TRITONPOINT WEALTH, LLC

CIK

2008171

Location

CHEVY CHASE, MD

Portfolio Value

Small $809,684,374

Diversification

Diversified

Filing Date

Global Rank

#2,136 / 8,517 ▲ 49

Top Industry

Consumer Electronics 11.9%

3Y Alpha vs SPY

+10.8%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+92.2%

SPY

+55.7%

Annualised alpha

+10.5%

Max drawdown

−18.9%

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

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

Top Position

11.7%

+0.2 pts

Top 5

34.0%

+1.6 pts

Top 10

46.0%

+2.7 pts

HHI

371

Diversified+26

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$215,854,715	40
Financial Services	14.9%	$120,954,114	38
Industrials	12.9%	$104,448,983	35
Communication Services	11.6%	$93,887,263	6
Healthcare	10.2%	$82,660,958	24
Consumer Cyclical	9.9%	$80,144,908	15
Consumer Defensive	5.6%	$45,479,262	9
Energy	2.4%	$19,677,419	13
Unclassified	2.3%	$18,504,767	11
Real Estate	1.8%	$14,466,919	6
Utilities	0.9%	$7,531,885	6
Basic Materials	0.8%	$6,073,181	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
QXO	QXO, Inc.	+138,791	481,568	$8,321,495
NVDA	Nvidia Corp	+20,123	97,049	$19,418,534
SCHW	Schwab Charles Corp	+17,727	20,316	$1,874,557
NOW	ServiceNow, Inc.	+11,964	35,152	$3,489,890
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+7,739	8,456	$4,038,331
MU	Micron Technology Inc	+4,245	6,291	$7,261,638
KLAC	Kla Corp	+2,679	3,005	$906,638
SHEL	Shell plc	+2,437	6,528	$506,181
SLB	Slb Limited/Nv	+2,281	14,886	$692,050
MSFT	Microsoft Corp	+2,119	64,235	$23,960,939
BMY	Bristol Myers Squibb Co	+1,574	21,570	$1,242,863
VEA	Vanguard FTSE Developed Markets ETF	+841	4,122	$293,692
CPRT	Copart Inc	+804	18,296	$515,764
UNH	Unitedhealth Group Inc	+587	10,952	$4,551,979
AEP	American Electric Power Co Inc	+557	2,905	$397,433
JCI	Johnson Controls International plc	+504	2,354	$343,942
AIG	American International Group, Inc.	+423	9,155	$682,322
BALL	BALL Corp	+411	41,225	$2,572,440
A	Agilent Technologies, Inc.	+404	6,551	$870,169
PNC	Pnc Financial Services Group, Inc.	+367	13,665	$3,364,596
TJX	Tjx Companies Inc /De/	+346	76,967	$11,660,500
PSX	Phillips 66	+330	2,345	$396,422
CL	Colgate Palmolive Co	+311	52,069	$4,773,685
INTC	Intel Corp	+285	6,434	$898,379
VRTX	Vertex Pharmaceuticals Inc / Ma	+247	859	$426,691
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTZ	Intrusion Inc	−123,740	35,150	$32,689
BNL	Broadstone Net Lease, Inc.	−76,244	614,067	$12,692,764
WFC	Wells Fargo & Company/Mn	−55,475	53,056	$4,384,547
EPD	Enterprise Products Partners L.P.	−22,894	71,073	$2,612,643
BIPH	Brookfield Infrastructure Partners L.P.	−18,671	110,304	$1,700,887
AES	Aes Corp	−14,229	270,421	$3,964,371
SNOW	Snowflake Inc.	−11,970	3,759	$956,665
ORCL	Oracle Corp	−7,031	14,442	$2,116,475
EOG	Eog Resources Inc	−6,663	36,045	$4,676,117
AAPL	Apple Inc.	−6,410	326,546	$94,489,350
BX	Blackstone Inc.	−6,040	23,613	$2,778,541
CVX	Chevron Corp	−5,906	37,437	$6,205,557
BAC	Bank Of America Corp /De/	−5,324	59,168	$3,371,392
MDLZ	Mondelez International, Inc.	−5,304	137,268	$7,939,581
BN	BROOKFIELD Corp /ON/	−5,010	57,388	$2,444,154
LRCX	Lam Research Corp	−4,637	62,831	$27,226,557
GOOGL	Alphabet Inc.	−4,382	249,503	$88,662,836
ZTS	Zoetis Inc.	−3,604	3,836	$275,654
WMT	Walmart Inc.	−2,965	111,967	$12,681,382
ABT	Abbott Laboratories	−2,801	50,243	$4,559,049
JNJ	Johnson & Johnson	−2,213	67,646	$17,180,054
PEP	Pepsico Inc	−2,188	47,584	$6,442,873
XPO	XPO, Inc.	−2,146	93,026	$19,097,307
CHKP	Check Point Software Technologies Ltd	−2,077	11,845	$1,556,788
NFLX	Netflix Inc	−2,027	13,464	$961,329
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AVAV	AeroVironment Inc	16,354	$2,699,554
SO	Southern Co	6,479	$620,105
WDC	Western Digital Corp	798	$509,698
ASML	Asml Holding NV	229	$455,581
SNDK	Sandisk Corp	198	$450,198
FE	Firstenergy Corp	8,886	$422,440
STX	Seagate Technology Holdings plc	385	$371,525
VIK	Viking Holdings Ltd	3,341	$349,702
FTNT	Fortinet, Inc.	2,212	$339,807
TRV	Travelers Companies, Inc.	845	$278,951
AYI	Acuity Inc. (De)	735	$276,845
CDNS	Cadence Design Systems Inc	725	$272,107
DAL	Delta Air Lines, Inc.	2,795	$261,779
ANET	Arista Networks, Inc.	1,525	$259,067
NVS	Novartis AG	1,618	$253,572
CVS	CVS HEALTH Corp	2,428	$251,176
AMT	American Tower Corp /Ma/	1,505	$246,172
COO	Cooper Companies, Inc.	3,390	$243,096
XMTR	Xometry, Inc.	2,482	$239,562
GM	General Motors Co	2,883	$222,221
FNV	FRANCO NEVADA Corp	1,065	$221,988
MRSH	Marsh & Mclennan Companies, Inc.	1,283	$213,837
TT	Trane Technologies plc	431	$211,689
SPGI	S&P Global Inc.	495	$201,593
PPG	Ppg Industries Inc	1,658	$201,098
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	6,104	$1,379,687
T	At&T Inc.	11,935	$345,995
ADBE	Adobe Inc.	1,352	$328,644
CMG	Chipotle Mexican Grill Inc	10,121	$323,973
CRM	Salesforce, Inc.	1,589	$296,618
NEM	NEWMONT Corp /DE/	2,372	$256,769
DUK	Duke Energy CORP	1,787	$233,989
CMCSA	Comcast Corp	7,829	$224,770
HCA	HCA Healthcare, Inc.	472	$223,369
UBER	Uber Technologies, Inc	2,979	$214,279
Q	Qnity Electronics, Inc.	1,769	$204,107
GOOD	Gladstone Commercial Corp	13,535	$154,705
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

207 tracked positions · $809,684,374 total · filing declares 281 positions · $1,017,745,886 · 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 207 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	326,546	-6,410	$94,489,350	+11.8%	11.67%
GOOGL	Alphabet Inc. Communication Services	Reduced	249,503	-4,382	$88,662,836	+21.6%	10.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	158,540	-1,880	$37,786,423	+13.1%	4.67%
LRCX	Lam Research Corp Technology	Reduced	62,831	-4,637	$27,226,557	+88.9%	3.36%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	81,693	-2,023	$26,740,569	+8.6%	3.30%
MSFT	Microsoft Corp Technology	Added	64,235	+2,119	$23,960,939	+4.2%	2.96%
NVDA	Nvidia Corp Technology	Added	97,049	+20,123	$19,418,534	+44.7%	2.40%
XPO	XPO, Inc. Industrials	Reduced	93,026	-2,146	$19,097,307	+3.1%	2.36%
V	Visa Inc. Financial Services	Reduced	51,275	-854	$17,591,939	+11.7%	2.17%
JNJ	Johnson & Johnson Healthcare	Reduced	67,646	-2,213	$17,180,054	+0.6%	2.12%
DOV	DOVER Corp Industrials	Reduced	64,113	-1,771	$14,379,263	+4.7%	1.78%
MA	Mastercard Inc Financial Services	Reduced	25,639	-521	$13,168,190	+0.7%	1.63%
BNL	Broadstone Net Lease, Inc. Real Estate	Reduced	614,067	-76,244	$12,692,764	+0.6%	1.57%
WMT	Walmart Inc. Consumer Defensive	Reduced	111,967	-2,965	$12,681,382	−11.2%	1.57%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	76,967	+346	$11,660,500	−4.7%	1.44%
DHR	Danaher Corp /De/ Healthcare	Reduced	60,824	-1,339	$11,585,755	−1.7%	1.43%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	27,020	-324	$10,745,313	−14.8%	1.33%
CAT	Caterpillar Inc Industrials	Reduced	9,764	-189	$10,397,683	+47.5%	1.28%
CB	Chubb Ltd Financial Services	Reduced	29,187	-320	$9,945,178	+3.4%	1.23%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	19,300	-405	$9,676,248	−0.1%	1.20%
BA	Boeing Co Industrials	Reduced	40,627	-199	$8,794,526	+8.2%	1.09%
QXO	QXO, Inc. Industrials	Added	481,568	+138,791	$8,321,495	+25.0%	1.03%
ADI	Analog Devices Inc Technology	Reduced	20,325	-683	$8,072,480	+20.8%	1.00%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	137,268	-5,304	$7,939,581	−3.4%	0.98%
MRK	Merck & Co., Inc. Healthcare	Reduced	58,703	-1,028	$7,543,335	+5.0%	0.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	13,298	-37	$7,402,535	+4.1%	0.91%
MU	Micron Technology Inc Technology	Added	6,291	+4,245	$7,261,638	+950.6%	0.90%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	44,122	-574	$7,053,342	+1.5%	0.87%
PEP	Pepsico Inc Consumer Defensive	Reduced	47,584	-2,188	$6,442,873	−16.6%	0.80%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	62,367	-370	$6,373,283	+13.4%	0.79%
CVX	Chevron Corp Energy	Reduced	37,437	-5,906	$6,205,557	−30.8%	0.77%
GEV	GE Vernova Inc. Industrials	Reduced	5,244	-114	$6,160,965	+31.7%	0.76%
RTX	RTX Corp Industrials	Reduced	30,453	-1,017	$5,777,847	−4.8%	0.71%
COF	Capital One Financial Corp Financial Services	Reduced	26,965	-494	$5,409,718	+8.0%	0.67%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,312	+85	$4,969,216	−4.6%	0.61%
ECL	Ecolab Inc. Basic Materials	Reduced	17,156	-131	$4,779,833	+3.9%	0.59%
CL	Colgate Palmolive Co Consumer Defensive	Added	52,069	+311	$4,773,685	+8.2%	0.59%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	61,468	-1,882	$4,714,595	−3.6%	0.58%
EOG	Eog Resources Inc Energy	Reduced	36,045	-6,663	$4,676,117	−24.3%	0.58%
CME	Cme Group Inc. Financial Services	Reduced	20,797	-265	$4,592,601	−26.2%	0.57%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	12,956	-200	$4,569,322	+5.6%	0.56%
ABT	Abbott Laboratories Healthcare	Reduced	50,243	-2,801	$4,559,049	−16.3%	0.56%
UNH	Unitedhealth Group Inc Healthcare	Added	10,952	+587	$4,551,979	+62.3%	0.56%
LLY	ELI LILLY & Co Healthcare	Added	3,728	+133	$4,471,475	+35.2%	0.55%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	53,056	-55,475	$4,384,547	−49.3%	0.54%
BLK	BlackRock, Inc. Financial Services	Added	4,553	+23	$4,377,982	+0.5%	0.54%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,456	+7,739	$4,038,331	+1566.6%	0.50%
KO	Coca Cola Co Consumer Defensive	Reduced	49,554	-35	$4,027,253	+6.8%	0.50%
AES	Aes Corp Utilities	Reduced	270,421	-14,229	$3,964,371	−1.2%	0.49%
PH	Parker-Hannifin Corp Industrials	Reduced	4,044	-108	$3,955,517	+6.4%	0.49%

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.