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Latest Capstone Triton Financial Group, LLC Stock Portfolio

Capstone Triton Financial Group, LLC Performance:
2025 Q2: 6.36%YTD: 8.74%2024: 14.69%
Performance for 2025 Q2 is 6.36%, and YTD is 8.74%, and 2024 is 14.69%.

About Capstone Triton Financial Group, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Triton Financial Group Inc reported an equity portfolio of $137.8 Millions as of 30 Jun, 2025.

The top stock holdings of Triton Financial Group Inc are AAPL, NVDA, AMZN. The fund has invested 7.4% of it's portfolio in APPLE INC and 4.4% of portfolio in NVIDIA CORPORATION.

Triton Financial Group Inc opened new stock positions in APPLE INC (AAPL), NVIDIA CORPORATION (NVDA) and AMAZON COM INC (AMZN).

Capstone Triton Financial Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Triton Financial Group Inc made a return of 6.36% in the last quarter. In trailing 12 months, it's portfolio return was 17.13%.
20212022202320242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
apple inc10,267,000
nvidia corporation6,032,540
amazon com inc5,416,670
walmart inc5,179,380
microsoft corp5,070,120
costco whsl corp new3,946,630
alphabet inc3,801,930
crowdstrike hldgs inc3,023,770
New stocks bought by Capstone Triton Financial Group, LLC

Additions

No additions were made to existing positions by Capstone Triton Financial Group, LLC

Reductions

None of the existing positions were reduced by Capstone Triton Financial Group, LLC

Sold off

None of the stocks were completely sold off by Capstone Triton Financial Group, LLC

Sector Distribution

Triton Financial Group Inc has about 32% of it's holdings in Technology sector.

32%21%12%
Sector%
Technology32
Others21
Consumer Defensive12.3
Industrials7.1
Financial Services6.5
Communication Services6.2
Consumer Cyclical4.9
Healthcare4.3
Basic Materials2.2
Real Estate2

Market Cap. Distribution

Triton Financial Group Inc has about 76.4% of it's portfolio invested in the large-cap and mega-cap stocks.

43%33%21%
Category%
MEGA-CAP43.1
LARGE-CAP33.3
UNALLOCATED21
MID-CAP2.5

Stocks belong to which Index?

About 72.7% of the stocks held by Triton Financial Group Inc either belong to S&P 500 or RUSSELL 2000 index.

71%27%
Index%
S&P 50070.6
Others27.3
RUSSELL 20002.1
Top 5 Winners (%)%
ORCL
oracle corp
40.1 %
MRVL
marvell technology inc
27.6 %
AVGO
broadcom inc
20.6 %
NVDA
nvidia corporation
20.3 %
META
meta platforms inc
17.7 %
Top 5 Winners ($)$
NVDA
nvidia corporation
1.0 M
ORCL
oracle corp
0.6 M
MSFT
microsoft corp
0.5 M
AMZN
amazon com inc
0.5 M
CRWD
crowdstrike hldgs inc
0.4 M
Top 5 Losers (%)%
CAG
conagra brands inc
-10.9 %
CLX
clorox co del
-10.9 %
MCD
mcdonalds corp
-6.2 %
LMT
lockheed martin corp
-2.0 %
CCOI
cogent communications hldgs
-1.5 %
Top 5 Losers ($)$
CLX
clorox co del
-0.1 M
MCD
mcdonalds corp
-0.1 M
CAG
conagra brands inc
-0.1 M
KO
coca cola co
0.0 M
LMT
lockheed martin corp
0.0 M

Capstone Triton Financial Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

AAPLNVDAAMZNWMTMSFTCOSTGOOGCRWDNFLXKOBALTCSCOABTCHKPAMATIBMDLRORCLAVGORSGAFKBANFAFLAAXJEMRBILJPMBABECLABBVMRVLCINFCRMBALTLHXSHWDOVV..PL..MC..CH..TTJAAASYYDELLCSDMRKACN..

Current Stock Holdings of Capstone Triton Financial Group, LLC

Triton Financial Group Inc has 87 stocks in it's portfolio. About 35.2% of the portfolio is in top 10 stocks. CLX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Triton Financial Group Inc last quarter.

Last Reported on: 30 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of APPLE INC Position Held By Capstone Triton Financial Group, LLC

What % of Portfolio is AAPL?:

No data available

Number of AAPL shares held:

No data available

Change in No. of Shares Held:

No data available