Triton Financial Group Inc
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Triton Financial Group Inc reported 96 stock positions worth $142.5 million. Its top holding was Apple (AAPL) at 8.6% of the portfolio, followed by Amazon.com (AMZN, 3.8%) and Nvidia (NVDA, 3.7%). Compared with Q1 2024, it opened 5 new positions, sold out of 8, added to 45 and reduced 38. The biggest buy was Costco Wholesale (COST, shares +2%) and the biggest sale an exit from Diageo PLC-Sponsored ADR (DEO).
- Most Recent 13F
- Q2 2026
- Location
- Oklahoma City, OK
- CIK
- 0001811805
- Portfolio Value
- $142.5M (Q2 2024)
- SEC Filing
- 0001811805-24-000003 ↗ filed Aug 13, 2024
Holdings Value
Holdings 96 stocks · $142.5M
| AAPL Apple Inc. | 8.55% | 57,885 | $12.2M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 3.85% | 28,362 | $5.5M | Reduce -1.9% |
| NVDA Nvidia Corp. | 3.70% | 42,742 | $5.3M | Reduce -12.5% |
| MSFT Microsoft Corp. | 3.66% | 11,683 | $5.2M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 2.88% | 22,369 | $4.1M | Reduce -0.3% |
| WMT Walmart Inc. | 2.70% | 56,910 | $3.9M | Reduce -1.2% |
| VNLA Janus Henderson Short Durati | 2.58% | 75,900 | $3.7M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 2.53% | 4,242 | $3.6M | Add +1.9% |
| AMAT Applied Materials Inc. | 2.42% | 14,608 | $3.4M | Reduce -1.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.29% | 51,089 | $3.3M | Add +2.8% |
| QQQM Invesco Nasdaq 100 ETF | 2.11% | 15,236 | $3.0M | Add +6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.97% | 6,913 | $2.8M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 1.95% | 26,063 | $2.8M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 1.93% | 5,022 | $2.7M | Add +1.4% |
| KO The Coca-Cola Co. | 1.81% | 40,609 | $2.6M | Add +3.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.81% | 6,743 | $2.6M | Reduce -0.5% |
| BALT Inn Defined Wealth Shield | 1.76% | 83,432 | $2.5M | Reduce -16.6% |
| MDB Mongodb Inc. | 1.63% | 9,272 | $2.3M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 1.60% | 38,916 | $2.3M | Reduce -0.2% |
| ABT Abbott Laboratories | 1.49% | 20,401 | $2.1M | Add +1.5% |
| ANGL Vaneck Fallen Angel High YLD | 1.47% | 73,858 | $2.1M | Reduce -7.4% |
| CSCO Cisco Systems Inc. | 1.40% | 41,979 | $2.0M | Add +1.4% |
| MRK Merck & Co. Inc. | 1.39% | 16,042 | $2.0M | Reduce -0.0% |
| AGZ iShares Agency Bond ETF | 1.27% | 16,804 | $1.8M | Reduce -14.0% |
| CHKP Check Point Software Tech | 1.24% | 10,742 | $1.8M | Add +1.9% |
| VHT Vanguard Health Care ETF | 1.17% | 6,261 | $1.7M | Add +7.0% |
| EFA iShares MSCI Eafe ETF | 1.17% | 21,253 | $1.7M | Add +0.2% |
| NFLX Netflix Inc. | 1.14% | 2,406 | $1.6M | Add +0.1% |
| MRVL Marvell Technology Inc. | 1.12% | 22,921 | $1.6M | Add +4.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.05% | 30,805 | $1.5M | Add +2.8% |
| RSG Republic Services Inc. | 1.05% | 7,680 | $1.5M | Reduce -3.5% |
| CRM Salesforce Inc. | 1.02% | 5,648 | $1.5M | Add +2.0% |
| ABBV Abbvie Inc. | 0.97% | 8,084 | $1.4M | Reduce -0.7% |
| AFL Aflac Inc. | 0.97% | 15,461 | $1.4M | Reduce -3.4% |
| RIO Rio Tinto PLC-Spon ADR | 0.94% | 20,258 | $1.3M | Add +2.9% |
| SOXX iShares Semiconductor ETF | 0.93% | 5,347 | $1.3M | Add +20.3% |
| AMT American Tower Corp. | 0.91% | 6,650 | $1.3M | Add +7.3% |
| ECL Ecolab Inc. | 0.90% | 5,373 | $1.3M | Add +0.6% |
| TT Trane Technologies PLC | 0.89% | 3,854 | $1.3M | Add +7.5% |
| SHOP Shopify Inc. Class A | 0.88% | 18,969 | $1.3M | Reduce -13.7% |
| EMR Emerson Electric Co. | 0.86% | 11,109 | $1.2M | Reduce -0.1% |
| DOV Dover Corp. | 0.86% | 6,774 | $1.2M | Reduce -1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.85% | 6,996 | $1.2M | Reduce -0.1% |
| BANF Bancfirst Corp. | 0.83% | 13,529 | $1.2M | Add +3.1% |
| CHD Church & Dwight Co. Inc. | 0.81% | 11,096 | $1.2M | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.78% | 3,742 | $1.1M | Reduce -1.2% |
| MCD McDonald's Corp. | 0.78% | 4,370 | $1.1M | Add +2.3% |
| LHX L3HARRIS Technologies Inc. | 0.75% | 4,785 | $1.1M | Add +1.6% |
| CINF Cincinnati Financial Corp. | 0.72% | 8,706 | $1.0M | Reduce -0.1% |
| CAG Conagra Brands Inc. | 0.70% | 35,190 | $1.0M | Add +5.7% |
| JPM JPMorgan Chase & Co. | 0.70% | 4,937 | $999K | Add +4.0% |
| BSTP Innovator Buff Su Strat ETF | 0.69% | 31,261 | $981K | Reduce -7.7% |
| V Visa Inc. Class A | 0.69% | 3,734 | $980K | Add +15.5% |
| PEP Pepsico Inc. | 0.67% | 5,780 | $953K | Add +2.6% |
| AVGO Broadcom Inc. | 0.65% | 576 | $925K | Add +9.9% |
| SYY Sysco Corp. | 0.64% | 12,691 | $906K | Add +1.4% |
| PSI Invesco Semiconductors ETF | 0.62% | 13,990 | $879K | Reduce -15.8% |
| CLX Clorox Company | 0.58% | 6,048 | $825K | Add +5.3% |
| VCIT Vanguard Int-Term Corporate | 0.58% | 10,324 | $825K | Add +22.5% |
| VUSB Vanguard Ultra Short Bond Et | 0.56% | 16,039 | $794K | Reduce -21.9% |
| MDT Medtronic PLC | 0.55% | 9,948 | $783K | Add +5.8% |
| LMT Lockheed Martin Corp. | 0.53% | 1,617 | $755K | Add +13.5% |
| MKC McCormick & Co.-Non VTG SHRS | 0.52% | 10,423 | $739K | Add +2.7% |
| IYR iShares US Real Estate ETF | 0.50% | 8,097 | $710K | Add +2.2% |
| HON Honeywell International Inc. | 0.50% | 3,309 | $707K | Add +15.3% |
| OGE Oge Energy Corp. | 0.48% | 19,037 | $680K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.47% | 5,821 | $671K | Add +14.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 1 | $612K | No change |
| BIV Vanguard Intermediate-Term B | 0.42% | 8,010 | $600K | Reduce -7.6% |
| CCOI Cogent Communications Holdin | 0.40% | 10,088 | $569K | Add +20.4% |
| META Meta Platforms Inc. Class A | 0.34% | 962 | $485K | No change |
| LDUR PIMCO Enhanced Low Duration | 0.33% | 4,938 | $467K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.32% | 15,677 | $453K | Reduce -25.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 799 | $435K | Reduce -2.2% |
| VGT Vanguard Info Tech ETF | 0.28% | 694 | $400K | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 0.27% | 2,093 | $381K | Add +0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 4,869 | $376K | Reduce -0.7% |
| SCHF Schwab Intl Equity ETF | 0.26% | 9,785 | $376K | No change |
| HD Home Depot Inc. | 0.24% | 999 | $344K | No change |
| FLXR TCW Flexible Income ETF | 0.24% | 8,954 | $342K | New |
| CVS CVS Health Corp. | 0.24% | 5,775 | $341K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 3,929 | $330K | Reduce -3.6% |
| GSK GSK PLC-Spon ADR | 0.23% | 8,450 | $325K | Reduce -14.3% |
| MRNA Moderna Inc. | 0.22% | 2,683 | $319K | Reduce -18.0% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.22% | 9,706 | $315K | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 7,517 | $299K | Add +0.1% |
| CWB SS SPDR BB Conv Sec ETF | 0.20% | 3,925 | $283K | Reduce -0.3% |
| XLK SS Technology Select Sector | 0.18% | 1,131 | $256K | Reduce -0.3% |
| HSY The Hershey Co. | 0.17% | 1,346 | $247K | New |
| BUFF Innovator Laddered Allocatio | 0.16% | 5,430 | $233K | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,276 | $232K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.15% | 691 | $217K | Reduce -4.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.15% | 2,635 | $215K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 422 | $202K | New |
| IVW iShares S&P 500 Growth ETF | 0.14% | 2,165 | $200K | New |
| ICLN iShares Global Clean Energy | 0.14% | 14,648 | $195K | Reduce -9.3% |
Portfolio Sells Q1 2024 → Q2 2024
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.83 |
| MDB Mongodb Inc. | Reduce -1.3% | 1.63% | −0.77 |
| M D C HLDGS INC | Sold out | 0.00% | −0.52 |
| SHOP Shopify Inc. Class A | Reduce -13.7% | 0.88% | −0.32 |
| BALT Inn Defined Wealth Shield | Reduce -16.6% | 1.76% | −0.32 |
| INDEXIQ ACTIVE ETF TR | Sold out | 0.00% | −0.23 |
| AGZ iShares Agency Bond ETF | Reduce -14.0% | 1.27% | −0.23 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -7.4% | 1.47% | −0.18 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -21.9% | 0.56% | −0.17 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.16 |
| SHW The Sherwin-Williams Co. | Reduce -1.2% | 0.78% | −0.15 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.15 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.14 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.14 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.14 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -25.3% | 0.32% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -0.0% | 1.39% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.85% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 1.60% | −0.08 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.97% | −0.08 |
| GSK GSK PLC-Spon ADR | Reduce -14.3% | 0.23% | −0.07 |
| PSI Invesco Semiconductors ETF | Reduce -15.8% | 0.62% | −0.05 |
| VNLA Janus Henderson Short Durati | Reduce -0.7% | 2.58% | −0.05 |
| CINF Cincinnati Financial Corp. | Reduce -0.1% | 0.72% | −0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -7.6% | 0.42% | −0.04 |
| BSTP Innovator Buff Su Strat ETF | Reduce -7.7% | 0.69% | −0.04 |
| EMR Emerson Electric Co. | Reduce -0.1% | 0.86% | −0.04 |
| RSG Republic Services Inc. | Reduce -3.5% | 1.05% | −0.03 |
| MRNA Moderna Inc. | Reduce -18.0% | 0.22% | −0.02 |
| ICLN iShares Global Clean Energy | Reduce -9.3% | 0.14% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.6% | 0.23% | −0.01 |
| DOV Dover Corp. | Reduce -1.8% | 0.86% | −0.01 |
| AFL Aflac Inc. | Reduce -3.4% | 0.97% | −0.01 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -0.3% | 0.20% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.7% | 0.26% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.31% | +0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -4.8% | 0.15% | +0.00 |
| XLK SS Technology Select Sector | Reduce -0.3% | 0.18% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 3.85% | +0.14 |
| MSFT Microsoft Corp. | Reduce -0.8% | 3.66% | +0.14 |
| AMAT Applied Materials Inc. | Reduce -1.9% | 2.42% | +0.24 |
| WMT Walmart Inc. | Reduce -1.2% | 2.70% | +0.24 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.5% | 1.81% | +0.27 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 2.88% | +0.45 |
| NVDA Nvidia Corp. | Reduce -12.5% | 3.70% | +0.57 |
| AAPL Apple Inc. | Reduce -2.5% | 8.55% | +1.33 |
Portfolio Buys Q1 2024 → Q2 2024
| COST Costco Wholesale Corp. | Add +1.9% | 2.53% | +0.36 |
| QQQM Invesco Nasdaq 100 ETF | Add +6.0% | 2.11% | +0.24 |
| FLXR TCW Flexible Income ETF | New | 0.24% | +0.24 |
| SOXX iShares Semiconductor ETF | Add +20.3% | 0.93% | +0.21 |
| HSY The Hershey Co. | New | 0.17% | +0.17 |
| GOOGL Alphabet Inc. Class A | New | 0.16% | +0.16 |
| AVGO Broadcom Inc. | Add +9.9% | 0.65% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.14% | +0.14 |
| IVW iShares S&P 500 Growth ETF | New | 0.14% | +0.14 |
| TT Trane Technologies PLC | Add +7.5% | 0.89% | +0.13 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.8% | 2.29% | +0.12 |
| KO The Coca-Cola Co. | Add +3.2% | 1.81% | +0.11 |
| NFLX Netflix Inc. | Add +0.1% | 1.14% | +0.10 |
| VCIT Vanguard Int-Term Corporate | Add +22.5% | 0.58% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +1.4% | 1.93% | +0.08 |
| HON Honeywell International Inc. | Add +15.3% | 0.50% | +0.08 |
| LMT Lockheed Martin Corp. | Add +13.5% | 0.53% | +0.07 |
| V Visa Inc. Class A | Add +15.5% | 0.69% | +0.05 |
| RIO Rio Tinto PLC-Spon ADR | Add +2.9% | 0.94% | +0.05 |
| VHT Vanguard Health Care ETF | Add +7.0% | 1.17% | +0.05 |
| LHX L3HARRIS Technologies Inc. | Add +1.6% | 0.75% | +0.04 |
| AMT American Tower Corp. | Add +7.3% | 0.91% | +0.04 |
| TROW T Rowe Price Group Inc. | Add +14.7% | 0.47% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +4.0% | 0.70% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.28% | +0.02 |
| ECL Ecolab Inc. | Add +0.6% | 0.90% | +0.02 |
| MRVL Marvell Technology Inc. | Add +4.0% | 1.12% | +0.02 |
| CHKP Check Point Software Tech | Add +1.9% | 1.24% | +0.02 |
| BANF Bancfirst Corp. | Add +3.1% | 0.83% | +0.01 |
| CCOI Cogent Communications Holdin | Add +20.4% | 0.40% | +0.01 |
| BAC Bank of America Corp. | Add +0.1% | 0.21% | +0.01 |
| BUFF Innovator Laddered Allocatio | Add +1.2% | 0.16% | +0.00 |
| BCD Abrdn Bloomberg All Commodit | Add +0.4% | 0.22% | +0.00 |
| CAG Conagra Brands Inc. | Add +5.7% | 0.70% | +0.00 |
| IYR iShares US Real Estate ETF | Add +2.2% | 0.50% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.3% | 0.27% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.8% | 1.05% | −0.01 |
| CHD Church & Dwight Co. Inc. | Add +0.1% | 0.81% | −0.01 |
| PEP Pepsico Inc. | Add +2.6% | 0.67% | −0.03 |
| MDT Medtronic PLC | Add +5.8% | 0.55% | −0.03 |
| EFA iShares MSCI Eafe ETF | Add +0.2% | 1.17% | −0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Add +2.7% | 0.52% | −0.03 |
| CLX Clorox Company | Add +5.3% | 0.58% | −0.05 |
| CSCO Cisco Systems Inc. | Add +1.4% | 1.40% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Add +1.2% | 1.95% | −0.07 |
| MCD McDonald's Corp. | Add +2.3% | 0.78% | −0.07 |
| SYY Sysco Corp. | Add +1.4% | 0.64% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 1.97% | −0.09 |
| ABT Abbott Laboratories | Add +1.5% | 1.49% | −0.13 |
| CRM Salesforce Inc. | Add +2.0% | 1.02% | −0.16 |
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 |