Capstone Triton Financial Group
Latest statistics and disclosures from Triton Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMAT, GOOG, NVDA, MRVL, and represent 23.02% of Triton Financial Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$13M), AMAT (+$7.7M), GOOG (+$6.8M), NVDA (+$6.5M), MRVL (+$5.7M), AMZN (+$5.6M), WMT (+$5.4M), GLW (+$5.3M), DELL, CSCO.
- Started 67 new stock positions in MCD, ECL, TT, CHD, PEP, RSP, EMR, DOV, CRWD, ABBV.
- Reduced shares in these 10 stocks: PSI, BALT, QQQM, SPYM, ANGL, BSTP, VNLA, PLTR, SPYV, AGZ.
- Sold out of its positions in ARKQ, SGOL, BA, DBEF, MLPX, PMAY, PSEP, PJUN, POCT, PJUL.
- Triton Financial Group was a net buyer of stock by $110M.
- Triton Financial Group has $174M in assets under management (AUM), dropping by 202.85%.
- Central Index Key (CIK): 0001811805
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Portfolio Holdings for Triton Financial Group
Triton Financial Group holds 99 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.6 | $13M | NEW | 46k | 289.36 |
|
| Applied Materials (AMAT) | 4.4 | $7.7M | NEW | 11k | 723.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $6.8M | NEW | 19k | 353.33 |
|
| NVIDIA Corporation (NVDA) | 3.8 | $6.5M | NEW | 33k | 200.09 |
|
| Marvell Technology (MRVL) | 3.3 | $5.7M | NEW | 19k | 297.89 |
|
| Amazon (AMZN) | 3.2 | $5.6M | NEW | 24k | 238.34 |
|
| Wal-Mart Stores (WMT) | 3.1 | $5.4M | NEW | 48k | 113.26 |
|
| Corning Incorporated (GLW) | 3.0 | $5.3M | NEW | 21k | 255.43 |
|
| Dell Technologies CL C (DELL) | 2.5 | $4.3M | NEW | 9.9k | 431.46 |
|
| Cisco Systems (CSCO) | 2.4 | $4.2M | NEW | 36k | 117.46 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.4 | $4.1M | NEW | 5.4k | 763.14 |
|
| Costco Wholesale Corporation (COST) | 2.2 | $3.8M | NEW | 4.1k | 935.44 |
|
| Microsoft Corporation (MSFT) | 2.1 | $3.7M | NEW | 10k | 373.02 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 2.1 | $3.6M | -46% | 105k | 34.27 |
|
| Invesco Exchange Traded Fd T Semiconductors (PSI) | 1.9 | $3.4M | -50% | 18k | 187.82 |
|
| Coca-Cola Company (KO) | 1.9 | $3.3M | NEW | 41k | 81.27 |
|
| Broadcom (AVGO) | 1.6 | $2.8M | NEW | 7.5k | 377.75 |
|
| Digital Realty Trust (DLR) | 1.5 | $2.6M | NEW | 14k | 179.58 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $2.5M | NEW | 5.1k | 500.39 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.3 | $2.2M | -47% | 7.4k | 302.97 |
|
| International Business Machines (IBM) | 1.2 | $2.2M | NEW | 7.7k | 281.21 |
|
| Abbvie (ABBV) | 1.2 | $2.1M | NEW | 8.2k | 251.64 |
|
| AFLAC Incorporated (AFL) | 1.2 | $2.0M | NEW | 17k | 117.25 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $2.0M | NEW | 6.2k | 327.33 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 1.2 | $2.0M | -48% | 23k | 87.88 |
|
| Cincinnati Financial Corporation (CINF) | 1.2 | $2.0M | NEW | 11k | 185.14 |
|
| Innovator Etfs Trust Buff Step Up Etf (BSTP) | 1.1 | $1.9M | -45% | 49k | 39.33 |
|
| Dover Corporation (DOV) | 1.1 | $1.9M | NEW | 8.4k | 224.28 |
|
| Emerson Electric (EMR) | 1.1 | $1.9M | NEW | 13k | 143.15 |
|
| Merck & Co (MRK) | 1.0 | $1.8M | NEW | 14k | 128.50 |
|
| Ecolab (ECL) | 1.0 | $1.8M | NEW | 6.4k | 278.61 |
|
| Republic Services (RSG) | 1.0 | $1.7M | NEW | 8.2k | 213.08 |
|
| L3harris Technologies (LHX) | 1.0 | $1.7M | NEW | 5.8k | 290.59 |
|
| BancFirst Corporation (BANF) | 1.0 | $1.7M | NEW | 15k | 111.13 |
|
| Abbott Laboratories (ABT) | 0.9 | $1.6M | NEW | 18k | 90.74 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.9 | $1.6M | -52% | 54k | 29.24 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.9 | $1.6M | NEW | 17k | 94.93 |
|
| Netflix (NFLX) | 0.9 | $1.5M | NEW | 21k | 71.40 |
|
| Ge Vernova (GEV) | 0.9 | $1.5M | +12% | 1.3k | 1174.86 |
|
| Sherwin-Williams Company (SHW) | 0.9 | $1.5M | NEW | 4.3k | 344.32 |
|
| Trane Technologies SHS (TT) | 0.8 | $1.5M | NEW | 3.0k | 491.16 |
|
| Church & Dwight (CHD) | 0.8 | $1.5M | NEW | 15k | 96.88 |
|
| Oracle Corporation (ORCL) | 0.8 | $1.4M | NEW | 9.8k | 146.55 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.8 | $1.4M | NEW | 11k | 131.43 |
|
| Visa Com Cl A (V) | 0.8 | $1.4M | NEW | 4.1k | 343.07 |
|
| SYSCO Corporation (SYY) | 0.8 | $1.3M | NEW | 16k | 83.58 |
|
| McDonald's Corporation (MCD) | 0.7 | $1.3M | NEW | 4.7k | 270.34 |
|
| Mongodb Cl A (MDB) | 0.7 | $1.2M | NEW | 3.7k | 335.90 |
|
| Williams Companies (WMB) | 0.7 | $1.2M | NEW | 16k | 74.34 |
|
| Lockheed Martin Corporation (LMT) | 0.7 | $1.2M | NEW | 2.3k | 509.46 |
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $1.2M | -51% | 10k | 116.67 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.7 | $1.2M | -48% | 19k | 60.79 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $1.1M | NEW | 9.9k | 114.18 |
|
| Pepsi (PEP) | 0.6 | $1.1M | NEW | 8.2k | 135.39 |
|
| Vanguard World Health Car Etf (VHT) | 0.6 | $1.1M | NEW | 3.7k | 299.01 |
|
| salesforce (CRM) | 0.6 | $1000k | NEW | 6.4k | 156.67 |
|
| Medtronic SHS (MDT) | 0.6 | $972k | NEW | 12k | 78.23 |
|
| Public Storage (PSA) | 0.5 | $895k | -49% | 2.8k | 318.31 |
|
| Caterpillar (CAT) | 0.5 | $869k | NEW | 816.00 | 1065.39 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $828k | -49% | 1.1k | 748.89 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $822k | NEW | 2.2k | 370.04 |
|
| American Electric Power Company (AEP) | 0.5 | $801k | NEW | 5.9k | 136.81 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $749k | NEW | 1.00 | 748850.00 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.4 | $744k | -50% | 16k | 45.89 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.4 | $671k | -66% | 14k | 48.87 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $669k | NEW | 5.6k | 119.52 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.4 | $662k | -16% | 15k | 43.06 |
|
| At&t (T) | 0.4 | $628k | NEW | 30k | 20.70 |
|
| Honeywell Aerospace (HONA) | 0.4 | $609k | NEW | 2.8k | 221.08 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.3 | $594k | -64% | 5.4k | 109.28 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $586k | NEW | 4.7k | 124.44 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.3 | $582k | -18% | 12k | 47.77 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $521k | -51% | 698.00 | 746.77 |
|
| Micron Technology (MU) | 0.3 | $510k | NEW | 442.00 | 1154.29 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.3 | $490k | -50% | 11k | 45.64 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.3 | $462k | -49% | 16k | 29.01 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $430k | -48% | 1.2k | 357.29 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $422k | -49% | 1.9k | 227.07 |
|
| Meta Platforms Cl A (META) | 0.2 | $420k | NEW | 745.00 | 563.22 |
|
| Cummins (CMI) | 0.2 | $417k | NEW | 585.00 | 713.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $416k | NEW | 2.0k | 212.77 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $372k | -43% | 2.0k | 190.52 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $364k | -49% | 3.8k | 96.46 |
|
| Tcw Etf Trust Flexible Income (FLXR) | 0.2 | $351k | -50% | 9.0k | 39.21 |
|
| Advanced Micro Devices (AMD) | 0.2 | $351k | NEW | 604.00 | 580.91 |
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.2 | $323k | -52% | 6.1k | 52.68 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 0.2 | $321k | -49% | 9.4k | 34.15 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $301k | NEW | 1.7k | 176.32 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $280k | NEW | 15k | 18.53 |
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.1 | $257k | -58% | 2.4k | 107.82 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $256k | NEW | 3.2k | 79.03 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $256k | -55% | 347.00 | 736.33 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $247k | NEW | 2.9k | 85.49 |
|
| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.1 | $242k | -50% | 5.4k | 44.41 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $226k | -49% | 5.6k | 40.68 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $223k | NEW | 611.00 | 365.71 |
|
| Prudential Financial (PRU) | 0.1 | $219k | NEW | 2.0k | 107.95 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $213k | -49% | 7.4k | 28.96 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.1 | $207k | -50% | 4.7k | 44.35 |
|
Past Filings by Triton Financial Group
SEC 13F filings are viewable for Triton Financial Group going back to 2020
- Triton Financial Group 2026 Q2 filed Aug. 17, 2026
- Triton Financial Group 2026 Q1 filed May 15, 2026
- 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