Triangle Securities Wealth Management

Q2 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
213
Total value ($000)
$503,736
Net value change ($000)
+63,121 (14.3%)
New positions
17
Sold out positions
10
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BX 5,285 104.9%
VGT 4,854 35.0%
SCHM 3,085 18.7%
ENB 2,617 NEW
JSML 2,412 40.8%
JAVA 2,283 12.8%
SLYG 2,149 NEW
LRCX 2,096 93.9%
CAT 2,060 45.8%
SAMT 2,046 20.1%
Top Reduces (Value $000, Stocks/ETFs)
XLRE -2,202 -100.0%
XOM -1,586 -20.3%
HON -854 -100.0%
MCD -778 -100.0%
DD -691 -100.0%
ADBE -632 -100.0%
CVX -584 -20.6%
MSFT -518 -6.4%
OTIS -481 -58.4%
PEP -432 -13.8%
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