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Latest TRITONPOINT WEALTH, LLC Stock Portfolio

$1.01Billion | No. of Holdings #293

TRITONPOINT WEALTH, LLC Performance

2026 Q3+0.66%
YTD-2.65%
2025+17.07%

About TRITONPOINT WEALTH, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, TRITONPOINT WEALTH, LLC reported an equity portfolio of $1 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of TRITONPOINT WEALTH, LLC are AAPL, GOOG, GOOG. The fund has invested 10.6% of it's portfolio in APPLE INC and 4.2% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ONEOK INC NEW (OKE) and ZOETIS INC (ZTS) stocks. They significantly reduced their stock positions in DOMINOS PIZZA INC (DPZ), EASTGROUP PPTYS INC (EGP) and T-MOBILE US INC (TMUS). TRITONPOINT WEALTH, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, HONEYWELL INTL INC (HON) and NEWMONT CORP (NEM). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST II (HYMU), AMPHENOL CORP NEW (APH) and PPG INDS INC (PPG).
TRITONPOINT WEALTH, LLC Equity Portfolio Value
Last Reported on: 19 Oct, 2026
$1.01Billion
  as of Oct 19, 2026

TRITONPOINT WEALTH, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that TRITONPOINT WEALTH, LLC made a return of 0.66% in the last quarter. In trailing 12 months, it's portfolio return was 3.89%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,468,360
honeywell intl inc618,265
oneok inc new573,962
honeywell aerospace inc416,404
newmont corp322,375
valero energy corp297,099
cloudflare inc286,947
iqvia hldgs inc272,076
New stocks bought by TRITONPOINT WEALTH, LLC

Additions

Ticker% Inc.
blackrock etf trust ii116
amphenol corp new103
ppg inds inc31.6
vanguard tax-managed fds27.75
texas instrs inc25.64
intel corp24.01
gilead sciences inc22.84
altria group inc21.84
Additions to existing portfolio by TRITONPOINT WEALTH, LLC

Reductions

Ticker% Reduced
dominos pizza inc-46.2
eastgroup pptys inc-41.97
t-mobile us inc-22.39
ishares tr-22.34
check point software tech lt-22.12
firstenergy corp-18.53
stryker corporation-17.75
spdr gold tr-15.17
TRITONPOINT WEALTH, LLC reduced stake in above stock

Sold off

Ticker$ Sold
banco santander sa-146,073
exxon mobil corp-1,244,040
oneok inc new-472,181
zoetis inc-275,655
cooper cos inc-243,097
lowes cos inc-234,160
mastec inc-205,950
s&p global inc-201,728
TRITONPOINT WEALTH, LLC got rid off the above stocks

Sector Distribution

TRITONPOINT WEALTH, LLC has about 25.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Real Estate
Sector%
Others25.9
Technology22.7
Financial Services10.1
Communication Services8.9
Healthcare8.6
Industrials7.8
Consumer Cyclical7.4
Consumer Defensive4.3
Energy1.9
Real Estate1.3

Market Cap. Distribution

TRITONPOINT WEALTH, LLC has about 72.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP49.7
UNALLOCATED26
LARGE-CAP22.7
MID-CAP1.6

Stocks belong to which Index?

About 70.8% of the stocks held by TRITONPOINT WEALTH, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50069.3
Others29.2
RUSSELL 20001.5
Top 5 Winners (%)%
PLTR
palantir technologies inc
57.1 %
MPC
marathon pete corp
54.4 %
PSX
phillips 66
48.6 %
CRWD
crowdstrike hldgs inc
37.9 %
MSFT
microsoft corp
37.2 %
Top 5 Winners ($)$
AAPL
apple inc
14.1 M
MSFT
microsoft corp
8.9 M
TMO
thermo fisher scientific inc
3.3 M
NVDA
nvidia corporation
2.7 M
DHR
danaher corporation
1.9 M
Top 5 Losers (%)%
APH
amphenol corp new
-44.9 %
GLW
corning inc
-39.4 %
KLAC
kla corp
-35.1 %
SSNT
qxo inc
-30.1 %
AMAT
applied matls inc
-28.9 %
Top 5 Losers ($)$
LRCX
lam research corp
-6.3 M
XPO
xpo inc
-2.7 M
SSNT
qxo inc
-2.5 M
CAT
caterpillar inc
-2.4 M
DOV
dover corp
-2.4 M

TRITONPOINT WEALTH, LLC Holdings Map

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

Current Stock Holdings of TRITONPOINT WEALTH, LLC

TRITONPOINT WEALTH, LLC has 293 stocks in it's portfolio. About 38.8% of the portfolio is in top 10 stocks. LRCX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for TRITONPOINT WEALTH, LLC last quarter.

$1.01BTotal Value
301Positions
19 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of TRITONPOINT WEALTH, LLC, last reported on 19 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.08%8,210
$830.0K
0.08%
decreased 4.47 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.05%4,020
$468.1K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.03%5,615
$308.2K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.03%1,890
$276.3K
0.03%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
TRITONPOINT WEALTH, LLC's holding in Ishares Tr over time
0.06%12,435
$576.9K
0.06%
increased 7.99 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
TRITONPOINT WEALTH, LLC's holding in Vaneck Etf Trust over time
0.09%1,543
$940.0K
0.09%
increased 0.98 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
TRITONPOINT WEALTH, LLC's holding in Vaneck Etf Trust over time
0.03%2,583
$273.0K
0.03%
decreased 8.5 percentreduced