Capstone Triton Financial Group
Latest statistics and disclosures from Triton Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, WMT, AMZN, MSFT, and represent 24.08% of Triton Financial Group's stock portfolio.
- Added to shares of these 10 stocks: GOOG, SHOP, SPY, FLXR, KTOS, HD, XLK, ACN, WMB, PAUG.
- Started 7 new stock positions in XLK, FLXR, GOOG, SPY, HD, KTOS, SHOP.
- Reduced shares in these 10 stocks: GOOGL, OGE, CAG, PFXF, NEAR, NVDA, BRK.B, BALT, AGZ, WMT.
- Sold out of its positions in CAG, NEAR, OGE, PFXF.
- Triton Financial Group was a net buyer of stock by $2.9M.
- Triton Financial Group has $149M in assets under management (AUM), dropping by 8.31%.
- Central Index Key (CIK): 0001811805
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Portfolio Holdings for Triton Financial Group
Triton Financial Group holds 90 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.5 | $13M | 50k | 254.63 |
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| NVIDIA Corporation (NVDA) | 4.7 | $7.1M | 38k | 186.58 |
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| Wal-Mart Stores (WMT) | 3.6 | $5.4M | 53k | 103.06 |
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| Amazon (AMZN) | 3.6 | $5.4M | 25k | 219.57 |
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| Microsoft Corporation (MSFT) | 3.5 | $5.3M | 10k | 517.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $4.9M | NEW | 20k | 243.55 |
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| Costco Wholesale Corporation (COST) | 2.5 | $3.7M | 4.0k | 925.57 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $2.9M | 5.9k | 490.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $2.7M | 5.5k | 502.74 |
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| Coca-Cola Company (KO) | 1.8 | $2.7M | 41k | 66.32 |
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| Oracle Corporation (ORCL) | 1.8 | $2.7M | 9.4k | 281.24 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 1.8 | $2.7M | 81k | 32.82 |
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| Netflix (NFLX) | 1.7 | $2.6M | 2.2k | 1198.92 |
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| Applied Materials (AMAT) | 1.7 | $2.6M | 13k | 204.74 |
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| Cisco Systems (CSCO) | 1.7 | $2.6M | 38k | 68.42 |
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| Broadcom (AVGO) | 1.6 | $2.4M | 7.3k | 329.91 |
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| Abbott Laboratories (ABT) | 1.6 | $2.3M | 18k | 133.94 |
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| Digital Realty Trust (DLR) | 1.5 | $2.2M | +3% | 13k | 172.88 |
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| International Business Machines (IBM) | 1.5 | $2.2M | 7.7k | 282.16 |
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| Check Point Software Tech Lt Ord (CHKP) | 1.4 | $2.2M | 10k | 206.91 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.3 | $2.0M | 67k | 29.73 |
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| Abbvie (ABBV) | 1.3 | $2.0M | 8.5k | 231.54 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.3 | $1.9M | NEW | 13k | 148.61 |
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| AFLAC Incorporated (AFL) | 1.3 | $1.9M | 17k | 111.70 |
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| Republic Services (RSG) | 1.3 | $1.9M | +2% | 8.3k | 229.48 |
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| Palantir Technologies Cl A (PLTR) | 1.2 | $1.9M | +3% | 10k | 182.42 |
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| BancFirst Corporation (BANF) | 1.2 | $1.8M | 15k | 126.45 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $1.8M | +3% | 5.8k | 315.43 |
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| L3harris Technologies (LHX) | 1.2 | $1.8M | 5.9k | 305.41 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.2 | $1.8M | 23k | 78.34 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.2 | $1.7M | 7.0k | 247.12 |
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| Corning Incorporated (GLW) | 1.1 | $1.7M | +5% | 21k | 82.03 |
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| Marvell Technology (MRVL) | 1.1 | $1.7M | 20k | 84.07 |
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| Ecolab (ECL) | 1.1 | $1.7M | +3% | 6.1k | 273.86 |
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| Cincinnati Financial Corporation (CINF) | 1.1 | $1.7M | +2% | 10k | 158.10 |
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| Emerson Electric (EMR) | 1.1 | $1.6M | 13k | 131.18 |
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| Innovator Etfs Trust Buffer Step Up S (BSTP) | 1.1 | $1.6M | +3% | 45k | 36.37 |
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| Ishares Tr Agency Bond Etf (AGZ) | 1.1 | $1.6M | 15k | 110.37 |
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| Sherwin-Williams Company (SHW) | 1.0 | $1.5M | +2% | 4.3k | 346.26 |
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| McDonald's Corporation (MCD) | 1.0 | $1.4M | +2% | 4.7k | 303.92 |
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| Visa Com Cl A (V) | 0.9 | $1.4M | 4.0k | 341.38 |
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| Dell Technologies CL C (DELL) | 0.9 | $1.4M | +3% | 9.5k | 141.77 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.9 | $1.4M | +8% | 27k | 49.29 |
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| salesforce (CRM) | 0.9 | $1.3M | 5.6k | 236.99 |
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| Dover Corporation (DOV) | 0.9 | $1.3M | 8.0k | 166.83 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.9 | $1.3M | 19k | 70.32 |
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| SYSCO Corporation (SYY) | 0.9 | $1.3M | 16k | 82.34 |
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| Trane Technologies SHS (TT) | 0.8 | $1.2M | 2.9k | 421.96 |
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| Church & Dwight (CHD) | 0.8 | $1.2M | +3% | 14k | 87.63 |
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| Merck & Co (MRK) | 0.8 | $1.2M | 14k | 83.93 |
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| Rio Tinto Sponsored Adr (RIO) | 0.8 | $1.2M | 18k | 66.01 |
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| Mongodb Cl A (MDB) | 0.8 | $1.2M | 3.7k | 310.38 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $1.1M | +4% | 2.3k | 499.21 |
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| Pepsi (PEP) | 0.7 | $1.1M | +6% | 7.7k | 140.43 |
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| Medtronic SHS (MDT) | 0.7 | $1.0M | +5% | 11k | 95.24 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.7 | $1.0M | 19k | 55.33 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $1.0M | +14% | 4.1k | 246.60 |
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| Honeywell International (HON) | 0.6 | $959k | +6% | 4.6k | 210.51 |
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| Clorox Company (CLX) | 0.6 | $914k | +2% | 7.4k | 123.30 |
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| Vanguard World Health Car Etf (VHT) | 0.6 | $890k | +2% | 3.4k | 259.60 |
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| Williams Companies (WMB) | 0.6 | $887k | +13% | 14k | 63.35 |
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| T. Rowe Price (TROW) | 0.6 | $826k | 8.0k | 102.64 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.5 | $797k | 16k | 49.99 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $764k | 1.1k | 669.14 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.5 | $681k | 16k | 42.02 |
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| Public Storage (PSA) | 0.4 | $647k | +13% | 2.2k | 288.85 |
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| Cogent Communications Hldgs Com New (CCOI) | 0.4 | $647k | +6% | 17k | 38.35 |
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| At&t (T) | 0.4 | $623k | +4% | 22k | 28.24 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $528k | -3% | 6.8k | 78.09 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $523k | 700.00 | 746.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $508k | NEW | 762.00 | 666.18 |
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| Meta Platforms Cl A (META) | 0.3 | $505k | 687.00 | 734.38 |
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| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.3 | $465k | -4% | 16k | 29.32 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.3 | $456k | +29% | 11k | 42.47 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.3 | $397k | 4.1k | 96.15 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $379k | 1.8k | 206.53 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $357k | 3.8k | 95.14 |
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| Tcw Etf Trust Flexible Income (FLXR) | 0.2 | $356k | NEW | 9.0k | 39.80 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.2 | $329k | 6.7k | 48.86 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.2 | $313k | -2% | 9.1k | 34.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $280k | -94% | 1.2k | 243.10 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $279k | -5% | 3.5k | 79.93 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $267k | +9% | 445.00 | 599.75 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.2 | $260k | -8% | 2.9k | 90.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $240k | 732.00 | 328.17 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.2 | $235k | NEW | 2.6k | 91.37 |
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| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.1 | $217k | 5.4k | 39.98 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $216k | 724.00 | 297.62 |
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| Home Depot (HD) | 0.1 | $205k | NEW | 507.00 | 405.19 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $205k | NEW | 727.00 | 281.86 |
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Past Filings by Triton Financial Group
SEC 13F filings are viewable for Triton Financial Group going back to 2020
- Triton Financial Group 2025 Q3 filed Nov. 3, 2025
- Triton Financial Group 2025 Q2 filed July 30, 2025
- Capstone Triton Financial Group 2024 Q4 filed March 10, 2025
- Capstone Triton Financial Group 2024 Q3 filed Oct. 25, 2024
- Capstone Triton Financial Group 2024 Q2 filed Aug. 13, 2024
- Capstone Triton Financial Group 2024 Q1 filed April 19, 2024
- Capstone Triton Financial Group 2023 Q4 filed Jan. 9, 2024
- Capstone Triton Financial Group 2023 Q3 filed Oct. 11, 2023
- Capstone Triton Financial Group 2023 Q2 filed July 17, 2023
- Capstone Triton Financial Group 2023 Q1 filed April 6, 2023
- Capstone Triton Financial Group 2022 Q4 filed Jan. 17, 2023
- Capstone Triton Financial Group 2022 Q3 filed Oct. 28, 2022
- Capstone Triton Financial Group 2022 Q2 filed Aug. 15, 2022
- Capstone Triton Financial Group 2022 Q1 filed May 12, 2022
- Capstone Triton Financial Group 2021 Q4 filed Feb. 11, 2022
- Capstone Triton Financial Group 2021 Q3 restated filed Nov. 17, 2021