Latest Triangle Securities Wealth Management Stock Portfolio

Triangle Securities Wealth Management Performance:

2025 Q4: -0.12%YTD: 9.86%2024: 3.16%

Performance for 2025 Q4 is -0.12%, and YTD is 9.86%, and 2024 is 3.16%.

About Triangle Securities Wealth Management and 13F Hedge Fund Stock Holdings

Triangle Securities Wealth Management is a hedge fund based in RALEIGH, NC. On 05-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $967.8 Millions. In it's latest 13F Holdings report, Triangle Securities Wealth Management reported an equity portfolio of $474.3 Millions as of 31 Dec, 2025.

The top stock holdings of Triangle Securities Wealth Management are IJR, BBAX, AAPL. The fund has invested 3.8% of it's portfolio in ISHARES TR and 3.6% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off CARMAX INC (KMX), CLOROX CO DEL (CLX) and MONDELEZ INTL INC (MDLZ) stocks. They significantly reduced their stock positions in COPART INC (CPRT), SPDR S&P 500 ETF TR (SPY) and KIMBERLY-CLARK CORP (KMB). Triangle Securities Wealth Management opened new stock positions in QNITY ELECTRONICS INC, QXO INC (SSNT) and ENTERPRISE PRODS PARTNERS L (EPD). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), SPDR SERIES TRUST (BIL) and AMERICAN CENTY ETF TR (AEMB).

Triangle Securities Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Triangle Securities Wealth Management made a return of -0.12% in the last quarter. In trailing 12 months, it's portfolio return was 9.86%.

Performance
S&P 500

New Buys

Ticker	$ Bought
qnity electronics inc	567,469
qxo inc	503,469
enterprise prods partners l	398,571
verisk analytics inc	324,351
dimensional etf trust	309,601
fedex corp	259,099
advanced energy inds	228,213
ball corp	205,259

New stocks bought by Triangle Securities Wealth Management

Additions

Ticker	% Inc.
servicenow inc	476
spdr series trust	399
american centy etf tr	290
tyler technologies inc	227
ishares tr	111
select sector spdr tr	100
trane technologies plc	100
apple inc	98.43

Additions to existing portfolio by Triangle Securities Wealth Management

Reductions

Ticker	% Reduced
copart inc	-65.06
spdr s&p 500 etf tr	-41.43
kimberly-clark corp	-41.18
roper technologies inc	-29.39
becton dickinson & co	-24.57
equifax inc	-24.41
advanced micro devices inc	-24.24
electronic arts inc	-22.02

Triangle Securities Wealth Management reduced stake in above stock

Sold off

Ticker	$ Sold
carmax inc	-951,827
invesco exchange traded fd t	-148,349
mondelez intl inc	-392,249
clorox co del	-695,289
brown & brown inc	-363,061
sysco corp	-234,010
crown castle inc	-206,392

Triangle Securities Wealth Management got rid off the above stocks

Sector Distribution

Triangle Securities Wealth Management has about 48.3% of it's holdings in Others sector.

Sector	%
Others	48.3
Technology	12.2
Financial Services	11.1
Industrials	6.7
Healthcare	4.8
Communication Services	4.8
Consumer Cyclical	3.3
Energy	2.7
Consumer Defensive	2.7
Utilities	1.6
Basic Materials	1.5

Market Cap. Distribution

Triangle Securities Wealth Management has about 51.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	48.3
LARGE-CAP	27.7
MEGA-CAP	23.8

Stocks belong to which Index?

About 48.5% of the stocks held by Triangle Securities Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	51.3
S&P 500	48.5

Top 5 Winners (%)		%
LLY	eli lilly & co	40.0 %
AMD	advanced micro devices inc	28.4 %
GOOG	alphabet inc	28.3 %
GOOG	alphabet inc	27.6 %
ISRG	intuitive surgical inc	26.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc	3.0 M
LLY	eli lilly & co	1.4 M
BBAX	j p morgan exchange traded f	0.7 M
LRCX	lam research corp	0.6 M
GS	goldman sachs group inc	0.6 M

Top 5 Losers (%)		%
NOW	servicenow inc	-74.6 %
DD	dupont de nemours inc	-47.9 %
XLB	select sector spdr tr	-43.9 %
XLB	select sector spdr tr	-42.1 %
	brookfield corp	-29.2 %

Top 5 Losers ($)		$
NOW	servicenow inc	-4.3 M
	brookfield corp	-2.8 M
ORCL	oracle corp	-1.2 M
XLB	select sector spdr tr	-1.0 M
MSFT	microsoft corp	-0.9 M

Triangle Securities Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Triangle Securities Wealth Management

Triangle Securities Wealth Management has 205 stocks in it's portfolio. About 28.8% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Triangle Securities Wealth Management last quarter.

Last Reported on: 13 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.37	60,723	15,980,600	added	98.43

AAXJ	ishares tr	0.20	15,643	972,212	unchanged	0.00

AAXJ	ishares tr	0.08	3,201	364,619	added	21.94

AAXJ	ishares tr	0.06	3,885	310,146	added	51.05

ACWF	ishares tr	1.91	195,115	9,080,660	added	2.19

ADBE	adobe inc	0.25	3,426	1,199,070	reduced	-6.75

ADSK	autodesk inc	0.26	4,175	1,235,840	reduced	-3.27

AEIS	advanced energy inds	0.05	1,090	228,213	new

AEMB	american centy etf tr	0.41	27,592	1,964,550	added	290

AJG	gallagher arthur j & co	0.22	4,003	1,035,940	added	23.89

AMAT	applied matls inc	0.31	5,791	1,488,230	reduced	-2.44

AMD	advanced micro devices inc	0.06	1,266	271,127	reduced	-24.24

AMGN	amgen inc	0.46	6,718	2,198,870	reduced	-0.96

AMT	american tower corp new	0.26	6,989	1,227,130	added	6.47

AMZN	amazon com inc	0.80	16,519	3,812,920	reduced	-1.89

APD	air prods & chems inc	0.16	3,075	759,587	added	8.85

AVGO	broadcom inc	1.23	16,907	5,851,510	reduced	-1.68

AXP	american express co	0.21	2,642	977,408	reduced	-1.71

BA	boeing co	0.20	4,352	944,906	added	42.83

BAC	bank america corp	0.75	64,644	3,555,420	reduced	-4.28