Triton Financial Group Inc
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Triton Financial Group Inc reported 99 stock positions worth $140.9 million. Its top holding was Apple (AAPL) at 7.2% of the portfolio, followed by Amazon.com (AMZN, 3.7%) and Microsoft (MSFT, 3.5%). Compared with Q4 2023, it sold out of 6, added to 42 and reduced 45. The biggest buy was JPMorgan Chase (JPM, shares +147%) and the biggest sale Apple (AAPL, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- Oklahoma City, OK
- CIK
- 0001811805
- Portfolio Value
- $140.9M (Q1 2024)
- SEC Filing
- 0001811805-24-000002 ↗ filed Apr 19, 2024
Holdings Value
Holdings 99 stocks · $140.9M
| AAPL Apple Inc. | 7.22% | 59,344 | $10.2M | Reduce -7.6% |
| AMZN Amazon.com Inc. | 3.70% | 28,905 | $5.2M | Reduce -7.6% |
| MSFT Microsoft Corp. | 3.52% | 11,783 | $5.0M | Reduce -9.2% |
| NVDA Nvidia Corp. | 3.13% | 4,883 | $4.4M | Reduce -1.7% |
| VNLA Janus Henderson Short Durati | 2.63% | 76,446 | $3.7M | Add +0.2% |
| WMT Walmart Inc. | 2.46% | 57,584 | $3.5M | Reduce -10.4% |
| GOOG Alphabet Inc. Class C | 2.43% | 22,438 | $3.4M | Reduce -7.4% |
| MDB Mongodb Inc. | 2.39% | 9,396 | $3.4M | Reduce -5.8% |
| AMAT Applied Materials Inc. | 2.18% | 14,891 | $3.1M | Reduce -8.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.17% | 49,710 | $3.1M | Reduce -4.4% |
| COST Costco Wholesale Corp. | 2.17% | 4,165 | $3.1M | Add +0.2% |
| BALT Inn Defined Wealth Shield | 2.08% | 99,989 | $2.9M | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.06% | 6,904 | $2.9M | Reduce -8.9% |
| IJR iShares Core S&P Small-Cap E | 2.02% | 25,750 | $2.8M | Reduce -3.7% |
| QQQM Invesco Nasdaq 100 ETF | 1.86% | 14,375 | $2.6M | Reduce -15.4% |
| IVV iShares Core S&P 500 ETF | 1.85% | 4,951 | $2.6M | Reduce -5.2% |
| KO The Coca-Cola Co. | 1.71% | 39,338 | $2.4M | Add +3.4% |
| IJH iShares Core S&P Midcap ETF | 1.68% | 38,985 | $2.4M | Reduce -0.9% |
| ANGL Vaneck Fallen Angel High YLD | 1.64% | 79,744 | $2.3M | Reduce -34.6% |
| ABT Abbott Laboratories | 1.62% | 20,099 | $2.3M | Reduce -3.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.54% | 6,779 | $2.2M | Reduce -6.0% |
| MRK Merck & Co. Inc. | 1.50% | 16,045 | $2.1M | Reduce -3.1% |
| AGZ iShares Agency Bond ETF | 1.50% | 19,540 | $2.1M | Reduce -12.8% |
| CSCO Cisco Systems Inc. | 1.47% | 41,395 | $2.1M | Reduce -3.0% |
| CHKP Check Point Software Tech | 1.23% | 10,546 | $1.7M | Reduce -3.1% |
| SHOP Shopify Inc. Class A | 1.20% | 21,970 | $1.7M | Reduce -8.6% |
| EFA iShares MSCI Eafe ETF | 1.20% | 21,214 | $1.7M | Reduce -0.7% |
| CRM Salesforce Inc. | 1.18% | 5,535 | $1.7M | Add +0.4% |
| VHT Vanguard Health Care ETF | 1.12% | 5,850 | $1.6M | Reduce -11.3% |
| MRVL Marvell Technology Inc. | 1.11% | 22,028 | $1.6M | Reduce -10.1% |
| RSG Republic Services Inc. | 1.08% | 7,962 | $1.5M | Add +0.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.07% | 29,973 | $1.5M | Reduce -10.6% |
| ABBV Abbvie Inc. | 1.05% | 8,139 | $1.5M | Add +1.9% |
| NFLX Netflix Inc. | 1.04% | 2,404 | $1.5M | Reduce -1.5% |
| AFL Aflac Inc. | 0.98% | 16,012 | $1.4M | Add +4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.95% | 7,001 | $1.3M | Add +0.3% |
| SHW The Sherwin-Williams Co. | 0.93% | 3,787 | $1.3M | Add +3.4% |
| EMR Emerson Electric Co. | 0.90% | 11,122 | $1.3M | Add +4.7% |
| RIO Rio Tinto PLC-Spon ADR | 0.89% | 19,682 | $1.3M | Add +5.7% |
| ECL Ecolab Inc. | 0.88% | 5,340 | $1.2M | Add +4.8% |
| AMT American Tower Corp. | 0.87% | 6,199 | $1.2M | Add +4.3% |
| DOV Dover Corp. | 0.87% | 6,897 | $1.2M | Add +2.6% |
| MCD McDonald's Corp. | 0.86% | 4,274 | $1.2M | Add +5.0% |
| DEO Diageo PLC-Sponsored ADR | 0.83% | 7,862 | $1.2M | Add +3.9% |
| CHD Church & Dwight Co. Inc. | 0.82% | 11,081 | $1.2M | Add +5.8% |
| BANF Bancfirst Corp. | 0.82% | 13,123 | $1.2M | Reduce -2.6% |
| CINF Cincinnati Financial Corp. | 0.77% | 8,713 | $1.1M | Add +6.4% |
| TT Trane Technologies PLC | 0.76% | 3,584 | $1.1M | Add +34.3% |
| BSTP Innovator Buff Su Strat ETF | 0.73% | 33,880 | $1.0M | Reduce -4.1% |
| VUSB Vanguard Ultra Short Bond Et | 0.72% | 20,534 | $1.0M | No change |
| SYY Sysco Corp. | 0.72% | 12,516 | $1.0M | Add +7.2% |
| SOXX iShares Semiconductor ETF | 0.71% | 4,445 | $1.0M | Add +0.7% |
| LHX L3HARRIS Technologies Inc. | 0.71% | 4,709 | $1.0M | Add +6.8% |
| CAG Conagra Brands Inc. | 0.70% | 33,306 | $987K | Add +8.5% |
| PEP Pepsico Inc. | 0.70% | 5,634 | $986K | Add +9.2% |
| JPM JPMorgan Chase & Co. | 0.67% | 4,747 | $951K | Add +147.0% |
| PSI Invesco Semiconductors ETF | 0.67% | 16,623 | $938K | Reduce -25.7% |
| V Visa Inc. Class A | 0.64% | 3,234 | $903K | Add +49.5% |
| CLX Clorox Company | 0.62% | 5,745 | $880K | Add +13.6% |
| MDT Medtronic PLC | 0.58% | 9,399 | $819K | Add +14.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.55% | 10,147 | $779K | Add +21.0% |
| M D C HLDGS INC | 0.52% | 11,711 | $737K | Add +41.6% |
| IYR iShares US Real Estate ETF | 0.51% | 7,923 | $712K | Add +0.3% |
| AVGO Broadcom Inc. | 0.49% | 524 | $695K | Add +30.7% |
| VCIT Vanguard Int-Term Corporate | 0.48% | 8,429 | $679K | Add +4.0% |
| BIV Vanguard Intermediate-Term B | 0.46% | 8,672 | $654K | Reduce -33.1% |
| OGE Oge Energy Corp. | 0.46% | 19,037 | $653K | No change |
| LMT Lockheed Martin Corp. | 0.46% | 1,425 | $648K | Add +49.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.45% | 1 | $634K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.44% | 5,073 | $619K | Add +53.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.43% | 20,986 | $607K | Add +0.5% |
| HON Honeywell International Inc. | 0.42% | 2,870 | $589K | Add +53.7% |
| CCOI Cogent Communications Holdin | 0.39% | 8,377 | $547K | Add +71.1% |
| LDUR PIMCO Enhanced Low Duration | 0.33% | 4,938 | $468K | No change |
| META Meta Platforms Inc. Class A | 0.33% | 962 | $467K | Add +2.7% |
| CVS CVS Health Corp. | 0.33% | 5,775 | $461K | Reduce -10.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 817 | $427K | No change |
| GSK GSK PLC-Spon ADR | 0.30% | 9,859 | $423K | Add +4.4% |
| IVE iShares S&P 500 Value ETF | 0.28% | 2,086 | $390K | No change |
| HD Home Depot Inc. | 0.27% | 999 | $383K | No change |
| SCHF Schwab Intl Equity ETF | 0.27% | 9,785 | $382K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 4,904 | $379K | Reduce -7.0% |
| VGT Vanguard Info Tech ETF | 0.26% | 693 | $363K | No change |
| MRNA Moderna Inc. | 0.25% | 3,271 | $349K | Reduce -7.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.24% | 4,074 | $341K | No change |
| INDEXIQ ACTIVE ETF TR | 0.23% | 6,807 | $327K | Reduce -42.1% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.22% | 9,669 | $305K | Add +13.5% |
| CWB SS SPDR BB Conv Sec ETF | 0.20% | 3,935 | $287K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 7,506 | $285K | Add +0.1% |
| XLK SS Technology Select Sector | 0.17% | 1,135 | $236K | Reduce -9.1% |
| ICLN iShares Global Clean Energy | 0.16% | 16,144 | $226K | Reduce -7.0% |
| BUFF Innovator Laddered Allocatio | 0.16% | 5,364 | $224K | Reduce -13.7% |
| MINT PIMCO Enhanced Short Maturit | 0.16% | 2,216 | $223K | Reduce -1.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.15% | 2,635 | $215K | No change |
| HAL Halliburton Co. | 0.15% | 5,343 | $211K | Reduce -21.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.15% | 726 | $208K | Reduce -11.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 782 | $204K | Reduce -8.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.14% | 4,007 | $202K | Reduce -3.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.14% | 2,303 | $201K | Reduce -14.6% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -7.6% | 7.22% | −1.80 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -34.6% | 1.64% | −0.92 |
| MDB Mongodb Inc. | Reduce -5.8% | 2.39% | −0.58 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.47 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.28 |
| AGZ iShares Agency Bond ETF | Reduce -12.8% | 1.50% | −0.27 |
| BIV Vanguard Intermediate-Term B | Reduce -33.1% | 0.46% | −0.26 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -15.4% | 1.86% | −0.23 |
| DLN Wisdomtree US Largecap Divid | Sold out | 0.00% | −0.20 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.20 |
| INDEXIQ ACTIVE ETF TR | Reduce -42.1% | 0.23% | −0.18 |
| BA The Boeing Co. | Sold out | 0.00% | −0.17 |
| SHOP Shopify Inc. Class A | Reduce -8.6% | 1.20% | −0.16 |
| PSI Invesco Semiconductors ETF | Reduce -25.7% | 0.67% | −0.14 |
| BANF Bancfirst Corp. | Reduce -2.6% | 0.82% | −0.14 |
| CSCO Cisco Systems Inc. | Reduce -3.0% | 1.47% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.7% | 2.02% | −0.09 |
| VHT Vanguard Health Care ETF | Reduce -11.3% | 1.12% | −0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -10.6% | 1.07% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -7.4% | 2.43% | −0.07 |
| ABT Abbott Laboratories | Reduce -3.8% | 1.62% | −0.06 |
| BALT Inn Defined Wealth Shield | Reduce -2.1% | 2.08% | −0.05 |
| CVS CVS Health Corp. | Reduce -10.6% | 0.33% | −0.04 |
| MSFT Microsoft Corp. | Reduce -9.2% | 3.52% | −0.04 |
| ICLN iShares Global Clean Energy | Reduce -7.0% | 0.16% | −0.04 |
| HAL Halliburton Co. | Reduce -21.6% | 0.15% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -7.0% | 0.27% | −0.03 |
| BUFF Innovator Laddered Allocatio | Reduce -13.7% | 0.16% | −0.02 |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | Sold out | 0.00% | −0.01 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -3.1% | 0.14% | −0.01 |
| MRNA Moderna Inc. | Reduce -7.4% | 0.25% | −0.01 |
| XLK SS Technology Select Sector | Reduce -9.1% | 0.17% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -11.6% | 0.15% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -8.9% | 0.14% | −0.01 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -14.6% | 0.14% | −0.01 |
| BSTP Innovator Buff Su Strat ETF | Reduce -4.1% | 0.73% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.6% | 0.16% | −0.01 |
| WMT Walmart Inc. | Reduce -10.4% | 2.46% | −0.00 |
| CHKP Check Point Software Tech | Reduce -3.1% | 1.23% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -5.2% | 1.85% | +0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -0.7% | 1.20% | +0.03 |
| MRVL Marvell Technology Inc. | Reduce -10.1% | 1.11% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.4% | 2.17% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.9% | 2.06% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 1.68% | +0.09 |
| NFLX Netflix Inc. | Reduce -1.5% | 1.04% | +0.17 |
| MRK Merck & Co. Inc. | Reduce -3.1% | 1.50% | +0.19 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -6.0% | 1.54% | +0.20 |
| AMZN Amazon.com Inc. | Reduce -7.6% | 3.70% | +0.23 |
| AMAT Applied Materials Inc. | Reduce -8.0% | 2.18% | +0.27 |
Portfolio Buys Q4 2023 → Q1 2024
| JPM JPMorgan Chase & Co. | Add +147.0% | 0.67% | +0.44 |
| TT Trane Technologies PLC | Add +34.3% | 0.76% | +0.29 |
| V Visa Inc. Class A | Add +49.5% | 0.64% | +0.23 |
| M D C HLDGS INC | Add +41.6% | 0.52% | +0.19 |
| TROW T Rowe Price Group Inc. | Add +53.1% | 0.44% | +0.18 |
| AVGO Broadcom Inc. | Add +30.7% | 0.49% | +0.17 |
| COST Costco Wholesale Corp. | Add +0.2% | 2.17% | +0.16 |
| CINF Cincinnati Financial Corp. | Add +6.4% | 0.77% | +0.15 |
| ABBV Abbvie Inc. | Add +1.9% | 1.05% | +0.15 |
| LMT Lockheed Martin Corp. | Add +49.2% | 0.46% | +0.14 |
| EMR Emerson Electric Co. | Add +4.7% | 0.90% | +0.14 |
| ECL Ecolab Inc. | Add +4.8% | 0.88% | +0.14 |
| MKC McCormick & Co.-Non VTG SHRS | Add +21.0% | 0.55% | +0.13 |
| HON Honeywell International Inc. | Add +53.7% | 0.42% | +0.13 |
| RSG Republic Services Inc. | Add +0.8% | 1.08% | +0.13 |
| CRM Salesforce Inc. | Add +0.4% | 1.18% | +0.13 |
| CCOI Cogent Communications Holdin | Add +71.1% | 0.39% | +0.12 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.95% | +0.12 |
| DOV Dover Corp. | Add +2.6% | 0.87% | +0.11 |
| SHW The Sherwin-Williams Co. | Add +3.4% | 0.93% | +0.10 |
| CHD Church & Dwight Co. Inc. | Add +5.8% | 0.82% | +0.10 |
| CLX Clorox Company | Add +13.6% | 0.62% | +0.10 |
| SYY Sysco Corp. | Add +7.2% | 0.72% | +0.10 |
| SOXX iShares Semiconductor ETF | Add +0.7% | 0.71% | +0.09 |
| META Meta Platforms Inc. Class A | Add +2.7% | 0.33% | +0.09 |
| MDT Medtronic PLC | Add +14.0% | 0.58% | +0.09 |
| KO The Coca-Cola Co. | Add +3.4% | 1.71% | +0.07 |
| PEP Pepsico Inc. | Add +9.2% | 0.70% | +0.06 |
| CAG Conagra Brands Inc. | Add +8.5% | 0.70% | +0.06 |
| AFL Aflac Inc. | Add +4.2% | 0.98% | +0.05 |
| GSK GSK PLC-Spon ADR | Add +4.4% | 0.30% | +0.04 |
| LHX L3HARRIS Technologies Inc. | Add +6.8% | 0.71% | +0.03 |
| BCD Abrdn Bloomberg All Commodit | Add +13.5% | 0.22% | +0.03 |
| DEO Diageo PLC-Sponsored ADR | Add +3.9% | 0.83% | +0.03 |
| BAC Bank of America Corp. | Add +0.1% | 0.20% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +4.0% | 0.48% | +0.00 |
| SPTS SS SPDR P St Term TSY ETF | Add +0.5% | 0.43% | −0.01 |
| IYR iShares US Real Estate ETF | Add +0.3% | 0.51% | −0.02 |
| MCD McDonald's Corp. | Add +5.0% | 0.86% | −0.02 |
| VNLA Janus Henderson Short Durati | Add +0.2% | 2.63% | −0.06 |
| AMT American Tower Corp. | Add +4.3% | 0.87% | −0.07 |
| RIO Rio Tinto PLC-Spon ADR | Add +5.7% | 0.89% | −0.12 |
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 |