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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 6 of 18  ·  351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 10,013.0 $2.7M 0.23% NEW $272.00 +13.3%
102 AVAV AEROVIRONMENT INC Industrials 16,357.0 $2.7M 0.22% NEW $165.07 -2.9%
103 MCD MCDONALDS CORP Consumer Cyclical 9,976.0 $2.7M 0.22% +8K +379.1% $270.31 +0.2%
104 EPD ENTERPRISE PRODS PARTNERS L 71,073.0 $2.6M 0.22% NEW $36.76
105 BALL BALL CORP Consumer Cyclical 41,225.0 $2.6M 0.21% NEW $62.40 +1.9%
106 MBB ISHARES TR 27,131.0 $2.6M 0.21% -279.0 -1.0% $94.52 -1.5%
107 PWRD TCW TRANSFORM ETF TRUST 20,495.0 $2.5M 0.21% -5K -20.6% $122.96 -11.9%
108 BN BROOKFIELD CORP Financial Services 57,388.0 $2.4M 0.20% NEW $42.59 -2.1%
109 VBR VANGUARD INDEX FDS 10,054.0 $2.4M 0.20% +8K +435.6% $242.99 +2.5%
110 IVW ISHARES TR 17,372.0 $2.4M 0.20% NEW $137.53 +0.9%
111 SCHW SCHWAB CHARLES CORP Financial Services 25,260.0 $2.3M 0.19% +3K +11.1% $92.27 +21.7%
112 VBK VANGUARD INDEX FDS 5,650.0 $2.1M 0.17% NEW $365.69 -1.9%
113 AMD ADVANCED MICRO DEVICES INC Technology 3,525.0 $2.0M 0.17% NEW $580.91 -18.5%
114 IYC ISHARES TR 19,810.0 $2.0M 0.17% NEW $101.10 +1.6%
115 BSV VANGUARD BD INDEX FDS 25,550.0 $2.0M 0.17% NEW $77.91 -0.4%
116 XLP SELECT SECTOR SPDR TR 22,402.0 $1.9M 0.15% NEW $83.07 +3.5%
117 DGRO ISHARES TR 24,266.0 $1.8M 0.15% -789.0 -3.1% $75.79 +5.0%
118 VOT VANGUARD INDEX FDS 5,936.0 $1.8M 0.15% NEW $306.31 -0.3%
119 SCHX SCHWAB STRATEGIC TR 60,544.0 $1.8M 0.15% NEW $29.43 +2.7%
120 DELL DELL TECHNOLOGIES INC Technology 3,938.0 $1.7M 0.14% NEW $431.46 +2.4%
Page 6 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%