TRITONPOINT WEALTH, LLC

CIK

2008171

Location

CHEVY CHASE, MD

Portfolio Value

Small $688,241,529

Diversification

Diversified

Filing Date

Global Rank

#2,190 / 8,603 ▼ 28 · as of Mar 2026

Top Industry

Consumer Electronics 12.4%

3Y Alpha vs SPY

-4.2%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+40.4%

SPY

+53.6%

Annualised alpha

-4.4%

Max drawdown

−18.6%

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

185 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.3%

−0.8 pts

Top 5

29.3%

−2.5 pts

Top 10

40.9%

−1.7 pts

HHI

309

Diversified−26

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.4%	$167,665,793	37
Financial Services	17.1%	$118,019,497	34
Industrials	13.6%	$93,363,621	31
Healthcare	12.0%	$82,246,667	22
Consumer Cyclical	11.0%	$75,628,740	14
Consumer Defensive	7.0%	$48,217,428	9
Communication Services	6.3%	$43,286,266	8
Energy	3.5%	$23,974,824	12
Real Estate	2.1%	$14,303,639	6
Utilities	1.4%	$9,717,440	5
Unclassified	0.9%	$6,064,833	4
Basic Materials	0.8%	$5,752,781	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
QXO	QXO, Inc.	+13,185	342,777	$6,656,729
NOW	ServiceNow, Inc.	+6,528	23,188	$2,424,305
MDLZ	Mondelez International, Inc.	+5,803	142,572	$8,217,850
EOG	Eog Resources Inc	+3,141	42,708	$6,174,295
T	At&T Inc.	+1,719	11,935	$345,995
SNOW	Snowflake Inc.	+1,172	15,729	$2,372,247
BAM	Brookfield Asset Management Ltd.	+1,040	65,015	$2,889,916
BMY	Bristol Myers Squibb Co	+850	19,996	$1,212,757
PANW	Palo Alto Networks Inc	+737	9,323	$1,494,663
UPS	United Parcel Service Inc	+479	11,724	$1,153,407
GEV	GE Vernova Inc.	+418	5,358	$4,676,998
VZ	Verizon Communications Inc	+375	7,249	$363,899
PLD	Prologis, Inc.	+360	2,013	$266,078
UNH	Unitedhealth Group Inc	+351	10,365	$2,804,665
SCHW	Schwab Charles Corp	+339	2,589	$243,314
NEE	Nextera Energy Inc	+286	5,452	$506,381
PLTR	Palantir Technologies Inc.	+249	4,804	$702,729
C	Citigroup Inc	+217	4,302	$487,889
FTV	Fortive Corp	+215	5,968	$329,911
NDAQ	Nasdaq, Inc.	+205	4,627	$392,786
TXN	Texas Instruments Inc	+199	1,525	$296,063
KMI	Kinder Morgan, Inc.	+171	20,982	$703,526
PFE	Pfizer Inc	+162	28,974	$813,589
ICE	Intercontinental Exchange, Inc.	+158	4,161	$654,442
MO	Altria Group, Inc.	+125	4,347	$286,858
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNL	Broadstone Net Lease, Inc.	−45,315	690,311	$12,611,981
AAPL	Apple Inc.	−18,267	332,956	$84,500,903
ET	Energy Transfer LP	−12,500	26,229	$506,219
BIPH	Brookfield Infrastructure Partners L.P.	−10,672	128,975	$4,658,577
EPD	Enterprise Products Partners L.P.	−10,209	93,967	$3,555,711
CMG	Chipotle Mexican Grill Inc	−8,892	10,121	$323,973
GOOD	Gladstone Commercial Corp	−7,000	13,535	$154,705
BAC	Bank Of America Corp /De/	−6,827	64,492	$3,143,985
ADBE	Adobe Inc.	−6,180	1,352	$328,644
GOOGL	Alphabet Inc.	−5,250	126,011	$36,235,723
LRCX	Lam Research Corp	−4,727	67,468	$14,415,212
AMZN	Amazon Com Inc	−4,089	160,420	$33,410,673
AB	Alliancebernstein Holding L.P.	−4,000	14,466	$541,607
MRK	Merck & Co., Inc.	−3,751	59,731	$7,185,041
BN	BROOKFIELD Corp /ON/	−3,125	62,398	$2,525,247
DHR	Danaher Corp /De/	−3,023	62,163	$11,786,104
SLB	Slb Limited/Nv	−2,910	12,605	$647,770
WFC	Wells Fargo & Company/Mn	−2,851	108,531	$8,640,152
AIG	American International Group, Inc.	−2,709	8,732	$657,083
OKE	Oneok Inc /New/	−2,579	5,556	$502,206
XPO	XPO, Inc.	−2,332	95,172	$18,515,712
WMT	Walmart Inc.	−2,225	114,932	$14,283,748
SBUX	Starbucks Corp	−2,155	62,737	$5,620,607
JPM	Jpmorgan Chase & Co	−2,014	83,716	$24,625,898
ZTS	Zoetis Inc.	−1,942	7,440	$879,482
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	6,149	$271,355
GLW	Corning Inc /Ny	1,748	$237,675
MTZ	Mastec Inc	718	$231,009
CMCSA	Comcast Corp	7,829	$224,770
PWR	Quanta Services, Inc.	396	$217,411
Q	Qnity Electronics, Inc.	1,769	$204,107
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
SO	Southern Co	6,971	$607,871
INTU	Intuit Inc.	556	$368,305
BSX	Boston Scientific Corp	3,048	$290,626
OTIS	Otis Worldwide Corp	2,890	$252,441
APP	AppLovin Corp	368	$247,965
APO	Apollo Global Management, Inc.	1,624	$235,090
CVS	CVS HEALTH Corp	2,901	$230,223
FE	Firstenergy Corp	5,133	$229,804
SPGI	S&P Global Inc.	464	$229,405
CEG	Constellation Energy Corp	649	$229,272
DAL	Delta Air Lines, Inc.	3,144	$218,193
FRPT	Freshpet, Inc.	3,550	$216,301
IQV	Iqvia Holdings Inc.	940	$211,885
BXSL	Blackstone Secured Lending Fund	8,000	$210,640
ZS	Zscaler, Inc.	925	$208,051
COO	Cooper Companies, Inc.	2,477	$203,014
BKNG	Booking Holdings Inc.	51	$10,924
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

185 positions · $688,241,529 total · as of Mar 31, 2026

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

Showing 1–50 of 185 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	332,956	-18,267	$84,500,903	−11.5%	12.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	126,011	-5,250	$36,235,723	−11.8%	5.26%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	160,420	-4,089	$33,410,673	−12.0%	4.85%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	83,716	-2,014	$24,625,898	−10.9%	3.58%
MSFT	Microsoft Corp Technology	Reduced	62,116	-1,374	$22,993,479	−25.1%	3.34%
XPO	XPO, Inc. Industrials	Reduced	95,172	-2,332	$18,515,712	+39.7%	2.69%
JNJ	Johnson & Johnson Healthcare	Reduced	69,859	-729	$17,076,333	+16.9%	2.48%
V	Visa Inc. Financial Services	Reduced	52,129	-1,163	$15,755,468	−15.7%	2.29%
LRCX	Lam Research Corp Technology	Reduced	67,468	-4,727	$14,415,212	+16.6%	2.09%
WMT	Walmart Inc. Consumer Defensive	Reduced	114,932	-2,225	$14,283,748	+9.4%	2.08%
DOV	DOVER Corp Industrials	Reduced	65,884	-1,052	$13,733,519	+5.1%	2.00%
NVDA	Nvidia Corp Technology	Reduced	76,926	-253	$13,415,894	−6.8%	1.95%
MA	Mastercard Inc Financial Services	Reduced	26,160	-159	$13,071,105	−13.0%	1.90%
BNL	Broadstone Net Lease, Inc. Real Estate	Reduced	690,311	-45,315	$12,611,981	−1.3%	1.83%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	27,344	-536	$12,605,310	−20.2%	1.83%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	76,621	-822	$12,236,373	+2.9%	1.78%
DHR	Danaher Corp /De/ Healthcare	Reduced	62,163	-3,023	$11,786,104	−21.0%	1.71%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	19,705	-772	$9,685,598	−18.4%	1.41%
CB	Chubb Ltd Financial Services	Reduced	29,507	-1,324	$9,617,216	−0.1%	1.40%
CVX	Chevron Corp Energy	Reduced	43,343	-217	$8,967,666	+35.1%	1.30%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	108,531	-2,851	$8,640,152	−16.8%	1.26%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	142,572	+5,803	$8,217,850	+11.6%	1.19%
BA	Boeing Co Industrials	Reduced	40,826	-371	$8,125,598	−9.2%	1.18%
PEP	Pepsico Inc Consumer Defensive	Reduced	49,772	-1,140	$7,729,093	+5.8%	1.12%
MRK	Merck & Co., Inc. Healthcare	Reduced	59,731	-3,751	$7,185,041	+7.5%	1.04%
CAT	Caterpillar Inc Industrials	Reduced	9,953	-674	$7,051,302	+15.8%	1.02%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	44,696	-630	$6,949,334	+1.3%	1.01%
ADI	Analog Devices Inc Technology	Reduced	21,008	-492	$6,683,485	+14.6%	0.97%
QXO	QXO, Inc. Industrials	Added	342,777	+13,185	$6,656,729	+4.7%	0.97%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	13,334	-746	$6,389,652	−9.7%	0.93%
CME	Cme Group Inc. Financial Services	Reduced	21,062	-135	$6,220,661	+7.5%	0.90%
EOG	Eog Resources Inc Energy	Added	42,708	+3,141	$6,174,295	+48.6%	0.90%
RTX	RTX Corp Industrials	Reduced	31,470	-349	$6,070,563	+4.0%	0.88%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	62,737	-2,155	$5,620,607	+2.9%	0.82%
ABT	Abbott Laboratories Healthcare	Reduced	53,044	-1,527	$5,446,027	−20.3%	0.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,227	-225	$5,208,339	+10.8%	0.76%
COF	Capital One Financial Corp Financial Services	Reduced	27,459	-35	$5,009,345	−24.8%	0.73%
GEV	GE Vernova Inc. Industrials	Added	5,358	+418	$4,676,998	+44.9%	0.68%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Reduced	128,975	-10,672	$4,658,577	−4.0%	0.68%
ECL	Ecolab Inc. Basic Materials	Reduced	17,287	-108	$4,598,687	+0.7%	0.67%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	13,117	-71	$4,527,332	+16.9%	0.66%
CL	Colgate Palmolive Co Consumer Defensive	Added	51,758	+74	$4,411,334	+8.0%	0.64%
BLK	BlackRock, Inc. Financial Services	Reduced	4,530	-475	$4,356,546	−18.7%	0.63%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,156	-145	$4,326,876	−5.5%	0.63%
LMT	Lockheed Martin Corp Industrials	Reduced	7,148	-432	$4,320,179	+17.8%	0.63%
AES	Aes Corp Utilities	Reduced	284,650	-364	$4,010,718	−1.9%	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	26,239	-852	$3,789,961	−2.4%	0.55%
KO	Coca Cola Co Consumer Defensive	Reduced	49,589	-881	$3,771,243	+6.9%	0.55%
PH	Parker-Hannifin Corp Industrials	Reduced	4,152	-99	$3,717,036	−0.5%	0.54%
EPD	Enterprise Products Partners L.P. Energy	Reduced	93,967	-10,209	$3,555,711	+6.5%	0.52%