Fund HoldingsTriton Financial Group Inc

Total Portfolio Value
$173.70M
Total Bought
$145.21M
Total Sold
$29.32M
Net Transaction
+$115.89M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLE INC(AAPL)045,860+45,860013,2707.64%+13,270
APPLIED MATLS INC010,632+10,63207,6874.43%+7,687
ALPHABET INC(GOOG)019,167+19,16706,7723.90%+6,772
NVIDIA CORPORATION(NVDA)032,600+32,60006,5233.76%+6,523
MARVELL TECHNOLOGY INC(MRVL)019,269+19,26905,7403.30%+5,740
AMAZON COM INC(AMZN)023,485+23,48505,5973.22%+5,597
WALMART INC(WMT)047,703+47,70305,4033.11%+5,403
CORNING INC(GLW)020,606+20,60605,2633.03%+5,263
DELL TECHNOLOGIES INC(DELL)09,925+9,92504,2822.47%+4,282
CISCO SYS INC(CSCO)036,057+36,05704,2352.44%+4,235
CROWDSTRIKE HLDGS INC(CRWD)05,422+5,42204,1382.38%+4,138
COSTCO WHOLESALE CORPORATION(COST)04,101+4,10103,8362.21%+3,836
MICROSOFT CORP(MSFT)09,977+9,97703,7222.14%+3,722
COCA COLA CO(KO)040,618+40,61803,3011.90%+3,301
BROADCOM INC(AVGO)07,504+7,50402,8351.63%+2,835
DIGITAL RLTY TR INC(DLR)014,375+14,37502,5811.49%+2,581
BERKSHIRE HATHAWAY INC DEL05,094+5,09402,5491.47%+2,549
INTERNATIONAL BUSINESS MACHS(IBM)07,704+7,70402,1661.25%+2,166
ABBVIE INC(ABBV)08,217+8,21702,0681.19%+2,068
AFLAC INC(AFL)017,412+17,41202,0421.18%+2,042
JPMORGAN CHASE & CO(JPM)06,202+6,20202,0301.17%+2,030
CINCINNATI FINL CORP(CINF)010,819+10,81902,0031.15%+2,003
DOVER CORP(DOV)08,367+8,36701,8771.08%+1,877
EMERSON ELEC CO(EMR)013,016+13,01601,8631.07%+1,863
MERCK & CO INC(MRK)013,829+13,82901,7771.02%+1,777
ECOLAB INC(ECL)06,374+6,37401,7761.02%+1,776
REPUBLIC SVCS INC(RSG)08,202+8,20201,7481.01%+1,748
L3HARRIS TECHNOLOGIES INC(LHX)05,823+5,82301,6920.97%+1,692
BANCFIRST CORP(BANF)015,110+15,11001,6790.97%+1,679
ABBOTT LABORATORIES017,489+17,48901,5870.91%+1,587
RIO TINTO PLC(RIO)016,638+16,63801,5790.91%+1,579
NETFLIX INC.(NFLX)020,995+20,99501,4990.86%+1,499
SHERWIN WILLIAMS CO(SHW)04,296+4,29601,4790.85%+1,479
TRANE TECHNOLOGIES PLC(TT)03,002+3,00201,4740.85%+1,474
CHURCH & DWIGHT CO INC(CHD)015,118+15,11801,4650.84%+1,465
ORACLE CORP(ORCL)09,796+9,79601,4360.83%+1,436
CHECK POINT SOFTWARE TECH LT
ORD
010,765+10,76501,4150.81%+1,415
VISA INC(V)04,103+4,10301,4080.81%+1,408
SYSCO CORP(SYY)015,997+15,99701,3370.77%+1,337
MCDONALDS CORP(MCD)04,700+4,70001,2710.73%+1,271
MONGODB INC(MDB)03,673+3,67301,2340.71%+1,234
WILLIAMS COS INC(WMB)016,070+16,07001,1950.69%+1,195
LOCKHEED MARTIN CORP(LMT)02,342+2,34201,1930.69%+1,193
SHOPIFY INC(SHOP)09,851+9,85101,1250.65%+1,125
PEPSICO INC(PEP)08,212+8,21201,1120.64%+1,112
VANGUARD WORLD FD
HEALTH CAR ETF
03,650+3,65001,0910.63%+1,091
SALESFORCE INC(CRM)06,383+6,38301,0000.58%+1,000
MEDTRONIC PLC(MDT)012,428+12,42809720.56%+972
CATERPILLAR INC(CAT)0816+81608690.50%+869
VANGUARD INDEX FDS02,222+2,22208220.47%+822
AMERICAN ELEC PWR CO INC05,857+5,85708010.46%+801
BERKSHIRE HATHAWAY INC DEL01+107490.43%+749
VANGUARD WORLD FD
INF TECH ETF
05,600+5,60006690.39%+669
AT&T INC(T)030,322+30,32206280.36%+628
HONEYWELL AEROSPACE INC02,756+2,75606090.35%+609
ACCENTURE PLC IRELAND
SHS CLASS A
04,708+4,70805860.34%+586
GE VERNOVA INC(GEV)1,1311,273+1429851,4960.86%+511
MICRON TECHNOLOGY INC(MU)0442+44205100.29%+510
META PLATFORMS INC(META)0745+74504200.24%+420
CUMMINS INC(CMI)0585+58504170.24%+417
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,955+1,95504160.24%+416
ADVANCED MICRO DEVICES INC(AMD)0604+60403510.20%+351
AMPHENOL CORP01,709+1,70903010.17%+301
ARES CAPITAL CORP(ARCC)015,091+15,09102800.16%+280
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,236+3,23602560.15%+256
VANGUARD STAR FDS02,892+2,89202470.14%+247
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
36,20117,887-18,3143,1333,3601.93%+227
VANGUARD INDEX FDS0611+61102230.13%+223
PRUDENTIAL FINL INC(PFH)02,026+2,02602190.13%+219
INNOVATOR ETFS TRUST
US EQTY PWR BUF
18,37115,384-2,9877396620.38%-76
INNOVATOR ETFS TRUST
US EQTY PWR BUF
14,92812,192-2,7366675820.34%-85
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,4271,953-1,4744723720.21%-99
WISDOMTREE TR(WT)11,0665,561-5,5053842260.13%-158
SCHWAB STRATEGIC TR14,6567,362-7,2943762130.12%-163
INNOVATOR ETFS TRUST
US EQTY PWR BUF
9,3164,658-4,6583852070.12%-178
ISHARES TR1,8360-1,8362020-202
ISHARES TR
CORE UNIVRSL USD
4,4250-4,4252050-205
ISHARES TR1,4680-1,4682100-210
ISHARES TR2,6200-2,6202100-210
INVESCO QQQ TR786347-4394702560.15%-214
JOHN HANCOCK EXCHANGE TRADED
MULTI INTL ETF
10,8765,438-5,4384562420.14%-215
ISHARES TR
FUTU EXPO TE ETF
3,1760-3,1762190-219
INNOVATOR ETFS TRUST
US EQTY PWR BUF
5,0710-5,0712210-221
ETFS GOLD TR(SGOL)5,2080-5,2082230-223
ISHARES TR1,8320-1,8322260-226
GLOBAL X FDS
GLB X MLP ENRG I
3,4420-3,4422310-231
ISHARES TR2,3300-2,3302330-233
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,0040-6,0042390-239
INVESCO EXCH TRADED FD TR II3,3990-3,3992460-246
SELECT SECTOR SPDR TR
ST STR SVC ETF
2,1840-2,1842500-250
SCHWAB STRATEGIC TR8,1240-8,1242600-260
ISHARES TR2,2000-2,2002600-260
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,0300-6,0302620-262
SPDR SERIES TRUST
ST STR CONV ETF
5,7482,379-3,3695192570.15%-263
DBX ETF TR5,4400-5,4402650-265
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,3720-6,3722670-267
ALPHABET INC(GOOG)2,3491,202-1,1477054290.25%-276
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,4160-2,4162760-276
SPDR SERIES TRUST
ST STR SP600GRWO
2,9760-2,9762840-284
INNOVATOR ETFS TRUST
US EQTY PWR BUF
6,3420-6,3422930-293
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Triton Financial Group Inc — 13F Holdings — Q2 2026 | TickerTrail