Triangle Securities Wealth Management Q4 2025 Filing
Filed January 13, 2026
Portfolio Value
$474.3B
Holdings
205
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (205 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ECLECOLAB INC | 4,160 | $1.1B | 0.23% | |
| 102 | COPCONOCOPHILLIPS | 11,609 | $1.1B | 0.23% | |
| 103 | UNPUNION PAC CORP | 4,524 | $1.1B | 0.22% | |
| 104 | TFCTRUIST FINL CORP | 21,066 | $1.0B | 0.22% | |
| 105 | AJGGALLAGHER ARTHUR J & CO | 4,003 | $1.0B | 0.22% | |
| 106 | XLUSELECT SECTOR SPDR TR | 23,795 | $1.0B | 0.21% | |
| 107 | OTISOTIS WORLDWIDE CORP | 11,614 | $1.0B | 0.21% | |
| 108 | PANWPALO ALTO NETWORKS INC | 5,482 | $1.0B | 0.21% | |
| 109 | LHLABCORP HOLDINGS INC | 3,943 | $989.0M | 0.21% | |
| 110 | AXPAMERICAN EXPRESS CO | 2,642 | $977.0M | 0.21% | |
| 111 | IHIISHARES TR | 15,643 | $972.0M | 0.20% | |
| 112 | IBMINTERNATIONAL BUSINESS MACHS | 3,273 | $945.0M | 0.20% | |
| 113 | BABOEING CO | 4,352 | $944.0M | 0.20% | |
| 114 | CMICUMMINS INC | 1,826 | $932.0M | 0.20% | |
| 115 | SPYSPDR S&P 500 ETF TR | 1,323 | $902.0M | 0.19% | |
| 116 | BMYBRISTOL-MYERS SQUIBB CO | 15,779 | $851.0M | 0.18% | |
| 117 | TYLTYLER TECHNOLOGIES INC | 1,862 | $845.0M | 0.18% | |
| 118 | BRBROADRIDGE FINL SOLUTIONS IN | 3,756 | $838.0M | 0.18% | |
| 119 | ONONON HLDG AG | 17,975 | $835.0M | 0.18% | |
| 120 | PNCPNC FINL SVCS GROUP INC | 4,000 | $834.0M | 0.18% | |
| 121 | 4I1PHILIP MORRIS INTL INC | 5,157 | $827.0M | 0.17% | |
| 122 | GEGE AEROSPACE | 2,671 | $822.0M | 0.17% | |
| 123 | WECWEC ENERGY GROUP INC | 7,735 | $815.0M | 0.17% | |
| 124 | ASMLASML HOLDING N V | 761 | $814.0M | 0.17% | |
| 125 | TEQIT ROWE PRICE ETF INC | 17,483 | $789.0M | 0.17% | |
| 126 | VTVVANGUARD INDEX FDS | 4,060 | $775.0M | 0.16% | |
| 127 | VRTXVERTEX PHARMACEUTICALS INC | 1,709 | $774.0M | 0.16% | |
| 128 | APDAIR PRODS & CHEMS INC | 3,075 | $759.0M | 0.16% | |
| 129 | CVSCVS HEALTH CORP | 9,524 | $755.0M | 0.16% | |
| 130 | FNDFSCHWAB STRATEGIC TR | 16,648 | $752.0M | 0.16% | |
| 131 | HONHONEYWELL INTL INC | 3,846 | $750.0M | 0.16% | |
| 132 | CEFZELEVATION SERIES TRUST | 90,428 | $740.0M | 0.16% | |
| 133 | MARMARRIOTT INTL INC NEW | 2,318 | $719.0M | 0.15% | |
| 134 | MAMASTERCARD INCORPORATED | 1,261 | $719.0M | 0.15% | |
| 135 | MMM3M CO | 4,453 | $712.0M | 0.15% | |
| 136 | IGVISHARES TR | 6,480 | $684.0M | 0.14% | |
| 137 | MGMMGM RESORTS INTERNATIONAL | 18,684 | $681.0M | 0.14% | |
| 138 | MCDMCDONALDS CORP | 2,220 | $678.0M | 0.14% | |
| 139 | SDYSPDR SERIES TRUST | 4,853 | $675.0M | 0.14% | |
| 140 | IVVISHARES TR | 962 | $658.0M | 0.14% | |
| 141 | ROPROPER TECHNOLOGIES INC | 1,473 | $655.0M | 0.14% | |
| 142 | DEDEERE & CO | 1,375 | $640.0M | 0.13% | |
| 143 | SHWSHERWIN WILLIAMS CO | 1,976 | $640.0M | 0.13% | |
| 144 | QCOMQUALCOMM INC | 3,693 | $631.0M | 0.13% | |
| 145 | NTRSNORTHERN TR CORP | 4,585 | $626.0M | 0.13% | |
| 146 | DDDUPONT DE NEMOURS INC | 15,175 | $610.0M | 0.13% | |
| 147 | BKNGBOOKING HOLDINGS INC | 110 | $589.0M | 0.12% | |
| 148 | FANGDIAMONDBACK ENERGY INC | 3,838 | $576.0M | 0.12% | |
| 149 | SLBSLB LIMITED | 14,928 | $572.0M | 0.12% | |
| 150 | QQNITY ELECTRONICS INC | 6,950 | $567.0M | 0.12% | |
| 151 | IJJISHARES TR | 4,255 | $559.0M | 0.12% | |
| 152 | SCHGSCHWAB STRATEGIC TR | 16,861 | $550.0M | 0.12% | |
| 153 | AQLTISHARES TR | 3,825 | $539.0M | 0.11% | |
| 154 | ULTAULTA BEAUTY INC | 888 | $537.0M | 0.11% | |
| 155 | DDOMINION ENERGY INC | 9,111 | $533.0M | 0.11% | |
| 156 | EFXEQUIFAX INC | 2,418 | $524.0M | 0.11% | |
| 157 | CITHE CIGNA GROUP | 1,863 | $512.0M | 0.11% | |
| 158 | RIORIO TINTO PLC | 6,319 | $505.0M | 0.11% | |
| 159 | QXOQXO INC | 26,100 | $503.0M | 0.11% | |
| 160 | BDXBECTON DICKINSON & CO | 2,573 | $499.0M | 0.11% | |
| 161 | IBBISHARES TR | 2,878 | $485.0M | 0.10% | |
| 162 | GEVGE VERNOVA INC | 741 | $484.0M | 0.10% | |
| 163 | RYROYAL BK CDA | 2,800 | $477.0M | 0.10% | |
| 164 | TTTRANE TECHNOLOGIES PLC | 1,166 | $472.0M | 0.10% | |
| 165 | DGXQUEST DIAGNOSTICS INC | 2,684 | $465.0M | 0.10% | |
| 166 | ISRGINTUITIVE SURGICAL INC | 812 | $459.0M | 0.10% | |
| 167 | CLCOLGATE PALMOLIVE CO | 5,764 | $455.0M | 0.10% | |
| 168 | HSYHERSHEY CO | 2,480 | $451.0M | 0.10% | |
| 169 | VTIVANGUARD INDEX FDS | 1,323 | $443.0M | 0.09% | |
| 170 | IWDISHARES TR | 2,041 | $429.0M | 0.09% | |
| 171 | KMBKIMBERLY-CLARK CORP | 4,139 | $417.0M | 0.09% | |
| 172 | DGRWWISDOMTREE TR | 4,545 | $406.0M | 0.09% | |
| 173 | EPDENTERPRISE PRODS PARTNERS L | 12,587 | $398.0M | 0.08% | |
| 174 | EEMISHARES TR | 7,056 | $386.0M | 0.08% | |
| 175 | CGCARLYLE GROUP INC | 6,468 | $382.0M | 0.08% | |
| 176 | YUMYUM BRANDS INC | 2,518 | $380.0M | 0.08% | |
| 177 | DOVDOVER CORP | 1,895 | $369.0M | 0.08% | |
| 178 | EFGISHARES TR | 3,201 | $364.0M | 0.08% | |
| 179 | CPRTCOPART INC | 9,192 | $359.0M | 0.08% | |
| 180 | CARRCARRIER GLOBAL CORPORATION | 6,508 | $343.0M | 0.07% | |
| 181 | HDHOME DEPOT INC | 947 | $325.0M | 0.07% | |
| 182 | VRSKVERISK ANALYTICS INC | 1,450 | $324.0M | 0.07% | |
| 183 | TSNTYSON FOODS INC | 5,500 | $322.0M | 0.07% | |
| 184 | IMCGISHARES TR | 3,885 | $310.0M | 0.07% | |
| 185 | FLEXFLEX LTD | 5,137 | $310.0M | 0.07% | |
| 186 | DFLVDIMENSIONAL ETF TRUST | 9,050 | $309.0M | 0.07% | |
| 187 | DFSVDIMENSIONAL ETF TRUST | 9,301 | $305.0M | 0.06% | |
| 188 | BACVERIZON COMMUNICATIONS INC | 7,243 | $295.0M | 0.06% | |
| 189 | KOCOCA COLA CO | 4,098 | $286.0M | 0.06% | |
| 190 | CPCANADIAN PACIFIC KANSAS CITY | 3,805 | $280.0M | 0.06% | |
| 191 | CBCHUBB LIMITED | 892 | $278.0M | 0.06% | |
| 192 | NSCNORFOLK SOUTHN CORP | 952 | $274.0M | 0.06% | |
| 193 | AMDADVANCED MICRO DEVICES INC | 1,266 | $271.0M | 0.06% | |
| 194 | SJMSMUCKER J M CO | 2,767 | $270.0M | 0.06% | |
| 195 | DYHTARGET CORP | 2,684 | $262.0M | 0.06% | |
| 196 | USBUS BANCORP DEL | 4,913 | $262.0M | 0.06% | |
| 197 | FDXFEDEX CORP | 1,000 | $258.0M | 0.05% | |
| 198 | VIGVANGUARD SPECIALIZED FUNDS | 1,164 | $255.0M | 0.05% | |
| 199 | IWSISHARES TR | 1,633 | $230.0M | 0.05% | |
| 200 | AEISADVANCED ENERGY INDS | 1,090 | $228.0M | 0.05% |