Investor
TritonPoint Partners, LLC
CIK 0002111167 · filed 2026-04-28 · SEC filing
13F book
$271.7M
Positions
200
59 new · 11 sold
Largest name
12.2%
Spdr Series Trust
Est. mark
−$6.25M
Price effect on 141 names still held. Flow $90.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 361.9K | $33.2M | 12.2% | — | New |
| Ishares Tr | — | 19.3K | $12.6M | 4.6% | −$608.9K | Added−$555.3K |
| Apple Inc. | AAPL | 38.6K | $9.79M | 3.6% | −$597K | Added$808.5K |
| Vanguard Index Fds | — | 12.6K | $7.52M | 2.8% | −$372.1K | Cut−$552.1K |
| Spdr Series Trust | — | 75.3K | $7.37M | 2.7% | −$658.8K | Added−$626.6K |
| Microsoft Corp | MSFT | 16.6K | $6.16M | 2.3% | −$1.39M | Added$239.6K |
| Blackrock Etf Trust Ii | — | 112.5K | $5.84M | 2.2% | −$51.8K | Added$2.59M |
| Fidelity Merrimack Str Tr | — | 126.3K | $5.78M | 2.1% | −$40.2K | Added$2.09M |
| Ishares Tr | — | 59.9K | $5.42M | 2.0% | $59.5K | Added$449K |
| Alphabet Inc | — | 18.7K | $5.37M | 2.0% | −$443.1K | Added−$81.4K |
| Amazon Com Inc | AMZN | 23.2K | $4.82M | 1.8% | −$368.3K | Added$1.05M |
| Nvidia Corp | NVDA | 26.3K | $4.59M | 1.7% | −$178.8K | Added$1.83M |
| Spdr Series Trust | — | 72.6K | $4.11M | 1.5% | −$16.4K | Added$63.7K |
| Ishares Tr | — | 85.7K | $3.64M | 1.3% | $97.3K | Cut−$108.8K |
| Ishares Tr | — | 34.3K | $3.4M | 1.3% | −$20.9K | Cut−$582.5K |
| Broadcom Inc. | AVGO | 9.61K | $2.97M | 1.1% | −$238.4K | Added$717.4K |
| Ishares Inc | — | 42.3K | $2.95M | 1.1% | $106.9K | Cut$7.33K |
| Walmart Inc. | WMT | 23K | $2.86M | 1.1% | $284.5K | Added$394.5K |
| Jpmorgan Chase & Co. | — | 9.68K | $2.85M | 1.0% | −$213.1K | Added$402.6K |
| Visa Inc. | V | 9.38K | $2.84M | 1.0% | −$400.6K | Added−$62.4K |
| Ishares Tr | — | 27.4K | $2.6M | 1.0% | −$6.36K | Added$344.9K |
| Tcw Etf Trust | — | 25.8K | $2.52M | 0.9% | $21.7K | Added$1.23M |
| Johnson & Johnson | JNJ | 10.3K | $2.52M | 0.9% | $350.6K | Added$586.5K |
| Broadstone Net Lease, Inc. | BNL | 125.6K | $2.33M | 0.9% | $81.5K | Added$736.2K |
| Ge Aerospace | — | 7.92K | $2.25M | 0.8% | — | New |
| Schwab Charles Corp | — | 22.7K | $2.14M | 0.8% | — | New |
| Vanguard Index Fds | — | 6.65K | $2.13M | 0.8% | −$96.2K | Cut−$297.4K |
| Lam Research Corp | LRCX | 9.91K | $2.12M | 0.8% | $421.5K | Cut$403.7K |
| Home Depot, Inc. | HD | 5.98K | $1.97M | 0.7% | −$79.6K | Added$170.1K |
| Linde Plc | LIN | 3.91K | $1.94M | 0.7% | — | New |
| Amplify Etf Tr | — | 41.5K | $1.86M | 0.7% | — | New |
| Chevron Corp New | CVX | 8.79K | $1.82M | 0.7% | $373.9K | Added$773.2K |
| Capital Group International | — | 53.9K | $1.79M | 0.7% | — | New |
| Ishares Tr | — | 25.1K | $1.76M | 0.6% | $3.71K | Added$1.42M |
| Goldman Sachs Group Inc | — | 2.06K | $1.75M | 0.6% | −$50.8K | Added$396.8K |
| Blackrock Etf Trust | — | 50.8K | $1.67M | 0.6% | −$6.67K | Added$1.04M |
| Oracle Corp | — | 11K | $1.62M | 0.6% | −$478.9K | Added−$331.5K |
| Alphabet Inc | — | 5.63K | $1.62M | 0.6% | −$88K | Added$590.2K |
| Spdr S&P 500 Etf Tr | — | 2.36K | $1.54M | 0.6% | −$73.7K | Added−$42.4K |
| Exxon Mobil Corp | — | 9.02K | $1.53M | 0.6% | $444.9K | Cut$395.9K |
| Meta Platforms, Inc. | META | 2.67K | $1.53M | 0.6% | −$159.3K | Added$330.6K |
| Tjx Cos Inc New | — | 9.38K | $1.5M | 0.6% | $49.8K | Added$241.4K |
| Analog Devices Inc | ADI | 4.65K | $1.48M | 0.5% | $207.4K | Added$281.2K |
| Amphenol Corp New | — | 11.6K | $1.46M | 0.5% | −$25.4K | Added$1.07M |
| Wells Fargo Co New | — | 18.2K | $1.45M | 0.5% | −$238.4K | Added−$188.5K |
| Taiwan Semiconductor Mfg Ltd | — | 4.26K | $1.44M | 0.5% | $84.9K | Added$685.9K |
| Ishares Tr | — | 21.3K | $1.44M | 0.5% | — | New |
| Ishares Tr | — | 14.3K | $1.44M | 0.5% | −$9.79K | Added$386.3K |
| GE Vernova Inc. | GEV | 1.61K | $1.41M | 0.5% | $288.4K | Added$551.3K |
| Boeing Co | — | 7.04K | $1.4M | 0.5% | −$119.2K | Added−$29.4K |
| Intuitive Surgical Inc | ISRG | 3.04K | $1.4M | 0.5% | −$120.2K | Added$754.3K |
| Berkshire Hathaway Inc Del | — | 2.86K | $1.37M | 0.5% | −$63.1K | Added$16.9K |
| SPX Technologies, Inc. | SPXC | 6.75K | $1.35M | 0.5% | — | New |
| Blackrock Etf Trust | — | 23K | $1.34M | 0.5% | — | New |
| Select Sector Spdr Tr | — | 26.8K | $1.32M | 0.5% | −$135.7K | Added−$53K |
| Fidelity Covington Trust | — | 34.1K | $1.3M | 0.5% | $7.5K | Cut−$34.2K |
| Palo Alto Networks Inc | PANW | 8.05K | $1.29M | 0.5% | −$43.8K | Added$951.9K |
| Tesla, Inc. | TSLA | 3.36K | $1.25M | 0.5% | −$151.4K | Added$376.1K |
| Costco Whsl Corp New | — | 1.23K | $1.22M | 0.4% | $152.1K | Added$243.7K |
| Stryker Corp | SYK | 3.66K | $1.21M | 0.4% | −$33K | Added$696.5K |
| Vanguard Scottsdale Fds | — | 15K | $1.19M | 0.4% | — | New |
| RTX Corp | RTX | 6K | $1.16M | 0.4% | $51.9K | Added$154.7K |
| Invesco Qqq Tr | — | 1.98K | $1.14M | 0.4% | −$57.4K | Added$201.1K |
| Spdr Series Trust | — | 37.1K | $1.12M | 0.4% | −$4.83K | Cut−$5.79K |
| Chubb Limited | — | 3.4K | $1.11M | 0.4% | $43.6K | Added$124K |
| Ishares Tr | — | 10.5K | $1.09M | 0.4% | $11K | Cut−$773K |
| Merck & Co., Inc. | MRK | 8.96K | $1.08M | 0.4% | $100.9K | Added$369.1K |
| J P Morgan Exchange Traded F | — | 14.8K | $1.07M | 0.4% | — | New |
| L3harris Technologies Inc | — | 2.87K | $990.1K | 0.4% | $142.4K | Added$181.7K |
| Dover Corp | DOV | 4.7K | $980.4K | 0.4% | $58.3K | Added$120.6K |
| Fidelity Covington Trust | — | 19.3K | $969.2K | 0.4% | — | New |
| Vanguard Scottsdale Fds | — | 16K | $935.1K | 0.3% | — | New |
| Blackrock Etf Trust Ii | — | 18.4K | $922K | 0.3% | — | New |
| Eog Res Inc | — | 6.37K | $921K | 0.3% | $181.5K | Added$439.2K |
| Ishares Tr | — | 8.01K | $884.4K | 0.3% | $3.51K | Added$27K |
| Spdr Gold Tr | — | 2.02K | $870.5K | 0.3% | — | New |
| S&P Global Inc. | SPGI | 2.04K | $867.7K | 0.3% | −$127.8K | Added$181K |
| Mastercard Inc | MA | 1.74K | $867.4K | 0.3% | −$123.6K | Cut−$165.9K |
| Gallagher Arthur J & Co | — | 3.94K | $854K | 0.3% | −$117.6K | Added$133K |
| J P Morgan Exchange Traded F | — | 14.9K | $845.2K | 0.3% | — | New |
| ServiceNow, Inc. | NOW | 8.03K | $839.9K | 0.3% | −$140.5K | Added$397.4K |
| Vanguard Growth Etf | — | 1.92K | $838.2K | 0.3% | −$98K | Cut−$169.7K |
| Ishares Tr | — | 11K | $814.2K | 0.3% | $15.5K | Added$437.9K |
| Unitedhealth Group Inc | UNH | 3K | $812.9K | 0.3% | −$138K | Added$46.8K |
| BlackRock, Inc. | BLK | 836 | $804K | 0.3% | −$75.2K | Added$63.3K |
| General Dynamics Corp | GD | 2.27K | $780.5K | 0.3% | $15K | Cut−$23.1K |
| Trane Technologies Plc | TT | 1.87K | $778.5K | 0.3% | — | New |
| Titan Intl Inc Ill | — | 112.6K | $777.7K | 0.3% | −$103.5K | Cut−$338.4K |
| Nasdaq, Inc. | NDAQ | 8.55K | $726.1K | 0.3% | −$104.7K | Cut−$118.8K |
| Vanguard Scottsdale Fds | — | 8.69K | $718.9K | 0.3% | — | New |
| Mondelez Intl Inc | — | 12.3K | $716.8K | 0.3% | $28.7K | Added$306.9K |
| Ab Active Etfs Inc | — | 16K | $702.1K | 0.3% | — | New |
| Ishares Tr | — | 5.58K | $693.9K | 0.3% | $21.2K | Added$76.3K |
| Ishares Tr | — | 4.84K | $689.4K | 0.3% | −$18.1K | Added$261.4K |
| Republic Svcs Inc | — | 3.13K | $685.5K | 0.3% | $22.2K | Cut$19.9K |
| Vanguard Whitehall Fds | — | 4.62K | $684.9K | 0.3% | — | New |
| Vanguard Index Fds | — | 3.47K | $681.4K | 0.3% | $18.1K | Cut−$131.6K |
| Cme Group Inc. | CME | 2.3K | $679.6K | 0.3% | $36.3K | Added$235K |
| Gilead Sciences, Inc. | GILD | 4.87K | $679K | 0.3% | $81K | Cut$70.2K |
| Starbucks Corp | SBUX | 7.41K | $663.5K | 0.2% | $38.2K | Added$64.7K |
| Mcdonalds Corp | MCD | 2.08K | $647.1K | 0.2% | $6.09K | Added$278.3K |
| Spdr Series Trust | — | 20.7K | $637.1K | 0.2% | $1.04K | Held |
| Vanguard Scottsdale Fds | — | 2.14K | $632.5K | 0.2% | −$29.8K | Cut−$617K |
| Procter And Gamble Co | PG | 4.33K | $624.9K | 0.2% | $2.99K | Added$248.7K |
| Ishares Tr | — | 1.46K | $622.2K | 0.2% | −$65.4K | Added−$40.2K |
| Caterpillar Inc | CAT | 878 | $622K | 0.2% | — | New |
| Danaher Corporation | — | 3.26K | $619.2K | 0.2% | −$119.7K | Added−$79.4K |
| Qualcomm Inc | — | 4.67K | $601.4K | 0.2% | −$183.5K | Added−$141K |
| Abacus Fcf Etf Tr | — | 8.37K | $595.6K | 0.2% | −$1.92K | Cut−$1.94M |
| Ishares Tr | — | 25.6K | $585.4K | 0.2% | — | New |
| Asml Holding N V | — | 442 | $584.1K | 0.2% | $111K | Cut$96K |
| Oneok Inc /New/ | OKE | 6.37K | $575.7K | 0.2% | $107.6K | Held |
| Ishares Tr | — | 1.61K | $575.2K | 0.2% | −$27.2K | Added−$25.8K |
| Arista Networks, Inc. | ANET | 4.57K | $561K | 0.2% | — | New |
| Disney Walt Co | — | 5.7K | $549.7K | 0.2% | −$100.6K | Added−$85.7K |
| Snowflake Inc. | SNOW | 3.61K | $544.6K | 0.2% | −$216.9K | Added−$149.4K |
| Nebius Group N.V. | NBIS | 5.25K | $544.4K | 0.2% | — | New |
| Palantir Technologies Inc. | PLTR | 3.67K | $537.4K | 0.2% | −$112.3K | Added−$97.1K |
| Ares Management Corporation | — | 4.88K | $532.8K | 0.2% | −$256.6K | Cut−$278.4K |
| Eli Lilly & Co | LLY | 568 | $522.5K | 0.2% | −$78.4K | Added−$21.3K |
| Hubbell Inc | HUBB | 1.03K | $506.9K | 0.2% | — | New |
| Crane Company | — | 2.87K | $491.3K | 0.2% | — | New |
| Aes Corp | AES | 34.7K | $488.9K | 0.2% | −$8.58K | Added−$2.81K |
| Ishares Tr | — | 4.05K | $480.2K | 0.2% | — | New |
| Western Digital Corp | WDC | 1.64K | $444.1K | 0.2% | — | New |
| Ishares Tr | — | 2.31K | $443.5K | 0.2% | −$15.7K | Cut−$43K |
| Netflix Inc | NFLX | 4.59K | $441.6K | 0.2% | $6.3K | Added$194.6K |
| Coca Cola Co | KO | 5.68K | $434.7K | 0.2% | — | New |
| Corning Inc | — | 3.19K | $434.2K | 0.2% | $148.1K | Added$166.2K |
| The Alger Etf Trust | — | 13.5K | $420.2K | 0.2% | — | New |
| Vanguard Index Fds | — | 1.88K | $407.7K | 0.1% | $10.1K | Cut−$34K |
| Generac Hldgs Inc | — | 2.09K | $407.5K | 0.1% | $115.3K | Added$140.9K |
| Booking Holdings Inc. | BKNG | 95 | $400K | 0.1% | — | New |
| Automatic Data Processing In | — | 1.93K | $396K | 0.1% | −$101.8K | Added−$91.1K |
| Ishares Tr | — | 2.18K | $394.9K | 0.1% | −$29.3K | Added$73.7K |
| American Express Co | AXP | 1.25K | $377K | 0.1% | — | New |
| Ishares Tr | — | 2.41K | $373.5K | 0.1% | −$30.9K | Held |
| Ecolab Inc. | ECL | 1.38K | $368.4K | 0.1% | $4.88K | Cut−$7.76K |
| STERIS plc | STE | 1.67K | $368.2K | 0.1% | −$53.9K | Cut−$68.6K |
| Tractor Supply Co | — | 8.01K | $362.9K | 0.1% | −$37.7K | Cut−$85.8K |
| Uber Technologies, Inc | UBER | 5K | $359.5K | 0.1% | — | New |
| Brookfield Asset Managmt Ltd | — | 8K | $355.8K | 0.1% | −$59.6K | Added−$37.1K |
| J P Morgan Exchange Traded F | — | 4.69K | $355.4K | 0.1% | — | New |
| Fidelity Covington Trust | — | 6.3K | $348.2K | 0.1% | — | New |
| Quanta Svcs Inc | — | 620 | $340.4K | 0.1% | $74.5K | Added$92.6K |
| Ross Stores, Inc. | ROST | 1.57K | $339.7K | 0.1% | $55.8K | Added$64.2K |
| Vanguard Specialized Funds | — | 1.56K | $334.7K | 0.1% | −$7.19K | Held |
| Wisdomtree Tr | — | 3.79K | $332.8K | 0.1% | −$6.02K | Cut−$142.9K |
| Ishares Tr | — | 3.23K | $329.8K | 0.1% | −$936 | Held |
| Pepsico Inc | PEP | 2.1K | $326.3K | 0.1% | — | New |
| East West Bancorp Inc | EWBC | 3.05K | $325.9K | 0.1% | −$17.2K | Cut−$19.7K |
| Novo-Nordisk A S | — | 8.48K | $321.9K | 0.1% | −$109.5K | Cut−$143.9K |
| Intuit Inc. | INTU | 743 | $321.3K | 0.1% | −$170.9K | Cut−$327.9K |
| Ishares Silver Tr | — | 4.69K | $319.5K | 0.1% | — | New |
| Ishares Tr | — | 1.28K | $316.7K | 0.1% | $1.72K | Added$103.7K |
| Aecom | ACM | 3.68K | $312.1K | 0.1% | — | New |
| Edwards Lifesciences Corp | EW | 3.89K | $311.8K | 0.1% | −$15.6K | Added$54K |
| Applovin Corp | APP | 774 | $308.1K | 0.1% | — | New |
| Cintas Corp | CTAS | 1.79K | $303.6K | 0.1% | −$27.2K | Added$33.7K |
| Kla Corp | KLAC | 204 | $300.4K | 0.1% | $49.9K | Added$64.6K |
| Ishares Tr | — | 4.28K | $299.4K | 0.1% | — | New |
| Aptiv Plc | APTV | 4.3K | $298.6K | 0.1% | −$28.6K | Cut−$284.9K |
| Johnson Ctls Intl Plc | — | 2.25K | $296.1K | 0.1% | — | New |
| Qxo Inc | — | 15.1K | $292.8K | 0.1% | — | New |
| Ishares Tr | — | 3.38K | $280.2K | 0.1% | — | New |
| Targa Res Corp | — | 1.11K | $278.8K | 0.1% | $72.8K | Added$76K |
| Firstservice Corp New | — | 1.98K | $275.1K | 0.1% | −$32.7K | Cut−$57.3K |
| Wp Carey Inc | — | 3.99K | $274.9K | 0.1% | $14.4K | Held |
| Ishares Tr | — | 3.14K | $272.1K | 0.1% | $6.28K | Held |
| Ishares Tr | — | 2.42K | $269.9K | 0.1% | −$5.28K | Added$34.1K |
| Amgen Inc | AMGN | 758 | $266.6K | 0.1% | — | New |
| Oshkosh Corp | OSK | 1.81K | $265.9K | 0.1% | $38.9K | Cut−$45.4K |
| Castle Biosciences Inc | CSTL | 10.8K | $264.6K | 0.1% | −$154.6K | Held |
| Unilever Plc | — | 4.57K | $263.1K | 0.1% | −$35.6K | Cut−$46.5K |
| Us Bancorp Del | — | 4.99K | $261.9K | 0.1% | — | New |
| Abacus Fcf Etf Tr | — | 8.05K | $251.4K | 0.1% | — | New |
| Accenture Plc Ireland | — | 1.25K | $247.9K | 0.1% | −$55.3K | Added$35.7K |
| Ishares Tr | — | 762 | $242.4K | 0.1% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 6.29K | $241.8K | 0.1% | −$62.2K | Added−$33.4K |
| Halozyme Therapeutics, Inc. | HALO | 3.7K | $239K | 0.1% | −$9.88K | Cut−$55.2K |
| Ishares Tr | — | 643 | $238.3K | 0.1% | −$10.4K | Cut−$406.1K |
| Guidewire Software, Inc. | GWRE | 1.58K | $236.5K | 0.1% | — | New |
| Colgate Palmolive Co | CL | 2.74K | $233.7K | 0.1% | — | New |
| C. H. Robinson Worldwide, Inc. | CHRW | 1.38K | $230.1K | 0.1% | $7.24K | Cut−$7.61K |
| Schwab Strategic Tr | — | 7.52K | $229.3K | 0.1% | — | New |
| Ishares Tr | — | 1.6K | $226.7K | 0.1% | −$12.1K | Held |
| Immix Biopharma, Inc. | IMMX | 24.5K | $223.4K | 0.1% | $95.2K | Held |
| Ishares Tr | — | 2.26K | $220K | 0.1% | — | New |
| Arcturus Therapeutics Hldgs | — | 28.1K | $216.7K | 0.1% | $44.6K | Held |
| Waste Mgmt Inc Del | — | 920 | $211.3K | 0.1% | — | New |
| Medtronic Plc | MDT | 2.42K | $211.2K | 0.1% | — | New |
| Bitwise Bitcoin Etf Tr | — | 5.69K | $209.5K | 0.1% | — | New |
| Cadence Design System Inc | — | 754 | $209.5K | 0.1% | — | New |
| Nextera Energy Inc | — | 2.25K | $208.6K | 0.1% | — | New |
| Capital One Finl Corp | — | 1.11K | $203.2K | 0.1% | −$64.3K | Added−$56.8K |
| Virtus Etf Tr Ii | — | 8.15K | $202.6K | 0.1% | — | New |
| Bitwise Ethereum Etf | ETHW | 11.9K | $178.7K | 0.1% | — | New |
| I-80 Gold Corp | — | 60.3K | $91.7K | 0.0% | $3.62K | Held |
| enCore Energy Corp. | EU | 17.8K | $32.1K | 0.0% | — | New |
| CalciMedica, Inc. | CALC | 15.1K | $8.16K | 0.0% | −$91.5K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.