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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002079812

Tripletail Wealth Management, LLC

Orlando, FL · File #028-25721

Latest AUM
$78.9M
Positions
264
Top-10 Concentration
56.6%
Filings
3

Sector Allocation

Industrials
26.3%$20.8M
Technology
21.0%$16.6M
Financials
6.1%$4.8M
Healthcare
4.7%$3.7M
Energy
1.7%$1.3M
Utilities
0.8%$672,164
Consumer Staples
0.8%$654,818
Materials
0.8%$646,334

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1JBT MAREL CORPORATIONJBTM114,615$17.3M26.90%
2NVIDIA CORPORATIONNVDA23,582$4.4M6.85%
3APPLE INCAAPL8,577$2.3M3.63%
4MICROSOFT CORPMSFT4,524$2.2M3.41%
5INVESCO EXCHANGE TRADED FD TIVZ10,822$2.1M3.23%
6AMAZON COM INCAMZN7,835$1.8M2.82%
7PACER FDS TR69374H43639,465$1.7M2.61%
8PACER FDS TR69374H88126,109$1.6M2.45%
9PGIM ETF TR69344A10730,371$1.5M2.35%
10ISHARES TR46428730912,035$1.5M2.31%
11ISHARES TR46428730912,035$1.5M2.31%
12JPMORGAN CHASE & CO.VYLD4,321$1.4M2.17%
13BROADCOM INCAVGO3,704$1.3M2.00%
14ARISTA NETWORKS INCANET9,513$1.2M1.94%
15PACER FDS TR69374H36034,510$1.2M1.89%
16ALPHABET INCGOOG3,818$1.2M1.86%
17INTERNATIONAL BUSINESS MACHSINTR3,325$984,8981.53%
18CATERPILLAR INCCAT1,574$901,6971.40%
19BERKSHIRE HATHAWAY INC DELBRK-A1,773$891,1981.39%
20PACER FDS TR69374H87322,023$851,8501.33%