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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 4 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CME CME GROUP INC Financial Services 22,134.0 $4.9M 0.41% +20K +861.9% $220.83 +24.5%
62 ECL ECOLAB INC Basic Materials 17,234.0 $4.8M 0.40% +16K +1147.9% $279.33 +0.8%
63 BIV VANGUARD BD INDEX FDS 61,912.0 $4.7M 0.39% NEW $76.70 -1.7%
64 ABT ABBOTT LABORATORIES Healthcare 50,475.0 $4.6M 0.38% NEW $90.74 +28.5%
65 WFC WELLS FARGO CO NEW Financial Services 54,998.0 $4.5M 0.38% +37K +202.7% $82.64 +1.5%
66 AES AES CORP Utilities 299,627.0 $4.4M 0.36% +265K +763.5% $14.66 +0.8%
67 LHX L3HARRIS TECHNOLOGIES INC Industrials 14,990.0 $4.4M 0.36% +12K +422.7% $290.59 -8.2%
68 NOW SERVICENOW INC Technology 43,457.0 $4.3M 0.36% +35K +441.0% $99.28 +29.4%
69 PG PROCTER AND GAMBLE CO Consumer Defensive 29,266.0 $4.3M 0.36% +25K +576.4% $146.64 -1.3%
70 KO COCA COLA CO Consumer Defensive 52,443.0 $4.3M 0.35% +47K +823.5% $81.66 +11.6%
71 HEFA ISHARES TR 90,577.0 $4.3M 0.35% +5K +5.7% $46.93 +0.7%
72 SPYV SPDR SERIES TRUST 68,955.0 $4.2M 0.35% -4K -5.0% $60.79 +4.5%
73 SPY SPDR S&P 500 ETF TR Financial Services 5,581.0 $4.2M 0.35% +3K +136.7% $748.63 +2.3%
74 VB VANGUARD INDEX FDS 13,325.0 $4.0M 0.34% NEW $303.12 +0.5%
75 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 110,304.0 $4.0M 0.33% NEW $36.49 +6.7%
76 QQQ INVESCO QQQ TR Financial Services 5,455.0 $4.0M 0.33% +3K +174.9% $737.16 -3.2%
77 PH PARKER-HANNIFIN CORP Industrials 4,055.0 $4.0M 0.33% NEW $978.12 +2.4%
78 XLC SELECT SECTOR SPDR TR 35,449.0 $3.8M 0.32% NEW $107.13 +4.0%
79 PANW PALO ALTO NETWORKS INC Technology 10,970.0 $3.7M 0.31% +3K +36.3% $341.02 +4.9%
80 VTI VANGUARD INDEX FDS 10,080.0 $3.7M 0.31% +3K +51.5% $370.04 +2.2%
Page 4 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%