Triton Financial Group Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 10, 2025), Triton Financial Group Inc reported 107 stock positions worth $160.0 million. Its top holding was Apple (AAPL) at 8.7% of the portfolio, followed by Amazon.com (AMZN, 3.7%) and Nvidia (NVDA, 3.5%). Compared with Q3 2024, it opened 3 new positions, sold out of 6, added to 50 and reduced 38. The biggest buy was a new position in Innovator U.S. Equity Power (PDEC) and the biggest sale an exit from CVS Health (CVS).
- Most Recent 13F
- Q2 2026
- Location
- Oklahoma City, OK
- CIK
- 0001811805
- Portfolio Value
- $160.0M (Q4 2024)
- SEC Filing
- 0001667731-25-000328 ↗ filed Mar 10, 2025
Holdings Value
Holdings 107 stocks · $160.0M
| AAPL Apple Inc. | 8.67% | 55,371 | $13.9M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 3.75% | 27,348 | $6.0M | Reduce -3.2% |
| NVDA Nvidia Corp. | 3.48% | 41,441 | $5.6M | Reduce -1.4% |
| WMT Walmart Inc. | 3.08% | 54,630 | $4.9M | Reduce -2.7% |
| MSFT Microsoft Corp. | 2.98% | 11,300 | $4.8M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 2.60% | 21,864 | $4.2M | Reduce -2.1% |
| VNLA Janus Henderson Short Durati | 2.60% | 84,987 | $4.2M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 2.35% | 4,111 | $3.8M | Reduce -1.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.34% | 54,281 | $3.7M | Reduce -1.3% |
| QQQM Invesco Nasdaq 100 ETF | 2.10% | 15,968 | $3.4M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.96% | 6,908 | $3.1M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 1.82% | 25,317 | $2.9M | Reduce -3.6% |
| IVV iShares Core S&P 500 ETF | 1.80% | 4,885 | $2.9M | Reduce -1.6% |
| KO The Coca-Cola Co. | 1.58% | 40,573 | $2.5M | Add +0.8% |
| MRVL Marvell Technology Inc. | 1.56% | 22,556 | $2.5M | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 1.54% | 41,672 | $2.5M | Reduce -0.5% |
| BALT Inn Defined Wealth Shield | 1.52% | 77,395 | $2.4M | Reduce -6.6% |
| AMAT Applied Materials Inc. | 1.48% | 14,515 | $2.4M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 1.47% | 37,721 | $2.4M | Reduce -2.9% |
| ABT Abbott Laboratories | 1.44% | 20,350 | $2.3M | Reduce -0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.42% | 6,645 | $2.3M | Reduce -0.2% |
| NFLX Netflix Inc. | 1.34% | 2,407 | $2.1M | Reduce -0.6% |
| ANGL Vaneck Fallen Angel High YLD | 1.33% | 74,030 | $2.1M | Add +1.9% |
| CHKP Check Point Software Tech | 1.27% | 10,863 | $2.0M | Add +1.3% |
| CRM Salesforce Inc. | 1.20% | 5,736 | $1.9M | Add +0.8% |
| SHOP Shopify Inc. Class A | 1.18% | 17,714 | $1.9M | No change |
| DLR Digital Realty Trust Inc. | 1.14% | 10,281 | $1.8M | Add +33.7% |
| VHT Vanguard Health Care ETF | 1.12% | 7,059 | $1.8M | Add +0.2% |
| AGZ iShares Agency Bond ETF | 1.11% | 16,499 | $1.8M | Reduce -1.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.11% | 34,599 | $1.8M | Reduce -0.3% |
| ORCL Oracle Corp. | 1.03% | 9,878 | $1.6M | Add +8.5% |
| TT Trane Technologies PLC | 1.01% | 4,359 | $1.6M | Add +8.2% |
| EFA iShares MSCI Eafe ETF | 1.00% | 21,237 | $1.6M | Add +1.1% |
| MRK Merck & Co. Inc. | 0.99% | 15,915 | $1.6M | Add +0.1% |
| AFL Aflac Inc. | 0.98% | 15,199 | $1.6M | Add +0.8% |
| BANF Bancfirst Corp. | 0.98% | 13,403 | $1.6M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.96% | 6,990 | $1.5M | Add +1.9% |
| RSG Republic Services Inc. | 0.96% | 7,622 | $1.5M | Add +1.9% |
| ABBV Abbvie Inc. | 0.88% | 7,889 | $1.4M | Add +0.1% |
| AVGO Broadcom Inc. | 0.85% | 5,873 | $1.4M | Add +1.5% |
| EMR Emerson Electric Co. | 0.84% | 10,905 | $1.4M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.83% | 5,520 | $1.3M | Add +7.3% |
| V Visa Inc. Class A | 0.82% | 4,151 | $1.3M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.80% | 4,416 | $1.3M | Add +2.8% |
| ECL Ecolab Inc. | 0.80% | 5,442 | $1.3M | Add +3.1% |
| SHW The Sherwin-Williams Co. | 0.80% | 3,747 | $1.3M | Add +2.4% |
| DOV Dover Corp. | 0.78% | 6,674 | $1.3M | Add +0.7% |
| AMT American Tower Corp. | 0.77% | 6,715 | $1.2M | Add +1.2% |
| CINF Cincinnati Financial Corp. | 0.77% | 8,534 | $1.2M | Add +0.5% |
| BSTP Innovator Buff Su Strat ETF | 0.76% | 36,719 | $1.2M | Add +5.7% |
| RIO Rio Tinto PLC-Spon ADR | 0.75% | 20,477 | $1.2M | Add +1.2% |
| CHD Church & Dwight Co. Inc. | 0.72% | 10,960 | $1.1M | Add +0.7% |
| SOXX iShares Semiconductor ETF | 0.70% | 5,206 | $1.1M | Reduce -2.5% |
| MDB Mongodb Inc. | 0.68% | 4,645 | $1.1M | Reduce -0.9% |
| LHX L3HARRIS Technologies Inc. | 0.65% | 4,952 | $1.0M | Add +5.2% |
| CLX Clorox Company | 0.63% | 6,213 | $1.0M | Add +4.5% |
| CAG Conagra Brands Inc. | 0.62% | 35,860 | $995K | Add +1.5% |
| SYY Sysco Corp. | 0.60% | 12,635 | $966K | Add +1.7% |
| ACN Accenture PLC Class A | 0.60% | 2,732 | $961K | Add +43.0% |
| PEP Pepsico Inc. | 0.57% | 6,008 | $914K | Add +6.4% |
| VCIT Vanguard Int-Term Corporate | 0.57% | 11,334 | $910K | Reduce -9.3% |
| CCOI Cogent Communications Holdin | 0.56% | 11,580 | $892K | Add +11.3% |
| PSI Invesco Semiconductors ETF | 0.55% | 15,150 | $877K | Add +1.9% |
| DELL Dell Technologies -C | 0.51% | 7,061 | $814K | Add +26.1% |
| LMT Lockheed Martin Corp. | 0.51% | 1,672 | $812K | Add +2.6% |
| HON Honeywell International Inc. | 0.51% | 3,582 | $809K | Add +7.5% |
| VUSB Vanguard Ultra Short Bond Et | 0.50% | 16,134 | $801K | Add +0.6% |
| MDT Medtronic PLC | 0.50% | 10,009 | $800K | Add +2.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.50% | 10,469 | $798K | Add +2.0% |
| OGE Oge Energy Corp. | 0.49% | 19,037 | $785K | No change |
| IYR iShares US Real Estate ETF | 0.46% | 7,910 | $736K | Reduce -1.8% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.45% | 6,347 | $718K | Add +8.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 1 | $681K | No change |
| PDEC Innovator U.S. Equity Power | 0.39% | 16,205 | $623K | New |
| GLW Corning Inc. | 0.39% | 13,016 | $619K | Add +95.8% |
| META Meta Platforms Inc. Class A | 0.36% | 987 | $578K | No change |
| BIV Vanguard Intermediate-Term B | 0.36% | 7,661 | $573K | Reduce -1.7% |
| LDUR PIMCO Enhanced Low Duration | 0.29% | 4,938 | $469K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.29% | 15,777 | $458K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 775 | $454K | Reduce -1.8% |
| VGT Vanguard Info Tech ETF | 0.27% | 694 | $432K | No change |
| IVE iShares S&P 500 Value ETF | 0.26% | 2,155 | $412K | Reduce -0.4% |
| HD Home Depot Inc. | 0.24% | 999 | $389K | No change |
| SCHF Schwab Intl Equity ETF | 0.23% | 19,570 | $362K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.22% | 3,929 | $349K | No change |
| FLXR TCW Flexible Income ETF | 0.22% | 8,954 | $346K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.20% | 4,113 | $321K | Reduce -4.6% |
| PAUG Innovator U.S. Equity Power | 0.20% | 8,296 | $319K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 7,087 | $311K | Reduce -0.5% |
| CWB SS SPDR BB Conv Sec ETF | 0.19% | 3,895 | $303K | No change |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.19% | 9,477 | $297K | Reduce -2.3% |
| HSY The Hershey Co. | 0.18% | 1,744 | $295K | Add +11.4% |
| ARKQ ARK Autonomous Tech & Robot | 0.16% | 3,303 | $255K | Reduce -0.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.16% | 728 | $250K | Add +3.0% |
| WMB Williams Cos Inc. | 0.16% | 4,603 | $249K | New |
| XLK SS Technology Select Sector | 0.15% | 1,063 | $247K | Reduce -6.0% |
| BUFF Innovator Laddered Allocatio | 0.15% | 5,397 | $242K | Reduce -0.6% |
| GSK GSK PLC-Spon ADR | 0.15% | 6,996 | $237K | Reduce -10.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 793 | $222K | Add +0.8% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 2,165 | $220K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CVS CVS Health Corp. | Sold out | 0.00% | −0.23 |
| MSFT Microsoft Corp. | Reduce -2.5% | 2.98% | −0.21 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.6% | 1.82% | −0.14 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.14 |
| MDB Mongodb Inc. | Reduce -0.9% | 0.68% | −0.14 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.13 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.13 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.13 |
| JHMM John Hancock Multi Fact Mid | Sold out | 0.00% | −0.13 |
| VNLA Janus Henderson Short Durati | Reduce -2.0% | 2.60% | −0.12 |
| BALT Inn Defined Wealth Shield | Reduce -6.6% | 1.52% | −0.11 |
| VCIT Vanguard Int-Term Corporate | Reduce -9.3% | 0.57% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 1.96% | −0.09 |
| SOXX iShares Semiconductor ETF | Reduce -2.5% | 0.70% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.9% | 1.47% | −0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.3% | 1.11% | −0.07 |
| AGZ iShares Agency Bond ETF | Reduce -1.3% | 1.11% | −0.07 |
| IYR iShares US Real Estate ETF | Reduce -1.8% | 0.46% | −0.07 |
| GSK GSK PLC-Spon ADR | Reduce -10.1% | 0.15% | −0.06 |
| ABT Abbott Laboratories | Reduce -0.1% | 1.44% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.3% | 2.34% | −0.04 |
| ICLN iShares Global Clean Energy | Reduce -1.0% | 0.10% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 1.80% | −0.03 |
| BIV Vanguard Intermediate-Term B | Reduce -1.7% | 0.36% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.6% | 0.20% | −0.02 |
| BCD Abrdn Bloomberg All Commodit | Reduce -2.3% | 0.19% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 2.35% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -0.4% | 0.26% | −0.02 |
| XLK SS Technology Select Sector | Reduce -6.0% | 0.15% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.8% | 0.28% | −0.01 |
| BUFF Innovator Laddered Allocatio | Reduce -0.6% | 0.15% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.5% | 0.19% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -1.4% | 2.10% | +0.02 |
| ARKQ ARK Autonomous Tech & Robot | Reduce -0.5% | 0.16% | +0.03 |
| V Visa Inc. Class A | Reduce -0.5% | 0.82% | +0.09 |
| CSCO Cisco Systems Inc. | Reduce -0.5% | 1.54% | +0.12 |
| AAPL Apple Inc. | Reduce -3.0% | 8.67% | +0.16 |
| WMT Walmart Inc. | Reduce -2.7% | 3.08% | +0.18 |
| NVDA Nvidia Corp. | Reduce -1.4% | 3.48% | +0.21 |
| GOOG Alphabet Inc. Class C | Reduce -2.1% | 2.60% | +0.21 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.2% | 1.42% | +0.23 |
| NFLX Netflix Inc. | Reduce -0.6% | 1.34% | +0.24 |
| AMZN Amazon.com Inc. | Reduce -3.2% | 3.75% | +0.38 |
| MRVL Marvell Technology Inc. | Reduce -1.0% | 1.56% | +0.51 |
Portfolio Buys Q3 2024 → Q4 2024
| PDEC Innovator U.S. Equity Power | New | 0.39% | +0.39 |
| DLR Digital Realty Trust Inc. | Add +33.7% | 1.14% | +0.34 |
| AVGO Broadcom Inc. | Add +1.5% | 0.85% | +0.21 |
| CRM Salesforce Inc. | Add +0.8% | 1.20% | +0.20 |
| GLW Corning Inc. | Add +95.8% | 0.39% | +0.19 |
| ACN Accenture PLC Class A | Add +43.0% | 0.60% | +0.17 |
| WMB Williams Cos Inc. | New | 0.16% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +7.3% | 0.83% | +0.13 |
| BA The Boeing Co. | New | 0.13% | +0.13 |
| BANF Bancfirst Corp. | Add +1.1% | 0.98% | +0.09 |
| DELL Dell Technologies -C | Add +26.1% | 0.51% | +0.08 |
| EMR Emerson Electric Co. | Add +0.1% | 0.84% | +0.08 |
| HON Honeywell International Inc. | Add +7.5% | 0.51% | +0.07 |
| CCOI Cogent Communications Holdin | Add +11.3% | 0.56% | +0.05 |
| TROW T Rowe Price Group Inc. | Add +8.6% | 0.45% | +0.04 |
| ORCL Oracle Corp. | Add +8.5% | 1.03% | +0.04 |
| BSTP Innovator Buff Su Strat ETF | Add +5.7% | 0.76% | +0.03 |
| CINF Cincinnati Financial Corp. | Add +0.5% | 0.77% | +0.03 |
| CLX Clorox Company | Add +4.5% | 0.63% | +0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +3.0% | 0.16% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.9% | 0.14% | +0.01 |
| TT Trane Technologies PLC | Add +8.2% | 1.01% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.8% | 0.14% | +0.00 |
| PSI Invesco Semiconductors ETF | Add +1.9% | 0.55% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.13% | +0.00 |
| DES Wisdomtree US Smallcap Divid | Add +0.8% | 0.13% | −0.00 |
| RSG Republic Services Inc. | Add +1.9% | 0.96% | −0.00 |
| HSY The Hershey Co. | Add +11.4% | 0.18% | −0.01 |
| IBM Intl Business Machines Corp. | Add +1.9% | 0.96% | −0.01 |
| CHD Church & Dwight Co. Inc. | Add +0.7% | 0.72% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Add +0.6% | 0.50% | −0.01 |
| SYY Sysco Corp. | Add +1.7% | 0.60% | −0.02 |
| DOV Dover Corp. | Add +0.7% | 0.78% | −0.03 |
| MCD McDonald's Corp. | Add +2.8% | 0.80% | −0.04 |
| ANGL Vaneck Fallen Angel High YLD | Add +1.9% | 1.33% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +2.0% | 0.50% | −0.04 |
| PEP Pepsico Inc. | Add +6.4% | 0.57% | −0.04 |
| CHKP Check Point Software Tech | Add +1.3% | 1.27% | −0.06 |
| MDT Medtronic PLC | Add +2.2% | 0.50% | −0.06 |
| ECL Ecolab Inc. | Add +3.1% | 0.80% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Add +5.2% | 0.65% | −0.07 |
| AFL Aflac Inc. | Add +0.8% | 0.98% | −0.10 |
| SHW The Sherwin-Williams Co. | Add +2.4% | 0.80% | −0.10 |
| LMT Lockheed Martin Corp. | Add +2.6% | 0.51% | −0.10 |
| CAG Conagra Brands Inc. | Add +1.5% | 0.62% | −0.11 |
| ABBV Abbvie Inc. | Add +0.1% | 0.88% | −0.12 |
| EFA iShares MSCI Eafe ETF | Add +1.1% | 1.00% | −0.12 |
| VHT Vanguard Health Care ETF | Add +0.2% | 1.12% | −0.15 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.99% | −0.17 |
| RIO Rio Tinto PLC-Spon ADR | Add +1.2% | 0.75% | −0.17 |
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 |