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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 2 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLY SELECT SECTOR SPDR TR 28,654.0 $3.4M 0.28% NEW $117.28 +0.6%
22 VO VANGUARD INDEX FDS 39,956.0 $3.2M 0.27% NEW $80.57 +3.0%
23 VGT VANGUARD WORLD FD 24,535.0 $2.9M 0.24% NEW $119.52 -0.9%
24 LH LABCORP HOLDINGS INC Healthcare 10,433.0 $2.9M 0.24% NEW $280.00 +20.1%
25 BX BLACKSTONE INC Financial Services 23,845.0 $2.8M 0.23% NEW $117.67 +21.8%
26 ABBV ABBVIE INC Healthcare 11,092.0 $2.8M 0.23% NEW $251.65 +5.3%
27 UNP UNION PAC CORP Industrials 10,013.0 $2.7M 0.23% NEW $272.00 +13.3%
28 AVAV AEROVIRONMENT INC Industrials 16,357.0 $2.7M 0.22% NEW $165.07 -2.9%
29 EPD ENTERPRISE PRODS PARTNERS L 71,073.0 $2.6M 0.22% NEW $36.76
30 BALL BALL CORP Consumer Cyclical 41,225.0 $2.6M 0.21% NEW $62.40 +1.9%
31 BN BROOKFIELD CORP Financial Services 57,388.0 $2.4M 0.20% NEW $42.59 -2.1%
32 IVW ISHARES TR 17,372.0 $2.4M 0.20% NEW $137.53 +0.9%
33 VBK VANGUARD INDEX FDS 5,650.0 $2.1M 0.17% NEW $365.69 -1.9%
34 AMD ADVANCED MICRO DEVICES INC Technology 3,525.0 $2.0M 0.17% NEW $580.91 -18.5%
35 IYC ISHARES TR 19,810.0 $2.0M 0.17% NEW $101.10 +1.6%
36 BSV VANGUARD BD INDEX FDS 25,550.0 $2.0M 0.17% NEW $77.91 -0.4%
37 XLP SELECT SECTOR SPDR TR 22,402.0 $1.9M 0.15% NEW $83.07 +3.5%
38 VOT VANGUARD INDEX FDS 5,936.0 $1.8M 0.15% NEW $306.31 -0.3%
39 SCHX SCHWAB STRATEGIC TR 60,544.0 $1.8M 0.15% NEW $29.43 +2.7%
40 DELL DELL TECHNOLOGIES INC Technology 3,938.0 $1.7M 0.14% NEW $431.46 +2.4%
Page 2 of 10  ·  189 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%