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Portfolio (Quarterly) Guide ↗

TritonPoint Partners, LLC

· CIK 0002111167
13F Portfolio $1.2B AUM 351 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 189 New 105 Added 47 Reduced 38 Exited
Page 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ESGU ISHARES TR 2,314.0 $379K 0.03% +711.0 +44.4% $163.67 +2.5%
102 MDT MEDTRONIC PLC Healthcare 4,685.0 $368K 0.03% +2K +93.8% $78.59 +18.8%
103 JCI JOHNSON CONTROLS INTERNATION Industrials 2,391.0 $350K 0.03% +137.0 +6.1% $146.51 -2.4%
104 IWV ISHARES TR 694.0 $296K 0.03% +51.0 +7.9% $426.37 +2.4%
105 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,463.0 $215K 0.02% +170.0 +2.7% $33.29 +31.2%
Page 6 of 6  ·  105 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.7%
Financial Services 15.8%
Industrials 12.9%
Healthcare 10.8%
Consumer Cyclical 10.6%
Communication Services 6.8%
Consumer Defensive 6.0%
Energy 2.5%
Utilities 2.2%
Real Estate 2.0%