Triton Financial Group Inc
CIK
1811805
Location
Oklahoma City, OK
Portfolio Value
Micro
$8,504,832
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,824
/ 8,232
▼ 2605
Top Industry
Software - Infrastructure
46.8%
3Y Alpha vs SPY
-2.9%
Period ended 2 months ago
Filed May 15, 2026 · 30d
21 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.2%
SPY
+76.3%
Annualised alpha
-2.8%
Max drawdown
−19.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
36.1%
+25.0 pts
Top 5
84.3%
+53.8 pts
Top 10
100.0%
+56.7 pts
HHI
1,998
Moderately concentrated+1,668
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.1% | $3,067,345 |
| Unclassified | 22.9% | $1,947,782 |
| Real Estate | 17.7% | $1,508,530 |
| Industrials | 15.4% | $1,305,697 |
| Communication Services | 7.9% | $675,478 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | +10,341 | 20,969 | $3,067,345 | |
| PSA | Public Storage | +2,746 | 5,569 | $1,508,530 | |
| GOOGL | Alphabet Inc. | +1,191 | 2,349 | $675,478 | |
| 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 reducedNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| 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 | |
| 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 | |
| BRK-B | Berkshire Hathaway Inc | 5,564 | $2,796,744 | |
| 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. | ||||
9 positions ·
$8,504,832 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 20,969 | $3,067,345 | 36.07% | |
| PSA |
Public Storage
Real Estate
|
Added | 5,569 | $1,508,530 | 17.74% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 1,131 | $987,249 | 11.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,430 | $929,986 | 10.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,349 | $675,478 | 7.94% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 786 | $453,663 | 5.33% | |
| GLD |
Spdr Gold Trust
|
NEW | 771 | $331,753 | 3.90% | |
| BA |
Boeing Co
Industrials
|
NEW | 1,600 | $318,448 | 3.74% | |
| SGOL |
abrdn Gold ETF Trust
|
NEW | 5,208 | $232,380 | 2.73% |