Triangle Securities Wealth Management
Long book
$440.6M
Q1 2026
Positions
206
Top-10 weight
27%
concentration
Last quarter
+12.1%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsTriangle Securities Wealth Management is an institutional manager, running a $440.6M US long book across 206 positions.
The portfolio is moderately concentrated (top 10 ≈ 27% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: JPMORGAN ACTIVE VALUE ETF, SCHWAB US MID CAP ETF, VANGUARD INFO TECH ETF, SS SPDR S&P 600 SC VAL ETF, ALPHABET INC-CL C.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.8%
Q2 2024
+7.6%
Q3 2024
+1.1%
Q4 2024
-3.5%
Q1 2025
+7.9%
Q2 2025
+7.1%
Q3 2025
+2.6%
Q4 2025
-1.2%
Q1 2026
+12.1%
Sector allocation
Technology 26%
Financials 20%
Industrials 12%
Consumer discretionary 9%
Healthcare 8%
Energy 6%
Services media 4%
Utilities 4%
Long book by quarter
What does Triangle Securities own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Technology | 38.6K | $11.1M | 2.5% | -4.2% |
| MSFT MICROSOFT CORP | Technology | 21.9K | $8.1M | 1.8% | -8.4% |
| XOM EXXON MOBIL CORP | Energy | 46.0K | $7.8M | 1.8% | -0.3% |
| AAPL APPLE INC | Technology | 30.1K | $7.6M | 1.7% | -50.4% |
| JPM JPMORGAN CHASE & CO | Financials | 23.5K | $6.9M | 1.6% | -5.7% |
| BN BROOKFIELD CORP | Real estate | 154.7K | $6.3M | 1.4% | +3.7% |
| GS GOLDMAN SACHS GROUP INC | Financials | 6.6K | $5.6M | 1.3% | -0.4% |
| KKR KKR & CO INC | Financials | 58.4K | $5.4M | 1.2% | -1.6% |
| LOW LOWE'S COS INC | Consumer discretionary | 22.0K | $5.2M | 1.2% | -4.3% |
| AVGO BROADCOM INC | Technology | 16.7K | $5.2M | 1.2% | -1.2% |
| BX BLACKSTONE INC | Financials | 43.8K | $5.0M | 1.1% | +1.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 19.3K | $4.7M | 1.1% | +0.8% |
| CAT CATERPILLAR INC | Industrials | 6.4K | $4.5M | 1.0% | -53.3% |
| RTX RTX CORP | Industrials | 20.8K | $4.0M | 0.9% | -4.3% |
| LLY ELI LILLY & CO | Healthcare | 4.3K | $3.9M | 0.9% | -2.4% |
| DUK DUKE ENERGY CORP | Utilities | 29.0K | $3.8M | 0.9% | -0.5% |
| META META PLATFORMS INC-CLASS A | Technology | 6.1K | $3.5M | 0.8% | -0.7% |
| WAB WABTEC CORP | Industrials | 13.8K | $3.4M | 0.8% | -1.2% |
| NEE NEXTERA ENERGY INC | Utilities | 36.9K | $3.4M | 0.8% | -3.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 16.4K | $3.4M | 0.8% | -0.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.6K | $3.2M | 0.7% | -2.7% |
| V VISA INC-CLASS A SHARES | Services media | 10.5K | $3.2M | 0.7% | -2.8% |
| PEP PEPSICO INC | Consumer staples | 20.2K | $3.1M | 0.7% | +1.0% |
| NVDA NVIDIA CORP | Technology | 17.9K | $3.1M | 0.7% | -1.2% |
| BAC BANK OF AMERICA CORP | Financials | 64.0K | $3.1M | 0.7% | -1.1% |
| CVX CHEVRON CORP | Energy | 13.7K | $2.8M | 0.6% | -6.4% |
| EMR EMERSON ELECTRIC CO | Industrials | 20.6K | $2.7M | 0.6% | -2.5% |
| LIN LINDE PLC | Materials | 5.2K | $2.6M | 0.6% | -1.6% |
| WFC WELLS FARGO & CO | Financials | 31.7K | $2.5M | 0.6% | -51.9% |
| AMGN AMGEN INC | Healthcare | 6.7K | $2.4M | 0.5% | 0.0% |
| LRCX LAM RESEARCH CORP | Industrials | 10.4K | $2.2M | 0.5% | -34.3% |
| GRMN GARMIN LTD | Technology | 9.5K | $2.2M | 0.5% | -1.0% |
| CTVA CORTEVA INC | Consumer staples | 26.1K | $2.2M | 0.5% | -1.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.1K | $2.1M | 0.5% | +3.2% |
| LYV LIVE NATION ENTERTAINMENT IN | Services media | 13.4K | $2.0M | 0.5% | +0.4% |
| NOW SERVICENOW INC | Technology | 19.0K | $2.0M | 0.5% | +97.7% |
| AMAT APPLIED MATERIALS INC | Technology | 5.7K | $2.0M | 0.4% | -0.9% |
| PG PROCTER & GAMBLE CO/THE | Other | 13.4K | $1.9M | 0.4% | -7.4% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 4.9K | $1.7M | 0.4% | -0.4% |
| ROK ROCKWELL AUTOMATION INC | Other | 4.7K | $1.7M | 0.4% | -1.2% |
| CRM SALESFORCE INC | Technology | 8.8K | $1.6M | 0.4% | +3.4% |
| WMT WALMART INC | Consumer discretionary | 12.9K | $1.6M | 0.4% | -1.1% |
| MRK MERCK & CO. INC. | Healthcare | 13.3K | $1.6M | 0.4% | 0.0% |
| ORCL ORACLE CORP | Technology | 10.6K | $1.6M | 0.4% | -18.1% |
| COP CONOCOPHILLIPS | Energy | 11.5K | $1.5M | 0.3% | -1.0% |
| USFD US FOODS HOLDING CORP | Consumer discretionary | 16.0K | $1.5M | 0.3% | -2.5% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.3% | Held |
| ROST ROSS STORES INC | Consumer discretionary | 6.5K | $1.4M | 0.3% | -1.1% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 2.8K | $1.4M | 0.3% | +2.5% |
| MS MORGAN STANLEY | Financials | 8.5K | $1.4M | 0.3% | -4.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 20, 2026 | 206 | $440.6M | confidential canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 13, 2026 | 214 | $474.3M | confidential canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 15, 2025 | 203 | $441.8M | confidential canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 219 | $406.4M | confidential canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 10, 2025 | 201 | $388.8M | confidential canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 15, 2025 | 198 | $389.9M | confidential canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 199 | $386.9M | confidential canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 10, 2024 | 195 | $354.1M | confidential canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 10, 2024 | 193 | $350.8M | confidential canonical | SEC ↗ |
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