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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 13 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHM SPDR SERIES TRUST 9,236.0 $443K 0.04% NEW $47.97 -0.4%
242 IWP ISHARES TR 3,023.0 $443K 0.04% NEW $146.41 -1.9%
243 CG CARLYLE GROUP INC Financial Services 10,455.0 $440K 0.04% NEW $42.11 +17.2%
244 FTCS FIRST TR EXCHANGE-TRADED FD 4,665.0 $438K 0.04% NEW $93.92 +8.1%
245 IUSV ISHARES TR 3,879.0 $427K 0.04% +654.0 +20.3% $110.15 +4.3%
246 EGP EASTGROUP PPTYS INC Real Estate 2,093.0 $427K 0.04% NEW $204.08 -1.5%
247 FE FIRSTENERGY CORP Utilities 8,970.0 $426K 0.04% NEW $47.54 -3.3%
248 SOXX ISHARES TR 661.0 $424K 0.04% NEW $640.76 -18.8%
249 IWR ISHARES TR 3,782.0 $417K 0.04% +2K +67.1% $110.33 +2.8%
250 PLD PROLOGIS INC Real Estate 2,973.0 $403K 0.03% NEW $135.47 +4.7%
251 GM GENERAL MTRS CO Consumer Cyclical 5,076.0 $391K 0.03% NEW $77.08 +14.1%
252 MO ALTRIA GROUP INC Consumer Defensive 5,319.0 $388K 0.03% NEW $73.00 -9.5%
253 REGN REGENERON PHARMACEUTICALS Healthcare 619.0 $386K 0.03% NEW $623.54 +33.8%
254 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 185.0 $385K 0.03% NEW $2080.79 +4.9%
255 TRGP TARGA RES CORP Energy 1,423.0 $382K 0.03% +311.0 +28.0% $268.14 +11.5%
256 ESGU ISHARES TR 2,314.0 $379K 0.03% +711.0 +44.4% $163.67 +2.5%
257 MRSH MARSH & MCLENNAN COS INC Financial Services 2,256.0 $376K 0.03% NEW $166.67 +15.2%
258 PGR PROGRESSIVE CORP Financial Services 1,696.0 $370K 0.03% NEW $218.43 +0.4%
259 MDT MEDTRONIC PLC Healthcare 4,685.0 $368K 0.03% +2K +93.8% $78.59 +18.8%
260 FORTINET INC 2,376.0 $365K 0.03% NEW $153.62
Page 13 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%