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, GOOG, WMT, AMZN, and represent 25.61% of Triton Financial Group's stock portfolio.
- Added to shares of these 10 stocks: NFLX, BRK.A, BALT, APH, COST, T, PSA, CRM, WMB, HON.
- Started 2 new stock positions in APH, BRK.A.
- Reduced shares in these 10 stocks: CLX, AGZ, , BIV, VUSB, LDUR, VNLA, SHOP, , VBK.
- Sold out of its positions in CLX, CCOI, HD, KTOS, LDUR, BIV, VBK.
- Triton Financial Group was a net buyer of stock by $1.2M.
- Triton Financial Group has $151M in assets under management (AUM), dropping by 1.20%.
- Central Index Key (CIK): 0001811805
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Portfolio Holdings for Triton Financial Group
Triton Financial Group holds 85 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.9 | $14M | 50k | 271.86 |
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| NVIDIA Corporation (NVDA) | 4.7 | $7.1M | 38k | 186.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $6.4M | 20k | 313.80 |
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| Wal-Mart Stores (WMT) | 3.9 | $5.9M | 53k | 111.41 |
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| Amazon (AMZN) | 3.8 | $5.8M | 25k | 230.82 |
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| Microsoft Corporation (MSFT) | 3.3 | $5.0M | 10k | 483.60 |
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| Costco Wholesale Corporation (COST) | 2.4 | $3.7M | +5% | 4.3k | 862.31 |
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| Applied Materials (AMAT) | 2.2 | $3.3M | 13k | 256.99 |
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| Innovator Etfs Trust Defined Wlt Shld (BALT) | 2.0 | $3.0M | +10% | 90k | 33.51 |
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| Coca-Cola Company (KO) | 2.0 | $3.0M | +2% | 42k | 69.91 |
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| Cisco Systems (CSCO) | 2.0 | $3.0M | +2% | 38k | 77.03 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $2.8M | 6.0k | 468.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $2.8M | 5.6k | 502.65 |
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| Broadcom (AVGO) | 1.7 | $2.5M | 7.3k | 346.10 |
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| International Business Machines (IBM) | 1.5 | $2.3M | 7.7k | 296.21 |
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| Abbott Laboratories (ABT) | 1.5 | $2.3M | +3% | 18k | 125.29 |
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| Digital Realty Trust (DLR) | 1.4 | $2.1M | +6% | 14k | 154.71 |
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| Netflix (NFLX) | 1.4 | $2.1M | +926% | 22k | 93.76 |
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| Check Point Software Tech Lt Ord (CHKP) | 1.3 | $2.0M | +4% | 11k | 185.56 |
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| Abbvie (ABBV) | 1.3 | $2.0M | 8.6k | 228.49 |
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| AFLAC Incorporated (AFL) | 1.3 | $1.9M | +2% | 18k | 110.27 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $1.9M | 5.9k | 322.22 |
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| Oracle Corporation (ORCL) | 1.3 | $1.9M | +3% | 9.7k | 194.91 |
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| Palantir Technologies Cl A (PLTR) | 1.3 | $1.9M | +4% | 11k | 177.75 |
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| Corning Incorporated (GLW) | 1.2 | $1.9M | 21k | 87.56 |
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| Republic Services (RSG) | 1.2 | $1.8M | +3% | 8.6k | 211.93 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.2 | $1.8M | -13% | 11k | 160.97 |
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| Spdr Series Trust State Street Spd (SPYM) | 1.2 | $1.8M | 22k | 80.22 |
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| Marvell Technology (MRVL) | 1.2 | $1.8M | +3% | 21k | 84.98 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.2 | $1.8M | -10% | 60k | 29.36 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.2 | $1.8M | 7.0k | 252.92 |
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| L3harris Technologies (LHX) | 1.2 | $1.8M | 6.0k | 293.57 |
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| Cincinnati Financial Corporation (CINF) | 1.1 | $1.7M | 11k | 163.32 |
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| Emerson Electric (EMR) | 1.1 | $1.7M | +3% | 13k | 132.72 |
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| Ecolab (ECL) | 1.1 | $1.7M | +2% | 6.3k | 262.52 |
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| Innovator Etfs Trust Buffer Step Up S (BSTP) | 1.1 | $1.6M | 44k | 37.13 |
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| salesforce (CRM) | 1.1 | $1.6M | +8% | 6.1k | 264.90 |
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| Dover Corporation (DOV) | 1.1 | $1.6M | +3% | 8.2k | 195.24 |
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| BancFirst Corporation (BANF) | 1.1 | $1.6M | +3% | 15k | 106.02 |
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| Mongodb Cl A (MDB) | 1.0 | $1.6M | 3.7k | 419.69 |
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| Merck & Co (MRK) | 1.0 | $1.6M | +4% | 15k | 105.26 |
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| McDonald's Corporation (MCD) | 1.0 | $1.5M | +4% | 4.9k | 305.66 |
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| Rio Tinto Sponsored Adr (RIO) | 1.0 | $1.5M | +2% | 18k | 80.03 |
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| Sherwin-Williams Company (SHW) | 1.0 | $1.4M | +3% | 4.5k | 324.03 |
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| Visa Com Cl A (V) | 1.0 | $1.4M | 4.1k | 350.71 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 1.0 | $1.4M | 18k | 78.86 |
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| Dell Technologies CL C (DELL) | 0.8 | $1.3M | +4% | 10k | 125.88 |
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| Church & Dwight (CHD) | 0.8 | $1.2M | +7% | 15k | 83.85 |
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| SYSCO Corporation (SYY) | 0.8 | $1.2M | +2% | 16k | 73.69 |
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| Trane Technologies SHS (TT) | 0.8 | $1.2M | +5% | 3.1k | 389.20 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $1.2M | +5% | 2.4k | 483.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $1.1M | +3% | 4.2k | 268.30 |
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| Pepsi (PEP) | 0.7 | $1.1M | 7.8k | 143.51 |
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| Medtronic SHS (MDT) | 0.7 | $1.1M | +5% | 12k | 96.06 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.7 | $1.1M | 19k | 56.81 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.7 | $1.0M | -24% | 21k | 49.14 |
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| Honeywell International (HON) | 0.7 | $1.0M | +14% | 5.2k | 195.09 |
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| Vanguard World Health Car Etf (VHT) | 0.7 | $983k | 3.4k | 287.85 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.6 | $972k | -40% | 8.8k | 110.25 |
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| Williams Companies (WMB) | 0.6 | $971k | +15% | 16k | 60.11 |
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| T. Rowe Price (TROW) | 0.6 | $921k | +11% | 9.0k | 102.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $757k | -3% | 1.1k | 684.71 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $755k | NEW | 1.00 | 754800.00 |
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| At&t (T) | 0.5 | $740k | +35% | 30k | 24.84 |
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| Public Storage (PSA) | 0.5 | $733k | +26% | 2.8k | 259.50 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.5 | $703k | 16k | 43.38 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $528k | 700.00 | 753.78 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $508k | -2% | 745.00 | 681.92 |
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| Meta Platforms Cl A (META) | 0.3 | $487k | +7% | 737.00 | 660.09 |
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| Spdr Series Trust State Street Spd (SPTS) | 0.3 | $464k | 16k | 29.28 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.3 | $464k | 11k | 43.25 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $391k | 1.8k | 212.06 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $391k | -50% | 7.8k | 49.84 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $362k | 1.2k | 312.90 |
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| Tcw Etf Trust Flexible Income (FLXR) | 0.2 | $355k | 9.0k | 39.60 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $353k | 3.8k | 94.16 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.2 | $323k | -3% | 6.5k | 49.86 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.2 | $286k | 9.2k | 30.96 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $278k | 3.5k | 79.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $269k | 438.00 | 614.05 |
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| Spdr Series Trust State Street Spd (CWB) | 0.2 | $256k | 2.9k | 89.20 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $244k | 729.00 | 335.27 |
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| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.1 | $226k | 5.4k | 41.53 |
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| Amphenol Corp Cl A (APH) | 0.1 | $215k | NEW | 1.6k | 135.14 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $209k | +100% | 1.5k | 143.97 |
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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 Q4 filed Feb. 3, 2026
- 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