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TritonPoint Partners, LLC 13F holdings

Filed 2026-08-13 · TritonPoint Partners, LLC · 351 positions · $1.2B

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC351.4K$101.7M8.4%
GOOGLALPHABET INC138.2K$49.4M4.1%
GOOGALPHABET INC127.8K$45.2M3.7%
AMZNAMAZON COM INC170.4K$40.6M3.4%
VUGVANGUARD INDEX FDS435.1K$37.5M3.1%
LRCXLAM RESEARCH CORP70.8K$30.7M2.5%
JPMJPMORGAN CHASE & CO87.4K$28.6M2.4%
MSFTMICROSOFT CORP73.3K$27.3M2.3%
VOOVANGUARD INDEX FDS35.2K$24.2M2.0%
IYWISHARES TR93.9K$23.7M2.0%
NVDANVIDIA CORPORATION115.9K$23.2M1.9%
VVISA INC58.1K$19.9M1.7%
XPOXPO INC93.1K$19.1M1.6%
JNJJOHNSON & JOHNSON74.4K$18.9M1.6%
IVVISHARES TR20.8K$15.6M1.3%
DOVDOVER CORP67.7K$15.2M1.3%
WMTWALMART INC128.1K$14.5M1.2%
BNLBROADSTONE NET LEASE INC675.6K$14.2M1.2%
MAMASTERCARD INCORPORATED26.9K$13.8M1.1%
TJXTJX COS INC NEW83.3K$12.6M1.0%
XLISELECT SECTOR SPDR TR66.7K$12.4M1.0%
DHRDANAHER CORPORATION63.2K$12.1M1.0%
XLKSELECT SECTOR SPDR TR60.5K$11.5M1.0%
ISRGINTUITIVE SURGICAL INC28.2K$11.2M0.9%
XLFSELECT SECTOR SPDR TR208.0K$11.2M0.9%
CBCHUBB LIMITED31.9K$10.9M0.9%
CATCATERPILLAR INC10.0K$10.6M0.9%
BABOEING CO45.3K$9.8M0.8%
TMOTHERMO FISHER SCIENTIFIC INC19.4K$9.7M0.8%
ADIANALOG DEVICES INC24.2K$9.6M0.8%
MUMICRON TECHNOLOGY INC7.7K$8.9M0.7%
MDLZMONDELEZ INTL INC147.2K$8.6M0.7%
SPYGSPDR SERIES TRUST71.5K$8.5M0.7%
MRKMERCK & CO INC65.0K$8.4M0.7%
QXOQXO INC482.9K$8.3M0.7%
GEVGE VERNOVA INC6.5K$7.6M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL15.0K$7.5M0.6%
VYMVANGUARD WHITEHALL FDS47.1K$7.4M0.6%
YUMYUM BRANDS INC44.2K$7.1M0.6%
SBUXSTARBUCKS CORP68.4K$7.0M0.6%
CVXCHEVRON CORP NEW41.7K$6.9M0.6%
IWOISHARES TR17.5K$6.9M0.6%
IEFAISHARES TR68.9K$6.7M0.6%
XLVSELECT SECTOR SPDR TR41.4K$6.6M0.5%
PEPPEPSICO INC48.3K$6.5M0.5%
RTXRTX CORPORATION34.3K$6.5M0.5%
TSMTAIWAN SEMICONDUCTOR MFG LTD12.3K$5.9M0.5%
HDHOME DEPOT INC16.7K$5.9M0.5%
COSTCOSTCO WHSL CORP NEW6.2K$5.8M0.5%
COFCAPITAL ONE FINL CORP27.4K$5.5M0.5%
IJKISHARES TR46.2K$5.4M0.5%
UNHUNITEDHEALTH GROUP INC13.0K$5.4M0.4%
BINCBLACKROCK ETF TRUST II101.2K$5.3M0.4%
EOGEOG RES INC39.5K$5.1M0.4%
IJRISHARES TR34.5K$5.1M0.4%
CLCOLGATE PALMOLIVE CO55.7K$5.1M0.4%
FBNDFIDELITY MERRIMACK STR TR111.6K$5.1M0.4%
LLYELI LILLY & CO4.2K$5.1M0.4%
AVGOBROADCOM INC13.2K$5.0M0.4%
BLKBLACKROCK INC5.2K$5.0M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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