Holdings
Triangle Securities Wealth Management
As of Sep 30, 2026, Triangle Securities Wealth Management reported 133 positions worth US$242M. Largest: Alphabet Inc (google) Class C, Caterpillar, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 40,380 | US$13.8M | −141 | Sep 30, 2026 |
| Caterpillar, Inc. | 12,221 | US$11.5M | +6,060 | Sep 30, 2026 |
| Microsoft Corp. | 20,248 | US$10.4M | −116 | Sep 30, 2026 |
| Blackstone Inc. | 88,021 | US$9.99M | −699 | Sep 30, 2026 |
| Apple Inc | 29,911 | US$9.96M | −50 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 22,328 | US$7.39M | −988 | Sep 30, 2026 |
| Brookfield Corporation | 161K | US$5.89M | +4,090 | Sep 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 6,221 | US$5.6M | −308 | Sep 30, 2026 |
| Broadcom Inc. | 15,794 | US$5.55M | −95 | Sep 30, 2026 |
| Kkr & Co. Inc. | 58,822 | US$5.37M | +1,042 | Sep 30, 2026 |