Triton Financial Group Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 17, 2026), Triton Financial Group Inc reported 99 stock positions worth $173.7 million. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by Applied Materials (AMAT, 4.4%) and Alphabet Class C (GOOG, 3.9%). Compared with Q1 2026, it opened 67 new positions, sold out of 30, added to 1 and reduced 31. The biggest buy was a new position in Apple (AAPL) and the biggest sale Inn Defined Wealth Shield (BALT, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- Oklahoma City, OK
- CIK
- 0001811805
- Portfolio Value
- $173.7M (Q2 2026)
- SEC Filing
- 0002085853-26-001017 ↗ filed Aug 17, 2026
Holdings Value
Holdings 99 stocks · $173.7M
| AAPL Apple Inc. | 7.64% | 45,860 | $13.3M | New |
| AMAT Applied Materials Inc. | 4.43% | 10,632 | $7.7M | New |
| GOOG Alphabet Inc. Class C | 3.90% | 19,167 | $6.8M | New |
| NVDA Nvidia Corp. | 3.76% | 32,600 | $6.5M | New |
| MRVL Marvell Technology Inc. | 3.30% | 19,269 | $5.7M | New |
| AMZN Amazon.com Inc. | 3.22% | 23,485 | $5.6M | New |
| WMT Walmart Inc. | 3.11% | 47,703 | $5.4M | New |
| GLW Corning Inc. | 3.03% | 20,606 | $5.3M | New |
| DELL Dell Technologies -C | 2.47% | 9,925 | $4.3M | New |
| CSCO Cisco Systems Inc. | 2.44% | 36,057 | $4.2M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 2.38% | 5,422 | $4.1M | New |
| COST Costco Wholesale Corp. | 2.21% | 4,101 | $3.8M | New |
| MSFT Microsoft Corp. | 2.14% | 9,977 | $3.7M | New |
| BALT Inn Defined Wealth Shield | 2.08% | 105,274 | $3.6M | Reduce -46.7% |
| PSI Invesco Semiconductors ETF | 1.93% | 17,887 | $3.4M | Reduce -50.6% |
| KO The Coca-Cola Co. | 1.90% | 40,618 | $3.3M | New |
| AVGO Broadcom Inc. | 1.63% | 7,504 | $2.8M | New |
| DLR Digital Realty Trust Inc. | 1.49% | 14,375 | $2.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.47% | 5,094 | $2.5M | New |
| QQQM Invesco Nasdaq 100 ETF | 1.29% | 7,374 | $2.2M | Reduce -47.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.25% | 7,704 | $2.2M | New |
| ABBV Abbvie Inc. | 1.19% | 8,217 | $2.1M | New |
| AFL Aflac Inc. | 1.18% | 17,412 | $2.0M | New |
| JPM JPMorgan Chase & Co. | 1.17% | 6,202 | $2.0M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.16% | 23,020 | $2.0M | Reduce -48.4% |
| CINF Cincinnati Financial Corp. | 1.15% | 10,819 | $2.0M | New |
| BSTP Innovator Buff Su Strat ETF | 1.11% | 48,903 | $1.9M | Reduce -45.9% |
| DOV Dover Corp. | 1.08% | 8,367 | $1.9M | New |
| EMR Emerson Electric Co. | 1.07% | 13,016 | $1.9M | New |
| MRK Merck & Co. Inc. | 1.02% | 13,829 | $1.8M | New |
| ECL Ecolab Inc. | 1.02% | 6,374 | $1.8M | New |
| RSG Republic Services Inc. | 1.01% | 8,202 | $1.7M | New |
| LHX L3HARRIS Technologies Inc. | 0.97% | 5,823 | $1.7M | New |
| BANF Bancfirst Corp. | 0.97% | 15,110 | $1.7M | New |
| ABT Abbott Laboratories | 0.91% | 17,489 | $1.6M | New |
| ANGL Vaneck Fallen Angel High YLD | 0.91% | 54,065 | $1.6M | Reduce -53.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.91% | 16,638 | $1.6M | New |
| NFLX Netflix Inc. | 0.86% | 20,995 | $1.5M | New |
| GEV GE Vernova Inc. | 0.86% | 1,273 | $1.5M | Add +12.6% |
| SHW The Sherwin-Williams Co. | 0.85% | 4,296 | $1.5M | New |
| TT Trane Technologies PLC | 0.85% | 3,002 | $1.5M | New |
| CHD Church & Dwight Co. Inc. | 0.84% | 15,118 | $1.5M | New |
| ORCL Oracle Corp. | 0.83% | 9,796 | $1.4M | New |
| CHKP Check Point Software Tech | 0.81% | 10,765 | $1.4M | New |
| V Visa Inc. Class A | 0.81% | 4,103 | $1.4M | New |
| SYY Sysco Corp. | 0.77% | 15,997 | $1.3M | New |
| MCD McDonald's Corp. | 0.73% | 4,700 | $1.3M | New |
| MDB Mongodb Inc. | 0.71% | 3,673 | $1.2M | New |
| WMB Williams Cos Inc. | 0.69% | 16,070 | $1.2M | New |
| LMT Lockheed Martin Corp. | 0.69% | 2,342 | $1.2M | New |
| PLTR Palantir Technologies Inc. Class A | 0.68% | 10,173 | $1.2M | Reduce -51.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.67% | 19,004 | $1.2M | Reduce -48.7% |
| SHOP Shopify Inc. Class A | 0.65% | 9,851 | $1.1M | New |
| PEP Pepsico Inc. | 0.64% | 8,212 | $1.1M | New |
| VHT Vanguard Health Care ETF | 0.63% | 3,650 | $1.1M | New |
| CRM Salesforce Inc. | 0.58% | 6,383 | $1000K | New |
| MDT Medtronic PLC | 0.56% | 12,428 | $972K | New |
| PSA Public Storage | 0.52% | 2,813 | $895K | Reduce -49.5% |
| CAT Caterpillar Inc. | 0.50% | 816 | $869K | New |
| IVV iShares Core S&P 500 ETF | 0.48% | 1,106 | $828K | Reduce -50.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 2,222 | $822K | New |
| AEP American Electric Power | 0.46% | 5,857 | $801K | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 1 | $749K | New |
| PDEC Innovator U.S. Equity Power | 0.43% | 16,205 | $744K | Reduce -50.0% |
| VNLA Janus Henderson Short Durati | 0.39% | 13,736 | $671K | Reduce -66.6% |
| VGT Vanguard Info Tech ETF | 0.39% | 5,600 | $669K | New |
| PFEB Innovator U.S. Equity Power | 0.38% | 15,384 | $662K | Reduce -16.3% |
| T AT&T Inc. | 0.36% | 30,322 | $628K | New |
| HONA Honeywell Aerospace Inc. | 0.35% | 2,756 | $609K | New |
| AGZ iShares Agency Bond ETF | 0.34% | 5,432 | $594K | Reduce -64.3% |
| ACN Accenture PLC Class A | 0.34% | 4,708 | $586K | New |
| PMAR Innovator U.S. Equity Power | 0.34% | 12,192 | $582K | Reduce -18.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 698 | $521K | Reduce -51.2% |
| MU Micron Technology Inc. | 0.29% | 442 | $510K | New |
| PAUG Innovator U.S. Equity Power | 0.28% | 10,735 | $490K | Reduce -50.0% |
| SPTS SS SPDR P St Term TSY ETF | 0.27% | 15,930 | $462K | Reduce -49.8% |
| GOOGL Alphabet Inc. Class A | 0.25% | 1,202 | $429K | Reduce -48.8% |
| IVE iShares S&P 500 Value ETF | 0.24% | 1,860 | $422K | Reduce -49.7% |
| META Meta Platforms Inc. Class A | 0.24% | 745 | $420K | New |
| CMI Cummins Inc. | 0.24% | 585 | $417K | New |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 1,955 | $416K | New |
| XLK SS Technology Select Sector | 0.21% | 1,953 | $372K | Reduce -43.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.21% | 3,774 | $364K | Reduce -49.7% |
| FLXR TCW Flexible Income ETF | 0.20% | 8,954 | $351K | Reduce -50.0% |
| AMD Advanced Micro Devices | 0.20% | 604 | $351K | New |
| BUFF Innovator Laddered Allocatio | 0.19% | 6,131 | $323K | Reduce -52.6% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.18% | 9,392 | $321K | Reduce -49.6% |
| APH Amphenol Corp. Class A | 0.17% | 1,709 | $301K | New |
| ARCC Ares Capital Corp. | 0.16% | 15,091 | $280K | New |
| CWB SS SPDR BB Conv Sec ETF | 0.15% | 2,379 | $257K | Reduce -58.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 3,236 | $256K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 347 | $256K | Reduce -55.9% |
| VXUS Vanguard Total Intl Stock | 0.14% | 2,892 | $247K | New |
| JHMD John Hancock MF Dev Intl ETF | 0.14% | 5,438 | $242K | Reduce -50.0% |
| DES Wisdomtree US Smallcap Divid | 0.13% | 5,561 | $226K | Reduce -49.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 611 | $223K | New |
| PRU Prudential Financial Inc. | 0.13% | 2,026 | $219K | New |
| SCHB Schwab US Broad Market ETF | 0.12% | 7,362 | $213K | Reduce -49.8% |
| PNOV Innovator U.S. Equity Power | 0.12% | 4,658 | $207K | Reduce -50.0% |
Portfolio Sells Q1 2026 → Q2 2026
| BALT Inn Defined Wealth Shield | Reduce -46.7% | 2.08% | −9.45 |
| PLTR Palantir Technologies Inc. Class A | Reduce -51.5% | 0.68% | −5.25 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -48.4% | 1.16% | −4.93 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -53.0% | 0.91% | −4.91 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -47.7% | 1.29% | −4.74 |
| BSTP Innovator Buff Su Strat ETF | Reduce -45.9% | 1.11% | −4.65 |
| PSI Invesco Semiconductors ETF | Reduce -50.6% | 1.93% | −3.53 |
| VNLA Janus Henderson Short Durati | Reduce -66.6% | 0.39% | −3.13 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -48.7% | 0.67% | −3.00 |
| AGZ iShares Agency Bond ETF | Reduce -64.3% | 0.34% | −2.58 |
| IVV iShares Core S&P 500 ETF | Reduce -50.0% | 0.48% | −2.10 |
| PSA Public Storage | Reduce -49.5% | 0.52% | −2.06 |
| PDEC Innovator U.S. Equity Power | Reduce -50.0% | 0.43% | −2.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -51.2% | 0.30% | −1.36 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -49.8% | 0.27% | −1.35 |
| PAUG Innovator U.S. Equity Power | Reduce -50.0% | 0.28% | −1.33 |
| IVE iShares S&P 500 Value ETF | Reduce -49.7% | 0.24% | −1.12 |
| FLXR TCW Flexible Income ETF | Reduce -50.0% | 0.20% | −1.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -49.7% | 0.21% | −1.01 |
| GOOGL Alphabet Inc. Class A | Reduce -48.8% | 0.25% | −0.98 |
| BUFF Innovator Laddered Allocatio | Reduce -52.6% | 0.19% | −0.93 |
| PFEB Innovator U.S. Equity Power | Reduce -16.3% | 0.38% | −0.91 |
| BCD Abrdn Bloomberg All Commodit | Reduce -49.6% | 0.18% | −0.90 |
| PMAR Innovator U.S. Equity Power | Reduce -18.3% | 0.34% | −0.83 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -58.6% | 0.15% | −0.76 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -55.9% | 0.15% | −0.67 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.67 |
| JHMD John Hancock MF Dev Intl ETF | Reduce -50.0% | 0.14% | −0.66 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.62 |
| XLK SS Technology Select Sector | Reduce -43.0% | 0.21% | −0.61 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.60 |
| BA The Boeing Co. | Sold out | 0.00% | −0.58 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.58 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.56 |
| PNOV Innovator U.S. Equity Power | Reduce -50.0% | 0.12% | −0.55 |
| DES Wisdomtree US Smallcap Divid | Reduce -49.8% | 0.13% | −0.54 |
| JHMM John Hancock Multi Fact Mid | Sold out | 0.00% | −0.54 |
| SCHB Schwab US Broad Market ETF | Reduce -49.8% | 0.12% | −0.53 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.53 |
| ARKQ ARK Autonomous Tech & Robot | Sold out | 0.00% | −0.52 |
| PJUL Innovator U.S. Equity Power | Sold out | 0.00% | −0.51 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.49 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.48 |
| PJUN Innovator U.S. Equity Power | Sold out | 0.00% | −0.47 |
| DBEF Xtrackers MSCI Eafe Hedged E | Sold out | 0.00% | −0.46 |
| PSEP Innovator U.S. Equity Power | Sold out | 0.00% | −0.46 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.45 |
| FNDA Schwab Fndmntl US SM Co. ETF | Sold out | 0.00% | −0.45 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.44 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.43 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | New | 7.64% | +7.64 |
| AMAT Applied Materials Inc. | New | 4.43% | +4.43 |
| GOOG Alphabet Inc. Class C | New | 3.90% | +3.90 |
| NVDA Nvidia Corp. | New | 3.76% | +3.76 |
| MRVL Marvell Technology Inc. | New | 3.30% | +3.30 |
| AMZN Amazon.com Inc. | New | 3.22% | +3.22 |
| WMT Walmart Inc. | New | 3.11% | +3.11 |
| GLW Corning Inc. | New | 3.03% | +3.03 |
| DELL Dell Technologies -C | New | 2.47% | +2.47 |
| CSCO Cisco Systems Inc. | New | 2.44% | +2.44 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 2.38% | +2.38 |
| COST Costco Wholesale Corp. | New | 2.21% | +2.21 |
| MSFT Microsoft Corp. | New | 2.14% | +2.14 |
| KO The Coca-Cola Co. | New | 1.90% | +1.90 |
| AVGO Broadcom Inc. | New | 1.63% | +1.63 |
| DLR Digital Realty Trust Inc. | New | 1.49% | +1.49 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 1.47% | +1.47 |
| IBM Intl Business Machines Corp. | New | 1.25% | +1.25 |
| ABBV Abbvie Inc. | New | 1.19% | +1.19 |
| AFL Aflac Inc. | New | 1.18% | +1.18 |
| JPM JPMorgan Chase & Co. | New | 1.17% | +1.17 |
| CINF Cincinnati Financial Corp. | New | 1.15% | +1.15 |
| DOV Dover Corp. | New | 1.08% | +1.08 |
| EMR Emerson Electric Co. | New | 1.07% | +1.07 |
| MRK Merck & Co. Inc. | New | 1.02% | +1.02 |
| ECL Ecolab Inc. | New | 1.02% | +1.02 |
| RSG Republic Services Inc. | New | 1.01% | +1.01 |
| LHX L3HARRIS Technologies Inc. | New | 0.97% | +0.97 |
| BANF Bancfirst Corp. | New | 0.97% | +0.97 |
| ABT Abbott Laboratories | New | 0.91% | +0.91 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.91% | +0.91 |
| NFLX Netflix Inc. | New | 0.86% | +0.86 |
| SHW The Sherwin-Williams Co. | New | 0.85% | +0.85 |
| TT Trane Technologies PLC | New | 0.85% | +0.85 |
| CHD Church & Dwight Co. Inc. | New | 0.84% | +0.84 |
| ORCL Oracle Corp. | New | 0.83% | +0.83 |
| CHKP Check Point Software Tech | New | 0.81% | +0.81 |
| V Visa Inc. Class A | New | 0.81% | +0.81 |
| SYY Sysco Corp. | New | 0.77% | +0.77 |
| MCD McDonald's Corp. | New | 0.73% | +0.73 |
| MDB Mongodb Inc. | New | 0.71% | +0.71 |
| WMB Williams Cos Inc. | New | 0.69% | +0.69 |
| LMT Lockheed Martin Corp. | New | 0.69% | +0.69 |
| SHOP Shopify Inc. Class A | New | 0.65% | +0.65 |
| PEP Pepsico Inc. | New | 0.64% | +0.64 |
| VHT Vanguard Health Care ETF | New | 0.63% | +0.63 |
| CRM Salesforce Inc. | New | 0.58% | +0.58 |
| MDT Medtronic PLC | New | 0.56% | +0.56 |
| CAT Caterpillar Inc. | New | 0.50% | +0.50 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.47% | +0.47 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 99 | $173.7M | AAPL, AMAT, GOOG, NVDA, MRVL |
| Q1 2026 | 62 | $57.4M | BALT, SPYM, QQQM, PLTR, ANGL |
| Q4 2025 | 85 | $151.0M | AAPL, NVDA, GOOG, WMT, AMZN |
| Q3 2025 | 90 | $149.2M | AAPL, NVDA, WMT, AMZN, MSFT |
| Q2 2025 | 87 | $137.8M | AAPL, NVDA, AMZN, WMT, MSFT |
| Q4 2024 | 107 | $160.0M | AAPL, AMZN, NVDA, WMT, MSFT |
| Q3 2024 | 110 | $156.3M | AAPL, AMZN, NVDA, MSFT, WMT |
| Q2 2024 | 96 | $142.5M | AAPL, AMZN, NVDA, MSFT, GOOG |
| Q1 2024 | 99 | $140.9M | AAPL, AMZN, MSFT, NVDA, VNLA |