TritonPoint Partners, LLC
- SEC CIK
- 0002111167
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 351
- +151 vs. Q1 2026
- Portfolio value
- $1.21B
- +$933.9M (+343.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 351,422 | $101.7M | 8.4% | +312,851+811.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 138,201 | $49.4M | 4.1% | +119,526+640.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 127,825 | $45.2M | 3.7% | +122,195+2,170.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 170,447 | $40.6M | 3.4% | +147,287+636.0% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 435,067 | $37.5M | 3.1% | +423,553+3,678.6% | AddedConverted for a 6-for-1 split | – |
| LRCXLam Research Corp | Stock | 70,828 | $30.7M | 2.5% | +60,917+614.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 87,436 | $28.6M | 2.4% | +77,754+803.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 73,296 | $27.3M | 2.3% | +56,660+340.6% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 35,176 | $24.2M | 2.0% | +22,587+179.4% | Added | – |
| iShares Tr464287721 | U.S. TECH ETF | 93,853 | $23.7M | 2.0% | +91,676+4,211.1% | Added | – |
| NVDANVIDIA Corp | Stock | 115,886 | $23.2M | 1.9% | +89,573+340.4% | Added | History |
| VVisa Inc. | Stock | 58,071 | $19.9M | 1.7% | +48,688+518.9% | Added | History |
| XPOXPO, Inc. | COM | 93,059 | $19.1M | 1.6% | +93,059 | New | History |
| JNJJohnson & Johnson | Stock | 74,443 | $18.9M | 1.6% | +64,122+621.3% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 20,818 | $15.6M | 1.3% | +1,540+8.0% | Added | – |
| DOVDOVER Corp | COM | 67,688 | $15.2M | 1.3% | +62,985+1,339.3% | Added | History |
| WMTWalmart Inc. | Stock | 128,117 | $14.5M | 1.2% | +105,141+457.6% | Added | History |
| BNLBroadstone Net Lease, Inc. | COM | 675,646 | $14.2M | 1.2% | +550,045+437.9% | Added | History |
| MAMastercard Inc | Stock | 26,945 | $13.8M | 1.1% | +25,209+1,452.1% | Added | History |
| TJXTJX Companies Inc | Stock | 83,302 | $12.6M | 1.0% | +73,922+788.1% | Added | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 66,681 | $12.4M | 1.0% | +66,681 | New | – |
| DHRDanaher Corp | Stock | 63,242 | $12.1M | 1.0% | +59,983+1,840.5% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 60,504 | $11.5M | 1.0% | +60,504 | New | – |
| ISRGIntuitive Surgical Inc | COM NEW | 28,222 | $11.2M | 0.9% | +25,185+829.3% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 207,995 | $11.2M | 0.9% | +181,197+676.2% | Added | – |
| CBChubb Ltd | Stock | 31,906 | $10.9M | 0.9% | +28,507+838.7% | Added | History |
| CATCaterpillar Inc | Stock | 9,969 | $10.6M | 0.9% | +9,091+1,035.4% | Added | History |
| BABoeing Co | Stock | 45,289 | $9.80M | 0.8% | +38,245+542.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 19,423 | $9.75M | 0.8% | +19,423 | New | History |
| ADIAnalog Devices Inc | Stock | 24,243 | $9.63M | 0.8% | +19,592+421.2% | Added | History |
| MUMicron Technology Inc | Stock | 7,725 | $8.92M | 0.7% | +7,725 | New | History |
| MDLZMondelez International, Inc. | Stock | 147,231 | $8.59M | 0.7% | +134,903+1,094.3% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 71,463 | $8.50M | 0.7% | −3,815−5.1% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 64,967 | $8.40M | 0.7% | +56,005+624.9% | Added | History |
| QXOQXO, Inc. | COM NEW | 482,859 | $8.34M | 0.7% | +467,780+3,102.2% | Added | History |
| GEVGE Vernova Inc. | Stock | 6,464 | $7.60M | 0.6% | +4,851+300.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,962 | $7.49M | 0.6% | +12,105+423.7% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 47,069 | $7.44M | 0.6% | +42,445+917.9% | Added | – |
| YUMYum Brands Inc | Stock | 44,229 | $7.07M | 0.6% | +44,229 | New | History |
| SBUXStarbucks Corp | Stock | 68,372 | $6.99M | 0.6% | +60,966+823.2% | Added | History |
| CVXChevron Corp | Stock | 41,731 | $6.92M | 0.6% | +32,939+374.6% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 17,477 | $6.89M | 0.6% | +17,477 | New | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 68,931 | $6.66M | 0.6% | +9,021+15.1% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 41,392 | $6.57M | 0.5% | +41,392 | New | – |
| PEPPepsiCo Inc | Stock | 48,326 | $6.54M | 0.5% | +46,225+2,200.1% | Added | History |
| RTXRTX Corp | Stock | 34,298 | $6.51M | 0.5% | +28,297+471.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,348 | $5.91M | 0.5% | +8,090+190.0% | Added | History |
| HDHome Depot, Inc. | Stock | 16,668 | $5.88M | 0.5% | +10,687+178.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 6,200 | $5.80M | 0.5% | +4,974+405.7% | Added | History |
| COFCapital One Financial Corp | Stock | 27,359 | $5.49M | 0.5% | +26,245+2,355.9% | Added | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 46,229 | $5.43M | 0.5% | +46,229 | New | – |
| UNHUnitedHealth Group Inc | Stock | 13,038 | $5.42M | 0.4% | +10,034+334.0% | Added | History |
| iShares Flexible Income Active ETF092528603 | ETF | 101,179 | $5.30M | 0.4% | −11,324−10.1% | Reduced | – |
| EOGEOG Resources Inc | Stock | 39,508 | $5.13M | 0.4% | +33,137+520.1% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 34,530 | $5.12M | 0.4% | +28,948+518.6% | Added | – |
| CLColgate Palmolive Co | Stock | 55,711 | $5.11M | 0.4% | +52,969+1,931.8% | Added | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 111,623 | $5.10M | 0.4% | −14,674−11.6% | Reduced | – |
| LLYEli Lilly & Co | Stock | 4,225 | $5.07M | 0.4% | +3,657+643.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 13,217 | $4.99M | 0.4% | +3,611+37.6% | Added | History |
| BLKBlackRock, Inc. | Stock | 5,161 | $4.96M | 0.4% | +4,325+517.3% | Added | History |
| CMECME Group Inc. | COM | 22,134 | $4.89M | 0.4% | +19,833+861.9% | Added | History |
| ECLEcolab Inc. | Stock | 17,234 | $4.81M | 0.4% | +15,853+1,147.9% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 61,912 | $4.75M | 0.4% | +61,912 | New | – |
| ABTAbbott Laboratories | Stock | 50,475 | $4.58M | 0.4% | +50,475 | New | History |
| WFCWells Fargo & Company | Stock | 54,998 | $4.55M | 0.4% | +36,829+202.7% | Added | History |
| AESAES Corp | Stock | 299,627 | $4.39M | 0.4% | +264,929+763.5% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 14,990 | $4.36M | 0.4% | +12,122+422.7% | Added | History |
| NOWServiceNow, Inc. | Stock | 43,457 | $4.31M | 0.4% | +35,424+441.0% | Added | History |
| PGProcter & Gamble Co | Stock | 29,266 | $4.29M | 0.4% | +24,939+576.4% | Added | History |
| KOCoca Cola Co | Stock | 52,443 | $4.28M | 0.4% | +46,764+823.5% | Added | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 90,577 | $4.25M | 0.4% | +4,907+5.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 68,955 | $4.19M | 0.3% | −3,619−5.0% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,581 | $4.18M | 0.3% | +3,223+136.7% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,325 | $4.04M | 0.3% | +13,325 | New | – |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 110,304 | $4.02M | 0.3% | +110,304 | New | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,455 | $4.02M | 0.3% | +3,471+174.9% | Added | – |
| PHParker-Hannifin Corp | Stock | 4,055 | $3.97M | 0.3% | +4,055 | New | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 35,449 | $3.80M | 0.3% | +35,449 | New | – |
| PANWPalo Alto Networks Inc | Stock | 10,970 | $3.74M | 0.3% | +2,924+36.3% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,080 | $3.73M | 0.3% | +3,426+51.5% | Added | – |
| GNRCGenerac Holdings Inc. | Stock | 12,662 | $3.71M | 0.3% | +10,576+507.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,553 | $3.69M | 0.3% | +3,887+145.8% | Added | History |
| MARMarriott International Inc | Stock | 9,814 | $3.64M | 0.3% | +9,814 | New | History |
| LMTLockheed Martin Corp | Stock | 6,990 | $3.56M | 0.3% | +6,990 | New | History |
| PNCPNC Financial Services Group, Inc. | Stock | 14,164 | $3.49M | 0.3% | +14,164 | New | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 17,605 | $3.48M | 0.3% | +17,605 | New | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 41,615 | $3.45M | 0.3% | −657−1.6% | Reduced | – |
| BACBank of America Corp | Stock | 60,412 | $3.44M | 0.3% | +60,412 | New | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 28,654 | $3.36M | 0.3% | +28,654 | New | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 33,174 | $3.28M | 0.3% | −1,079−3.2% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 39,956 | $3.22M | 0.3% | +39,956 | New | – |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 70,059 | $3.14M | 0.3% | +62,055+775.3% | Added | History |
| ORCLOracle Corp | Stock | 20,961 | $3.07M | 0.3% | +9,941+90.2% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 24,535 | $2.93M | 0.2% | +24,535 | New | – |
| LHLabcorp Holdings Inc. | Stock | 10,433 | $2.92M | 0.2% | +10,433 | New | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 13,214 | $2.88M | 0.2% | +9,741+280.5% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 36,745 | $2.83M | 0.2% | +15,469+72.7% | Added | – |
| BXBlackstone Inc. | COM | 23,845 | $2.81M | 0.2% | +23,845 | New | History |
| ABBVAbbVie Inc. | Stock | 11,092 | $2.79M | 0.2% | +11,092 | New | History |
| TSLATesla, Inc. | Stock | 6,613 | $2.78M | 0.2% | +3,252+96.8% | Added | History |
Sold out since Q1 2026 (38)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 361,946 | $33.2M | 12.2% | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 41,471 | $1.86M | 0.7% | – |
| Capital Group International14021T102 | SHS | 53,885 | $1.79M | 0.7% | – |
| SPXCSPX Technologies, Inc. | COM | 6,750 | $1.35M | 0.5% | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,959 | $1.19M | 0.4% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 15,974 | $935.1K | 0.3% | – |
| BlackRock ETF Trust II092528876 | ISHA TOTA RE ETF | 18,370 | $922.0K | 0.3% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,688 | $718.9K | 0.3% | – |
| AB Active ETFs Inc00039J780 | EMER MKTS OP ETF | 16,022 | $702.1K | 0.3% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 25,553 | $585.4K | 0.2% | – |
| NBISNebius Group N.V. | Stock | 5,247 | $544.4K | 0.2% | History |
| HUBBHubbell Inc | COM | 1,033 | $506.9K | 0.2% | History |
| CRCrane Co | COMMON STOCK | 2,873 | $491.3K | 0.2% | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 4,049 | $480.2K | 0.2% | – |
| The Alger ETF Trust015564404 | CONCENTRATED EQT | 13,502 | $420.2K | 0.2% | – |
| BKNGBooking Holdings Inc. | Stock | 95 | $400.0K | 0.1% | History |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 4,692 | $355.4K | 0.1% | – |
| Fidelity High Dividend ETF316092840 | ETF | 6,303 | $348.2K | 0.1% | – |
| ROSTRoss Stores, Inc. | COM | 1,568 | $339.7K | 0.1% | History |
| EWBCEast West Bancorp Inc | COM | 3,053 | $325.9K | 0.1% | History |
| INTUIntuit Inc. | Stock | 743 | $321.3K | 0.1% | History |
| SLViShares Silver Trust | ETF | 4,689 | $319.5K | 0.1% | History |
| ACMAecom | COM | 3,679 | $312.1K | 0.1% | History |
| APTVAptiv PLC | Stock | 4,300 | $298.6K | 0.1% | History |
| FSVFirstService Corp | COM | 1,976 | $275.1K | 0.1% | History |
| WPCW. P. Carey Inc. | COM | 3,990 | $274.9K | 0.1% | History |
| OSKOshkosh Corp | COM | 1,806 | $265.9K | 0.1% | History |
| Trimtabs ETF Tr89628W708 | DONOGHUE FORLNS | 8,050 | $251.4K | 0.1% | – |
| ACNAccenture plc | Stock | 1,250 | $247.9K | 0.1% | History |
| HALOHalozyme Therapeutics, Inc. | COM | 3,699 | $239.0K | 0.1% | History |
| GWREGuidewire Software, Inc. | COM | 1,581 | $236.5K | 0.1% | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,381 | $230.1K | 0.1% | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,518 | $229.3K | 0.1% | – |
| WMWaste Management Inc | Stock | 920 | $211.3K | 0.1% | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 5,692 | $209.5K | 0.1% | History |
| CDNSCadence Design Systems Inc | Stock | 754 | $209.5K | 0.1% | History |
| Virtus ETF Tr II92790A850 | SEIX AAA PRIVAAT | 8,148 | $202.6K | 0.1% | – |
| ETHWBitwise Ethereum ETF | SHS | 11,916 | $178.7K | 0.1% | History |