Tritonpoint Partners, LLC Top Holdings and 13F Report (2026)

About Tritonpoint Partners, LLC

Investment Activity

Tritonpoint Partners, LLC has $1.21 billion in total holdings as of June 30, 2026.
Tritonpoint Partners, LLC owns shares of 351 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
Approximately 80.96% of the portfolio was purchased this quarter.
About 5.60% of the portfolio was sold this quarter.
This quarter, Tritonpoint Partners, LLC has purchased 200 new stocks and bought additional shares in 107 stocks.
Tritonpoint Partners, LLC sold shares of 49 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

Apple: $101,687,461
Alphabet: $49,388,875
Alphabet: $45,164,368
Amazon.com: $40,624,290
Vanguard Growth ETF: $37,476,659

Largest New Holdings this Quarter

983793100 - XPO: $19,104,082 Holding
81369Y704 - Industrial Select Sector SPDR Fund: $12,351,260 Holding
81369Y803 - Technology Select Sector SPDR Fund: $11,527,222 Holding
883556102 - Thermo Fisher Scientific: $9,747,045 Holding
595112103 - Micron Technology: $8,917,275 Holding

Largest Purchases this Quarter

Apple: 312,851 shares (about $90.53M)
Alphabet: 122,195 shares (about $43.18M)
Alphabet: 119,526 shares (about $42.71M)
Vanguard Growth ETF: 433,148 shares (about $37.31M)
Amazon.com: 147,287 shares (about $35.10M)

Largest Sales this Quarter

GE Aerospace: 4,209 shares (about $1.57M)
Amphenol: 7,760 shares (about $1.37M)
BLACKROCK ETF TRUST: 21,546 shares (about $1.14M)
LINDE PLC: 1,892 shares (about $981.70K)
The Goldman Sachs Group: 965 shares (about $976.38K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$101,687,461	$90,526,557 â–²	811.1%	351,422	8.4%	Technology
GOOGL Alphabet	$49,388,875	$42,714,992 â–²	640.0%	138,201	4.1%	Communication Services
GOOG Alphabet	$45,164,368	$43,175,122 â–²	2,170.4%	127,825	3.7%	Communication Services
AMZN Amazon.com	$40,624,290	$35,104,342 â–²	636.0%	170,447	3.4%	Consumer Discretionary
VUG Vanguard Growth ETF	$37,476,659	$37,311,356 â–²	22,571.5%	435,067	3.1%	ETF
LAM RESEARCH CORP	$30,710,101	$26,412,820 â–²	614.6%	70,828	2.5%	COM NEW
JPM JPMorgan Chase & Co.	$28,620,447	$25,451,236 â–²	803.1%	87,436	2.4%	Finance
MSFT Microsoft	$27,340,895	$21,135,329 â–²	340.6%	73,296	2.3%	Technology
VOO Vanguard S&P 500 ETF	$24,158,919	$15,512,779 â–²	179.4%	35,176	2.0%	ETF
IYW iShares U.S. Technology ETF	$23,672,528	$23,123,424 â–²	4,211.1%	93,853	2.0%	ETF
NVDA NVIDIA	$23,187,597	$17,922,636 â–²	340.4%	115,886	1.9%	Technology
V Visa	$19,923,578	$16,704,365 â–²	518.9%	58,071	1.7%	Finance
XPO XPO	$19,104,082	$19,104,082 â–²	New Holding	93,059	1.6%	Industrials
JNJ Johnson & Johnson	$18,906,168	$16,284,960 â–²	621.3%	74,443	1.6%	Healthcare
IVV iShares Core S&P 500 ETF	$15,590,251	$1,153,280 â–²	8.0%	20,818	1.3%	ETF
DOV Dover	$15,181,145	$14,126,351 â–²	1,339.3%	67,688	1.3%	Industrials
WALMART INC	$14,510,579	$11,908,309 â–²	457.6%	128,117	1.2%	COM
BNL Broadstone Net Lease	$14,163,283	$11,530,362 â–²	437.9%	675,646	1.2%	Real Estate
MA Mastercard	$13,838,901	$12,947,295 â–²	1,452.1%	26,945	1.1%	Finance
TJX TJX Companies	$12,620,328	$11,199,250 â–²	788.1%	83,302	1.0%	Consumer Discretionary
XLI Industrial Select Sector SPDR Fund	$12,351,260	$12,351,260 â–²	New Holding	66,681	1.0%	ETF
DHR Danaher	$12,071,894	$11,449,803 â–²	1,840.5%	63,242	1.0%	Healthcare
XLK Technology Select Sector SPDR Fund	$11,527,222	$11,527,222 â–²	New Holding	60,504	1.0%	ETF
ISRG Intuitive Surgical	$11,223,491	$10,015,719 â–²	829.3%	28,222	0.9%	Healthcare
XLF Financial Select Sector SPDR Fund	$11,150,598	$9,713,959 â–²	676.2%	207,995	0.9%	ETF
CB Chubb	$10,903,725	$9,742,133 â–²	838.7%	31,906	0.9%	Finance
CAT Caterpillar	$10,616,024	$9,681,039 â–²	1,035.4%	9,969	0.9%	Industrials
BA Boeing	$9,803,791	$8,278,964 â–²	542.9%	45,289	0.8%	Industrials
TMO Thermo Fisher Scientific	$9,747,045	$9,747,045 â–²	New Holding	19,423	0.8%	Healthcare
ADI Analog Devices	$9,628,781	$7,781,507 â–²	421.2%	24,243	0.8%	Technology
MU Micron Technology	$8,917,275	$8,917,275 â–²	New Holding	7,725	0.7%	Technology
MDLZ Mondelez International	$8,589,169	$7,869,978 â–²	1,094.3%	147,231	0.7%	Consumer Staples
SPYG SPDR Portfolio S&P 500 Growth ETF	$8,503,421	$453,949 â–¼	-5.1%	71,463	0.7%	ETF
MRK Merck & Co., Inc.	$8,402,875	$7,243,724 â–²	624.9%	64,967	0.7%	Healthcare
QXO INC	$8,343,798	$8,083,233 â–²	3,102.2%	482,859	0.7%	COM NEW
GE VERNOVA INC	$7,597,472	$5,701,630 â–²	300.7%	6,464	0.6%	COM
BRK.B Berkshire Hathaway	$7,486,590	$6,057,023 â–²	423.7%	14,962	0.6%	Finance
VYM Vanguard High Dividend Yield ETF	$7,438,314	$6,707,583 â–²	917.9%	47,069	0.6%	ETF
YUM Yum! Brands	$7,070,448	$7,070,448 â–²	New Holding	44,229	0.6%	Consumer Discretionary
SBUX Starbucks	$6,986,934	$6,230,115 â–²	823.2%	68,372	0.6%	Consumer Discretionary
CVX Chevron	$6,917,328	$5,459,967 â–²	374.6%	41,731	0.6%	Energy
IWO iShares Russell 2000 Growth ETF	$6,885,239	$6,885,239 â–²	New Holding	17,477	0.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$6,657,381	$871,251 â–²	15.1%	68,931	0.6%	ETF
XLV Health Care Select Sector SPDR Fund	$6,567,317	$6,567,317 â–²	New Holding	41,392	0.5%	ETF
PEP PepsiCo	$6,543,284	$6,258,811 â–²	2,200.1%	48,326	0.5%	Consumer Staples
RTX RTX	$6,507,426	$5,368,845 â–²	471.5%	34,298	0.5%	Industrials
TSM Taiwan Semiconductor Manufacturing	$5,908,179	$3,870,843 â–²	190.0%	12,348	0.5%	Technology
HD Home Depot	$5,878,393	$3,769,042 â–²	178.7%	16,668	0.5%	Consumer Discretionary
COST Costco Wholesale	$5,800,228	$4,653,280 â–²	405.7%	6,200	0.5%	Consumer Staples
COF Capital One Financial	$5,488,819	$5,265,326 â–²	2,355.9%	27,359	0.5%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$5,431,908	$5,431,908 â–²	New Holding	46,229	0.5%	ETF
UNH UnitedHealth Group	$5,419,130	$4,170,544 â–²	334.0%	13,038	0.4%	Healthcare
BINC iShares Flexible Income Active ETF	$5,295,709	$592,698 â–¼	-10.1%	101,179	0.4%	ETF
EOG EOG Resources	$5,125,369	$4,298,860 â–²	520.1%	39,508	0.4%	Energy
IJR iShares Core S&P Small-Cap ETF	$5,121,099	$4,293,240 â–²	518.6%	34,530	0.4%	ETF
CL Colgate-Palmolive	$5,107,554	$4,856,169 â–²	1,931.8%	55,711	0.4%	Consumer Staples
FBND Fidelity Total Bond ETF	$5,096,544	$669,994 â–¼	-11.6%	111,623	0.4%	ETF
LLY Eli Lilly and Company	$5,066,997	$4,385,801 â–²	643.8%	4,225	0.4%	Healthcare
AVGO Broadcom	$4,992,848	$1,364,090 â–²	37.6%	13,217	0.4%	Technology
BLACKROCK INC	$4,962,217	$4,158,417 â–²	517.3%	5,161	0.4%	COM
CME CME Group	$4,887,873	$4,379,741 â–²	861.9%	22,134	0.4%	Finance
ECL Ecolab	$4,814,047	$4,428,286 â–²	1,147.9%	17,234	0.4%	Materials
BIV Vanguard Intermediate-Term Bond ETF	$4,748,631	$4,748,631 â–²	New Holding	61,912	0.4%	ETF
ABT Abbott Laboratories	$4,580,076	$4,580,076 â–²	New Holding	50,475	0.4%	Healthcare
WFC Wells Fargo & Company	$4,545,037	$3,043,550 â–²	202.7%	54,998	0.4%	Finance
AES AES	$4,392,538	$3,883,865 â–²	763.5%	299,627	0.4%	Utilities
LHX L3Harris Technologies	$4,355,891	$3,522,489 â–²	422.7%	14,990	0.4%	Industrials
NOW ServiceNow	$4,314,409	$3,516,893 â–²	441.0%	43,457	0.4%	Technology
PG Procter & Gamble	$4,291,639	$3,657,117 â–²	576.4%	29,266	0.4%	Consumer Staples
KO CocaCola	$4,282,384	$3,818,649 â–²	823.5%	52,443	0.4%	Consumer Staples
HEFA iShares Currency Hedged MSCI EAFE ETF	$4,250,343	$230,262 â–²	5.7%	90,577	0.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$4,191,774	$219,999 â–¼	-5.0%	68,955	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$4,178,087	$2,412,825 â–²	136.7%	5,581	0.3%	ETF
VB Vanguard Small-Cap ETF	$4,039,074	$4,039,074 â–²	New Holding	13,325	0.3%	ETF
BIP Brookfield Infrastructure Partners	$4,024,993	$4,024,993 â–²	New Holding	110,304	0.3%	Utilities
QQQ Invesco QQQ	$4,021,194	$2,558,674 â–²	174.9%	5,455	0.3%	ETF
PH Parker-Hannifin	$3,966,286	$3,966,286 â–²	New Holding	4,055	0.3%	Industrials
XLC Communication Services Select Sector SPDR Fund	$3,797,651	$3,797,651 â–²	New Holding	35,449	0.3%	ETF
PANW Palo Alto Networks	$3,740,985	$997,141 â–²	36.3%	10,970	0.3%	Technology
VTI Vanguard Total Stock Market ETF	$3,729,962	$1,267,743 â–²	51.5%	10,080	0.3%	ETF
GNRC Generac	$3,707,585	$3,096,779 â–²	507.0%	12,662	0.3%	Industrials
META Meta Platforms	$3,691,510	$2,189,669 â–²	145.8%	6,553	0.3%	Communication Services
MAR Marriott International	$3,637,044	$3,637,044 â–²	New Holding	9,814	0.3%	Consumer Discretionary
LMT Lockheed Martin	$3,561,306	$3,561,306 â–²	New Holding	6,990	0.3%	Industrials
PNC The PNC Financial Services Group	$3,487,484	$3,487,484 â–²	New Holding	14,164	0.3%	Finance
VOE Vanguard Mid-Cap Value ETF	$3,478,699	$3,478,699 â–²	New Holding	17,605	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,447,357	$54,425 â–¼	-1.6%	41,615	0.3%	ETF
BAC Bank of America	$3,442,276	$3,442,276 â–²	New Holding	60,412	0.3%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$3,360,541	$3,360,541 â–²	New Holding	28,654	0.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$3,283,513	$106,798 â–¼	-3.2%	33,174	0.3%	ETF
VO Vanguard Mid-Cap ETF	$3,219,262	$3,219,262 â–²	New Holding	39,956	0.3%	ETF
BAM Brookfield Asset Management	$3,142,139	$2,783,160 â–²	775.3%	70,059	0.3%	Finance
ORCL Oracle	$3,071,846	$1,456,859 â–²	90.2%	20,961	0.3%	Technology
VGT Vanguard Information Technology ETF	$2,932,400	$2,932,400 â–²	New Holding	24,535	0.2%	ETF
LABCORP HOLDINGS INC	$2,921,240	$2,921,240 â–²	New Holding	10,433	0.2%	COM SHS
VTV Vanguard Value ETF	$2,879,663	$2,122,809 â–²	280.5%	13,214	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,833,421	$1,192,821 â–²	72.7%	36,745	0.2%	ETF
BX Blackstone	$2,805,802	$2,805,802 â–²	New Holding	23,845	0.2%	Finance
ABBV AbbVie	$2,791,312	$2,791,312 â–²	New Holding	11,092	0.2%	Healthcare
TSLA Tesla	$2,781,279	$1,367,718 â–²	96.8%	6,613	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Tritonpoint Partners, LLC Top Holdings and 13F Report (2026)

About Tritonpoint Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Tritonpoint Partners, LLC Top Holdings and 13F Report (2026)

About Tritonpoint Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTritonpoint Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools