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CIK: 0001811805
Total reported value
$173.7M
$173.7M
96 檔
18.6%
In Q2 2024, Triton Financial Group Inc's U.S. equity holdings reached a combined market value of $173.7M, distributed across 96 disclosed stock positions.
During Q2 2024, Triton Financial Group Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.55% | +7.64% | NEW | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.85% | +3.22% | NEW | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.70% | +3.76% | NEW | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.66% | +2.14% | NEW | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.88% | +3.90% | NEW | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 2.70% | +3.11% | NEW | |
| 7 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.58% | -3.13% | -0.71% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.53% | +2.21% | NEW | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 2.42% | +4.43% | NEW | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.29% | -4.94% | +2.77% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.11% | -4.73% | +5.99% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.97% | +1.47% | NEW | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.95% | — | +1.22% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | -2.10% | +1.43% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.81% | +1.90% | NEW | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.81% | +2.38% | NEW | |
| 17 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.76% | -9.44% | -16.56% | |
| 18 | MDB | Mongodb Inc | Stock-Tech | 1.63% | +0.71% | NEW | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.60% | — | -0.18% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.49% | +0.91% | NEW | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.47% | -4.91% | -7.38% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.40% | +2.44% | NEW | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.39% | +1.02% | NEW | |
| 24 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.27% | -2.58% | -14.00% | |
| 25 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.24% | +0.81% | NEW | |
| 26 | VHT | Vanguard Health Care ETF | ETF-Other | 1.17% | +0.63% | NEW | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.17% | — | +0.18% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 1.14% | +0.86% | NEW | |
| 29 | MRVL | Marvell Technology Inc | Stock-Tech | 1.12% | +3.30% | NEW | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.05% | -2.99% | +2.78% | |
| 31 | RSG | Republic Services Inc | Stock-Industrials | 1.05% | +1.01% | NEW | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 1.02% | +0.58% | NEW | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | +1.19% | NEW | |
| 34 | AFL | Aflac Inc | Stock-Financials | 0.97% | +1.18% | NEW | |
| 35 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.94% | +0.91% | NEW | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.93% | — | +20.29% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.91% | — | +7.28% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.90% | +1.02% | NEW | |
| 39 | TT | Trane Technologies plc | Stock-Industrials | 0.89% | +0.85% | NEW | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.88% | +0.65% | NEW | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.86% | +1.07% | NEW | |
| 42 | DOV | Dover CORP | Stock-Industrials | 0.86% | +1.08% | NEW | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.85% | +1.25% | NEW | |
| 44 | BANF | Bancfirst CORP | Stock-Other | 0.83% | +0.97% | NEW | |
| 45 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.81% | +0.84% | NEW | |
| 46 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.78% | +0.85% | NEW | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | +0.73% | NEW | |
| 48 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.75% | +0.97% | NEW | |
| 49 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.72% | +1.15% | NEW | |
| 50 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.70% | — | +5.66% |
According to official SEC Form 13F filings, Triton Financial Group Inc reported a total U.S. public equity portfolio value of $173.7M across 96 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, NVDA) accounted for 18.6% of total reported equity market value during Q2 2024.
During Q2 2024, Triton Financial Group Inc's top holdings by market value included AAPL (8.6%)、AMZN (3.9%)、NVDA (3.7%). The largest single position, AAPL, represented 8.6% of total portfolio value.
In Q2 2024, Triton Financial Group Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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