Fund HoldingsTriton Financial Group Inc

Total Portfolio Value
$137.76M
Total Bought
$137.76M
Total Sold
$0
Net Transaction
+$137.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
APPLE INC(AAPL)050,042+50,042010,2677.45%+10,267
NVIDIA CORPORATION(NVDA)038,183+38,18306,0334.38%+6,033
AMAZON COM INC(AMZN)024,690+24,69005,4173.93%+5,417
WALMART INC(WMT)052,970+52,97005,1793.76%+5,179
MICROSOFT CORP(MSFT)010,193+10,19305,0703.68%+5,070
COSTCO WHSL CORP NEW(COST)03,987+3,98703,9472.86%+3,947
ALPHABET INC(GOOG)021,440+21,44003,8022.76%+3,802
CROWDSTRIKE HLDGS INC(CRWD)05,937+5,93703,0242.20%+3,024
NETFLIX INC(NFLX)02,172+2,17202,9092.11%+2,909
COCA COLA CO(KO)040,849+40,84902,8902.10%+2,890
BERKSHIRE HATHAWAY INC DEL05,550+5,55002,6961.96%+2,696
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
081,782+81,78202,6241.90%+2,624
CISCO SYS INC(CSCO)037,686+37,68602,6151.90%+2,615
ABBOTT LABS017,569+17,56902,3901.73%+2,390
CHECK POINT SOFTWARE TECH LT
ORD
010,377+10,37702,2961.67%+2,296
APPLIED MATLS INC012,522+12,52202,2921.66%+2,292
INTERNATIONAL BUSINESS MACHS(IBM)07,665+7,66502,2591.64%+2,259
DIGITAL RLTY TR INC(DLR)012,568+12,56802,1911.59%+2,191
ORACLE CORP(ORCL)09,446+9,44602,0651.50%+2,065
BROADCOM INC(AVGO)07,242+7,24201,9961.45%+1,996
REPUBLIC SVCS INC(RSG)08,061+8,06101,9881.44%+1,988
VANECK ETF TRUST
FALLEN ANGEL HG
067,433+67,43301,9741.43%+1,974
BANCFIRST CORP(BANF)014,491+14,49101,7911.30%+1,791
AFLAC INC(AFL)016,892+16,89201,7811.29%+1,781
EMERSON ELEC CO(EMR)012,438+12,43801,6581.20%+1,658
ISHARES TR015,113+15,11301,6581.20%+1,658
SPDR SERIES TRUST
ST STR P500ETF
022,444+22,44401,6311.18%+1,631
JPMORGAN CHASE & CO.(JPM)05,621+5,62101,6301.18%+1,630
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
07,082+7,08201,6081.17%+1,608
ECOLAB INC(ECL)05,919+5,91901,5951.16%+1,595
ABBVIE INC(ABBV)08,324+8,32401,5451.12%+1,545
MARVELL TECHNOLOGY INC(MRVL)019,932+19,93201,5431.12%+1,543
CINCINNATI FINL CORP(CINF)010,223+10,22301,5221.11%+1,522
SALESFORCE INC(CRM)05,575+5,57501,5201.10%+1,520
INNOVATOR ETFS TRUST
BUFF STEP UP ETF
043,473+43,47301,5021.09%+1,502
L3HARRIS TECHNOLOGIES INC(LHX)05,889+5,88901,4771.07%+1,477
SHERWIN WILLIAMS CO(SHW)04,196+4,19601,4411.05%+1,441
DOVER CORP(DOV)07,855+7,85501,4391.04%+1,439
VISA INC(V)04,020+4,02001,4271.04%+1,427
PALANTIR TECHNOLOGIES INC(PLTR)09,902+9,90201,3500.98%+1,350
MCDONALDS CORP(MCD)04,567+4,56701,3340.97%+1,334
CHURCH & DWIGHT CO INC(CHD)013,292+13,29201,2770.93%+1,277
TRANE TECHNOLOGIES PLC(TT)02,911+2,91101,2730.92%+1,273
JANUS DETROIT STR TR
HENDRSN SHRT ETF
025,380+25,38001,2490.91%+1,249
SYSCO CORP(SYY)015,563+15,56301,1790.86%+1,179
DELL TECHNOLOGIES INC(DELL)09,259+9,25901,1350.82%+1,135
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
018,530+18,53001,1110.81%+1,111
MERCK & CO INC(MRK)014,003+14,00301,1080.80%+1,108
ACCENTURE PLC IRELAND
SHS CLASS A
03,595+3,59501,0750.78%+1,075
RIO TINTO PLC(RIO)017,964+17,96401,0480.76%+1,048
CORNING INC(GLW)019,692+19,69201,0360.75%+1,036
LOCKHEED MARTIN CORP(LMT)02,179+2,17901,0090.73%+1,009
HONEYWELL INTL INC(HON)04,298+4,29801,0010.73%+1,001
SPDR SERIES TRUST
ST STR P500VAL
018,590+18,59009730.71%+973
PEPSICO INC(PEP)07,190+7,19009490.69%+949
SPDR SERIES TRUST
ST SHO TREAS ETF
016,635+16,63509420.68%+942
MEDTRONIC PLC(MDT)010,391+10,39109060.66%+906
CLOROX CO DEL(CLX)07,240+7,24008690.63%+869
OGE ENERGY CORP(OGE)019,037+19,03708450.61%+845
VANGUARD WORLD FD
HEALTH CAR ETF
03,335+3,33508280.60%+828
VANGUARD BD INDEX FDS
VANGUARD ULTRA
015,939+15,93907950.58%+795
PRICE T ROWE GROUP INC(TROW)08,147+8,14707860.57%+786
MONGODB INC(MDB)03,722+3,72207820.57%+782
WILLIAMS COS INC(WMB)012,352+12,35207760.56%+776
COGENT COMMUNICATIONS HLDGS015,877+15,87707650.56%+765
ISHARES TR01,140+1,14007080.51%+708
CONAGRA BRANDS INC(CAG)033,704+33,70406900.50%+690
INNOVATOR ETFS TRUST
US EQTY PWR BUF
016,205+16,20506480.47%+648
AT&T INC(T)021,037+21,03706090.44%+609
PUBLIC STORAGE OPER CO(PSA)01,965+1,96505770.42%+577
VANGUARD BD INDEX FDS07,028+7,02805440.39%+544
META PLATFORMS INC(META)0687+68705070.37%+507
VANGUARD WORLD FD
INF TECH ETF
0700+70004640.34%+464
PIMCO ETF TR
ENHNCD LW DUR AC
04,128+4,12803960.29%+396
ISHARES TR01,831+1,83103580.26%+358
ISHARES TR
MSCI USA MIN ETF
03,753+3,75303520.26%+352
INNOVATOR ETFS TRUST
US EQTY PWR BF
08,296+8,29603360.24%+336
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
06,853+6,85303220.23%+322
ABRDN ETFS09,301+9,30103080.22%+308
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,680+3,68002930.21%+293
SPDR SERIES TRUST
ST STR CONV ETF
03,145+3,14502600.19%+260
VANECK ETF TRUST
PREFERRED SECURT
024,237+24,23702350.17%+235
INVESCO QQQ TR0407+40702250.16%+225
VANGUARD INDEX FDS0729+72902220.16%+222
JOHN HANCOCK EXCHANGE TRADED
MULTI INTL ETF
05,438+5,43802080.15%+208
ISHARES U S ETF TR
SHOR DURA BD ETF
03,935+3,93502010.15%+201
VANGUARD INDEX FDS0724+72402010.15%+201
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