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

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $140.9M Q1 2024 Q2 2024: $142.5M Q2 2024 Q3 2024: $156.3M Q3 2024 Q4 2024: $160.0M $160.0M Q4 2024 Q2 2025: $137.8M Q2 2025 Q3 2025: $149.2M Q3 2025 Q4 2025: $151.0M Q4 2025 Q1 2026: $57.4M Q1 2026 Q2 2026: $173.7M Q2 2026

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
QQQ Invesco QQQ Trust Series 1 0.14% 424 $217K Add +2.9%
BA The Boeing Co. 0.13% 1,200 $212K New
DES Wisdomtree US Smallcap Divid 0.13% 6,176 $212K Add +0.8%
VTI VG Morningstar TS MKT ETF-US 0.13% 729 $211K Add +0.1%
SILA Sila Realty Trust Inc. 0.13% 8,587 $209K No change
MDYG SS SPDR S&P 400 MC GR ETF 0.13% 2,328 $202K No change
ICLN iShares Global Clean Energy 0.10% 14,528 $165K Reduce -1.0%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 99$173.7MAAPL, AMAT, GOOG, NVDA, MRVL
Q1 2026 62$57.4MBALT, SPYM, QQQM, PLTR, ANGL
Q4 2025 85$151.0MAAPL, NVDA, GOOG, WMT, AMZN
Q3 2025 90$149.2MAAPL, NVDA, WMT, AMZN, MSFT
Q2 2025 87$137.8MAAPL, NVDA, AMZN, WMT, MSFT
Q4 2024 107$160.0MAAPL, AMZN, NVDA, WMT, MSFT
Q3 2024 110$156.3MAAPL, AMZN, NVDA, MSFT, WMT
Q2 2024 96$142.5MAAPL, AMZN, NVDA, MSFT, GOOG
Q1 2024 99$140.9MAAPL, AMZN, MSFT, NVDA, VNLA