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Portfolio (Quarterly) Guide ↗

TritonPoint Partners, LLC

· CIK 0002111167
13F Portfolio $272M AUM 200 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 87 Added 36 Reduced 11 Exited
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL SPDR SERIES TRUST 361,946.0 $33.2M 12.21% NEW $91.64 -0.0%
2 GE GE AEROSPACE Industrials 7,921.0 $2.3M 0.83% NEW $284.31 +29.7%
3 SCHW SCHWAB CHARLES CORP Financial Services 22,733.0 $2.1M 0.79% NEW $93.98 -4.4%
4 LIN LINDE PLC Basic Materials 3,908.0 $1.9M 0.71% NEW $495.76 +5.0%
5 DIVO AMPLIFY ETF TR 41,471.0 $1.9M 0.69% NEW $44.85 +2.1%
6 CGIC CAPITAL GROUP INTERNATIONAL 53,885.0 $1.8M 0.66% NEW $33.13 +9.2%
7 IJH ISHARES TR 21,276.0 $1.4M 0.53% NEW $67.53 +12.8%
8 SPXC SPX TECHNOLOGIES INC Industrials 6,750.0 $1.3M 0.50% NEW $199.94 +22.2%
9 DYNF BLACKROCK ETF TRUST 23,026.0 $1.3M 0.49% NEW $58.18 +14.4%
10 VCSH VANGUARD SCOTTSDALE FDS 14,959.0 $1.2M 0.44% NEW $79.27 -0.2%
11 JAVA J P MORGAN EXCHANGE TRADED F 14,846.0 $1.1M 0.39% NEW $71.75 +10.3%
12 FBCG FIDELITY COVINGTON TRUST 19,337.0 $969K 0.36% NEW $50.12 +19.9%
13 VGSH VANGUARD SCOTTSDALE FDS 15,974.0 $935K 0.34% NEW $58.54 -0.5%
14 BRTR BLACKROCK ETF TRUST II 18,370.0 $922K 0.34% NEW $50.19 +0.6%
15 GLD SPDR GOLD TR Financial Services 2,023.0 $870K 0.32% NEW $430.29 -13.1%
16 JEPI J P MORGAN EXCHANGE TRADED F 14,912.0 $845K 0.31% NEW $56.68 -0.7%
17 TT TRANE TECHNOLOGIES PLC Industrials 1,868.0 $778K 0.29% NEW $416.74 +14.8%
18 VCIT VANGUARD SCOTTSDALE FDS 8,688.0 $719K 0.27% NEW $82.75 +0.2%
19 EMOP AB ACTIVE ETFS INC 16,022.0 $702K 0.26% NEW $43.82 +18.2%
20 VYM VANGUARD WHITEHALL FDS 4,624.0 $685K 0.25% NEW $148.12 +7.0%
Page 1 of 3  ·  59 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 30.3%
Financial Services 17.8%
Industrials 12.2%
Consumer Cyclical 9.2%
Healthcare 8.7%
Communication Services 7.3%
Consumer Defensive 4.9%
Energy 3.9%
Real Estate 2.2%
Basic Materials 1.8%