Capstone Triton Financial Group

Triton Financial Group as of June 30, 2025

Portfolio Holdings for Triton Financial Group

Triton Financial Group holds 87 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.5 $10M 50k 205.17
NVIDIA Corporation (NVDA) 4.4 $6.0M 38k 157.99
Amazon (AMZN) 3.9 $5.4M 25k 219.39
Wal-Mart Stores (WMT) 3.8 $5.2M 53k 97.78
Microsoft Corporation (MSFT) 3.7 $5.1M 10k 497.41
Costco Wholesale Corporation (COST) 2.9 $3.9M 4.0k 989.87
Alphabet Cap Stk Cl A (GOOGL) 2.8 $3.8M 21k 177.33
Crowdstrike Hldgs Cl A (CRWD) 2.2 $3.0M 5.9k 509.31
Netflix (NFLX) 2.1 $2.9M 2.2k 1339.13
Coca-Cola Company (KO) 2.1 $2.9M 41k 70.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $2.7M 5.6k 485.77
Innovator Etfs Trust Defined Wlt Shld (BALT) 1.9 $2.6M 82k 32.08
Cisco Systems (CSCO) 1.9 $2.6M 38k 69.38
Abbott Laboratories (ABT) 1.7 $2.4M 18k 136.01
Check Point Software Tech Lt Ord (CHKP) 1.7 $2.3M 10k 221.25
Applied Materials (AMAT) 1.7 $2.3M 13k 183.07
International Business Machines (IBM) 1.6 $2.3M 7.7k 294.78
Digital Realty Trust (DLR) 1.6 $2.2M 13k 174.33
Oracle Corporation (ORCL) 1.5 $2.1M 9.4k 218.63
Broadcom (AVGO) 1.4 $2.0M 7.2k 275.65
Republic Services (RSG) 1.4 $2.0M 8.1k 246.61
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $2.0M 67k 29.28
BancFirst Corporation (BANF) 1.3 $1.8M 15k 123.62
AFLAC Incorporated (AFL) 1.3 $1.8M 17k 105.46
Emerson Electric (EMR) 1.2 $1.7M 12k 133.33
Ishares Tr Agency Bond Etf (AGZ) 1.2 $1.7M 15k 109.70
Spdr Series Trust Portfolio S&p500 (SPLG) 1.2 $1.6M 22k 72.69
JPMorgan Chase & Co. (JPM) 1.2 $1.6M 5.6k 289.91
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.2 $1.6M 7.1k 227.10
Ecolab (ECL) 1.2 $1.6M 5.9k 269.44
Abbvie (ABBV) 1.1 $1.5M 8.3k 185.62
Marvell Technology (MRVL) 1.1 $1.5M 20k 77.40
Cincinnati Financial Corporation (CINF) 1.1 $1.5M 10k 148.92
salesforce (CRM) 1.1 $1.5M 5.6k 272.68
Innovator Etfs Trust Buffer Step Up S (BSTP) 1.1 $1.5M 44k 34.54
L3harris Technologies (LHX) 1.1 $1.5M 5.9k 250.84
Sherwin-Williams Company (SHW) 1.0 $1.4M 4.2k 343.36
Dover Corporation (DOV) 1.0 $1.4M 7.9k 183.23
Visa Com Cl A (V) 1.0 $1.4M 4.0k 355.05
Palantir Technologies Cl A (PLTR) 1.0 $1.3M 9.9k 136.32
McDonald's Corporation (MCD) 1.0 $1.3M 4.6k 292.20
Church & Dwight (CHD) 0.9 $1.3M 13k 96.11
Trane Technologies SHS (TT) 0.9 $1.3M 2.9k 437.41
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.9 $1.2M 25k 49.20
SYSCO Corporation (SYY) 0.9 $1.2M 16k 75.74
Dell Technologies CL C (DELL) 0.8 $1.1M 9.3k 122.60
Invesco Exchange Traded Fd T Semiconductors (PSI) 0.8 $1.1M 19k 59.96
Merck & Co (MRK) 0.8 $1.1M 14k 79.16
Accenture Plc Ireland Shs Class A (ACN) 0.8 $1.1M 3.6k 298.89
Rio Tinto Sponsored Adr (RIO) 0.8 $1.0M 18k 58.33
Corning Incorporated (GLW) 0.8 $1.0M 20k 52.59
Lockheed Martin Corporation (LMT) 0.7 $1.0M 2.2k 463.14
Honeywell International (HON) 0.7 $1.0M 4.3k 232.88
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.7 $973k 19k 52.34
Pepsi (PEP) 0.7 $949k 7.2k 132.03
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.7 $942k 17k 56.64
Medtronic SHS (MDT) 0.7 $906k 10k 87.17
Clorox Company (CLX) 0.6 $869k 7.2k 120.07
Oge Energy Corp (OGE) 0.6 $845k 19k 44.38
Vanguard World Health Car Etf (VHT) 0.6 $828k 3.3k 248.34
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.6 $795k 16k 49.87
T. Rowe Price (TROW) 0.6 $786k 8.1k 96.50
Mongodb Cl A (MDB) 0.6 $782k 3.7k 209.99
Williams Companies (WMB) 0.6 $776k 12k 62.81
Cogent Communications Hldgs Com New (CCOI) 0.6 $765k 16k 48.21
Ishares Tr Core S&p500 Etf (IVV) 0.5 $708k 1.1k 620.77
ConAgra Foods (CAG) 0.5 $690k 34k 20.47
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.5 $648k 16k 40.01
At&t (T) 0.4 $609k 21k 28.94
Public Storage (PSA) 0.4 $577k 2.0k 293.42
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $544k 7.0k 77.34
Meta Platforms Cl A (META) 0.4 $507k 687.00 738.09
Vanguard World Inf Tech Etf (VGT) 0.3 $464k 700.00 663.28
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $396k 4.1k 95.83
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $358k 1.8k 195.43
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $352k 3.8k 93.87
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.2 $336k 8.3k 40.46
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.2 $322k 6.9k 47.00
Abrdn Etfs Bbrg All Commdy (BCD) 0.2 $308k 9.3k 33.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $293k 3.7k 79.50
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.2 $260k 3.1k 82.66
Vaneck Etf Trust Preferred Securt (PFXF) 0.2 $235k 24k 9.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $225k 407.00 552.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $222k 729.00 303.93
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.2 $208k 5.4k 38.27
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $201k 3.9k 51.10
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $201k 724.00 276.94