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
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | JBT MAREL CORPORATION | JBTM | 114,615 | $17.3M | 26.90% |
| 2 | NVIDIA CORPORATION | NVDA | 23,582 | $4.4M | 6.85% |
| 3 | APPLE INC | AAPL | 8,577 | $2.3M | 3.63% |
| 4 | MICROSOFT CORP | MSFT | 4,524 | $2.2M | 3.41% |
| 5 | INVESCO EXCHANGE TRADED FD T | IVZ | 10,822 | $2.1M | 3.23% |
| 6 | AMAZON COM INC | AMZN | 7,835 | $1.8M | 2.82% |
| 7 | PACER FDS TR | 69374H436 | 39,465 | $1.7M | 2.61% |
| 8 | PACER FDS TR | 69374H881 | 26,109 | $1.6M | 2.45% |
| 9 | PGIM ETF TR | 69344A107 | 30,371 | $1.5M | 2.35% |
| 10 | ISHARES TR | 464287309 | 12,035 | $1.5M | 2.31% |
| 11 | ISHARES TR | 464287309 | 12,035 | $1.5M | 2.31% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 4,321 | $1.4M | 2.17% |
| 13 | BROADCOM INC | AVGO | 3,704 | $1.3M | 2.00% |
| 14 | ARISTA NETWORKS INC | ANET | 9,513 | $1.2M | 1.94% |
| 15 | PACER FDS TR | 69374H360 | 34,510 | $1.2M | 1.89% |
| 16 | ALPHABET INC | GOOG | 3,818 | $1.2M | 1.86% |
| 17 | INTERNATIONAL BUSINESS MACHS | INTR | 3,325 | $984,898 | 1.53% |
| 18 | CATERPILLAR INC | CAT | 1,574 | $901,697 | 1.40% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,773 | $891,198 | 1.39% |
| 20 | PACER FDS TR | 69374H873 | 22,023 | $851,850 | 1.33% |