TritonPoint Partners
CHEVY CHASE, MDfiles as TritonPoint Partners, LLC
$1.2bn in 351 US stocks at the end of 30 June 2026. The top 10 are 33.9% of the money. It changed about 53.8% of the portfolio this quarter.
Value
$1.2bn
Stocks
351
Top 10 share
33.9%
Turnover
53.8%
What changed this quarter
New
Bought for the first time this quarter.
- XPOXPO1.6% of the fund
- Select Sector Spdr TRXLI1.0% of the fund
- Select Sector Spdr TRXLK1.0% of the fund
- Thermo Fisher ScientificTMO0.8% of the fund
- Micron TechnologyMU0.7% of the fund
- YUM BrandsYUM0.6% of the fund
- Ishares TRIWO0.6% of the fund
- Select Sector Spdr TRXLV0.5% of the fund
- Ishares TRIJK0.5% of the fund
- Vanguard BD Index FDSBIV0.4% of the fund
- Abbott LaboratoriesABT0.4% of the fund
- Vanguard Index FDSVB0.3% of the fund
- Brookfield Infrastructure PABIP0.3% of the fund
- Parker-HannifinPH0.3% of the fund
- Select Sector Spdr TRXLC0.3% of the fund
- Marriott InternationalMAR0.3% of the fund
- Lockheed MartinLMT0.3% of the fund
- PNC Financial Services GroupPNC0.3% of the fund
- Vanguard Index FDSVOE0.3% of the fund
- Bank of AmericaBAC0.3% of the fund
- Select Sector Spdr TRXLY0.3% of the fund
- Vanguard Index FDSVO0.3% of the fund
- Vanguard World FDVGT0.2% of the fund
- Labcorp HoldingsLH0.2% of the fund
- BlackstoneBX0.2% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL8.4% of the fund+811%
- AlphabetGOOGL4.1% of the fund+640%
- AlphabetGOOG3.7% of the fund+2170%
- Amazon.comAMZN3.4% of the fund+636%
- Vanguard Index FDSVUG3.1% of the fund+3679%
- Lam ResearchLRCX2.5% of the fund+615%
- JPMorgan ChaseJPM2.4% of the fund+803%
- MicrosoftMSFT2.3% of the fund+341%
- Vanguard Index FDSVOO2.0% of the fund+179%
- Ishares TRIYW2.0% of the fund+4211%
- NvidiaNVDA1.9% of the fund+340%
- VisaV1.7% of the fund+519%
- Johnson & JohnsonJNJ1.6% of the fund+621%
- Ishares TRIVV1.3% of the fund+8%
- DoverDOV1.3% of the fund+1339%
- WalmartWMT1.2% of the fund+458%
- Broadstone Net LeaseBNL1.2% of the fund+438%
- MastercardMA1.1% of the fund+1452%
- TJX CompaniesTJX1.0% of the fund+788%
- DanaherDHR1.0% of the fund+1841%
- Intuitive SurgicalISRG0.9% of the fund+829%
- Select Sector Spdr TRXLF0.9% of the fund+676%
- ChubbCB0.9% of the fund+839%
- CaterpillarCAT0.9% of the fund+1035%
- BoeingBA0.8% of the fund+543%
Cut
Sold some of their stake.
- Spdr Series TrustSPYG0.7% of the fund-5%
- Blackrock ETF Trust IIBINC0.4% of the fund-10%
- Fidelity Merrimack STR TRFBND0.4% of the fund-12%
- Spdr Series TrustSPYV0.3% of the fund-5%
- Ishares TRAGG0.3% of the fund-3%
- TCW ETF TrustPWRD0.2% of the fund-21%
- Ishares TRDGRO0.2% of the fund-3%
- Fidelity Covington TrustFESM0.1% of the fund-6%
- Blackrock ETF TrustBAI0.1% of the fund-42%
- General ElectricGE0.1% of the fund-53%
- Ishares TRTLH<0.1% of the fund-22%
- StrykerSYK<0.1% of the fund-3%
- Goldman Sachs GroupGS<0.1% of the fund-47%
- LindeLIN<0.1% of the fund-48%
- Ishares TRSTIP<0.1% of the fund-5%
- Western DigitalWDC<0.1% of the fund-28%
- ASML Holding NVASML<0.1% of the fund-19%
- Blackrock ETF TrustDYNF<0.1% of the fund-54%
- AmphenolAPH<0.1% of the fund-67%
- Arthur J. GallagherAJG<0.1% of the fund-28%
- J P Morgan Exchange Traded FJAVA<0.1% of the fund-45%
- Ishares TREFV<0.1% of the fund-23%
- S&P GlobalSPGI<0.1% of the fund-26%
- Republic ServicesRSG<0.1% of the fund-10%
- Vanguard Scottsdale FDSVONE<0.1% of the fund-20%
Sold out
Sold their entire stake.
- Spdr Series TrustBIL-100%
- Amplify ETF TRDIVO-100%
- Capital Group InternationalCGIC-100%
- SPX TechnologiesSPXC-100%
- Vanguard Scottsdale FDSVCSH-100%
- Vanguard Scottsdale FDSVGSH-100%
- Blackrock ETF Trust IIBRTR-100%
- Vanguard Scottsdale FDSVCIT-100%
- AB Active EtfsEMOP-100%
- Ishares TRGOVT-100%
- Nebius GroupNBIS-100%
- HubbellHUBB-100%
- CraneCR-100%
- Ishares TRIEI-100%
- the Alger ETF TrustCNEQ-100%
- Booking HoldingsBKNG-100%
- J P Morgan Exchange Traded FJIRE-100%
- Fidelity Covington TrustFDVV-100%
- Ross StoresROST-100%
- East West BancorpEWBC-100%
- IntuitINTU-100%
- Ishares Silver TRSLV-100%
- AECOMACM-100%
- AptivAPTV-100%
- FirstServiceFSV-100%
Holdings
- Vanguard Index FDSVUG
- Share
- 3.1%
- Value
- $37m
- Shares
- 435,067
+3679%
- Vanguard Index FDSVOO
- Share
- 2.0%
- Value
- $24m
- Shares
- 35,176
+179%
- Ishares TRIYW
- Share
- 2.0%
- Value
- $24m
- Shares
- 93,853
+4211%
- Ishares TRIVV
- Share
- 1.3%
- Value
- $16m
- Shares
- 20,818
+8%
- Select Sector Spdr TRXLI
- Share
- 1.0%
- Value
- $12m
- Shares
- 66,681
New
- Select Sector Spdr TRXLK
- Share
- 1.0%
- Value
- $12m
- Shares
- 60,504
New
- Select Sector Spdr TRXLF
- Share
- 0.9%
- Value
- $11m
- Shares
- 207,995
+676%
- Spdr Series TrustSPYG
- Share
- 0.7%
- Value
- $9m
- Shares
- 71,463
-5%
- Vanguard Whitehall FDSVYM
- Share
- 0.6%
- Value
- $7m
- Shares
- 47,069
+918%
- Ishares TRIWO
- Share
- 0.6%
- Value
- $7m
- Shares
- 17,477
New
- Ishares TRIEFA
- Share
- 0.6%
- Value
- $7m
- Shares
- 68,931
+15%
- Select Sector Spdr TRXLV
- Share
- 0.5%
- Value
- $7m
- Shares
- 41,392
New
- Ishares TRIJK
- Share
- 0.5%
- Value
- $5m
- Shares
- 46,229
New
- Blackrock ETF Trust IIBINC
- Share
- 0.4%
- Value
- $5m
- Shares
- 101,179
-10%
- Ishares TRIJR
- Share
- 0.4%
- Value
- $5m
- Shares
- 34,530
+519%
- Fidelity Merrimack STR TRFBND
- Share
- 0.4%
- Value
- $5m
- Shares
- 111,623
-12%
- Vanguard BD Index FDSBIV
- Share
- 0.4%
- Value
- $5m
- Shares
- 61,912
New
- Ishares TRHEFA
- Share
- 0.4%
- Value
- $4m
- Shares
- 90,577
+6%
- Spdr Series TrustSPYV
- Share
- 0.3%
- Value
- $4m
- Shares
- 68,955
-5%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $4m
- Shares
- 5,581
+137%
- Vanguard Index FDSVB
- Share
- 0.3%
- Value
- $4m
- Shares
- 13,325
New
- Brookfield Infrastructure PABIP
- Share
- 0.3%
- Value
- $4m
- Shares
- 110,304
New
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $4m
- Shares
- 5,455
+175%
- Select Sector Spdr TRXLC
- Share
- 0.3%
- Value
- $4m
- Shares
- 35,449
New
- Vanguard Index FDSVTI
- Share
- 0.3%
- Value
- $4m
- Shares
- 10,080
+51%
- Vanguard Index FDSVOE
- Share
- 0.3%
- Value
- $3m
- Shares
- 17,605
New
- IsharesIEMG
- Share
- 0.3%
- Value
- $3m
- Shares
- 41,615
Held
- Select Sector Spdr TRXLY
- Share
- 0.3%
- Value
- $3m
- Shares
- 28,654
New
- Ishares TRAGG
- Share
- 0.3%
- Value
- $3m
- Shares
- 33,174
-3%
- Vanguard Index FDSVO
- Share
- 0.3%
- Value
- $3m
- Shares
- 39,956
New
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $3m
- Shares
- 24,535
New
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $3m
- Shares
- 13,214
+280%
- Ishares TRIJH
- Share
- 0.2%
- Value
- $3m
- Shares
- 36,745
+73%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 8.4% | $102m | 351,422 | +811% |
| AlphabetGOOGL | 4.1% | $49m | 138,201 | +640% |
| AlphabetGOOG | 3.7% | $45m | 127,825 | +2170% |
| Amazon.comAMZN | 3.4% | $41m | 170,447 | +636% |
| Vanguard Index FDSVUG | 3.1% | $37m | 435,067 | +3679% |
| Lam ResearchLRCX | 2.5% | $31m | 70,828 | +615% |
| JPMorgan ChaseJPM | 2.4% | $29m | 87,436 | +803% |
| MicrosoftMSFT | 2.3% | $27m | 73,296 | +341% |
| Vanguard Index FDSVOO | 2.0% | $24m | 35,176 | +179% |
| Ishares TRIYW | 2.0% | $24m | 93,853 | +4211% |
| NvidiaNVDA | 1.9% | $23m | 115,886 | +340% |
| VisaV | 1.7% | $20m | 58,071 | +519% |
| XPOXPO | 1.6% | $19m | 93,059 | New |
| Johnson & JohnsonJNJ | 1.6% | $19m | 74,443 | +621% |
| Ishares TRIVV | 1.3% | $16m | 20,818 | +8% |
| DoverDOV | 1.3% | $15m | 67,688 | +1339% |
| WalmartWMT | 1.2% | $15m | 128,117 | +458% |
| Broadstone Net LeaseBNL | 1.2% | $14m | 675,646 | +438% |
| MastercardMA | 1.1% | $14m | 26,945 | +1452% |
| TJX CompaniesTJX | 1.0% | $13m | 83,302 | +788% |
| Select Sector Spdr TRXLI | 1.0% | $12m | 66,681 | New |
| DanaherDHR | 1.0% | $12m | 63,242 | +1841% |
| Select Sector Spdr TRXLK | 1.0% | $12m | 60,504 | New |
| Intuitive SurgicalISRG | 0.9% | $11m | 28,222 | +829% |
| Select Sector Spdr TRXLF | 0.9% | $11m | 207,995 | +676% |
| ChubbCB | 0.9% | $11m | 31,906 | +839% |
| CaterpillarCAT | 0.9% | $11m | 9,969 | +1035% |
| BoeingBA | 0.8% | $10m | 45,289 | +543% |
| Thermo Fisher ScientificTMO | 0.8% | $10m | 19,423 | New |
| Analog DevicesADI | 0.8% | $10m | 24,243 | +421% |
| Micron TechnologyMU | 0.7% | $9m | 7,725 | New |
| Mondelez InternationalMDLZ | 0.7% | $9m | 147,231 | +1094% |
| Spdr Series TrustSPYG | 0.7% | $9m | 71,463 | -5% |
| MerckMRK | 0.7% | $8m | 64,967 | +625% |
| QXOQXO | 0.7% | $8m | 482,859 | +3102% |
| GE VernovaGEV | 0.6% | $8m | 6,464 | +301% |
| Berkshire HathawayBRK-B | 0.6% | $7m | 14,962 | +424% |
| Vanguard Whitehall FDSVYM | 0.6% | $7m | 47,069 | +918% |
| YUM BrandsYUM | 0.6% | $7m | 44,229 | New |
| StarbucksSBUX | 0.6% | $7m | 68,372 | +823% |
| ChevronCVX | 0.6% | $7m | 41,731 | +375% |
| Ishares TRIWO | 0.6% | $7m | 17,477 | New |
| Ishares TRIEFA | 0.6% | $7m | 68,931 | +15% |
| Select Sector Spdr TRXLV | 0.5% | $7m | 41,392 | New |
| PepsiCoPEP | 0.5% | $7m | 48,326 | +2200% |
| RTXRTX | 0.5% | $7m | 34,298 | +472% |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $6m | 12,348 | +190% |
| Home DepotHD | 0.5% | $6m | 16,668 | +179% |
| Costco WholesaleCOST | 0.5% | $6m | 6,200 | +406% |
| Capital One FinancialCOF | 0.5% | $5m | 27,359 | +2356% |
| Ishares TRIJK | 0.5% | $5m | 46,229 | New |
| UnitedHealth GroupUNH | 0.4% | $5m | 13,038 | +334% |
| Blackrock ETF Trust IIBINC | 0.4% | $5m | 101,179 | -10% |
| EOG ResourcesEOG | 0.4% | $5m | 39,508 | +520% |
| Ishares TRIJR | 0.4% | $5m | 34,530 | +519% |
| Colgate-PalmoliveCL | 0.4% | $5m | 55,711 | +1932% |
| Fidelity Merrimack STR TRFBND | 0.4% | $5m | 111,623 | -12% |
| Eli LillyLLY | 0.4% | $5m | 4,225 | +644% |
| BroadcomAVGO | 0.4% | $5m | 13,217 | +38% |
| BlackRockBLK | 0.4% | $5m | 5,161 | +517% |
| CME GroupCME | 0.4% | $5m | 22,134 | +862% |
| EcolabECL | 0.4% | $5m | 17,234 | +1148% |
| Vanguard BD Index FDSBIV | 0.4% | $5m | 61,912 | New |
| Abbott LaboratoriesABT | 0.4% | $5m | 50,475 | New |
| Wells Fargo & CompanyWFC | 0.4% | $5m | 54,998 | +203% |
| AESAES | 0.4% | $4m | 299,627 | +764% |
| L3harris TechnologiesLHX | 0.4% | $4m | 14,990 | +423% |
| ServiceNowNOW | 0.4% | $4m | 43,457 | +441% |
| Procter & GamblePG | 0.4% | $4m | 29,266 | +576% |
| Coca-ColaKO | 0.4% | $4m | 52,443 | +823% |
| Ishares TRHEFA | 0.4% | $4m | 90,577 | +6% |
| Spdr Series TrustSPYV | 0.3% | $4m | 68,955 | -5% |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $4m | 5,581 | +137% |
| Vanguard Index FDSVB | 0.3% | $4m | 13,325 | New |
| Brookfield Infrastructure PABIP | 0.3% | $4m | 110,304 | New |
| Invesco QQQ TRQQQ | 0.3% | $4m | 5,455 | +175% |
| Parker-HannifinPH | 0.3% | $4m | 4,055 | New |
| Select Sector Spdr TRXLC | 0.3% | $4m | 35,449 | New |
| Palo Alto NetworksPANW | 0.3% | $4m | 10,970 | +36% |
| Vanguard Index FDSVTI | 0.3% | $4m | 10,080 | +51% |
| Generac HoldingsGNRC | 0.3% | $4m | 12,662 | +507% |
| Meta PlatformsMETA | 0.3% | $4m | 6,553 | +146% |
| Marriott InternationalMAR | 0.3% | $4m | 9,814 | New |
| Lockheed MartinLMT | 0.3% | $4m | 6,990 | New |
| PNC Financial Services GroupPNC | 0.3% | $3m | 14,164 | New |
| Vanguard Index FDSVOE | 0.3% | $3m | 17,605 | New |
| IsharesIEMG | 0.3% | $3m | 41,615 | Held |
| Bank of AmericaBAC | 0.3% | $3m | 60,412 | New |
| Select Sector Spdr TRXLY | 0.3% | $3m | 28,654 | New |
| Ishares TRAGG | 0.3% | $3m | 33,174 | -3% |
| Vanguard Index FDSVO | 0.3% | $3m | 39,956 | New |
| Brookfield Asset ManagementBAM | 0.3% | $3m | 70,059 | +775% |
| OracleORCL | 0.3% | $3m | 20,961 | +90% |
| Vanguard World FDVGT | 0.2% | $3m | 24,535 | New |
| Labcorp HoldingsLH | 0.2% | $3m | 10,433 | New |
| Vanguard Index FDSVTV | 0.2% | $3m | 13,214 | +280% |
| Ishares TRIJH | 0.2% | $3m | 36,745 | +73% |
| BlackstoneBX | 0.2% | $3m | 23,845 | New |
| AbbVieABBV | 0.2% | $3m | 11,092 | New |
| TeslaTSLA | 0.2% | $3m | 6,613 | +97% |
Showing the largest 100 of 351.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 543.6% since 31 December 2025.
Where the money is
Technology20.5%
Financial services10.7%
Industrials9.8%
Media & telecom8.5%
Health care7.5%
Retail & consumer7.1%
Everyday goods4.2%
Real estate1.6%
Energy1.6%
Materials0.9%
Utilities0.8%
Other27.0%
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.