TritonPoint Partners, LLC

CIK

2111167

Location

CHEVY CHASE, MD

Portfolio Value

Mid $1,203,307,187

Diversification

Diversified

Filing Date

Global Rank

#2,214 / 8,794 ▲ 3019 · as of Jun 2026

Top Industry

Consumer Electronics 11.4%

Period ended 3 months ago

Filed Aug 13, 2026 · 51d

3 quarters · since Dec 2025

Clone Performance

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

View clone backtest

Portfolio Concentration

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

Top Position

8.5%

−6.2 pts

Top 5

33.6%

+1.0 pts

Top 10

46.0%

+1.0 pts

HHI

311

Diversified−56

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.6%	$308,330,873	33
Technology	20.8%	$249,990,055	43
Financial Services	12.0%	$143,847,243	41
Industrials	9.6%	$115,650,621	42
Communication Services	8.5%	$101,967,790	8
Healthcare	7.5%	$90,424,629	31
Consumer Cyclical	7.4%	$88,550,111	21
Consumer Defensive	4.2%	$50,326,754	10
Energy	1.9%	$23,140,879	17
Real Estate	1.4%	$16,383,267	8
Utilities	0.7%	$8,355,544	7
Basic Materials	0.5%	$6,339,421	5

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
VB	Vanguard Morningstar Small-Cap ETF	+559,551	586,063	$85,310,127
BNL	Broadstone Net Lease, Inc.	+550,045	675,646	$13,965,602
QXO	QXO, Inc.	+467,780	482,859	$8,343,803
AAPL	Apple Inc.	+312,851	351,422	$101,687,469
AES	Aes Corp	+264,929	299,627	$4,392,531
GOOGL	Alphabet Inc.	+241,721	266,026	$94,553,298
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+208,478	638,146	$82,315,731
STT	State Street Corp	+182,404	209,202	$11,355,318
AMZN	Amazon Com Inc	+147,287	170,447	$40,624,337
MDLZ	Mondelez International, Inc.	+134,903	147,231	$8,515,841
WMT	Walmart Inc.	+105,141	128,117	$14,510,531
FNDA	Schwab Fundamental U.S. Small Company ETF	+104,309	111,827	$3,378,755
BKF	iShares MSCI BIC ETF	+96,530	98,707	$24,028,146
NVDA	Nvidia Corp	+89,573	115,886	$23,187,629
JPM	Jpmorgan Chase & Co	+77,754	87,436	$28,620,425
TJX	Tjx Companies Inc /De/	+73,922	83,302	$12,620,253
JNJ	Johnson & Johnson	+64,122	74,443	$18,906,288
DOV	DOVER Corp	+62,985	67,688	$15,181,064
BAM	Brookfield Asset Management Ltd.	+62,055	70,059	$3,142,146
SBUX	Starbucks Corp	+60,966	68,372	$6,986,934
LRCX	Lam Research Corp	+60,917	70,828	$30,691,897
DHR	Danaher Corp /De/	+59,983	63,242	$12,046,336
VIGI	Vanguard International Dividend Appreciation ETF	+58,215	62,839	$8,910,916
MSFT	Microsoft Corp	+56,660	73,296	$27,340,873
MRK	Merck & Co., Inc.	+56,005	64,967	$8,348,259
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−352,710	9,236	$443,050
BNDW	Vanguard Total World Bond ETF	−40,055	1,709	$578,872
BAI	iShares A.I. Innovation and Tech Active ETF	−34,076	39,738	$2,255,470
BCLO	iShares BBB-B CLO Active ETF	−29,694	101,179	$5,295,708
FBCG	Fidelity Blue Chip Growth ETF	−18,673	41,081	$2,107,890
FAAA	Fidelity AAA CLO ETF	−14,674	111,623	$5,077,730
ABFL	Abacus FCF Leaders ETF	−12,618	3,804	$326,611
APH	Amphenol Corp /De/	−7,760	3,798	$1,339,326
ACLO	TCW AAA CLO ETF	−5,325	20,495	$2,520,065
GE	General Electric Co	−4,209	3,712	$1,387,285
ANET	Arista Networks, Inc.	−2,732	1,837	$312,069
UBER	Uber Technologies, Inc	−2,177	2,821	$203,563
LIN	Linde PLC	−1,892	2,016	$1,046,183
NVO	Novo Nordisk A S	−1,706	6,771	$324,601
TT	Trane Technologies plc	−1,430	438	$215,128
EW	Edwards Lifesciences Corp	−1,256	2,638	$238,633
TSCO	Tractor Supply Co /De/	−1,126	6,885	$217,634
AJG	Arthur J. Gallagher & Co.	−1,089	2,854	$655,192
GS	Goldman Sachs Group Inc	−965	1,100	$1,112,507
UL	Unilever PLC	−960	3,608	$216,912
USB	US Bancorp De	−943	4,043	$244,197
SPGI	S&P Global Inc.	−527	1,513	$616,184
GLD	Spdr Gold Trust	−525	1,498	$551,833
WDC	Western Digital Corp	−466	1,176	$751,134
ARES	Ares Management Corp	−402	4,482	$498,891
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	250,917	$38,572,556
XPO	XPO, Inc.	93,059	$19,104,082
TMO	Thermo Fisher Scientific Inc.	19,423	$9,737,915
MU	Micron Technology Inc	7,725	$8,916,890
YUM	Yum Brands Inc	44,229	$7,070,447
BIV	Vanguard Intermediate-Term Bond ETF	91,023	$7,000,663
ABT	Abbott Laboratories	50,475	$4,580,101
PH	Parker-Hannifin Corp	4,055	$3,966,276
MAR	Marriott International Inc /Md/	9,814	$3,636,970
LMT	Lockheed Martin Corp	6,990	$3,561,125
EDV	Vanguard World Funds Extended Duration ETF	28,544	$3,524,993
PNC	Pnc Financial Services Group, Inc.	14,164	$3,487,460
BAC	Bank Of America Corp /De/	60,412	$3,442,275
LH	Labcorp Holdings Inc.	10,433	$2,921,240
BX	Blackstone Inc.	23,845	$2,805,841
ABBV	AbbVie Inc.	11,092	$2,791,190
UNP	Union Pacific Corp	10,013	$2,723,536
AVAV	AeroVironment Inc	16,357	$2,700,049
EPD	Enterprise Products Partners L.P.	71,073	$2,612,643
BALL	BALL Corp	41,225	$2,572,440
BN	BROOKFIELD Corp /ON/	57,388	$2,444,154
AMD	Advanced Micro Devices Inc	3,525	$2,047,707
—		22,402	$1,860,934
BIPH	Brookfield Infrastructure Partners L.P.	110,304	$1,700,887
DELL	Dell Technologies Inc.	3,938	$1,699,089
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AIEQ	Amplify AI Powered Equity ETF	41,471	$1,859,974
CGIC	Capital Group International Core Equity ETF	53,885	$1,784,132
SPXC	SPX Technologies, Inc.	6,750	$1,349,595
BUFC	AB Conservative Buffer ETF	16,022	$702,084
NBIS	Nebius Group N.V.	5,247	$544,428
HUBB	Hubbell Inc	1,033	$506,934
CR	Crane Co	2,873	$491,283
ALAI	Alger AI Enablers & Adopters ETF	13,502	$420,182
BKNG	Booking Holdings Inc.	95	$399,980
ROST	Ross Stores, Inc.	1,568	$339,675
EWBC	East West Bancorp Inc	3,053	$325,938
INTU	Intuit Inc.	743	$321,258
SLV	iShares Silver Trust	4,689	$319,508
ACM	Aecom	3,679	$312,052
APTV	Aptiv PLC	4,300	$298,592
FSV	FirstService Corp	1,976	$274,545
WPC	W. P. Carey Inc.	3,990	$271,160
OSK	Oshkosh Corp	1,806	$265,861
ACN	Accenture plc	1,250	$247,862
HALO	Halozyme Therapeutics, Inc.	3,699	$239,066
GWRE	Guidewire Software, Inc.	1,581	$236,454
CHRW	C. H. Robinson Worldwide, Inc.	1,381	$229,342
WM	Waste Management Inc	920	$211,406
BITB	Bitwise Bitcoin ETF	5,692	$209,522
CDNS	Cadence Design Systems Inc	754	$209,513
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

266 tracked positions · $1,203,307,187 total · filing declares 351 positions · $1,205,527,799 · 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 266 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	351,422	+312,851	$101,687,469	+938.8%	8.45%
GOOGL	Alphabet Inc. Communication Services	Added	266,026	+241,721	$94,553,298	+1253.6%	7.86%
VB	Vanguard Morningstar Small-Cap ETF	Added	586,063	+559,551	$85,310,127	+683.7%	7.09%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	638,146	+208,478	$82,315,731	—	6.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	170,447	+147,287	$40,624,337	+742.2%	3.38%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	NEW	250,917	NEW	$38,572,556	NEW	3.21%
LRCX	Lam Research Corp Technology	Added	70,828	+60,917	$30,691,897	+1349.4%	2.55%
JPM	Jpmorgan Chase & Co Financial Services	Added	87,436	+77,754	$28,620,425	+904.9%	2.38%
MSFT	Microsoft Corp Technology	Added	73,296	+56,660	$27,340,873	+344.0%	2.27%
BKF	iShares MSCI BIC ETF	Added	98,707	+96,530	$24,028,146	+5983.8%	2.00%
NVDA	Nvidia Corp Technology	Added	115,886	+89,573	$23,187,629	+405.3%	1.93%
V	Visa Inc. Financial Services	Added	58,071	+48,688	$19,923,579	+602.5%	1.66%
XPO	XPO, Inc. Industrials	NEW	93,059	NEW	$19,104,082	NEW	1.59%
JNJ	Johnson & Johnson Healthcare	Added	74,443	+64,122	$18,906,288	+649.4%	1.57%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	214,163	+8,485	$16,209,418	+22.5%	1.35%
DOV	DOVER Corp Industrials	Added	67,688	+62,985	$15,181,064	+1448.6%	1.26%
WMT	Walmart Inc. Consumer Defensive	Added	128,117	+105,141	$14,510,531	+408.2%	1.21%
BNL	Broadstone Net Lease, Inc. Real Estate	Added	675,646	+550,045	$13,965,602	+508.6%	1.16%
MA	Mastercard Inc Financial Services	Added	26,945	+25,209	$13,838,952	+1495.4%	1.15%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	83,302	+73,922	$12,620,253	+742.5%	1.05%
DHR	Danaher Corp /De/ Healthcare	Added	63,242	+59,983	$12,046,336	+1849.5%	1.00%
STT	State Street Corp Financial Services	Added	209,202	+182,404	$11,355,318	+758.3%	0.94%
ISRG	Intuitive Surgical Inc Healthcare	Added	28,222	+25,185	$11,223,324	+701.7%	0.93%
CB	Chubb Ltd Financial Services	Added	31,906	+28,507	$10,871,650	+881.3%	0.90%
CAT	Caterpillar Inc Industrials	Added	9,969	+9,091	$10,615,988	+1606.7%	0.88%
BA	Boeing Co Industrials	Added	45,289	+38,245	$9,803,709	+599.3%	0.81%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	19,423	NEW	$9,737,915	NEW	0.81%
ADI	Analog Devices Inc Technology	Added	24,243	+19,592	$9,628,592	+550.7%	0.80%
MU	Micron Technology Inc Technology	NEW	7,725	NEW	$8,916,890	NEW	0.74%
VIGI	Vanguard International Dividend Appreciation ETF	Added	62,839	+58,215	$8,910,916	+1201.2%	0.74%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	147,231	+134,903	$8,515,841	+1098.4%	0.71%
MRK	Merck & Co., Inc. Healthcare	Added	64,967	+56,005	$8,348,259	+674.4%	0.69%
QXO	QXO, Inc. Industrials	Added	482,859	+467,780	$8,343,803	+2749.3%	0.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	14,963	+12,106	$8,235,685	+501.6%	0.68%
GEV	GE Vernova Inc. Industrials	Added	6,464	+4,851	$7,594,295	+439.4%	0.63%
YUM	Yum Brands Inc Consumer Cyclical	NEW	44,229	NEW	$7,070,447	NEW	0.59%
BIV	Vanguard Intermediate-Term Bond ETF	NEW	91,023	NEW	$7,000,663	NEW	0.58%
SBUX	Starbucks Corp Consumer Cyclical	Added	68,372	+60,966	$6,986,934	+953.0%	0.58%
CVX	Chevron Corp Energy	Added	41,731	+32,939	$6,917,330	+280.3%	0.57%
PEP	Pepsico Inc Consumer Defensive	Added	48,326	+46,225	$6,543,340	+1905.5%	0.54%
RTX	RTX Corp Industrials	Added	34,298	+28,297	$6,507,359	+462.1%	0.54%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	12,348	+8,090	$5,897,034	+309.8%	0.49%
HD	Home Depot, Inc. Consumer Cyclical	Added	16,668	+10,687	$5,878,470	+198.8%	0.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,200	+4,974	$5,799,914	+374.8%	0.48%
COF	Capital One Financial Corp Financial Services	Added	27,359	+26,245	$5,488,762	+2600.8%	0.46%
UNH	Unitedhealth Group Inc Healthcare	Added	13,038	+10,034	$5,418,983	+566.7%	0.45%
BCLO	iShares BBB-B CLO Active ETF	Reduced	101,179	-29,694	$5,295,708	−21.7%	0.44%
EOG	Eog Resources Inc Energy	Added	39,508	+33,137	$5,125,372	+456.5%	0.43%
CL	Colgate Palmolive Co Consumer Defensive	Added	55,711	+52,969	$5,107,584	+2085.5%	0.42%
FAAA	Fidelity AAA CLO ETF	Reduced	111,623	-14,674	$5,077,730	−11.9%	0.42%

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.