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Latest Capstone Triton Financial Group, LLC Stock Portfolio

$57.35Million– No. of Holdings #62

Capstone Triton Financial Group, LLC Performance:
2026 Q1: -0.53%YTD: -0.53%2025: 9.36%
Performance for 2026 Q1 is -0.53%, and YTD is -0.53%, and 2025 is 9.36%.

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triton Financial Group Inc reported an equity portfolio of $57.4 Millions as of 31 Mar, 2026.

The top stock holdings of Triton Financial Group Inc are BALT, BIL, BAB. The fund has invested 11.5% of it's portfolio in INNOVATOR ETFS TRUST and 6.1% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off APPLE INC (AAPL), NVIDIA CORPORATION (NVDA) and ALPHABET INC (GOOG) stocks. Triton Financial Group Inc opened new stock positions in GE VERNOVA INC, INNOVATOR ETFS TRUST (BAPR) and WISDOMTREE TR (AGZD). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), INNOVATOR ETFS TRUST (BALT) and ALPHABET INC (GOOG).
Capstone Triton Financial Group, LLC Equity Portfolio Value
Last Reported on: 15 May, 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 -0.53% in the last quarter. In trailing 12 months, it's portfolio return was 6.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ge vernova inc984,837
innovator etfs trust738,526
innovator etfs trust666,969
innovator etfs trust384,937
wisdomtree tr384,004
ishares u s etf tr383,299
schwab strategic tr376,140
select sector spdr tr358,075
New stocks bought by Capstone Triton Financial Group, LLC

Additions

Ticker% Inc.
select sector spdr tr135
innovator etfs trust120
innovator etfs trust103
alphabet inc102
invesco exch traded fd tr ii102
abrdn etfs101
ishares tr100
spdr series trust100
Additions to existing portfolio by Capstone Triton Financial Group, LLC

Reductions

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

Sold off

Ticker$ Sold
walmart inc-5,913,160
apple inc-13,497,500
coca cola co-2,964,420
cisco sys inc-2,957,490
nvidia corporation-7,081,220
at&t inc-740,282
amazon com inc-5,772,450
netflix inc-2,090,380
Capstone Triton Financial Group, LLC got rid off the above stocks

Sector Distribution

Triton Financial Group Inc has about 87.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Real Estate
  • Utilities
  • Communication Services
Sector%
Others87.9
Technology5.9
Real Estate2.6
Utilities1.8
Communication Services1.2

Market Cap. Distribution

Triton Financial Group Inc has about 10.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED87.9
MEGA-CAP7.2
LARGE-CAP3.2
MID-CAP1.8

Stocks belong to which Index?

About 6.2% of the stocks held by Triton Financial Group Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others93.8
S&P 5004.4
RUSSELL 20001.8
Top 5 Winners (%)%
CSD
invesco exchange traded fd t
7.2 %
BCD
abrdn etfs
5.8 %
PSA
public storage oper co
1.6 %
BIL
spdr series trust
1.0 %
JHCB
john hancock exchange traded
0.8 %
Top 5 Winners ($)$
CSD
invesco exchange traded fd t
0.2 M
BCD
abrdn etfs
0.0 M
PSA
public storage oper co
0.0 M
BIL
spdr series trust
0.0 M
JHCB
john hancock exchange traded
0.0 M
Top 5 Losers (%)%
PLTR
palantir technologies inc
-6.7 %
XLB
select sector spdr tr
-3.2 %
GOOG
alphabet inc
-3.0 %
BAB
invesco exch traded fd tr ii
-2.3 %
QQQ
invesco qqq tr
-2.1 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-0.2 M
BAB
invesco exch traded fd tr ii
-0.1 M
BIL
spdr series trust
-0.1 M
BALT
innovator etfs trust
0.0 M
AFK
vaneck 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 62 stocks in it's portfolio. About 56.7% 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.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions