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CIK: 0001811805
Total reported value
$173.7M
$173.7M
90 檔
20.7%
In Q3 2025, Triton Financial Group Inc's U.S. equity holdings reached a combined market value of $173.7M, distributed across 90 disclosed stock positions.
In Q3 2025, Triton Financial Group Inc adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 23 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.53% | +7.64% | NEW | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.73% | +3.76% | NEW | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.64% | +3.11% | NEW | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.64% | +3.22% | NEW | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | +2.14% | NEW | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.31% | +3.90% | NEW | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.50% | +2.21% | NEW | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.94% | +2.38% | NEW | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.84% | +1.47% | NEW | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.83% | +1.90% | NEW | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.78% | +0.83% | NEW | |
| 12 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.78% | -9.44% | -1.18% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.74% | +0.86% | NEW | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 1.72% | +4.43% | NEW | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.72% | +2.44% | NEW | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | +1.63% | NEW | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.57% | +0.91% | NEW | |
| 18 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.50% | +1.49% | NEW | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.46% | +1.25% | NEW | |
| 20 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.44% | +0.81% | NEW | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.34% | -4.91% | -0.31% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | +1.19% | NEW | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.29% | +0.65% | NEW | |
| 24 | AFL | Aflac Inc | Stock-Financials | 1.28% | +1.18% | NEW | |
| 25 | RSG | Republic Services Inc | Stock-Industrials | 1.27% | +1.01% | NEW | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.25% | -5.25% | +3.08% | |
| 27 | BANF | Bancfirst CORP | Stock-Other | 1.24% | +0.97% | NEW | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | +1.17% | NEW | |
| 29 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.22% | +0.97% | NEW | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | -4.94% | +0.33% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.17% | -4.73% | -0.61% | |
| 32 | GLW | Corning Inc | Stock-Tech | 1.14% | +3.03% | NEW | |
| 33 | MRVL | Marvell Technology Inc | Stock-Tech | 1.14% | +3.30% | NEW | |
| 34 | ECL | Ecolab Inc | Stock-Materials | 1.12% | +1.02% | NEW | |
| 35 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.11% | +1.15% | NEW | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 1.10% | +1.07% | NEW | |
| 37 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 1.10% | -4.65% | +3.89% | |
| 38 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.10% | -2.58% | -1.90% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.00% | +0.85% | NEW | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.95% | +0.73% | NEW | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | +0.81% | NEW | |
| 42 | DELL | Dell Technologies -c | Stock-Tech | 0.91% | +2.47% | NEW | |
| 43 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.91% | -3.13% | +8.07% | |
| 44 | CRM | Salesforce Inc | Stock-Tech | 0.90% | +0.58% | NEW | |
| 45 | DOV | Dover CORP | Stock-Industrials | 0.89% | +1.08% | NEW | |
| 46 | PSI | Invesco Semiconductors ETF | ETF-Other | 0.87% | -3.53% | -0.02% | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.87% | +0.77% | NEW | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.82% | +0.85% | NEW | |
| 49 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.81% | +0.84% | NEW | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.80% | +1.02% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -1.00% | Trim |
| 2 | AVGO | Broadcom Inc | +0.8% | +0.47% | Add |
| 3 | GLW | Corning Inc | +0.8% | +5.61% | Add |
| 4 | ORCL | Oracle CORP | +0.8% | -0.14% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.7% | — | Trim |
| 6 | LHX | L3harris Technologies Inc | +0.6% | +0.82% | Add |
| 7 | MSFT | Microsoft CORP | +0.6% | +0.05% | Trim |
| 8 | WMT | Walmart Inc | +0.6% | -0.51% | Trim |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | -0.62% | Trim |
| 10 | IBM | Intl Business Machines CORP | +0.5% | +0.59% | Add |
| 11 | ABBV | Abbvie Inc | +0.4% | +1.93% | Add |
| 12 | WMB | Williams Cos Inc | +0.4% | +13.29% | Add |
| 13 | DELL | Dell Technologies -c | +0.4% | +3.07% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.4% | +3.17% | Add |
| 15 | NFLX | Netflix Inc | +0.4% | -0.05% | Trim |
| 16 | DLR | Digital Realty Trust Inc | +0.4% | +3.18% | Add |
| 17 | CINF | Cincinnati Financial CORP | +0.3% | +2.17% | Add |
| 18 | BSTP | Innovator Buff Su Strat ETF | +0.3% | +3.89% | Add |
| 19 | PSI | Invesco Semiconductors ETF | +0.3% | -0.02% | Add |
| 20 | ECL | Ecolab Inc | +0.3% | +3.26% | Add |
| 21 | RSG | Republic Services Inc | +0.3% | +2.62% | Add |
| 22 | AFL | Aflac Inc | +0.3% | +1.50% | Add |
| 23 | SYY | Sysco CORP | +0.3% | +1.38% | Add |
| 24 | EMR | Emerson Electric Co | +0.3% | +0.84% | Add |
| 25 | BANF | Bancfirst CORP | +0.3% | +0.70% | Add |
| 26 | BALT | Inn Defined Wealth Shield | +0.3% | -1.18% | Add |
| 27 | LMT | Lockheed Martin CORP | +0.3% | +4.27% | Add |
| 28 | KO | Coca-cola Co/the | +0.3% | +0.93% | Add |
| 29 | AMAT | Applied Materials Inc | +0.2% | +0.30% | Trim |
| 30 | MDT | Medtronic plc | +0.2% | +5.77% | Add |
| 31 | SHW | Sherwin-williams Co/the | +0.2% | +2.26% | Add |
| 32 | CSCO | Cisco Systems Inc | +0.2% | -0.32% | Trim |
| 33 | CHKP | Check Point Software Technologies Ltd. | +0.2% | +0.17% | Trim |
| 34 | PEP | Pepsico Inc | +0.2% | +6.40% | Add |
| 35 | MCD | Mcdonald's CORP | +0.2% | +2.32% | Add |
| 36 | COST | Costco Wholesale CORP | +0.2% | +0.98% | Trim |
| 37 | HON | Honeywell International Inc | +0.1% | +6.00% | Add |
| 38 | ABT | Abbott Laboratories | +0.1% | -0.32% | Trim |
| 39 | PAUG | Innovator U.s. Equity Power | +0.1% | +29.40% | Add |
| 40 | DOV | Dover CORP | +0.1% | +1.48% | Add |
| 41 | SHOP | Shopify Inc - Class A | +0.1% | — | Trim |
| 42 | TROW | T Rowe Price Group Inc | +0.1% | -1.20% | Add |
| 43 | V | Visa Inc-class A Shares | +0.1% | +0.52% | Trim |
| 44 | MDB | Mongodb Inc | +0.1% | — | Trim |
| 45 | CHD | Church & Dwight Co Inc | +0.1% | +3.28% | Add |
| 46 | VGT | Vanguard Info Tech ETF | +0.1% | — | Add |
| 47 | ACN | Accenture plc | +0.1% | +14.52% | Add |
| 48 | BUFF | Innovator Laddered Allocatio | +0.1% | -1.62% | Add |
| 49 | PDEC | Innovator U.s. Equity Power | +0.1% | — | Unchanged |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Trim |
According to official SEC Form 13F filings, Triton Financial Group Inc reported a total U.S. public equity portfolio value of $173.7M across 90 disclosed positions in Q3 2025.
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, NVDA, WMT) accounted for 20.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
PLTR
市值: $1.9M
Top Position Liquidated / Trimmed
IJR
前期市值: $2.9M
During Q3 2025, Triton Financial Group Inc's top holdings by market value included AAPL (8.5%)、NVDA (4.7%)、WMT (3.6%). The largest single position, AAPL, represented 8.5% of total portfolio value.
In Q3 2025, Triton Financial Group Inc made 111 total portfolio adjustments, initiating 6 new buys, adding to 38 positions, trimming 44 holdings, and fully liquidating 23 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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