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Latest Capstone Triton Financial Group, LLC Stock Portfolio

$173Million | No. of Holdings #99

Capstone Triton Financial Group, LLC Performance

2026 Q2+2.59%
YTD+2.05%
2025+9.36%

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

On 2026-08-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triton Financial Group Inc reported an equity portfolio of $173.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Triton Financial Group Inc are AAPL, AMAT, GOOG. The fund has invested 7.6% of it's portfolio in APPLE INC and 4.4% of portfolio in APPLIED MATLS INC. <br><br> The fund managers got completely rid off ISHARES U S ETF TR (CCRV), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in JANUS DETROIT STR TR (JAAA), ISHARES TR (AAXJ) and SPDR SERIES TRUST (BIL). Triton Financial Group Inc opened new stock positions in APPLE INC (AAPL), APPLIED MATLS INC (AMAT) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to GE VERNOVA INC.
Capstone Triton Financial Group, LLC Equity Portfolio Value
Last Reported on: 17 Aug, 2026
$173Million
  as of Aug 17, 2026

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 2.59% in the last quarter. In trailing 12 months, it's portfolio return was 9.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
apple inc13,269,900
applied matls inc7,686,940
alphabet inc6,772,280
nvidia corporation6,522,940
marvell technology inc5,740,040
amazon com inc5,597,470
walmart inc5,402,810
corning inc5,263,390
New stocks bought by Capstone Triton Financial Group, LLC

Additions

Ticker% Inc.
ge vernova inc12.56
Additions to existing portfolio by Capstone Triton Financial Group, LLC

Reductions

Ticker% Reduced
janus detroit str tr-66.63
ishares tr-64.29
spdr series trust-58.61
invesco qqq tr-55.85
vaneck etf trust-52.98
innovator etfs trust-52.61
palantir technologies inc-51.49
state str spdr s&p 500 etf t-51.19
Capstone Triton Financial Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-304,126
schwab strategic tr-259,726
ishares u s etf tr-383,299
ishares tr-343,252
innovator etfs trust-266,690
innovator etfs trust-292,993
innovator etfs trust-261,637
innovator etfs trust-238,749
Capstone Triton Financial Group, LLC got rid off the above stocks

Sector Distribution

Triton Financial Group Inc has about 38.3% of it's holdings in Technology sector.

  • Technology
  • Others
  • Consumer Defensive
  • Industrials
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Real Estate
  • Basic Materials
Sector%
Technology38.3
Others22
Consumer Defensive9.5
Industrials6.4
Communication Services5.6
Financial Services5.4
Consumer Cyclical4
Healthcare3.7
Real Estate2
Basic Materials1.9

Market Cap. Distribution

Triton Financial Group Inc has about 77% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP48.3
LARGE-CAP28.7
UNALLOCATED22

Stocks belong to which Index?

About 68.5% of the stocks held by Triton Financial Group Inc either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50067.3
Others31.5
RUSSELL 20001.2
Top 5 Winners (%)%
CSD
invesco exchange traded fd t
87.4 %
ge vernova inc
32.3 %
XLB
select sector spdr tr
30.2 %
BAB
invesco exch traded fd tr ii
17.9 %
QQQ
invesco qqq tr
16.7 %
Top 5 Winners ($)$
CSD
invesco exchange traded fd t
2.7 M
BAB
invesco exch traded fd tr ii
0.6 M
ge vernova inc
0.4 M
BIL
spdr series trust
0.3 M
PSA
public storage
0.2 M
Top 5 Losers (%)%
PLTR
palantir technologies inc
-20.9 %
BIL
spdr series trust
-0.6 %
AAXJ
ishares tr
-0.5 %
NETZ
tcw etf trust
-0.4 %
JAAA
janus detroit str tr
-0.2 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-0.7 M
AAXJ
ishares tr
0.0 M
BIL
spdr series trust
0.0 M
JAAA
janus detroit str tr
0.0 M
NETZ
tcw etf trust
0.0 M

Capstone Triton Financial Group, LLC Holdings Map

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

Current Stock Holdings of Capstone Triton Financial Group, LLC

Triton Financial Group Inc has 99 stocks in it's portfolio. About 37.3% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. CSD was the most profitable stock for Triton Financial Group Inc last quarter.

$173.70MTotal Value
129Positions
17 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Capstone Triton Financial Group, LLC, last reported on 17 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Capstone Triton Financial Group, LLC's holding in Ishares Tr over time
0.34%5,432
$593.6K
0.34%
decreased 64.29 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Capstone Triton Financial Group, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
Capstone Triton Financial Group, LLC's holding in Dbx Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Capstone Triton Financial Group, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Capstone Triton Financial Group, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Capstone Triton Financial Group, LLC's holding in Vaneck Etf Trust over time
0.91%54,065
$1.58M
0.91%
decreased 52.98 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Capstone Triton Financial Group, LLC's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Capstone Triton Financial Group, LLC's holding in Wisdomtree Tr over time
0.13%5,561
$226.2K
0.13%
decreased 49.75 percentreduced