Triton Financial Group Inc
CIK 1811805 · View on SEC EDGAR ↗
- Portfolio value
- $173.7M
- Positions
- 99
- As of
- June 30, 2026
#6,934 of 9,443 by 13F value · top 73.4%
Portfolio value QoQ: +202.9% 13F does not disclose cash
- Top 10 holdings weight
- 37.29%
- Top 25 holdings weight
- 61.75%
- Positions above 1%
- 32
- Effective number of positions
- 43.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 30.32% Est. buys $144,867,262 · sells $35,031,540
Median holding: 6.5 quarters Tracked Q4 2024–Q2 2026 · 63.5% still held
- New positions
- 67
- Increased
- 1
- Decreased
- 31
- Closed
- 30
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
34.1%
Industrials
10.5%
Retail
9.3%
Communication Services
5.3%
Financials
4.6%
Healthcare
3.7%
Materials
2.8%
Consumer Staples
2.5%
Communications
2.4%
Real Estate
2.0%
Financial Services
1.0%
Consumer products
0.8%
Consumer Discretionary
0.7%
Energy
0.7%
Utilities
0.5%
Telecommunication
0.4%
Other/Unmapped
18.8%
Full portfolio 99 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $13,269,930 | 7.64% | 45,860 | ||||
| AMAT Applied Materials, Inc. - Common Stock | $7,686,936 | 4.43% | 10,632 | ||||
| GOOG Alphabet Inc. - Class C Capital Stock | $6,772,276 | 3.90% | 19,167 | ||||
| NVDA NVIDIA Corporation - Common Stock | $6,522,940 | 3.76% | 32,600 | ||||
| MRVL Marvell Technology, Inc. - Common Stock | $5,740,042 | 3.30% | 19,269 | ||||
| AMZN Amazon.com, Inc. - Common Stock | $5,597,472 | 3.22% | 23,485 | ||||
| WMT Walmart Inc. - Common Stock | $5,402,807 | 3.11% | 47,703 | ||||
| GLW Corning Incorporated Common Stock | $5,263,391 | 3.03% | 20,606 | ||||
| DELL Dell Technologies Inc. Class C Common Stock | $4,282,241 | 2.47% | 9,925 | ||||
| CSCO Cisco Systems, Inc. - Common Stock | $4,235,255 | 2.44% | 36,057 | ||||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $4,137,745 | 2.38% | 5,422 | ||||
| COST Costco Wholesale Corporation - Common Stock | $3,836,240 | 2.21% | 4,101 | ||||
| MSFT Microsoft Corporation - Common Stock | $3,721,582 | 2.14% | 9,977 | ||||
| BALT | $3,607,740 | 2.08% | 105,274 | $-3,001,319 | Down ×1 | ||
| PSI | $3,359,536 | 1.93% | 17,887 | $226,532 | Down ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $3,300,991 | 1.90% | 40,618 | ||||
| AVGO Broadcom Inc. - Common Stock | $2,834,636 | 1.63% | 7,504 | ||||
| DLR Digital Realty Trust, Inc. Common Stock | $2,581,463 | 1.49% | 14,375 | ||||
| BRKB | $2,548,987 | 1.47% | 5,094 | ||||
| QQQM Invesco NASDAQ 100 ETF | $2,234,101 | 1.29% | 7,374 | $-1,220,892 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $2,166,442 | 1.25% | 7,704 | ||||
| ABBV AbbVie Inc. Common Stock | $2,067,726 | 1.19% | 8,217 | ||||
| AFL AFLAC Incorporated Common Stock | $2,041,557 | 1.18% | 17,412 | ||||
| JPM JP Morgan Chase & Co. Common Stock | $2,030,101 | 1.17% | 6,202 | ||||
| SPYM | $2,022,998 | 1.16% | 23,020 | $-1,474,581 | Down ×1 | ||
| CINF Cincinnati Financial Corporation - Common Stock | $2,003,030 | 1.15% | 10,819 | ||||
| BSTP | $1,923,375 | 1.11% | 48,903 | $-1,379,867 | Down ×1 | ||
| DOV Dover Corporation Common Stock | $1,876,551 | 1.08% | 8,367 | ||||
| EMR Emerson Electric Company Common Stock | $1,863,240 | 1.07% | 13,016 | ||||
| MRK Merck & Company, Inc. Common Stock (new) | $1,777,027 | 1.02% | 13,829 | ||||
| ECL Ecolab Inc. Common Stock | $1,775,860 | 1.02% | 6,374 | ||||
| RSG Republic Services, Inc. Common Stock | $1,747,682 | 1.01% | 8,202 | ||||
| LHX L3Harris Technologies, Inc. Common Stock | $1,692,106 | 0.97% | 5,823 | ||||
| BANF BancFirst Corporation - Common Stock | $1,679,174 | 0.97% | 15,110 | ||||
| ABT Abbott Laboratories Common Stock | $1,586,952 | 0.91% | 17,489 | ||||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $1,580,861 | 0.91% | 54,065 | $-1,760,034 | Down ×1 | ||
| RIO Rio Tinto Plc Common Stock | $1,579,445 | 0.91% | 16,638 | ||||
| NFLX Netflix, Inc. - Common Stock | $1,499,047 | 0.86% | 20,995 | ||||
| GEV GE Vernova Inc. Common Stock | $1,495,597 | 0.86% | 1,273 | $510,760 | Up ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $1,479,199 | 0.85% | 4,296 | ||||
| TT Trane Technologies plc | $1,474,462 | 0.85% | 3,002 | ||||
| CHD Church & Dwight Company, Inc. Common Stock | $1,464,632 | 0.84% | 15,118 | ||||
| ORCL Oracle Corporation Common Stock | $1,435,604 | 0.83% | 9,796 | ||||
| CHKP Check Point Software Technologies Ltd. - Ordinary Shares | $1,414,844 | 0.81% | 10,765 | ||||
| V Visa Inc. | $1,407,619 | 0.81% | 4,103 | ||||
| SYY Sysco Corporation Common Stock | $1,337,029 | 0.77% | 15,997 | ||||
| MCD McDonald's Corporation Common Stock | $1,270,591 | 0.73% | 4,700 | ||||
| MDB MongoDB, Inc. - Class A Common Stock | $1,233,761 | 0.71% | 3,673 | ||||
| WMB Williams Companies, Inc. (The) Common Stock | $1,194,644 | 0.69% | 16,070 | ||||
| LMT Lockheed Martin Corporation Common Stock | $1,193,155 | 0.69% | 2,342 | ||||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,186,884 | 0.68% | 10,173 | $-2,214,928 | Down ×1 | ||
| SPYV | $1,155,253 | 0.67% | 19,004 | $-945,175 | Down ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $1,124,787 | 0.65% | 9,851 | ||||
| PEP PepsiCo, Inc. - Common Stock | $1,111,841 | 0.64% | 8,212 | ||||
| VHT | $1,091,387 | 0.63% | 3,650 | ||||
| CRM Salesforce, Inc. Common Stock | $999,995 | 0.58% | 6,383 | ||||
| MDT Medtronic plc. Ordinary Shares | $972,242 | 0.56% | 12,428 | ||||
| PSA Public Storage Common Stock | $895,406 | 0.52% | 2,813 | $-581,011 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $869,361 | 0.50% | 816 | Up ×1 | |||
| IVV | $828,268 | 0.48% | 1,106 | $-650,340 | Down ×1 | ||
| VTI | $822,229 | 0.47% | 2,222 | ||||
| AEP American Electric Power Company, Inc. - Common Stock | $801,296 | 0.46% | 5,857 | Up ×1 | |||
| BRKA | $748,850 | 0.43% | 1 | ||||
| PDEC | $743,647 | 0.43% | 16,205 | $-648,039 | Down ×1 | ||
| VNLA | $671,210 | 0.39% | 13,736 | $-1,345,834 | Down ×1 | ||
| VGT | $669,312 | 0.39% | 5,600 | ||||
| PFEB | $662,435 | 0.38% | 15,384 | $-76,091 | Down ×1 | ||
| T AT&T Inc. | $627,665 | 0.36% | 30,322 | ||||
| Unknown issuer (CUSIP: 43849R105) | $609,296 | 0.35% | 2,756 | Up ×1 | |||
| AGZ | $593,590 | 0.34% | 5,432 | $-1,080,080 | Down ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $585,864 | 0.34% | 4,708 | ||||
| PMAR | $582,409 | 0.34% | 12,192 | $-84,560 | Down ×1 | ||
| SPY SPY | $521,245 | 0.30% | 698 | $-432,268 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $510,196 | 0.29% | 442 | Up ×1 | |||
| PAUG | $489,945 | 0.28% | 10,735 | $-432,943 | Down ×1 | ||
| SPTS | $462,129 | 0.27% | 15,930 | $-465,164 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $429,459 | 0.25% | 1,202 | $-275,847 | Down ×1 | ||
| IVE | $422,350 | 0.24% | 1,860 | $-360,226 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $419,602 | 0.24% | 745 | ||||
| CMI Cummins Inc. Common Stock | $417,149 | 0.24% | 585 | Up ×1 | |||
| RSP | $415,965 | 0.24% | 1,955 | Up ×1 | |||
| XLK XLK | $372,086 | 0.21% | 1,953 | $-99,457 | Down ×1 | ||
| USMV | $364,040 | 0.21% | 3,774 | $-337,395 | Down ×1 | ||
| FLXR TCW Flexible Income ETF | $351,086 | 0.20% | 8,954 | $-355,116 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $350,870 | 0.20% | 604 | Up ×1 | |||
| BUFF | $322,981 | 0.19% | 6,131 | $-319,099 | Down ×1 | ||
| BCD | $320,737 | 0.18% | 9,392 | $-301,177 | Down ×1 | ||
| APH Amphenol Corporation Common Stock | $301,331 | 0.17% | 1,709 | ||||
| ARCC Ares Capital Corporation - Closed End Fund | $279,640 | 0.16% | 15,091 | Up ×1 | |||
| CWB | $256,504 | 0.15% | 2,379 | $-262,886 | Down ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $255,741 | 0.15% | 3,236 | ||||
| QQQ Invesco QQQ Trust, Series 1 | $255,508 | 0.15% | 347 | $-214,288 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $247,237 | 0.14% | 2,892 | Up ×1 | |||
| JHMD | $241,502 | 0.14% | 5,438 | $-214,748 | Down ×1 | ||
| DES | $226,221 | 0.13% | 5,561 | $-157,783 | Down ×1 | ||
| VBK | $223,446 | 0.13% | 611 | ||||
| PRU Prudential Financial, Inc. Common Stock | $218,716 | 0.13% | 2,026 | Up ×1 | |||
| SCHB | $213,210 | 0.12% | 7,362 | $-162,930 | Down ×1 | ||
| PNOV | $206,582 | 0.12% | 4,658 | $-178,355 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AAPL | $13,269,930 | 45,860 | 7.64% |
| AMAT | $7,686,936 | 10,632 | 4.43% |
| GOOG | $6,772,276 | 19,167 | 3.90% |
| NVDA | $6,522,940 | 32,600 | 3.76% |
| MRVL | $5,740,042 | 19,269 | 3.30% |
| AMZN | $5,597,472 | 23,485 | 3.22% |
| WMT | $5,402,807 | 47,703 | 3.11% |
| GLW | $5,263,391 | 20,606 | 3.03% |
| DELL | $4,282,241 | 9,925 | 2.47% |
| CSCO | $4,235,255 | 36,057 | 2.44% |
| CRWD | $4,137,745 | 5,422 | 2.38% |
| COST | $3,836,240 | 4,101 | 2.21% |
| MSFT | $3,721,582 | 9,977 | 2.14% |
| KO | $3,300,991 | 40,618 | 1.90% |
| AVGO | $2,834,636 | 7,504 | 1.63% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| AAPL | March 31, 2026 | 49,649 | $13,497,458 | 21.4% |
| NVDA | March 31, 2026 | 37,969 | $7,081,219 | 24.4% |
| GOOG | March 31, 2026 | 20,433 | $6,411,875 | 18.2% |
| WMT | March 31, 2026 | 53,076 | $5,913,163 | -17.0% |
| AMZN | March 31, 2026 | 25,008 | $5,772,450 | 23.8% |
| MSFT | March 31, 2026 | 10,293 | $4,977,720 | 30.2% |
| COST | March 31, 2026 | 4,267 | $3,679,492 | -5.3% |
| AMAT | March 31, 2026 | 12,806 | $3,291,014 | 44.6% |
| KO | March 31, 2026 | 42,403 | $2,964,415 | 19.2% |
| CSCO | March 31, 2026 | 38,394 | $2,957,490 | 43.1% |
| CRWD | March 31, 2026 | 6,015 | $2,819,591 | -52.0% |
| BRKB | March 31, 2026 | 5,564 | $2,796,745 | No longer tracked |
| AVGO | March 31, 2026 | 7,325 | $2,535,183 | 20.4% |
| IBM | March 31, 2026 | 7,677 | $2,274,004 | -3.6% |
| ABT | March 31, 2026 | 18,053 | $2,261,860 | 11.4% |
| DLR | March 31, 2026 | 13,761 | $2,128,964 | 9.0% |
| NFLX | March 31, 2026 | 22,295 | $2,090,379 | -17.2% |
| CHKP | March 31, 2026 | 10,843 | $2,012,027 | -9.3% |
| ABBV | March 31, 2026 | 8,641 | $1,974,382 | 21.3% |
| AFL | March 31, 2026 | 17,580 | $1,938,547 | 6.6% |
| JPM | March 31, 2026 | 5,902 | $1,901,742 | 20.8% |
| ORCL | March 31, 2026 | 9,729 | $1,896,279 | -0.4% |
| GLW | March 31, 2026 | 21,139 | $1,850,931 | 12.9% |
| RSG | March 31, 2026 | 8,570 | $1,816,240 | 0.3% |
| SHOP | March 31, 2026 | 11,261 | $1,812,683 | 22.9% |
| MRVL | March 31, 2026 | 20,921 | $1,777,867 | 148.7% |
| LHX | March 31, 2026 | 5,963 | $1,750,558 | -21.7% |
| CINF | March 31, 2026 | 10,518 | $1,717,800 | 7.9% |
| EMR | March 31, 2026 | 12,933 | $1,716,468 | 19.1% |
| ECL | March 31, 2026 | 6,294 | $1,652,301 | 5.6% |
| CRM | March 31, 2026 | 6,138 | $1,625,949 | 10.1% |
| DOV | March 31, 2026 | 8,241 | $1,608,973 | -3.2% |
| BANF | March 31, 2026 | 15,066 | $1,597,297 | 4.4% |
| MDB | March 31, 2026 | 3,722 | $1,562,086 | 71.0% |
| MRK | March 31, 2026 | 14,749 | $1,552,480 | 26.1% |
| MCD | March 31, 2026 | 4,869 | $1,488,264 | -13.6% |
| RIO | March 31, 2026 | 18,303 | $1,464,789 | 12.3% |
| SHW | March 31, 2026 | 4,462 | $1,445,822 | 8.6% |
| V | March 31, 2026 | 4,114 | $1,442,821 | 21.7% |
| DELL | March 31, 2026 | 9,966 | $1,254,520 | 167.6% |
| CHD | March 31, 2026 | 14,741 | $1,236,033 | 4.4% |
| SYY | March 31, 2026 | 16,245 | $1,197,094 | 17.9% |
| TT | March 31, 2026 | 3,075 | $1,196,790 | 9.1% |
| LMT | March 31, 2026 | 2,386 | $1,154,037 | -5.9% |
| ACN | March 31, 2026 | 4,246 | $1,139,202 | -7.9% |
| PEP | March 31, 2026 | 7,799 | $1,119,245 | -8.2% |
| MDT | March 31, 2026 | 11,639 | $1,118,042 | 6.3% |
| HON | March 31, 2026 | 5,214 | $1,017,199 | -2.9% |
| VHT | March 31, 2026 | 3,416 | $983,296 | No longer tracked |
| WMB | March 31, 2026 | 16,152 | $970,897 | -1.8% |
| TROW | March 31, 2026 | 8,991 | $920,499 | 26.2% |
| CLX | Dec. 31, 2025 | 7,413 | $914,029 | 4.6% |
| OGE | Sept. 30, 2025 | 19,037 | $844,862 | 0.6% |
| BRKA | March 31, 2026 | 1 | $754,800 | No longer tracked |
| T | March 31, 2026 | 29,802 | $740,282 | -12.5% |
| CAG | Sept. 30, 2025 | 33,704 | $689,926 | -12.2% |
| CCOI | Dec. 31, 2025 | 16,859 | $646,541 | -54.2% |
| BIV | Dec. 31, 2025 | 6,761 | $527,967 | No longer tracked |
| VGT | March 31, 2026 | 700 | $527,646 | No longer tracked |
| META | March 31, 2026 | 737 | $486,486 | -4.1% |
| LDUR | Dec. 31, 2025 | 4,128 | $396,887 | No longer tracked |
| VUSB | March 31, 2026 | 7,835 | $390,496 | No longer tracked |
| NEAR | June 30, 2026 | 7,520 | $383,299 | No longer tracked |
| XLV | June 30, 2026 | 2,376 | $358,075 | No longer tracked |
| FLOT | June 30, 2026 | 6,743 | $343,252 | No longer tracked |
| BA | June 30, 2026 | 1,600 | $332,920 | -0.9% |
| MDYG | June 30, 2026 | 3,516 | $331,188 | No longer tracked |
| GLD | June 30, 2026 | 771 | $322,783 | No longer tracked |
| JHMM | June 30, 2026 | 4,632 | $307,101 | No longer tracked |
| SCHE | June 30, 2026 | 9,258 | $304,126 | No longer tracked |
| ARKQ | June 30, 2026 | 2,612 | $296,602 | No longer tracked |
| PJUL | June 30, 2026 | 6,342 | $292,993 | No longer tracked |
| SLYG | June 30, 2026 | 2,976 | $283,924 | No longer tracked |
| VCSH | March 31, 2026 | 3,490 | $278,258 | |
| XLY | June 30, 2026 | 2,416 | $275,895 | No longer tracked |
| PJUN | June 30, 2026 | 6,372 | $266,690 | No longer tracked |
| DBEF | June 30, 2026 | 5,440 | $265,227 | No longer tracked |
| PSEP | June 30, 2026 | 6,030 | $261,637 | No longer tracked |
| IVW | June 30, 2026 | 2,200 | $260,007 | No longer tracked |
| FNDA | June 30, 2026 | 8,124 | $259,726 | No longer tracked |
| XLC | June 30, 2026 | 2,184 | $250,157 | No longer tracked |
| SPLV | June 30, 2026 | 3,399 | $245,835 | No longer tracked |
| VTI | March 31, 2026 | 729 | $244,412 | No longer tracked |
| PMAY | June 30, 2026 | 6,004 | $238,749 | No longer tracked |
| PFXF | Sept. 30, 2025 | 24,237 | $234,983 | No longer tracked |
| KTOS | Dec. 31, 2025 | 2,569 | $234,730 | -23.4% |
| IYC | June 30, 2026 | 2,330 | $233,058 | No longer tracked |
| MLPX | June 30, 2026 | 3,442 | $231,423 | No longer tracked |
| IYF | June 30, 2026 | 1,832 | $225,877 | No longer tracked |
| SGOL | June 30, 2026 | 5,208 | $223,162 | No longer tracked |
| POCT | June 30, 2026 | 5,071 | $220,675 | No longer tracked |
| XT | June 30, 2026 | 3,176 | $218,968 | |
| VBK | Dec. 31, 2025 | 724 | $215,479 | No longer tracked |
| APH | March 31, 2026 | 1,590 | $214,873 | 23.4% |
| HYG | June 30, 2026 | 2,620 | $209,903 | No longer tracked |
| IJT | June 30, 2026 | 1,468 | $209,828 | |
| HD | Dec. 31, 2025 | 507 | $205,432 | -2.5% |
| IUSB | June 30, 2026 | 4,425 | $205,172 | |
| TIP | June 30, 2026 | 1,836 | $202,199 | No longer tracked |
| NEAR | Sept. 30, 2025 | 3,935 | $201,079 | No longer tracked |