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Latest Triangle Securities Wealth Management Stock Portfolio

Triangle Securities Wealth Management Performance:
2026 Q1: -1.34%YTD: -1.34%2025: 11.76%
Performance for 2026 Q1 is -1.34%, and YTD is -1.34%, and 2025 is 11.76%.

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

Triangle Securities Wealth Management is a hedge fund based in Raleigh, NC. On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triangle Securities Wealth Management reported an equity portfolio of $440.6 Millions as of 31 Mar, 2026.

The top stock holdings of Triangle Securities Wealth Management are BBAX, FNDA, VAW. The fund has invested 4% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 3.7% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ENBRIDGE INC (ENB), SPDR SERIES TRUST (BIL) and ROPER TECHNOLOGIES INC (ROP) stocks. They significantly reduced their stock positions in CATERPILLAR INC (CAT), ENTERPRISE PRODS PARTNERS L (EPD) and WELLS FARGO & CO (WFC). Triangle Securities Wealth Management opened new stock positions in LYONDELLBASELL INDUSTRIES NV (LYB), FORMFACTOR INC (FORM) and MONDELEZ INTL INC (MDLZ). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VERISK ANALYTICS INC (VRSK) and SERVICENOW INC (NOW).

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

Our best estimate is that Triangle Securities Wealth Management made a return of -1.34% in the last quarter. In trailing 12 months, it's portfolio return was 14.26%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
lyondellbasell industries nv1,108,510
formfactor inc236,850
mondelez intl inc229,004
lockheed martin corp224,229
datadog inc220,754
moog inc210,993
enersys210,375
darling ingredients inc208,682
New stocks bought by Triangle Securities Wealth Management

Additions

Ticker% Inc.
dimensional etf trust449
verisk analytics inc186
servicenow inc97.74
dimensional etf trust88.67
american centy etf tr71.29
vanguard index fds43.54
booking holdings inc30.91
schwab strategic tr25.63
Additions to existing portfolio by Triangle Securities Wealth Management

Reductions

Ticker% Reduced
caterpillar inc-53.29
enterprise prods partners l-52.66
wells fargo & co-51.89
international business machs-51.02
union pac corp-50.62
apple inc-50.43
trane technologies plc-50.00
tyler technologies inc-47.42
Triangle Securities Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
enbridge inc-2,369,880
spdr series trust-1,667,940
qnity electronics inc-567,469
invesco exchange traded fd t-200,472
equifax inc-524,658
roper technologies inc-655,676
fedex corp-259,099
Triangle Securities Wealth Management got rid off the above stocks

Sector Distribution

Triangle Securities Wealth Management has about 50.8% of it's holdings in Others sector.

Sector%
Others50.8
Financial Services9.5
Technology9.4
Industrials6.5
Healthcare4.9
Communication Services4.6
Consumer Cyclical3.5
Energy3.2
Consumer Defensive3.2
Basic Materials2.1
Utilities2

Market Cap. Distribution

Triangle Securities Wealth Management has about 48.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED50.8
MEGA-CAP27.3
LARGE-CAP21.5

Stocks belong to which Index?

About 46.6% of the stocks held by Triangle Securities Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others53.1
S&P 50046.6
Top 5 Winners (%)%
AEIS
advanced energy inds
48.2 %
XOM
exxon mobil corp
40.9 %
COP
conocophillips
40.8 %
CVX
chevron corporation
34.6 %
SLB
slb limited
33.7 %
Top 5 Winners ($)$
XOM
exxon mobil corp
2.3 M
CAT
caterpillar inc
1.8 M
tortoise capital series trus
1.6 M
CVX
chevron corporation
0.8 M
JNJ
johnson & johnson
0.7 M
Top 5 Losers (%)%
CRM
salesforce inc
-29.2 %
KKR
kkr & co inc
-27.2 %
ADBE
adobe inc
-26.9 %
ONON
on hldg ag
-26.7 %
NOW
servicenow inc
-25.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.6 M
KKR
kkr & co inc
-2.1 M
BX
blackstone inc
-1.7 M
VAW
vanguard world fd
-1.1 M
GOOG
alphabet inc
-1.1 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 206 stocks in it's portfolio. About 27.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Triangle Securities Wealth Management last quarter.

Last Reported on: 20 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions