TritonPoint Partners
Latest statistics and disclosures from TritonPoint Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, GOOG, AMZN, VUG, and represent 22.76% of TritonPoint Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$91M), GOOG (+$43M), GOOGL (+$43M), VUG (+$37M), AMZN (+$35M), LRCX (+$26M), JPM (+$26M), IYW (+$23M), MSFT (+$21M), XPO (+$19M).
- Started 189 new stock positions in CRWD, FTV, SOXX, PLD, VIK, AMAT, CPRT, MDYG, AIG, AKAM.
- Reduced shares in these 10 stocks: BIL (-$33M), DIVO, CGIC, GE, APH, SPXC, , BAI, LIN, GS.
- Sold out of its positions in EMOP, ACM, CNEQ, DIVO, BITB, ETHW, BRTR, BKNG, CHRW, CDNS.
- TritonPoint Partners was a net buyer of stock by $908M.
- TritonPoint Partners has $1.2B in assets under management (AUM), dropping by 343.76%.
- Central Index Key (CIK): 0002111167
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Portfolio Holdings for TritonPoint Partners
TritonPoint Partners holds 351 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) | 8.4 | $102M | +811% | 351k | 289.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $49M | +640% | 138k | 357.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $45M | +2170% | 128k | 353.33 |
|
| Amazon (AMZN) | 3.4 | $41M | +635% | 170k | 238.34 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $38M | +22571% | 435k | 86.14 |
|
| Lam Research Corp Com New (LRCX) | 2.5 | $31M | +614% | 71k | 433.59 |
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $29M | +803% | 87k | 327.33 |
|
| Microsoft Corporation (MSFT) | 2.3 | $27M | +340% | 73k | 373.02 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $24M | +179% | 35k | 686.80 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 2.0 | $24M | +4211% | 94k | 252.23 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $23M | +340% | 116k | 200.09 |
|
| Visa Com Cl A (V) | 1.7 | $20M | +518% | 58k | 343.09 |
|
| Xpo Logistics Inc equity (XPO) | 1.6 | $19M | NEW | 93k | 205.29 |
|
| Johnson & Johnson (JNJ) | 1.6 | $19M | +621% | 74k | 253.97 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $16M | +7% | 21k | 748.88 |
|
| Dover Corporation (DOV) | 1.3 | $15M | +1339% | 68k | 224.28 |
|
| Wal-Mart Stores (WMT) | 1.2 | $15M | +457% | 128k | 113.26 |
|
| Broadstone Net Lease (BNL) | 1.2 | $14M | +437% | 676k | 20.96 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $14M | +1452% | 27k | 513.60 |
|
| TJX Companies (TJX) | 1.0 | $13M | +788% | 83k | 151.50 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 1.0 | $12M | NEW | 67k | 185.23 |
|
| Danaher Corporation (DHR) | 1.0 | $12M | +1840% | 63k | 190.88 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.0 | $12M | NEW | 61k | 190.52 |
|
| Intuitive Surgical Com New (ISRG) | 0.9 | $11M | +829% | 28k | 397.69 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.9 | $11M | +676% | 208k | 53.61 |
|
| Chubb (CB) | 0.9 | $11M | +838% | 32k | 341.75 |
|
| Caterpillar (CAT) | 0.9 | $11M | +1035% | 10k | 1064.90 |
|
| Boeing Company (BA) | 0.8 | $9.8M | +542% | 45k | 216.47 |
|
| Thermo Fisher Scientific (TMO) | 0.8 | $9.7M | NEW | 19k | 501.83 |
|
| Analog Devices (ADI) | 0.8 | $9.6M | +421% | 24k | 397.18 |
|
| Micron Technology (MU) | 0.7 | $8.9M | NEW | 7.7k | 1154.34 |
|
| Mondelez Intl Cl A (MDLZ) | 0.7 | $8.6M | +1094% | 147k | 58.34 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.7 | $8.5M | -5% | 72k | 118.99 |
|
| Merck & Co (MRK) | 0.7 | $8.4M | +624% | 65k | 129.34 |
|
| Qxo Com New (QXO) | 0.7 | $8.3M | +3102% | 483k | 17.28 |
|
| Ge Vernova (GEV) | 0.6 | $7.6M | +300% | 6.5k | 1175.35 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $7.5M | +423% | 15k | 500.37 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $7.4M | +917% | 47k | 158.03 |
|
| Yum! Brands (YUM) | 0.6 | $7.1M | NEW | 44k | 159.86 |
|
| Starbucks Corporation (SBUX) | 0.6 | $7.0M | +823% | 68k | 102.19 |
|
| Chevron Corporation (CVX) | 0.6 | $6.9M | +374% | 42k | 165.76 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $6.9M | NEW | 18k | 393.96 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $6.7M | +15% | 69k | 96.58 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.5 | $6.6M | NEW | 41k | 158.66 |
|
| Pepsi (PEP) | 0.5 | $6.5M | +2200% | 48k | 135.40 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $6.5M | +471% | 34k | 189.73 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $5.9M | +189% | 12k | 478.47 |
|
| Home Depot (HD) | 0.5 | $5.9M | +178% | 17k | 352.68 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $5.8M | +405% | 6.2k | 935.52 |
|
| Capital One Financial (COF) | 0.5 | $5.5M | +2355% | 27k | 200.62 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $5.4M | NEW | 46k | 117.50 |
|
| UnitedHealth (UNH) | 0.4 | $5.4M | +334% | 13k | 415.64 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.4 | $5.3M | -10% | 101k | 52.34 |
|
| EOG Resources (EOG) | 0.4 | $5.1M | +520% | 40k | 129.73 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $5.1M | +518% | 35k | 148.31 |
|
| Colgate-Palmolive Company (CL) | 0.4 | $5.1M | +1931% | 56k | 91.68 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.4 | $5.1M | -11% | 112k | 45.66 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $5.1M | +643% | 4.2k | 1199.29 |
|
| Broadcom (AVGO) | 0.4 | $5.0M | +37% | 13k | 377.76 |
|
| Blackrock (BLK) | 0.4 | $5.0M | +517% | 5.2k | 961.48 |
|
| Cme (CME) | 0.4 | $4.9M | +861% | 22k | 220.83 |
|
| Ecolab (ECL) | 0.4 | $4.8M | +1147% | 17k | 279.33 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $4.7M | NEW | 62k | 76.70 |
|
| Abbott Laboratories (ABT) | 0.4 | $4.6M | NEW | 51k | 90.74 |
|
| Wells Fargo & Company (WFC) | 0.4 | $4.5M | +202% | 55k | 82.64 |
|
| AES Corporation (AES) | 0.4 | $4.4M | +763% | 300k | 14.66 |
|
| L3harris Technologies (LHX) | 0.4 | $4.4M | +422% | 15k | 290.59 |
|
| Servicenow (NOW) | 0.4 | $4.3M | +440% | 44k | 99.28 |
|
| Procter & Gamble Company (PG) | 0.4 | $4.3M | +576% | 29k | 146.64 |
|
| Coca-Cola Company (KO) | 0.4 | $4.3M | +823% | 52k | 81.66 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.4 | $4.3M | +5% | 91k | 46.93 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.3 | $4.2M | -4% | 69k | 60.79 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.2M | +136% | 5.6k | 748.63 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $4.0M | NEW | 13k | 303.12 |
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.3 | $4.0M | NEW | 110k | 36.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.0M | +174% | 5.5k | 737.16 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $4.0M | NEW | 4.1k | 978.12 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.3 | $3.8M | NEW | 35k | 107.13 |
|
| Palo Alto Networks (PANW) | 0.3 | $3.7M | +36% | 11k | 341.02 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.7M | +51% | 10k | 370.04 |
|
| Generac Holdings (GNRC) | 0.3 | $3.7M | +506% | 13k | 292.81 |
|
| Meta Platforms Cl A (META) | 0.3 | $3.7M | +145% | 6.6k | 563.33 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $3.6M | NEW | 9.8k | 370.60 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $3.6M | NEW | 7.0k | 509.49 |
|
| PNC Financial Services (PNC) | 0.3 | $3.5M | NEW | 14k | 246.22 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $3.5M | NEW | 18k | 197.60 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.4M | 42k | 82.84 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $3.4M | NEW | 60k | 56.98 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.3 | $3.4M | NEW | 29k | 117.28 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.3M | -3% | 33k | 98.98 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $3.2M | NEW | 40k | 80.57 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $3.1M | +775% | 70k | 44.85 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.1M | +90% | 21k | 146.55 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $2.9M | NEW | 25k | 119.52 |
|
| Labcorp Holdings Com Shs (LH) | 0.2 | $2.9M | NEW | 10k | 280.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.9M | +280% | 13k | 217.93 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.8M | +72% | 37k | 77.11 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.8M | NEW | 24k | 117.67 |
|
| Abbvie (ABBV) | 0.2 | $2.8M | NEW | 11k | 251.65 |
|
| Tesla Motors (TSLA) | 0.2 | $2.8M | +96% | 6.6k | 420.58 |
|
| Union Pacific Corporation (UNP) | 0.2 | $2.7M | NEW | 10k | 272.00 |
|
| AeroVironment (AVAV) | 0.2 | $2.7M | NEW | 16k | 165.07 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.7M | +379% | 10k | 270.31 |
|
| Enterprise Products Partners (EPD) | 0.2 | $2.6M | NEW | 71k | 36.76 |
|
| Ball Corporation (BALL) | 0.2 | $2.6M | NEW | 41k | 62.40 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.6M | 27k | 94.52 |
|
|
| Tcw Transform Etf Trust Transform System (PWRD) | 0.2 | $2.5M | -20% | 21k | 122.96 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $2.4M | NEW | 57k | 42.59 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $2.4M | +435% | 10k | 242.99 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.4M | NEW | 17k | 137.53 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $2.3M | +11% | 25k | 92.27 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $2.1M | NEW | 5.7k | 365.69 |
|
| Advanced Micro Devices (AMD) | 0.2 | $2.0M | NEW | 3.5k | 580.91 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.2 | $2.0M | NEW | 20k | 101.10 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.0M | NEW | 26k | 77.91 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $1.9M | NEW | 22k | 83.07 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.8M | -3% | 24k | 75.79 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.8M | NEW | 5.9k | 306.31 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.8M | NEW | 61k | 29.43 |
|
| Dell Technologies CL C (DELL) | 0.1 | $1.7M | NEW | 3.9k | 431.46 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.6M | NEW | 12k | 131.43 |
|
| Cisco Systems (CSCO) | 0.1 | $1.6M | NEW | 14k | 117.46 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.6M | +30% | 12k | 136.72 |
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.1 | $1.6M | -5% | 32k | 48.29 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $1.5M | -42% | 29k | 52.72 |
|
| Kla Corp Com New (KLAC) | 0.1 | $1.5M | +2305% | 4.9k | 301.71 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.5M | NEW | 16k | 93.38 |
|
| Walt Disney Company (DIS) | 0.1 | $1.4M | +155% | 15k | 96.92 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.4M | -53% | 3.7k | 373.76 |
|
| Applied Materials (AMAT) | 0.1 | $1.4M | NEW | 1.9k | 723.00 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.4M | +213% | 6.1k | 225.62 |
|
| Emerson Electric (EMR) | 0.1 | $1.3M | NEW | 9.4k | 143.15 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.3M | +54% | 23k | 56.48 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $1.3M | NEW | 23k | 57.62 |
|
| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.2M | NEW | 7.3k | 166.65 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $1.2M | NEW | 11k | 107.50 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.2M | NEW | 24k | 50.70 |
|
| Corning Incorporated (GLW) | 0.1 | $1.2M | +45% | 4.7k | 255.42 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $1.2M | NEW | 13k | 90.60 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $1.2M | +4% | 39k | 30.01 |
|
| Netflix (NFLX) | 0.1 | $1.2M | +251% | 16k | 71.40 |
|
| Intel Corporation (INTC) | 0.1 | $1.1M | NEW | 8.2k | 139.63 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $1.1M | -21% | 11k | 100.35 |
|
| Stryker Corporation (SYK) | 0.1 | $1.1M | -3% | 3.5k | 315.68 |
|
| Goldman Sachs (GS) | 0.1 | $1.1M | -46% | 1.1k | 1011.80 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | +488% | 8.6k | 124.16 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.1M | NEW | 9.9k | 107.62 |
|
| 3M Company (MMM) | 0.1 | $1.1M | NEW | 6.6k | 161.91 |
|
| Akamai Technologies (AKAM) | 0.1 | $1.1M | NEW | 9.0k | 118.21 |
|
| Linde SHS (LIN) | 0.1 | $1.0M | -48% | 2.0k | 518.87 |
|
| Qualcomm (QCOM) | 0.1 | $1.0M | +19% | 5.6k | 184.78 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.0M | NEW | 1.5k | 705.04 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.0M | -4% | 10k | 102.16 |
|
| Oneok (OKE) | 0.1 | $1.0M | +83% | 12k | 86.94 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.0M | +51% | 2.4k | 409.58 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.0M | NEW | 1.5k | 656.08 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $978k | +6% | 3.8k | 254.50 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $969k | NEW | 18k | 53.11 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $955k | +148% | 3.2k | 300.43 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $924k | NEW | 14k | 67.01 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $901k | +33% | 11k | 78.82 |
|
| American Express Company (AXP) | 0.1 | $881k | +108% | 2.6k | 338.31 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $877k | NEW | 6.6k | 133.09 |
|
| General Dynamics Corporation (GD) | 0.1 | $876k | +8% | 2.5k | 354.21 |
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.1 | $875k | NEW | 7.3k | 119.13 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $872k | 8.0k | 109.43 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $869k | NEW | 14k | 61.46 |
|
| Titan International (TWI) | 0.1 | $867k | 113k | 7.71 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $850k | NEW | 4.1k | 209.04 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $843k | +96% | 7.2k | 116.67 |
|
| Gilead Sciences (GILD) | 0.1 | $794k | +29% | 6.3k | 126.34 |
|
| Honeywell International (HON) | 0.1 | $790k | NEW | 3.5k | 223.90 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $786k | NEW | 3.1k | 255.67 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $784k | +73% | 4.2k | 188.09 |
|
| Domino's Pizza (DPZ) | 0.1 | $783k | NEW | 2.6k | 296.04 |
|
| Honeywell Aerospace (HONA) | 0.1 | $780k | NEW | 3.5k | 221.08 |
|
| Western Digital (WDC) | 0.1 | $751k | -28% | 1.2k | 638.72 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | NEW | 1.00 | 748850.00 |
|
| CSX Corporation (CSX) | 0.1 | $745k | NEW | 16k | 47.53 |
|
| Pfizer (PFE) | 0.1 | $743k | NEW | 31k | 24.08 |
|
| International Business Machines (IBM) | 0.1 | $736k | NEW | 2.6k | 281.18 |
|
| Cummins (CMI) | 0.1 | $723k | NEW | 1.0k | 713.21 |
|
| FedEx Corporation (FDX) | 0.1 | $719k | NEW | 2.3k | 314.35 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $715k | -18% | 359.00 | 1990.93 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $714k | -54% | 11k | 68.01 |
|
| Cameco Corporation (CCJ) | 0.1 | $708k | NEW | 6.8k | 103.41 |
|
| Philip Morris International (PM) | 0.1 | $702k | NEW | 3.8k | 182.40 |
|
| Simon Property (SPG) | 0.1 | $699k | NEW | 3.1k | 223.65 |
|
| Citigroup Com New (C) | 0.1 | $689k | NEW | 4.9k | 139.95 |
|
| American Intl Group Com New (AIG) | 0.1 | $682k | NEW | 9.1k | 74.53 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $678k | NEW | 23k | 28.96 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $671k | -67% | 3.8k | 176.57 |
|
| Kinder Morgan (KMI) | 0.1 | $670k | NEW | 21k | 31.97 |
|
| Quanta Services (PWR) | 0.1 | $666k | +49% | 925.00 | 720.04 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $655k | -27% | 2.9k | 229.60 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $654k | NEW | 3.1k | 212.77 |
|
| Atlantic Union B (AUB) | 0.1 | $651k | NEW | 15k | 42.31 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.1 | $647k | -45% | 8.2k | 79.41 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $646k | -22% | 8.4k | 76.55 |
|
| Southern Company (SO) | 0.1 | $644k | NEW | 6.7k | 95.71 |
|
| Spdr Series Trust State Street Spd (FLRN) | 0.1 | $639k | 21k | 30.85 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $636k | +72% | 2.7k | 236.62 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $631k | NEW | 827.00 | 762.96 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $630k | NEW | 17k | 36.13 |
|
| S&p Global (SPGI) | 0.1 | $616k | -25% | 1.5k | 407.35 |
|
| ConocoPhillips (COP) | 0.1 | $605k | NEW | 5.8k | 103.96 |
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $600k | NEW | 5.4k | 112.09 |
|
| Nextera Energy (NEE) | 0.0 | $597k | +203% | 6.8k | 87.77 |
|
| Republic Svcs Com Shs (RSG) | 0.0 | $597k | -10% | 2.8k | 213.08 |
|
| Williams Companies (WMB) | 0.0 | $593k | NEW | 8.0k | 74.34 |
|
| SLB Com Stk (SLB) | 0.0 | $586k | NEW | 13k | 46.80 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $581k | NEW | 2.4k | 242.43 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $579k | -20% | 1.7k | 338.72 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $577k | NEW | 3.2k | 178.60 |
|
| Sandisk Corp (SNDK) | 0.0 | $573k | NEW | 252.00 | 2273.73 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.0 | $565k | NEW | 2.3k | 247.89 |
|
| M&T Bank Corporation (MTB) | 0.0 | $559k | NEW | 2.3k | 238.06 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $558k | -53% | 9.0k | 62.11 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $552k | -25% | 1.5k | 368.38 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $549k | +8% | 2.5k | 219.43 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $524k | NEW | 3.6k | 144.59 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $522k | -34% | 3.2k | 164.27 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $522k | NEW | 3.4k | 154.11 |
|
| Copart (CPRT) | 0.0 | $514k | NEW | 18k | 28.19 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $510k | NEW | 15k | 35.22 |
|
| Markel Corporation (MKL) | 0.0 | $504k | NEW | 258.00 | 1953.01 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $502k | NEW | 520.00 | 965.74 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $502k | NEW | 26k | 19.12 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $499k | -8% | 4.5k | 111.31 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $495k | +61% | 5.5k | 90.47 |
|
| Amgen (AMGN) | 0.0 | $483k | +75% | 1.3k | 362.08 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $480k | NEW | 4.0k | 119.33 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $475k | NEW | 3.7k | 127.51 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $465k | NEW | 1.6k | 298.08 |
|
| Intercontinental Exchange (ICE) | 0.0 | $463k | NEW | 3.8k | 123.11 |
|
| Eaton Corp SHS (ETN) | 0.0 | $455k | NEW | 1.1k | 426.20 |
|
| Phillips 66 (PSX) | 0.0 | $452k | NEW | 2.7k | 169.08 |
|
| Tompkins Financial Corporation (TMP) | 0.0 | $450k | NEW | 4.8k | 94.52 |
|
| Deere & Company (DE) | 0.0 | $450k | NEW | 707.00 | 635.95 |
|
| Marvell Technology (MRVL) | 0.0 | $446k | NEW | 1.5k | 297.89 |
|
| Spdr Series Trust St Nuve Term Etf (SHM) | 0.0 | $443k | NEW | 9.2k | 47.97 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $443k | NEW | 3.0k | 146.41 |
|
| Carlyle Group (CG) | 0.0 | $440k | NEW | 11k | 42.11 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $438k | NEW | 4.7k | 93.92 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $427k | +20% | 3.9k | 110.15 |
|
| EastGroup Properties (EGP) | 0.0 | $427k | NEW | 2.1k | 204.08 |
|
| FirstEnergy (FE) | 0.0 | $426k | NEW | 9.0k | 47.54 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $424k | NEW | 661.00 | 640.76 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $417k | +67% | 3.8k | 110.33 |
|
| Prologis (PLD) | 0.0 | $403k | NEW | 3.0k | 135.47 |
|
| General Motors Company (GM) | 0.0 | $391k | NEW | 5.1k | 77.08 |
|
| Altria (MO) | 0.0 | $388k | NEW | 5.3k | 73.00 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $386k | NEW | 619.00 | 623.54 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $385k | NEW | 185.00 | 2080.79 |
|
| Targa Res Corp (TRGP) | 0.0 | $382k | +27% | 1.4k | 268.14 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $379k | +44% | 2.3k | 163.67 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $376k | NEW | 2.3k | 166.67 |
|
| Progressive Corporation (PGR) | 0.0 | $371k | NEW | 1.7k | 218.43 |
|
| Medtronic SHS (MDT) | 0.0 | $368k | +93% | 4.7k | 78.59 |
|
| Fortinet (FTNT) | 0.0 | $365k | NEW | 2.4k | 153.62 |
|
| McKesson Corporation (MCK) | 0.0 | $363k | NEW | 480.00 | 756.44 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $362k | 3.8k | 95.62 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $359k | NEW | 3.5k | 102.97 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.0 | $356k | NEW | 4.9k | 73.26 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $351k | NEW | 706.00 | 496.73 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $350k | +6% | 2.4k | 146.51 |
|
| Fortive (FTV) | 0.0 | $349k | NEW | 5.7k | 61.15 |
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $346k | NEW | 3.3k | 104.67 |
|
| Verizon Communications (VZ) | 0.0 | $344k | NEW | 8.1k | 42.34 |
|
| American Electric Power Company (AEP) | 0.0 | $341k | NEW | 2.5k | 136.79 |
|
| Norfolk Southern (NSC) | 0.0 | $334k | NEW | 1.1k | 314.59 |
|
| Shell Spon Ads (SHEL) | 0.0 | $330k | NEW | 4.3k | 77.54 |
|
| Tyler Technologies (TYL) | 0.0 | $330k | NEW | 1.1k | 292.46 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $327k | NEW | 2.0k | 163.45 |
|
| Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL) | 0.0 | $327k | -54% | 3.8k | 85.86 |
|
| Steris Shs Usd (STE) | 0.0 | $325k | -7% | 1.5k | 210.57 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $325k | NEW | 4.7k | 69.08 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $325k | -20% | 6.8k | 47.94 |
|
| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $322k | NEW | 3.1k | 104.10 |
|
| Metropcs Communications (TMUS) | 0.0 | $320k | NEW | 1.9k | 167.77 |
|
| Travelers Companies (TRV) | 0.0 | $315k | NEW | 953.00 | 330.12 |
|
| D.R. Horton (DHI) | 0.0 | $313k | NEW | 1.9k | 162.90 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $312k | -59% | 1.8k | 169.90 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $311k | NEW | 5.6k | 55.33 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $305k | NEW | 2.2k | 136.60 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $304k | NEW | 2.9k | 103.86 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $300k | 3.1k | 95.44 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $296k | +7% | 694.00 | 426.37 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $294k | NEW | 4.1k | 71.25 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $294k | NEW | 2.8k | 103.96 |
|
| Moelis & Co Cl A (MC) | 0.0 | $292k | NEW | 4.5k | 65.42 |
|
| Allstate Corporation (ALL) | 0.0 | $291k | NEW | 1.2k | 239.40 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $289k | NEW | 10k | 27.70 |
|
| Lowe's Companies (LOW) | 0.0 | $287k | NEW | 1.3k | 220.49 |
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $284k | -8% | 3.9k | 72.66 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $282k | -29% | 548.00 | 515.23 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $282k | NEW | 2.7k | 103.45 |
|
| Zoetis Cl A (ZTS) | 0.0 | $280k | NEW | 3.9k | 71.86 |
|
| Howmet Aerospace (HWM) | 0.0 | $277k | NEW | 1.0k | 268.79 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $275k | NEW | 1.4k | 190.24 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $275k | NEW | 2.9k | 93.66 |
|
| Acuity Brands (AYI) | 0.0 | $272k | NEW | 721.00 | 376.66 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $271k | -10% | 2.2k | 124.42 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.0 | $269k | NEW | 1.9k | 142.39 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $267k | NEW | 1.9k | 143.10 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $266k | NEW | 1.2k | 226.90 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $266k | NEW | 2.0k | 132.24 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $265k | NEW | 801.00 | 330.46 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $261k | NEW | 3.6k | 73.41 |
|
| American Tower Reit (AMT) | 0.0 | $258k | NEW | 1.6k | 165.38 |
|
| Castle Biosciences (CSTL) | 0.0 | $258k | 11k | 23.85 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $255k | -8% | 696.00 | 365.87 |
|
| Constellation Energy (CEG) | 0.0 | $253k | NEW | 1.0k | 248.44 |
|
| Immix Biopharma (IMMX) | 0.0 | $253k | 25k | 10.31 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $251k | -17% | 1.5k | 170.09 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $250k | NEW | 785.00 | 319.01 |
|
| Us Bancorp Com New (USB) | 0.0 | $247k | -18% | 4.0k | 60.98 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $245k | NEW | 1.1k | 227.16 |
|
| Cooper Cos (COO) | 0.0 | $243k | NEW | 3.4k | 71.71 |
|
| Snap-on Incorporated (SNA) | 0.0 | $243k | NEW | 604.00 | 402.40 |
|
| Xometry Class A Com (XMTR) | 0.0 | $240k | NEW | 2.5k | 96.52 |
|
| Edwards Lifesciences (EW) | 0.0 | $239k | -32% | 2.6k | 90.46 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $236k | NEW | 1.6k | 152.21 |
|
| Valero Energy Corporation (VLO) | 0.0 | $234k | NEW | 897.00 | 260.58 |
|
| Waste Connections (WCN) | 0.0 | $229k | NEW | 1.4k | 166.69 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $225k | NEW | 915.00 | 245.35 |
|
| salesforce (CRM) | 0.0 | $223k | NEW | 1.4k | 157.13 |
|
| At&t (T) | 0.0 | $222k | NEW | 11k | 20.70 |
|
| Tractor Supply Company (TSCO) | 0.0 | $218k | -14% | 6.9k | 31.61 |
|
| Unilever Spon Adr New (UL) | 0.0 | $217k | -21% | 3.6k | 60.11 |
|
| Yum China Holdings (YUMC) | 0.0 | $216k | NEW | 5.3k | 40.87 |
|
| Trane Technologies SHS (TT) | 0.0 | $215k | -76% | 438.00 | 491.60 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $215k | +2% | 6.5k | 33.29 |
|
| MasTec (MTZ) | 0.0 | $208k | NEW | 500.00 | 416.06 |
|
| Aon Shs Cl A (AON) | 0.0 | $208k | NEW | 626.00 | 331.69 |
|
| State Street Corporation (STT) | 0.0 | $205k | NEW | 1.2k | 169.62 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $204k | NEW | 2.7k | 75.51 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $204k | NEW | 2.2k | 93.40 |
|
| Uber Technologies (UBER) | 0.0 | $204k | -43% | 2.8k | 72.15 |
|
| Equinix (EQIX) | 0.0 | $202k | NEW | 194.00 | 1043.20 |
|
| Comfort Systems USA (FIX) | 0.0 | $202k | NEW | 102.00 | 1981.95 |
|
| eBay (EBAY) | 0.0 | $202k | NEW | 1.8k | 111.75 |
|
| PPG Industries (PPG) | 0.0 | $201k | NEW | 1.7k | 121.29 |
|
| Iqvia Holdings (IQV) | 0.0 | $200k | NEW | 1.0k | 193.22 |
|
| Arcturus Therapeutics Hldg I (ARCT) | 0.0 | $189k | 28k | 6.72 |
|
|
| Gladstone Commercial Corporation (GOOD) | 0.0 | $168k | NEW | 14k | 12.30 |
|
| Ford Motor Company (F) | 0.0 | $147k | NEW | 11k | 13.90 |
|
| I-80 Gold Corp (IAUX) | 0.0 | $87k | 60k | 1.44 |
|
|
| Intrusion (INTZ) | 0.0 | $33k | NEW | 35k | 0.93 |
|
| Encore Energy Corp Com New (EU) | 0.0 | $23k | 18k | 1.31 |
|
|
| Calcimedica Com New (CALC) | 0.0 | $16k | 15k | 1.03 |
|
Past Filings by TritonPoint Partners
SEC 13F filings are viewable for TritonPoint Partners going back to 2026
- TritonPoint Partners 2026 Q2 filed Aug. 13, 2026
- TritonPoint Partners 2026 Q1 filed April 28, 2026