TP
TritonPoint Partners, LLC 13F Filings & Institutional Holdings (Q2 2026)
TritonPoint Partners, LLCCIK: 0002111167
Diversified strategyHigh-turnover traderMomentum follower
Total reported value
$1.2B
Reporting period: 2026-06-30 · Number of holdings: 351
TritonPoint Partners, LLC disclosed 351 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.2B and a quarterly turnover rate of 143.1%.
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Personality snowflake
- Concentration
- 7.62
- Portfolio Stability
- 100
- Momentum
- 100
- Sector conviction
- 47.23
- Diversification
- 100
- Sizing Uniformity
- 76.11
TritonPoint Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.019 — mathematically equivalent to about 52 equally-sized positions, well below its 351 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.39), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out BIL
Add AAPL
+811.1% $91.9M
Trim IVV
+8.0% $3.0M
Add GOOG
+2170.4% $43.5M
Add VUG
+22571.5% $36.6M
Add GOOGL
+640.0% $44.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 351 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.44% | +4.84% | +811.10% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.10% | +2.12% | +640.03% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.75% | +3.16% | +2170.43% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.37% | +1.59% | +635.95% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.11% | +2.80% | +22571.55% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 2.55% | +1.77% | +614.64% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.37% | +1.32% | +803.08% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | — | +340.59% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | -0.77% | +179.42% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.96% | +1.81% | +4211.12% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.92% | +0.23% | +340.41% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | +0.61% | +518.90% | |
| 13 | XPO | Xpo Inc | Stock-Industrials | 1.58% | +1.58% | NEW | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | +0.64% | +621.28% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | -3.35% | +7.99% | |
| 16 | DOV | Dover CORP | Stock-Industrials | 1.26% | +0.90% | +1339.25% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.20% | +0.15% | +457.61% | |
| 18 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 1.17% | +0.31% | +437.93% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | +0.83% | +1452.13% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.05% | +0.50% | +788.08% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 1.02% | +1.02% | NEW | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.00% | +0.77% | +1840.53% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.96% | +0.96% | NEW | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.93% | +0.41% | +829.27% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.92% | +0.43% | +676.16% | |
| 26 | CB | Chubb Limited | Stock-Financials | 0.90% | +0.49% | +838.69% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.88% | +0.65% | +1035.42% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.81% | +0.29% | +542.94% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.81% | +0.81% | NEW | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 0.80% | +0.26% | +421.24% | |
| 31 | MU | Micron Technology Inc | Stock-Tech | 0.74% | +0.74% | NEW | |
| 32 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.71% | +0.45% | +1094.28% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | -2.00% | -5.07% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | +0.30% | +624.92% | |
| 35 | QXO | Qxo Inc | Stock-Industrials | 0.69% | +0.58% | +3102.20% | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.63% | +0.11% | +300.74% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | +0.12% | +423.70% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | +0.37% | +917.93% | |
| 39 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.59% | +0.59% | NEW | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.58% | +0.34% | +823.20% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.10% | +374.65% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.57% | +0.57% | NEW | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -1.45% | +15.06% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.54% | +0.54% | NEW | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | +0.42% | +2200.14% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.54% | +0.11% | +471.54% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | -0.04% | +190.00% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.23% | +178.68% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | +0.03% | +405.71% | |
| 50 | COF | Capital One Financial CORP | Stock-Financials | 0.46% | +0.39% | +2355.92% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+1.9%
Performance Last 4 Quarters
+9.4%
- Stdev
- +15.7%
- Beta
- +0.84
- Alpha
- -1.6%
- Max Drawdown
- -0.4%
- Annualized Perf
- +19.6%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +2.75
- Stutzer
- +0.39
- Treynor
- +0.23
- Sterling
- —
- Calmar
- +53.16
- Information Ratio
- -1.6
- Tracking Error
- +3.5%
- Stdev Down
- +6.9%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.47
- Sharpe
- +1.22
- Stdev Sectors
- +7.8%
- Skewness
- +0.15
- Kurtosis
- -0.64
- Upside Potential
- +4.27
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
TritonPoint Partners, LLC's most significant position changes for 2026-06-30: Sold out: Ss Spdr Bb 1-3m T-bill ETF (BIL); New buy: Xpo Inc (XPO); New buy: Ss Industrial Select Sector (XLI); New buy: Ss Technology Select Sector (XLK); New buy: Thermo Fisher Scientific Inc (TMO).
Showing top 200 changes by size (of 389 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +4.8% | +811.10% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +3.2% | +2170.43% | Add |
| 3 | VUG | Vanguard Growth ETF | +2.8% | +22571.55% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +2.1% | +640.03% | Add |
| 5 | IYW | Ishares Ustechnology ETF | +1.8% | +4211.12% | Add |
| 6 | LRCX | Lam Research CORP | +1.8% | +614.64% | Add |
| 7 | AMZN | Amazon.com Inc | +1.6% | +635.95% | Add |
| 8 | XPO | Xpo Inc | +1.6% | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | +1.3% | +803.08% | Add |
| 10 | XLI | Ss Industrial Select Sector | +1% | NEW | New buy |
| 11 | XLK | Ss Technology Select Sector | +1% | NEW | New buy |
| 12 | DOV | Dover CORP | +0.9% | +1339.25% | Add |
| 13 | MA | Mastercard Inc - A | +0.8% | +1452.13% | Add |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.8% | NEW | New buy |
| 15 | DHR | Danaher CORP | +0.8% | +1840.53% | Add |
| 16 | MU | Micron Technology Inc | +0.7% | NEW | New buy |
| 17 | CAT | Caterpillar Inc | +0.7% | +1035.42% | Add |
| 18 | JNJ | Johnson & Johnson | +0.6% | +621.28% | Add |
| 19 | V | Visa Inc-class A Shares | +0.6% | +518.90% | Add |
| 20 | YUM | Yum! Brands Inc | +0.6% | NEW | New buy |
| 21 | QXO | Qxo Inc | +0.6% | +3102.20% | Add |
| 22 | IWO | Ishares Russell 2000 Growth | +0.6% | NEW | New buy |
| 23 | XLV | Ss Health Care Select Sector | +0.5% | NEW | New buy |
| 24 | TJX | Tjx Companies Inc | +0.5% | +788.08% | Add |
| 25 | CB | Chubb Limited | +0.5% | +838.69% | Add |
| 26 | MDLZ | Mondelez International Inc-a | +0.5% | +1094.28% | Add |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | +0.5% | NEW | New buy |
| 28 | XLF | Ss Financial Select Sector | +0.4% | +676.16% | Add |
| 29 | PEP | Pepsico Inc | +0.4% | +2200.14% | Add |
| 30 | ISRG | Intuitive Surgical Inc | +0.4% | +829.27% | Add |
| 31 | COF | Capital One Financial CORP | +0.4% | +2355.92% | Add |
| 32 | BIV | Vanguard Intermediate-term B | +0.4% | NEW | New buy |
| 33 | ABT | Abbott Laboratories | +0.4% | NEW | New buy |
| 34 | VYM | Vanguard High Dvd Yield ETF | +0.4% | +917.93% | Add |
| 35 | SBUX | Starbucks CORP | +0.3% | +823.20% | Add |
| 36 | VB | Vanguard Small-cap ETF | +0.3% | NEW | New buy |
| 37 | CL | Colgate-palmolive Co | +0.3% | +1931.77% | Add |
| 38 | BIP | Brookfield Infrastructure Partners L.P. | +0.3% | NEW | New buy |
| 39 | PH | Parker Hannifin CORP | +0.3% | NEW | New buy |
| 40 | XLC | Ss Comm Select Sector Spdr | +0.3% | NEW | New buy |
| 41 | BNL | Broadstone Net Lease Inc | +0.3% | +437.93% | Add |
| 42 | MRK | Merck & Co. Inc. | +0.3% | +624.92% | Add |
| 43 | MAR | Marriott International -cl A | +0.3% | NEW | New buy |
| 44 | LMT | Lockheed Martin CORP | +0.3% | NEW | New buy |
| 45 | BA | Boeing Co/the | +0.3% | +542.94% | Add |
| 46 | PNC | Pnc Financial Services Group | +0.3% | NEW | New buy |
| 47 | VOE | Vanguard Mid-cap Value ETF | +0.3% | NEW | New buy |
| 48 | BAC | Bank Of America CORP | +0.3% | NEW | New buy |
| 49 | XLY | Ss Consumer Disc Select Sect | +0.3% | NEW | New buy |
| 50 | VO | Vanguard Mid-cap ETF | +0.3% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is TritonPoint Partners, LLC and what type of investor is it?
TritonPoint Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.2B, spread across 351 disclosed positions.
What are TritonPoint Partners, LLC's largest equity positions?
Based on the latest 13F filing, TritonPoint Partners, LLC's top holdings by market value are:
1. Apple Inc (AAPL) — $101.7M (8.4%)
2. Alphabet Inc-cl A (GOOGL) — $49.4M (4.1%)
3. Alphabet Inc-cl C (GOOG) — $45.2M (3.8%)
4. Amazon.com Inc (AMZN) — $40.6M (3.4%)
5. Vanguard Growth ETF (VUG) — $37.5M (3.1%)
What changes did TritonPoint Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, TritonPoint Partners, LLC made 200 notable position adjustments: 100 new positions were initiated, 77 existing holdings were added to, 10 positions were partially reduced, and 13 were completely exited. The largest of these moves: Sold out: Ss Spdr Bb 1-3m T-bill ETF (BIL); New buy: Xpo Inc (XPO); New buy: Ss Industrial Select Sector (XLI); New buy: Ss Technology Select Sector (XLK); New buy: Thermo Fisher Scientific Inc (TMO)
What sectors does TritonPoint Partners, LLC focus on?
TritonPoint Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 28.6%
• Financials: 14.2%
• Industrials: 12.9%
• Communication Services: 11.7%
• Health Care: 10.3%
• Consumer Discretionary: 10.1%
Investment Profile
TritonPoint Partners, LLC returned an annualized 19.6% over the trailing 6 months — underperforming the S&P 500 by 1.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.84 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading.
Its turnover score has risen from 0 to 100 over the past 2 quarters — a shift toward more active trading.
It has added to its AAPL position over the past two quarters (+$92.7M, now $101.7M), while trimming ABFL over the same stretch (-$2.2M, still holding $326.6K).
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Developer Access
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REST API
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