Triton Financial Group

Oklahoma City, OKfiles as Triton Financial Group Inc

$174m in 99 US stocks at the end of 30 June 2026. The top 10 are 37.3% of the money. It changed about 83.3% of the portfolio this quarter.

Value

$174m

Stocks

Top 10 share

37.3%

Turnover

83.3%

What changed this quarter

New

Bought for the first time this quarter.

AppleAAPL
7.6% of the fund
Applied MaterialsAMAT
4.4% of the fund
AlphabetGOOG
3.9% of the fund
NvidiaNVDA
3.8% of the fund
Marvell TechnologyMRVL
3.3% of the fund
Amazon.comAMZN
3.2% of the fund
WalmartWMT
3.1% of the fund
CorningGLW
3.0% of the fund
Dell TechnologiesDELL
2.5% of the fund
Cisco SystemsCSCO
2.4% of the fund
CrowdStrike HoldingsCRWD
2.4% of the fund
Costco WholesaleCOST
2.2% of the fund
MicrosoftMSFT
2.1% of the fund
Coca-ColaKO
1.9% of the fund
BroadcomAVGO
1.6% of the fund
Digital Realty TrustDLR
1.5% of the fund
Berkshire HathawayBRK-B
1.5% of the fund
International Business MachinesIBM
1.2% of the fund
AbbVieABBV
1.2% of the fund
AflacAFL
1.2% of the fund
JPMorgan ChaseJPM
1.2% of the fund
Cincinnati FinancialCINF
1.2% of the fund
DoverDOV
1.1% of the fund
Emerson ElectricEMR
1.1% of the fund
MerckMRK
1.0% of the fund

Added

Bought more of a stock they already held.

GE VernovaGEV
0.9% of the fund
+13%

Cut

Sold some of their stake.

Innovator Etfs TrustBALT
2.1% of the fund
-47%
Invesco Exchange Traded FD TPSI
1.9% of the fund
-51%
Invesco Exch Traded FD TR IIQQQM
1.3% of the fund
-48%
Spdr Series TrustSPYM
1.2% of the fund
-48%
Innovator Etfs TrustBSTP
1.1% of the fund
-46%
Vaneck ETF TrustANGL
0.9% of the fund
-53%
Palantir TechnologiesPLTR
0.7% of the fund
-51%
Spdr Series TrustSPYV
0.7% of the fund
-49%
Public StoragePSA
0.5% of the fund
-49%
Ishares TRIVV
0.5% of the fund
-50%
Innovator Etfs TrustPDEC
0.4% of the fund
-50%
Janus Detroit STR TRVNLA
0.4% of the fund
-67%
Innovator Etfs TrustPFEB
0.4% of the fund
-16%
Ishares TRAGZ
0.3% of the fund
-64%
Innovator Etfs TrustPMAR
0.3% of the fund
-18%
State STR Spdr S&P 500 ETF TSPY
0.3% of the fund
-51%
Innovator Etfs TrustPAUG
0.3% of the fund
-50%
Spdr Series TrustSPTS
0.3% of the fund
-50%
AlphabetGOOGL
0.2% of the fund
-49%
Ishares TRIVE
0.2% of the fund
-50%
Select Sector Spdr TRXLK
0.2% of the fund
-43%
Ishares TRUSMV
0.2% of the fund
-50%
TCW ETF TrustFLXR
0.2% of the fund
-50%
Innovator Etfs TrustBUFF
0.2% of the fund
-53%
Abrdn EtfsBCD
0.2% of the fund
-50%

Sold out

Sold their entire stake.

Ishares U S ETF TRNEAR
-100%
Select Sector Spdr TRXLV
-100%
Ishares TRFLOT
-100%
BoeingBA
-100%
Spdr Series TrustMDYG
-100%
Spdr Gold TRGLD
-100%
John Hancock Exchange TradedJHMM
-100%
Schwab Strategic TRSCHE
-100%
ARK ETF TRARKQ
-100%
Innovator Etfs TrustPJUL
-100%
Spdr Series TrustSLYG
-100%
Select Sector Spdr TRXLY
-100%
Innovator Etfs TrustPJUN
-100%
DBX ETF TRDBEF
-100%
Innovator Etfs TrustPSEP
-100%
Ishares TRIVW
-100%
Schwab Strategic TRFNDA
-100%
Select Sector Spdr TRXLC
-100%
Invesco Exch Traded FD TR IISPLV
-100%
Innovator Etfs TrustPMAY
-100%
Ishares TRIYC
-100%
Global X FDSMLPX
-100%
Ishares TRIYF
-100%
Etfs Gold TRSGOL
-100%
Innovator Etfs TrustPOCT
-100%

Holdings

AppleAAPL
Share
7.6%
Value
$13m
Shares
45,860
New
Applied MaterialsAMAT
Share
4.4%
Value
$8m
Shares
10,632
New
AlphabetGOOG
Share
3.9%
Value
$7m
Shares
19,167
New
NvidiaNVDA
Share
3.8%
Value
$7m
Shares
32,600
New
Marvell TechnologyMRVL
Share
3.3%
Value
$6m
Shares
19,269
New
Amazon.comAMZN
Share
3.2%
Value
$6m
Shares
23,485
New
WalmartWMT
Share
3.1%
Value
$5m
Shares
47,703
New
CorningGLW
Share
3.0%
Value
$5m
Shares
20,606
New
Dell TechnologiesDELL
Share
2.5%
Value
$4m
Shares
9,925
New
Cisco SystemsCSCO
Share
2.4%
Value
$4m
Shares
36,057
New
CrowdStrike HoldingsCRWD
Share
2.4%
Value
$4m
Shares
5,422
New
Costco WholesaleCOST
Share
2.2%
Value
$4m
Shares
4,101
New
MicrosoftMSFT
Share
2.1%
Value
$4m
Shares
9,977
New
Innovator Etfs TrustBALT
Share
2.1%
Value
$4m
Shares
105,274
-47%
Invesco Exchange Traded FD TPSI
Share
1.9%
Value
$3m
Shares
17,887
-51%
Coca-ColaKO
Share
1.9%
Value
$3m
Shares
40,618
New
BroadcomAVGO
Share
1.6%
Value
$3m
Shares
7,504
New
Digital Realty TrustDLR
Share
1.5%
Value
$3m
Shares
14,375
New
Berkshire HathawayBRK-B
Share
1.5%
Value
$3m
Shares
5,094
New
Invesco Exch Traded FD TR IIQQQM
Share
1.3%
Value
$2m
Shares
7,374
-48%
International Business MachinesIBM
Share
1.2%
Value
$2m
Shares
7,704
New
AbbVieABBV
Share
1.2%
Value
$2m
Shares
8,217
New
AflacAFL
Share
1.2%
Value
$2m
Shares
17,412
New
JPMorgan ChaseJPM
Share
1.2%
Value
$2m
Shares
6,202
New
Spdr Series TrustSPYM
Share
1.2%
Value
$2m
Shares
23,020
-48%
Cincinnati FinancialCINF
Share
1.2%
Value
$2m
Shares
10,819
New
Innovator Etfs TrustBSTP
Share
1.1%
Value
$2m
Shares
48,903
-46%
DoverDOV
Share
1.1%
Value
$2m
Shares
8,367
New
Emerson ElectricEMR
Share
1.1%
Value
$2m
Shares
13,016
New
MerckMRK
Share
1.0%
Value
$2m
Shares
13,829
New
EcolabECL
Share
1.0%
Value
$2m
Shares
6,374
New
Republic ServicesRSG
Share
1.0%
Value
$2m
Shares
8,202
New
L3harris TechnologiesLHX
Share
1.0%
Value
$2m
Shares
5,823
New
BancfirstBANF
Share
1.0%
Value
$2m
Shares
15,110
New
Abbott LaboratoriesABT
Share
0.9%
Value
$2m
Shares
17,489
New
Vaneck ETF TrustANGL
Share
0.9%
Value
$2m
Shares
54,065
-53%
Rio TintoRIO
Share
0.9%
Value
$2m
Shares
16,638
New
NetflixNFLX
Share
0.9%
Value
$1m
Shares
20,995
New
GE VernovaGEV
Share
0.9%
Value
$1m
Shares
1,273
+13%
Sherwin-WilliamsSHW
Share
0.9%
Value
$1m
Shares
4,296
New
Trane TechnologiesTT
Share
0.8%
Value
$1m
Shares
3,002
New
Church & DwightCHD
Share
0.8%
Value
$1m
Shares
15,118
New
OracleORCL
Share
0.8%
Value
$1m
Shares
9,796
New
Check Point Software TechnologiesCHKP
Share
0.8%
Value
$1m
Shares
10,765
New
VisaV
Share
0.8%
Value
$1m
Shares
4,103
New
SyscoSYY
Share
0.8%
Value
$1m
Shares
15,997
New
McDonald'sMCD
Share
0.7%
Value
$1m
Shares
4,700
New
MongoDBMDB
Share
0.7%
Value
$1m
Shares
3,673
New
Williams CompaniesWMB
Share
0.7%
Value
$1m
Shares
16,070
New
Lockheed MartinLMT
Share
0.7%
Value
$1m
Shares
2,342
New
Palantir TechnologiesPLTR
Share
0.7%
Value
$1m
Shares
10,173
-51%
Spdr Series TrustSPYV
Share
0.7%
Value
$1m
Shares
19,004
-49%
ShopifySHOP
Share
0.6%
Value
$1m
Shares
9,851
New
PepsiCoPEP
Share
0.6%
Value
$1m
Shares
8,212
New
Vanguard World FDVHT
Share
0.6%
Value
$1m
Shares
3,650
New
SalesforceCRM
Share
0.6%
Value
$999,995
Shares
6,383
New
MedtronicMDT
Share
0.6%
Value
$972,242
Shares
12,428
New
Public StoragePSA
Share
0.5%
Value
$895,406
Shares
2,813
-49%
CaterpillarCAT
Share
0.5%
Value
$869,361
Shares
816
New
Ishares TRIVV
Share
0.5%
Value
$828,268
Shares
1,106
-50%
Vanguard Index FDSVTI
Share
0.5%
Value
$822,229
Shares
2,222
New
American Electric PowerAEP
Share
0.5%
Value
$801,296
Shares
5,857
New
Berkshire Hathaway INC DELBRK-A
Share
0.4%
Value
$748,850
Shares
1
New
Innovator Etfs TrustPDEC
Share
0.4%
Value
$743,647
Shares
16,205
-50%
Janus Detroit STR TRVNLA
Share
0.4%
Value
$671,210
Shares
13,736
-67%
Vanguard World FDVGT
Share
0.4%
Value
$669,312
Shares
5,600
New
Innovator Etfs TrustPFEB
Share
0.4%
Value
$662,435
Shares
15,384
-16%
AT&TT
Share
0.4%
Value
$627,665
Shares
30,322
New
Honeywell AerospaceHONA
Share
0.4%
Value
$609,296
Shares
2,756
New
Ishares TRAGZ
Share
0.3%
Value
$593,590
Shares
5,432
-64%
AccentureACN
Share
0.3%
Value
$585,864
Shares
4,708
New
Innovator Etfs TrustPMAR
Share
0.3%
Value
$582,409
Shares
12,192
-18%
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$521,245
Shares
698
-51%
Micron TechnologyMU
Share
0.3%
Value
$510,196
Shares
442
New
Innovator Etfs TrustPAUG
Share
0.3%
Value
$489,945
Shares
10,735
-50%
Spdr Series TrustSPTS
Share
0.3%
Value
$462,129
Shares
15,930
-50%
AlphabetGOOGL
Share
0.2%
Value
$429,459
Shares
1,202
-49%
Ishares TRIVE
Share
0.2%
Value
$422,350
Shares
1,860
-50%
Meta PlatformsMETA
Share
0.2%
Value
$419,602
Shares
745
New
CumminsCMI
Share
0.2%
Value
$417,149
Shares
585
New
Invesco Exchange Traded FD TRSP
Share
0.2%
Value
$415,965
Shares
1,955
New
Select Sector Spdr TRXLK
Share
0.2%
Value
$372,086
Shares
1,953
-43%
Ishares TRUSMV
Share
0.2%
Value
$364,040
Shares
3,774
-50%
TCW ETF TrustFLXR
Share
0.2%
Value
$351,086
Shares
8,954
-50%
Advanced Micro DevicesAMD
Share
0.2%
Value
$350,870
Shares
604
New
Innovator Etfs TrustBUFF
Share
0.2%
Value
$322,981
Shares
6,131
-53%
Abrdn EtfsBCD
Share
0.2%
Value
$320,737
Shares
9,392
-50%
AmphenolAPH
Share
0.2%
Value
$301,331
Shares
1,709
New
Ares CapitalARCC
Share
0.2%
Value
$279,640
Shares
15,091
New
Spdr Series TrustCWB
Share
0.1%
Value
$256,504
Shares
2,379
-59%
Vanguard Scottsdale FDSVCSH
Share
0.1%
Value
$255,741
Shares
3,236
New
Invesco QQQ TRQQQ
Share
0.1%
Value
$255,508
Shares
347
-56%
Vanguard Star FDSVXUS
Share
0.1%
Value
$247,237
Shares
2,892
New
John Hancock Exchange TradedJHMD
Share
0.1%
Value
$241,502
Shares
5,438
-50%
Wisdomtree TRDES
Share
0.1%
Value
$226,221
Shares
5,561
-50%
Vanguard Index FDSVBK
Share
0.1%
Value
$223,446
Shares
611
New
Prudential FinancialPRU
Share
0.1%
Value
$218,716
Shares
2,026
New
Schwab Strategic TRSCHB
Share
0.1%
Value
$213,210
Shares
7,362
-50%
Innovator Etfs TrustPNOV
Share
0.1%
Value
$206,582
Shares
4,658
-50%

Company	Share of fund	Value	Shares	Change
AppleAAPL	7.6%	$13m	45,860	New
Applied MaterialsAMAT	4.4%	$8m	10,632	New
AlphabetGOOG	3.9%	$7m	19,167	New
NvidiaNVDA	3.8%	$7m	32,600	New
Marvell TechnologyMRVL	3.3%	$6m	19,269	New
Amazon.comAMZN	3.2%	$6m	23,485	New
WalmartWMT	3.1%	$5m	47,703	New
CorningGLW	3.0%	$5m	20,606	New
Dell TechnologiesDELL	2.5%	$4m	9,925	New
Cisco SystemsCSCO	2.4%	$4m	36,057	New
CrowdStrike HoldingsCRWD	2.4%	$4m	5,422	New
Costco WholesaleCOST	2.2%	$4m	4,101	New
MicrosoftMSFT	2.1%	$4m	9,977	New
Innovator Etfs TrustBALT	2.1%	$4m	105,274	-47%
Invesco Exchange Traded FD TPSI	1.9%	$3m	17,887	-51%
Coca-ColaKO	1.9%	$3m	40,618	New
BroadcomAVGO	1.6%	$3m	7,504	New
Digital Realty TrustDLR	1.5%	$3m	14,375	New
Berkshire HathawayBRK-B	1.5%	$3m	5,094	New
Invesco Exch Traded FD TR IIQQQM	1.3%	$2m	7,374	-48%
International Business MachinesIBM	1.2%	$2m	7,704	New
AbbVieABBV	1.2%	$2m	8,217	New
AflacAFL	1.2%	$2m	17,412	New
JPMorgan ChaseJPM	1.2%	$2m	6,202	New
Spdr Series TrustSPYM	1.2%	$2m	23,020	-48%
Cincinnati FinancialCINF	1.2%	$2m	10,819	New
Innovator Etfs TrustBSTP	1.1%	$2m	48,903	-46%
DoverDOV	1.1%	$2m	8,367	New
Emerson ElectricEMR	1.1%	$2m	13,016	New
MerckMRK	1.0%	$2m	13,829	New
EcolabECL	1.0%	$2m	6,374	New
Republic ServicesRSG	1.0%	$2m	8,202	New
L3harris TechnologiesLHX	1.0%	$2m	5,823	New
BancfirstBANF	1.0%	$2m	15,110	New
Abbott LaboratoriesABT	0.9%	$2m	17,489	New
Vaneck ETF TrustANGL	0.9%	$2m	54,065	-53%
Rio TintoRIO	0.9%	$2m	16,638	New
NetflixNFLX	0.9%	$1m	20,995	New
GE VernovaGEV	0.9%	$1m	1,273	+13%
Sherwin-WilliamsSHW	0.9%	$1m	4,296	New
Trane TechnologiesTT	0.8%	$1m	3,002	New
Church & DwightCHD	0.8%	$1m	15,118	New
OracleORCL	0.8%	$1m	9,796	New
Check Point Software TechnologiesCHKP	0.8%	$1m	10,765	New
VisaV	0.8%	$1m	4,103	New
SyscoSYY	0.8%	$1m	15,997	New
McDonald'sMCD	0.7%	$1m	4,700	New
MongoDBMDB	0.7%	$1m	3,673	New
Williams CompaniesWMB	0.7%	$1m	16,070	New
Lockheed MartinLMT	0.7%	$1m	2,342	New
Palantir TechnologiesPLTR	0.7%	$1m	10,173	-51%
Spdr Series TrustSPYV	0.7%	$1m	19,004	-49%
ShopifySHOP	0.6%	$1m	9,851	New
PepsiCoPEP	0.6%	$1m	8,212	New
Vanguard World FDVHT	0.6%	$1m	3,650	New
SalesforceCRM	0.6%	$999,995	6,383	New
MedtronicMDT	0.6%	$972,242	12,428	New
Public StoragePSA	0.5%	$895,406	2,813	-49%
CaterpillarCAT	0.5%	$869,361	816	New
Ishares TRIVV	0.5%	$828,268	1,106	-50%
Vanguard Index FDSVTI	0.5%	$822,229	2,222	New
American Electric PowerAEP	0.5%	$801,296	5,857	New
Berkshire Hathaway INC DELBRK-A	0.4%	$748,850	1	New
Innovator Etfs TrustPDEC	0.4%	$743,647	16,205	-50%
Janus Detroit STR TRVNLA	0.4%	$671,210	13,736	-67%
Vanguard World FDVGT	0.4%	$669,312	5,600	New
Innovator Etfs TrustPFEB	0.4%	$662,435	15,384	-16%
AT&TT	0.4%	$627,665	30,322	New
Honeywell AerospaceHONA	0.4%	$609,296	2,756	New
Ishares TRAGZ	0.3%	$593,590	5,432	-64%
AccentureACN	0.3%	$585,864	4,708	New
Innovator Etfs TrustPMAR	0.3%	$582,409	12,192	-18%
State STR Spdr S&P 500 ETF TSPY	0.3%	$521,245	698	-51%
Micron TechnologyMU	0.3%	$510,196	442	New
Innovator Etfs TrustPAUG	0.3%	$489,945	10,735	-50%
Spdr Series TrustSPTS	0.3%	$462,129	15,930	-50%
AlphabetGOOGL	0.2%	$429,459	1,202	-49%
Ishares TRIVE	0.2%	$422,350	1,860	-50%
Meta PlatformsMETA	0.2%	$419,602	745	New
CumminsCMI	0.2%	$417,149	585	New
Invesco Exchange Traded FD TRSP	0.2%	$415,965	1,955	New
Select Sector Spdr TRXLK	0.2%	$372,086	1,953	-43%
Ishares TRUSMV	0.2%	$364,040	3,774	-50%
TCW ETF TrustFLXR	0.2%	$351,086	8,954	-50%
Advanced Micro DevicesAMD	0.2%	$350,870	604	New
Innovator Etfs TrustBUFF	0.2%	$322,981	6,131	-53%
Abrdn EtfsBCD	0.2%	$320,737	9,392	-50%
AmphenolAPH	0.2%	$301,331	1,709	New
Ares CapitalARCC	0.2%	$279,640	15,091	New
Spdr Series TrustCWB	0.1%	$256,504	2,379	-59%
Vanguard Scottsdale FDSVCSH	0.1%	$255,741	3,236	New
Invesco QQQ TRQQQ	0.1%	$255,508	347	-56%
Vanguard Star FDSVXUS	0.1%	$247,237	2,892	New
John Hancock Exchange TradedJHMD	0.1%	$241,502	5,438	-50%
Wisdomtree TRDES	0.1%	$226,221	5,561	-50%
Vanguard Index FDSVBK	0.1%	$223,446	611	New
Prudential FinancialPRU	0.1%	$218,716	2,026	New
Schwab Strategic TRSCHB	0.1%	$213,210	7,362	-50%
Innovator Etfs TrustPNOV	0.1%	$206,582	4,658	-50%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 26.1% since 30 June 2025.

Where the money is

Technology39.7%

Everyday goods9.5%

Industrials7.6%

Financial services6.9%

Media & telecom5.6%

Retail & consumer4.0%

Health care3.7%

Materials2.8%

Real estate2.0%

Energy0.7%

Utilities0.5%

Other17.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.