Triton Financial Group Inc
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
11 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.5% | $3,067,345 |
| Unclassified | 30.5% | $2,877,609 |
| Real Estate | 16.0% | $1,508,530 |
| Industrials | 13.8% | $1,305,697 |
| Communication Services | 7.2% | $675,478 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | +10,341 | 20,969 | $3,067,345 | |
| BCD | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | +9,401 | 18,624 | $666,366 | |
| PSA | Public Storage | +2,746 | 5,569 | $1,508,530 | |
| SPY | Spdr S&P 500 ETF Trust | +685 | 1,430 | $929,986 | |
| QQQ | Invesco Qqq Trust, Series 1 | +348 | 786 | $453,663 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −19,242 | 2,349 | $675,478 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAPL | Apple Inc. | 49,649 | $13,497,577 | |
| NVDA | Nvidia Corp | 37,969 | $7,081,218 | |
| WMT | Walmart Inc. | 53,076 | $5,913,197 | |
| AMZN | Amazon Com Inc | 25,008 | $5,772,346 | |
| MSFT | Microsoft Corp | 10,293 | $4,977,900 | |
| COST | Costco Wholesale Corp /New | 4,267 | $3,679,604 | |
| BRK-B | Berkshire Hathaway Inc | 5,565 | $3,551,544 | |
| AMAT | Applied Materials Inc /De | 12,806 | $3,291,013 | |
| KO | Coca Cola Co | 42,403 | $2,964,393 | |
| CSCO | Cisco Systems, Inc. | 38,394 | $2,957,489 | |
| CRWD | CrowdStrike Holdings, Inc. | 6,015 | $2,819,591 | |
| AVGO | Broadcom Inc. | 7,325 | $2,535,182 | |
| IBM | International Business Machines Corp | 7,677 | $2,274,004 | |
| ABT | Abbott Laboratories | 18,053 | $2,261,860 | |
| DLR | Digital Realty Trust, Inc. | 13,761 | $2,128,964 | |
| NFLX | Netflix Inc | 22,295 | $2,090,379 | |
| CHKP | Check Point Software Technologies Ltd | 10,843 | $2,012,027 | |
| ABBV | AbbVie Inc. | 8,641 | $1,974,382 | |
| AFL | Aflac Inc | 17,580 | $1,938,546 | |
| JPM | Jpmorgan Chase & Co | 5,902 | $1,901,742 | |
| ORCL | Oracle Corp | 9,729 | $1,896,279 | |
| GLW | Corning Inc /Ny | 21,139 | $1,850,930 | |
| RSG | Republic Services, Inc. | 8,570 | $1,816,240 | |
| SHOP | Shopify Inc. | 11,261 | $1,812,683 | |
| MRVL | Marvell Technology, Inc. | 20,921 | $1,777,866 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 20,969 | $3,067,345 | 32.51% | |
| PSA |
Public Storage
Real Estate
|
Added | 5,569 | $1,508,530 | 15.99% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 1,131 | $987,249 | 10.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,430 | $929,986 | 9.86% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,349 | $675,478 | 7.16% | |
| BCD |
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
|
Added | 18,624 | $666,366 | 7.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 786 | $453,663 | 4.81% | |
| GLD |
Spdr Gold Trust
|
NEW | 771 | $331,753 | 3.52% | |
| BA |
Boeing Co
Industrials
|
NEW | 1,600 | $318,448 | 3.38% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
NEW | 8,124 | $263,461 | 2.79% | |
| SGOL |
abrdn Gold ETF Trust
|
NEW | 5,208 | $232,380 | 2.46% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.