Co., Inc.	$248K	0.34%	0.00%	-7.6%	Q2 2025

Q4 2025Reported Feb 12, 2026226 positions
JBTMJBT MAREL Corp	$17.3M	21.87%	0.22%	-20.7%	Q2 2025
NVDANvidia Corp	$4.4M	5.57%	0.00%	-0.5%	Q2 2025
AAPLApple Inc.	$2.33M	2.95%	0.00%	-3.9%	Q2 2025
MSFTMicrosoft Corp	$2.19M	2.77%	0.00%	-2.6%	Q2 2025
AMZNAmazon Com Inc	$1.81M	2.29%	0.00%	-3.4%	Q2 2025
PULSPulse Electronics Corp	$1.51M	1.91%	0.17%	-12.2%	Q2 2025
JPMJPMorgan Chase & Co	$1.39M	1.76%	0.00%	+4.7%	Q2 2025
AVGOBroadcom Inc.	$1.28M	1.62%	0.00%	-3.8%	Q2 2025
ANETArista Networks, Inc.	$1.25M	1.58%	0.00%	-3.1%	Q2 2025
GOOGLAlphabet Inc.	$1.2M	1.51%	0.00%	+18.8%	Q2 2025
IBMInternational Business Machines Corp	$985K	1.25%	0.00%	+27.7%	Q2 2025
CATCaterpillar Inc	$902K	1.14%	0.00%	-1.1%	Q2 2025
BRK.BBerkshire Hathaway Inc	$891K	1.13%	Not reported	-16.1%	Q2 2025
KMIKinder Morgan, Inc.	$851K	1.08%	0.00%	-0.6%	Q2 2025
LLYELI LILLY & Co	$819K	1.04%	0.00%	-2.8%	Q2 2025
METAMeta Platforms, Inc.	$817K	1.03%	Not reported	-2.8%	Q2 2025
MUMicron Technology Inc	$781K	0.99%	0.00%	+13.2%	Q2 2025
VRTVertiv Holdings Co	$759K	0.96%	0.00%	0.0%	Q2 2025
PANWPalo Alto Networks Inc	$733K	0.93%	0.00%	-14.1%	Q2 2025
AXPAmerican Express Co	$723K	0.92%	0.00%	Not reported	Q2 2025
VOYGVoyager Technologies, Inc.	$717K	0.91%	Not reported	+300.3%	Q2 2025
NFLXNetflix Inc	$635K	0.80%	0.00%	-1.6%	Q2 2025
TSLATesla, Inc.	$623K	0.79%	0.00%	-2.1%	Q2 2025
QCOMQualcomm Inc	$615K	0.78%	0.00%	-1.6%	Q2 2025
ABBVAbbVie Inc.	$594K	0.75%	0.00%	-1.0%	Q2 2025
MPMP Materials Corp. / DE	$582K	0.74%	0.01%	-1.4%	Q2 2025
GSKGSK plc	$571K	0.72%	0.00%	Not reported	Q2 2025
TELTE Connectivity plc	$487K	0.62%	0.00%	-1.4%	Q2 2025
PSXPhillips 66	$476K	0.60%	0.00%	-0.6%	Q2 2025
GSGoldman Sachs Group Inc	$475K	0.60%	0.00%	+2.9%	Q2 2025
MSMorgan Stanley	$418K	0.53%	0.00%	-0.5%	Q2 2025
XOMExxonMobil Holdings Corp	$387K	0.49%	0.00%	-1.9%	Q2 2025
COSTCostco Wholesale Corp	$386K	0.49%	0.00%	-4.3%	Q2 2025
HDHome Depot, Inc.	$385K	0.49%	0.00%	-11.7%	Q2 2025
RIORio Tinto PLC	$373K	0.47%	0.00%	-1.1%	Q2 2025
DCTHDelcath Systems, Inc.	$372K	0.47%	0.11%	Not reported	Q2 2025
UNMUnum Group	$365K	0.46%	0.00%	-9.5%	Q2 2025
VSTVistra Corp.	$360K	0.46%	0.00%	+4.7%	Q2 2025
ISRGIntuitive Surgical Inc	$280K	0.35%	0.00%	-6.1%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$277K	0.35%	Not reported	Not reported	Q2 2025
KKRKKR & Co. Inc.	$275K	0.35%	0.00%	+39.3%	Q3 2025
CSCOCisco Systems, Inc.	$273K	0.35%	0.00%	Not reported	Q2 2025
AMGNAmgen Inc	$271K	0.34%	0.00%	-2.6%	Q2 2025
KOCoca Cola Co	$266K	0.34%	0.00%	-1.9%	Q2 2025
WMTWalmart Inc.	$265K	0.34%	0.00%	Not reported	Q2 2025
CCitigroup Inc	$263K	0.33%	0.00%	+2.3%	Q2 2025
INODInnodata Inc	$261K	0.33%	0.02%	New	Q4 2025
BACBank of America Corp	$248K	0.31%	0.00%	Not reported	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$247K	0.31%	0.00%	-6.9%	Q2 2025
MCDMcdonalds Corp	$245K	0.31%	0.00%	-6.7%	Q2 2025

Q3 2025Reported Oct 20, 2025241 positions
JBTMJBT MAREL Corp	$21.2M	25.08%	0.28%	Not reported	Q2 2025
NVDANvidia Corp	$4.44M	5.25%	0.00%	-6.1%	Q2 2025
MSFTMicrosoft Corp	$2.44M	2.89%	0.00%	+0.1%	Q2 2025
AAPLApple Inc.	$2.29M	2.71%	0.00%	-3.5%	Q2 2025
AMZNAmazon Com Inc	$1.79M	2.12%	0.00%	-2.0%	Q2 2025
PULSPulse Electronics Corp	$1.72M	2.03%	0.20%	+35.1%	Q2 2025
ANETArista Networks, Inc.	$1.49M	1.76%	0.00%	-4.8%	Q2 2025
AVGOBroadcom Inc.	$1.29M	1.52%	0.00%	-4.5%	Q2 2025
JPMJPMorgan Chase & Co	$1.28M	1.51%	0.00%	+10.6%	Q2 2025
SECTSECTOR 10, Inc.	$1.18M	1.40%	Not reported	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$1.06M	1.25%	Not reported	-9.1%	Q2 2025
PANWPalo Alto Networks Inc	$985K	1.17%	0.00%	+9.2%	Q2 2025
METAMeta Platforms, Inc.	$907K	1.07%	Not reported	Not reported	Q2 2025
MPMP Materials Corp. / DE	$901K	1.07%	0.01%	+2.8%	Q2 2025
KMIKinder Morgan, Inc.	$869K	1.03%	0.00%	+1.8%	Q2 2025
NFLXNetflix Inc	$814K	0.96%	0.00%	Not reported	Q2 2025
GOOGLAlphabet Inc.	$797K	0.94%	0.00%	+37.1%	Q2 2025
CATCaterpillar Inc	$791K	0.94%	0.00%	+1.6%	Q2 2025
IBMInternational Business Machines Corp	$782K	0.92%	0.00%	+4.0%	Q2 2025
VRTVertiv Holdings Co	$762K	0.90%	0.00%	-0.4%	Q2 2025
LLYELI LILLY & Co	$663K	0.78%	0.00%	-0.3%	Q2 2025
AXPAmerican Express Co	$651K	0.77%	0.00%	Not reported	Q2 2025
TSLATesla, Inc.	$636K	0.75%	0.00%	Not reported	Q2 2025
QCOMQualcomm Inc	$628K	0.74%	0.00%	+0.3%	Q2 2025
ABBVAbbVie Inc.	$601K	0.71%	0.00%	Not reported	Q2 2025
GSKGSK plc	$503K	0.60%	0.00%	-0.9%	Q2 2025
HDHome Depot, Inc.	$490K	0.58%	0.00%	-0.1%	Q2 2025
PSXPhillips 66	$489K	0.58%	0.00%	+1.4%	Q2 2025
TELTE Connectivity plc	$487K	0.58%	0.00%	Not reported	Q2 2025
MUMicron Technology Inc	$470K	0.56%	0.00%	-3.7%	Q2 2025
VSTVistra Corp.	$429K	0.51%	0.00%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$424K	0.50%	0.00%	+0.4%	Q2 2025
GSGoldman Sachs Group Inc	$420K	0.50%	0.00%	+2.9%	Q2 2025
UNMUnum Group	$412K	0.49%	0.00%	-2.0%	Q2 2025
DCTHDelcath Systems, Inc.	$411K	0.49%	0.10%	-10.5%	Q2 2025
MSMorgan Stanley	$375K	0.44%	0.00%	+17.5%	Q2 2025
XOMExxonMobil Holdings Corp	$373K	0.44%	0.00%	+11.8%	Q2 2025
RIORio Tinto PLC	$314K	0.37%	0.00%	-1.9%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$279K	0.33%	0.00%	+9.7%	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$273K	0.32%	Not reported	Not reported	Q2 2025
QQQInvesco QQQ Trust, Series 1	$263K	0.31%	Not reported	Not reported	Q2 2025
KOCoca Cola Co	$256K	0.30%	0.00%	+11.0%	Q2 2025
MCDMcdonalds Corp	$253K	0.30%	0.00%	-5.5%	Q2 2025
CRWVCoreWeave, Inc.	$252K	0.30%	Not reported	New	Q3 2025
LMTLockheed Martin Corp	$250K	0.30%	0.00%	-3.6%	Q2 2025
AMGNAmgen Inc	$249K	0.29%	0.00%	Not reported	Q2 2025
CSCOCisco Systems, Inc.	$243K	0.29%	0.00%	-2.2%	Q2 2025
VOYGVoyager Technologies, Inc.	$242K	0.29%	Not reported	+48.9%	Q2 2025
WMTWalmart Inc.	$241K	0.28%	0.00%	Not reported	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$234K	0.28%	0.00%	-8.3%	Q2 2025

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