Holders — by stockHoldings — by fund
TritonPoint Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002111167
$1.21B
disclosed book value
351
positions
8.4%
largest position share
Positions, as of 2026-06-30
top 100 of 351 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 351,422 | $101.7M | 8.4% |
| 2 | GOOGLALPHABET INC | 138,201 | $49.4M | 4.1% |
| 3 | GOOGALPHABET INC | 127,825 | $45.2M | 3.7% |
| 4 | AMZNAMAZON COM INC | 170,447 | $40.6M | 3.4% |
| 5 | VUGVANGUARD INDEX FDS | 435,067 | $37.5M | 3.1% |
| 6 | LRCXLAM RESEARCH CORP | 70,828 | $30.7M | 2.5% |
| 7 | JPMJPMORGAN CHASE & CO | 87,436 | $28.6M | 2.4% |
| 8 | MSFTMICROSOFT CORP | 73,296 | $27.3M | 2.3% |
| 9 | VOOVANGUARD INDEX FDS | 35,176 | $24.2M | 2% |
| 10 | IYWISHARES TR | 93,853 | $23.7M | 2% |
| 11 | NVDANVIDIA CORPORATION | 115,886 | $23.2M | 1.9% |
| 12 | VVISA INC | 58,071 | $19.9M | 1.7% |
| 13 | XPOXPO INC | 93,059 | $19.1M | 1.6% |
| 14 | JNJJOHNSON & JOHNSON | 74,443 | $18.9M | 1.6% |
| 15 | IVVISHARES TR | 20,818 | $15.6M | 1.3% |
| 16 | DOVDOVER CORP | 67,688 | $15.2M | 1.3% |
| 17 | WMTWALMART INC | 128,117 | $14.5M | 1.2% |
| 18 | BNLBROADSTONE NET LEASE INC | 675,646 | $14.2M | 1.2% |
| 19 | MAMASTERCARD INCORPORATED | 26,945 | $13.8M | 1.1% |
| 20 | TJXTJX COS INC NEW | 83,302 | $12.6M | 1% |
| 21 | XLISELECT SECTOR SPDR TR | 66,681 | $12.4M | 1% |
| 22 | DHRDANAHER CORPORATION | 63,242 | $12.1M | 1% |
| 23 | XLKSELECT SECTOR SPDR TR | 60,504 | $11.5M | 1% |
| 24 | ISRGINTUITIVE SURGICAL INC | 28,222 | $11.2M | 0.9% |
| 25 | XLFSELECT SECTOR SPDR TR | 207,995 | $11.2M | 0.9% |
| 26 | CHUBB LIMITED | 31,906 | $10.9M | 0.9% |
| 27 | CATCATERPILLAR INC | 9,969 | $10.6M | 0.9% |
| 28 | BABOEING CO | 45,289 | $9.8M | 0.8% |
| 29 | TMOTHERMO FISHER SCIENTIFIC INC | 19,423 | $9.7M | 0.8% |
| 30 | ADIANALOG DEVICES INC | 24,243 | $9.6M | 0.8% |
| 31 | MUMICRON TECHNOLOGY INC | 7,725 | $8.9M | 0.7% |
| 32 | MDLZMONDELEZ INTL INC | 147,231 | $8.6M | 0.7% |
| 33 | SPYGSPDR SERIES TRUST | 71,463 | $8.5M | 0.7% |
| 34 | MRKMERCK & CO INC | 64,967 | $8.4M | 0.7% |
| 35 | QXOQXO INC | 482,859 | $8.3M | 0.7% |
| 36 | GEVGE VERNOVA INC | 6,464 | $7.6M | 0.6% |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,962 | $7.5M | 0.6% |
| 38 | VYMVANGUARD WHITEHALL FDS | 47,069 | $7.4M | 0.6% |
| 39 | YUMYUM BRANDS INC | 44,229 | $7.1M | 0.6% |
| 40 | SBUXSTARBUCKS CORP | 68,372 | $7.0M | 0.6% |
| 41 | CVXCHEVRON CORP NEW | 41,731 | $6.9M | 0.6% |
| 42 | IWOISHARES TR | 17,477 | $6.9M | 0.6% |
| 43 | IEFAISHARES TR | 68,931 | $6.7M | 0.6% |
| 44 | XLVSELECT SECTOR SPDR TR | 41,392 | $6.6M | 0.5% |
| 45 | PEPPEPSICO INC | 48,326 | $6.5M | 0.5% |
| 46 | RTXRTX CORPORATION | 34,298 | $6.5M | 0.5% |
| 47 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 12,348 | $5.9M | 0.5% |
| 48 | HDHOME DEPOT INC | 16,668 | $5.9M | 0.5% |
| 49 | COSTCOSTCO WHSL CORP NEW | 6,200 | $5.8M | 0.5% |
| 50 | COFCAPITAL ONE FINL CORP | 27,359 | $5.5M | 0.5% |
| 51 | IJKISHARES TR | 46,229 | $5.4M | 0.5% |
| 52 | UNHUNITEDHEALTH GROUP INC | 13,038 | $5.4M | 0.4% |
| 53 | BINCBLACKROCK ETF TRUST II | 101,179 | $5.3M | 0.4% |
| 54 | EOGEOG RES INC | 39,508 | $5.1M | 0.4% |
| 55 | IJRISHARES TR | 34,530 | $5.1M | 0.4% |
| 56 | CLCOLGATE PALMOLIVE CO | 55,711 | $5.1M | 0.4% |
| 57 | FBNDFIDELITY MERRIMACK STR TR | 111,623 | $5.1M | 0.4% |
| 58 | LLYELI LILLY & CO | 4,225 | $5.1M | 0.4% |
| 59 | AVGOBROADCOM INC | 13,217 | $5.0M | 0.4% |
| 60 | BLKBLACKROCK INC | 5,161 | $5.0M | 0.4% |
| 61 | CMECME GROUP INC | 22,134 | $4.9M | 0.4% |
| 62 | ECLECOLAB INC | 17,234 | $4.8M | 0.4% |
| 63 | BIVVANGUARD BD INDEX FDS | 61,912 | $4.7M | 0.4% |
| 64 | ABTABBOTT LABORATORIES | 50,475 | $4.6M | 0.4% |
| 65 | WFCWELLS FARGO CO NEW | 54,998 | $4.5M | 0.4% |
| 66 | AESAES CORP | 299,627 | $4.4M | 0.4% |
| 67 | LHXL3HARRIS TECHNOLOGIES INC | 14,990 | $4.4M | 0.4% |
| 68 | NOWSERVICENOW INC | 43,457 | $4.3M | 0.4% |
| 69 | PGPROCTER AND GAMBLE CO | 29,266 | $4.3M | 0.4% |
| 70 | KOCOCA COLA CO | 52,443 | $4.3M | 0.4% |
| 71 | HEFAISHARES TR | 90,577 | $4.3M | 0.4% |
| 72 | SPYVSPDR SERIES TRUST | 68,955 | $4.2M | 0.3% |
| 73 | SPYSPDR S&P 500 ETF TR | 5,581 | $4.2M | 0.3% |
| 74 | VBVANGUARD INDEX FDS | 13,325 | $4.0M | 0.3% |
| 75 | BROOKFIELD INFRASTRUCTURE PA | 110,304 | $4.0M | 0.3% |
| 76 | QQQINVESCO QQQ TR | 5,455 | $4.0M | 0.3% |
| 77 | PHPARKER-HANNIFIN CORP | 4,055 | $4.0M | 0.3% |
| 78 | XLCSELECT SECTOR SPDR TR | 35,449 | $3.8M | 0.3% |
| 79 | PANWPALO ALTO NETWORKS INC | 10,970 | $3.7M | 0.3% |
| 80 | VTIVANGUARD INDEX FDS | 10,080 | $3.7M | 0.3% |
| 81 | GNRCGENERAC HLDGS INC | 12,662 | $3.7M | 0.3% |
| 82 | METAMETA PLATFORMS INC | 6,553 | $3.7M | 0.3% |
| 83 | MARMARRIOTT INTL INC NEW | 9,814 | $3.6M | 0.3% |
| 84 | LMTLOCKHEED MARTIN CORP | 6,990 | $3.6M | 0.3% |
| 85 | PNCPNC FINL SVCS GROUP INC | 14,164 | $3.5M | 0.3% |
| 86 | VOEVANGUARD INDEX FDS | 17,605 | $3.5M | 0.3% |
| 87 | IEMGISHARES INC | 41,615 | $3.4M | 0.3% |
| 88 | BACBANK OF AMER CORP | 60,412 | $3.4M | 0.3% |
| 89 | XLYSELECT SECTOR SPDR TR | 28,654 | $3.4M | 0.3% |
| 90 | AGGISHARES TR | 33,174 | $3.3M | 0.3% |
| 91 | VOVANGUARD INDEX FDS | 39,956 | $3.2M | 0.3% |
| 92 | BAMBROOKFIELD ASSET MANAGMT LTD | 70,059 | $3.1M | 0.3% |
| 93 | ORCLORACLE CORP | 20,961 | $3.1M | 0.3% |
| 94 | VGTVANGUARD WORLD FD | 24,535 | $2.9M | 0.2% |
| 95 | LHLABCORP HOLDINGS INC | 10,433 | $2.9M | 0.2% |
| 96 | VTVVANGUARD INDEX FDS | 13,214 | $2.9M | 0.2% |
| 97 | IJHISHARES TR | 36,745 | $2.8M | 0.2% |
| 98 | BXBLACKSTONE INC | 23,845 | $2.8M | 0.2% |
| 99 | ABBVABBVIE INC | 11,092 | $2.8M | 0.2% |
| 100 | TSLATESLA INC | 6,613 | $2.8M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.