Triton Financial Group Inc

CIK

1811805

Location

Oklahoma City, OK

Portfolio Value

Small $174,000,639

Diversification

Diversified

Filing Date

Global Rank

#6,922 / 8,794 ▲ 1540 · as of Jun 2026

Top Industry

Semiconductors 10.8%

Period ended 3 months ago

Filed Aug 17, 2026 · 47d

22 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

83 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.6%

−20.8 pts

Top 5

24.4%

−37.2 pts

Top 10

39.5%

−41.0 pts

HHI

251

Diversified−970

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.8%	$69,306,713	21
Unclassified	15.2%	$26,482,750	20
Consumer Defensive	9.5%	$16,453,791	6
Financial Services	8.7%	$15,191,796	9
Industrials	7.6%	$13,238,271	10
Communication Services	5.6%	$9,748,193	4
Consumer Cyclical	3.9%	$6,867,871	2
Healthcare	3.7%	$6,403,944	4
Basic Materials	2.8%	$4,834,503	3
Real Estate	2.0%	$3,476,868	2
Energy	0.7%	$1,194,643	1
Utilities	0.5%	$801,296	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+18,020	20,369	$7,201,834
GEV	GE Vernova Inc.	+142	1,273	$1,495,596
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−185,757	204,089	$7,842,567
AFK	VanEck Africa Index ETF	−60,913	54,065	$1,580,860
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−49,511	44,403	$3,434,753
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−43,084	12,172	$2,208,251
JA	Janus Henderson AA-A CLO ETF	−27,427	13,736	$671,209
FNDA	Schwab Fundamental U.S. Small Company ETF	−24,676	7,362	$213,203
BAPR	Innovator U.S. Equity Buffer ETF - April	−21,735	15,393	$696,527
ABI	VictoryShares Pioneer Asset-Based Income ETF	−16,359	19,842	$3,775,501
—		−15,794	15,930	$462,129
PLTR	Palantir Technologies Inc.	−10,796	10,173	$1,186,883
JDVI	John Hancock Disciplined Value International Select ETF	−10,070	5,438	$241,501
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	−9,232	9,392	$320,736
ACLO	TCW AAA CLO ETF	−8,954	8,954	$351,086
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−8,450	1,953	$372,085
IVZ	Invesco Ltd.	−6,718	7,374	$2,234,100
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−5,505	5,561	$226,221
PSA	Public Storage	−2,756	2,813	$895,406
SPY	Spdr S&P 500 ETF Trust	−732	698	$521,245
QQQ	Invesco Qqq Trust, Series 1	−439	347	$255,530
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AAPL	Apple Inc.	45,860	$13,270,049
AMAT	Applied Materials Inc /De	10,632	$7,686,936
NVDA	Nvidia Corp	32,600	$6,522,934
MRVL	Marvell Technology, Inc.	19,269	$5,740,042
AMZN	Amazon Com Inc	23,485	$5,597,414
WMT	Walmart Inc.	47,703	$5,402,841
GLW	Corning Inc /Ny	20,606	$5,263,390
DELL	Dell Technologies Inc.	9,925	$4,282,240
CSCO	Cisco Systems, Inc.	36,057	$4,235,255
CRWD	CrowdStrike Holdings, Inc.	5,422	$4,137,745
COST	Costco Wholesale Corp /New	4,101	$3,836,362
MSFT	Microsoft Corp	9,977	$3,721,620
KO	Coca Cola Co	40,618	$3,301,024
BRK-B	Berkshire Hathaway Inc	5,095	$3,297,836
AVGO	Broadcom Inc.	7,504	$2,834,636
DLR	Digital Realty Trust, Inc.	14,375	$2,581,462
IBM	International Business Machines Corp	7,704	$2,166,441
ABBV	AbbVie Inc.	8,217	$2,067,725
AFL	Aflac Inc	17,412	$2,041,557
JPM	Jpmorgan Chase & Co	6,202	$2,030,100
CINF	Cincinnati Financial Corp	10,819	$2,003,029
DOV	DOVER Corp	8,367	$1,876,550
EMR	Emerson Electric Co	13,016	$1,863,240
MRK	Merck & Co., Inc.	13,829	$1,777,026
ECL	Ecolab Inc.	6,374	$1,775,860
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	7,520	$382,316
GLD	Spdr Gold Trust	771	$331,753
BA	Boeing Co	1,600	$318,448
—		2,612	$293,719
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	5,440	$268,736
AGNG	Global X Funds Global X Aging Population ETF	3,442	$254,501
BAB	Invesco Taxable Municipal Bond ETF	3,399	$248,602
SGOL	abrdn Gold ETF Trust	5,208	$232,380
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $174,000,639 total · filing declares 99 positions · $173,699,327 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	NEW	45,860	NEW	$13,270,049	NEW	7.63%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	204,089	-185,757	$7,842,567	−45.0%	4.51%
AMAT	Applied Materials Inc /De Technology	NEW	10,632	NEW	$7,686,936	NEW	4.42%
GOOGL	Alphabet Inc. Communication Services	Added	20,369	+18,020	$7,201,834	+966.2%	4.14%
NVDA	Nvidia Corp Technology	NEW	32,600	NEW	$6,522,934	NEW	3.75%
MRVL	Marvell Technology, Inc. Technology	NEW	19,269	NEW	$5,740,042	NEW	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	23,485	NEW	$5,597,414	NEW	3.22%
WMT	Walmart Inc. Consumer Defensive	NEW	47,703	NEW	$5,402,841	NEW	3.11%
GLW	Corning Inc /Ny Technology	NEW	20,606	NEW	$5,263,390	NEW	3.02%
DELL	Dell Technologies Inc. Technology	NEW	9,925	NEW	$4,282,240	NEW	2.46%
CSCO	Cisco Systems, Inc. Technology	NEW	36,057	NEW	$4,235,255	NEW	2.43%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	5,422	NEW	$4,137,745	NEW	2.38%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	4,101	NEW	$3,836,362	NEW	2.20%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	19,842	-16,359	$3,775,501	+10.5%	2.17%
MSFT	Microsoft Corp Technology	NEW	9,977	NEW	$3,721,620	NEW	2.14%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	44,403	-49,511	$3,434,753	−48.4%	1.97%
KO	Coca Cola Co Consumer Defensive	NEW	40,618	NEW	$3,301,024	NEW	1.90%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	5,095	NEW	$3,297,836	NEW	1.90%
AVGO	Broadcom Inc. Technology	NEW	7,504	NEW	$2,834,636	NEW	1.63%
DLR	Digital Realty Trust, Inc. Real Estate	NEW	14,375	NEW	$2,581,462	NEW	1.48%
IVZ	Invesco Ltd. Financial Services	Reduced	7,374	-6,718	$2,234,100	−33.3%	1.28%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	12,172	-43,084	$2,208,251	—	1.27%
IBM	International Business Machines Corp Technology	NEW	7,704	NEW	$2,166,441	NEW	1.25%
ABBV	AbbVie Inc. Healthcare	NEW	8,217	NEW	$2,067,725	NEW	1.19%
AFL	Aflac Inc Financial Services	NEW	17,412	NEW	$2,041,557	NEW	1.17%
JPM	Jpmorgan Chase & Co Financial Services	NEW	6,202	NEW	$2,030,100	NEW	1.17%
CINF	Cincinnati Financial Corp Financial Services	NEW	10,819	NEW	$2,003,029	NEW	1.15%
DOV	DOVER Corp Industrials	NEW	8,367	NEW	$1,876,550	NEW	1.08%
EMR	Emerson Electric Co Industrials	NEW	13,016	NEW	$1,863,240	NEW	1.07%
MRK	Merck & Co., Inc. Healthcare	NEW	13,829	NEW	$1,777,026	NEW	1.02%
ECL	Ecolab Inc. Basic Materials	NEW	6,374	NEW	$1,775,860	NEW	1.02%
EDV	Vanguard World Funds Extended Duration ETF	NEW	9,250	NEW	$1,760,698	NEW	1.01%
RSG	Republic Services, Inc. Industrials	NEW	8,202	NEW	$1,747,682	NEW	1.00%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	5,823	NEW	$1,692,105	NEW	0.97%
BANF	Bancfirst Corp /Ok/ Financial Services	NEW	15,110	NEW	$1,679,174	NEW	0.97%
ABT	Abbott Laboratories Healthcare	NEW	17,489	NEW	$1,586,951	NEW	0.91%
AFK	VanEck Africa Index ETF	Reduced	54,065	-60,913	$1,580,860	−52.1%	0.91%
RIO	Rio Tinto PLC Basic Materials	NEW	16,638	NEW	$1,579,445	NEW	0.91%
NFLX	Netflix Inc Communication Services	NEW	20,995	NEW	$1,499,043	NEW	0.86%
GEV	GE Vernova Inc. Industrials	Added	1,273	+142	$1,495,596	+51.5%	0.86%
SHW	Sherwin Williams Co Basic Materials	NEW	4,296	NEW	$1,479,198	NEW	0.85%
TT	Trane Technologies plc Industrials	NEW	3,002	NEW	$1,474,462	NEW	0.85%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	NEW	15,118	NEW	$1,464,631	NEW	0.84%
ORCL	Oracle Corp Technology	NEW	9,796	NEW	$1,435,603	NEW	0.83%
CHKP	Check Point Software Technologies Ltd Technology	NEW	10,765	NEW	$1,414,843	NEW	0.81%
V	Visa Inc. Financial Services	NEW	4,103	NEW	$1,407,698	NEW	0.81%
SYY	Sysco Corp Consumer Defensive	NEW	15,997	NEW	$1,337,029	NEW	0.77%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	4,700	NEW	$1,270,457	NEW	0.73%
MDB	MongoDB, Inc. Technology	NEW	3,673	NEW	$1,233,760	NEW	0.71%
WMB	Williams Companies, Inc. Energy	NEW	16,070	NEW	$1,194,643	NEW	0.69%

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.