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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 11 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FLRN SPDR SERIES TRUST 20,700.0 $639K 0.05% $30.85 -0.1%
202 VIG VANGUARD SPECIALIZED FUNDS 2,689.0 $636K 0.05% +1K +72.8% $236.62 +3.1%
203 CRWD CROWDSTRIKE HLDGS INC Technology 827.0 $631K 0.05% NEW $190.74 +0.6%
204 SCHA SCHWAB STRATEGIC TR 17,427.0 $630K 0.05% NEW $36.13 -3.6%
205 SPGI S&P GLOBAL INC Financial Services 1,513.0 $616K 0.05% -527.0 -25.8% $407.35 +5.9%
206 COP CONOCOPHILLIPS Energy 5,815.0 $605K 0.05% NEW $103.96 +29.7%
207 MDYG SPDR SERIES TRUST 5,355.0 $600K 0.05% NEW $112.09 -1.7%
208 NEE NEXTERA ENERGY INC Utilities 6,807.0 $597K 0.05% +5K +203.1% $87.77 -4.7%
209 RSG REPUBLIC SVCS INC Industrials 2,802.0 $597K 0.05% -328.0 -10.5% $213.08 +3.6%
210 WMB WILLIAMS COS INC Energy 7,982.0 $593K 0.05% NEW $74.34 -5.2%
211 SLB SLB LIMITED Energy 12,529.0 $586K 0.05% NEW $46.80 +15.1%
212 IWD ISHARES TR 2,398.0 $581K 0.05% NEW $242.43 +6.1%
213 VONE VANGUARD SCOTTSDALE FDS 1,709.0 $579K 0.05% -434.0 -20.2% $338.72 +2.5%
214 IJT ISHARES TR 3,232.0 $577K 0.05% NEW $178.60 -2.6%
215 SNDK SANDISK CORP Technology 252.0 $573K 0.05% NEW $2273.73 -29.8%
216 FBT FIRST TR EXCHANGE-TRADED FD 2,280.0 $565K 0.05% NEW $247.89 +9.4%
217 MTB M & T BK CORP Financial Services 2,348.0 $559K 0.05% NEW $238.06 +1.0%
218 FBCG FIDELITY COVINGTON TRUST 8,979.0 $558K 0.05% -10K -53.6% $62.11 -0.9%
219 GLD SPDR GOLD TR Financial Services 1,498.0 $552K 0.05% -525.0 -25.9% $368.38 +14.9%
220 QUAL ISHARES TR 2,500.0 $549K 0.05% +188.0 +8.1% $219.43 +1.7%
Page 11 of 18  ·  351 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%