Triangle Securities Wealth Management

Q4 2025 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
205
Total value ($000)
$474,322
Net value change ($000)
+32,551 (7.4%)
New positions
9
Sold out positions
7
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJH 9,617 112.4%
AAPL 8,189 105.1%
CAT 3,794 114.0%
WFC 3,011 106.8%
QLTY 2,248 98.6%
GOOGL 1,923 18.0%
AVMV 1,479 304.3%
SLYG 1,334 399.4%
LLY 1,206 34.7%
IJR 704 8.9%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -1,770 -41.2%
MSFT -1,730 -13.0%
KMX -952 -100.0%
BX -842 -11.2%
CPRT -823 -69.6%
CLX -695 -100.0%
SPY -603 -40.1%
DD -597 -49.5%
KMB -457 -52.2%
GARMIN LTD -446 -18.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type