Triton Financial Group Inc

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Triton Financial Group Inc reported 87 stock positions worth $137.8 million. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Amazon.com (AMZN, 3.9%).

Most Recent 13F
Q2 2026
Location
Oklahoma City, OK
CIK
0001811805
Portfolio Value
$137.8M (Q2 2025)
SEC Filing
0001667731-25-001010 ↗ filed Jul 30, 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 Q4 2024 Q2 2025: $137.8M $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 87 stocks · $137.8M

AAPL Apple Inc. 7.45% 50,042 $10.3M —
NVDA Nvidia Corp. 4.38% 38,183 $6.0M —
AMZN Amazon.com Inc. 3.93% 24,690 $5.4M —
WMT Walmart Inc. 3.76% 52,970 $5.2M —
MSFT Microsoft Corp. 3.68% 10,193 $5.1M —
COST Costco Wholesale Corp. 2.86% 3,987 $3.9M —
GOOGL Alphabet Inc. Class A 2.76% 21,440 $3.8M —
CRWD CrowdStrike Holdings Inc. Class A 2.19% 5,937 $3.0M —
NFLX Netflix Inc. 2.11% 2,172 $2.9M —
KO The Coca-Cola Co. 2.10% 40,849 $2.9M —
BRK.B Berkshire Hathaway Inc. Class B 1.96% 5,550 $2.7M —
BALT Inn Defined Wealth Shield 1.90% 81,782 $2.6M —
CSCO Cisco Systems Inc. 1.90% 37,686 $2.6M —
ABT Abbott Laboratories 1.73% 17,569 $2.4M —
CHKP Check Point Software Tech 1.67% 10,377 $2.3M —
AMAT Applied Materials Inc. 1.66% 12,522 $2.3M —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.64% 7,665 $2.3M —
DLR Digital Realty Trust Inc. 1.59% 12,568 $2.2M —
ORCL Oracle Corp. 1.50% 9,446 $2.1M —
AVGO Broadcom Inc. 1.45% 7,242 $2.0M —
RSG Republic Services Inc. 1.44% 8,061 $2.0M —
ANGL Vaneck Fallen Angel High YLD 1.43% 67,433 $2.0M —
BANF Bancfirst Corp. 1.30% 14,491 $1.8M —
AFL Aflac Inc. 1.29% 16,892 $1.8M —
EMR Emerson Electric Co. 1.20% 12,438 $1.7M —
AGZ iShares Agency Bond ETF 1.20% 15,113 $1.7M —
SPYM Ste STR SPDR PT S&P 500 ETF 1.18% 22,444 $1.6M —
JPM JPMorgan Chase & Co. 1.18% 5,621 $1.6M —
QQQM Invesco Nasdaq 100 ETF 1.17% 7,082 $1.6M —
ECL Ecolab Inc. 1.16% 5,919 $1.6M —
ABBV Abbvie Inc. 1.12% 8,324 $1.5M —
MRVL Marvell Technology Inc. 1.12% 19,932 $1.5M —
CINF Cincinnati Financial Corp. 1.11% 10,223 $1.5M —
CRM Salesforce Inc. 1.10% 5,575 $1.5M —
BSTP Innovator Buff Su Strat ETF 1.09% 43,473 $1.5M —
LHX L3HARRIS Technologies Inc. 1.07% 5,889 $1.5M —
SHW The Sherwin-Williams Co. 1.05% 4,196 $1.4M —
DOV Dover Corp. 1.04% 7,855 $1.4M —
V Visa Inc. Class A 1.04% 4,020 $1.4M —
PLTR Palantir Technologies Inc. Class A 0.98% 9,902 $1.3M —
MCD McDonald's Corp. 0.97% 4,567 $1.3M —
CHD Church & Dwight Co. Inc. 0.93% 13,292 $1.3M —
TT Trane Technologies PLC 0.92% 2,911 $1.3M —
VNLA Janus Henderson Short Durati 0.91% 25,380 $1.2M —
SYY Sysco Corp. 0.86% 15,563 $1.2M —
DELL Dell Technologies -C 0.82% 9,259 $1.1M —
PSI Invesco Semiconductors ETF 0.81% 18,530 $1.1M —
MRK Merck & Co. Inc. 0.80% 14,003 $1.1M —
ACN Accenture PLC Class A 0.78% 3,595 $1.1M —
RIO Rio Tinto PLC-Spon ADR 0.76% 17,964 $1.0M —
GLW Corning Inc. 0.75% 19,692 $1.0M —
LMT Lockheed Martin Corp. 0.73% 2,179 $1.0M —
HON Honeywell International Inc. 0.73% 4,298 $1.0M —
SPYV SS SPDR P S&P 500 Value ETF 0.71% 18,590 $973K —
PEP Pepsico Inc. 0.69% 7,190 $949K —
SPTS SS SPDR P St Term TSY ETF 0.68% 16,635 $942K —
MDT Medtronic PLC 0.66% 10,391 $906K —
CLX Clorox Company 0.63% 7,240 $869K —
OGE Oge Energy Corp. 0.61% 19,037 $845K —
VHT Vanguard Health Care ETF 0.60% 3,335 $828K —
VUSB Vanguard Ultra Short Bond Et 0.58% 15,939 $795K —
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.57% 8,147 $786K —
MDB Mongodb Inc. 0.57% 3,722 $782K —
WMB Williams Cos Inc. 0.56% 12,352 $776K —
CCOI Cogent Communications Holdin 0.56% 15,877 $765K —
IVV iShares Core S&P 500 ETF 0.51% 1,140 $708K —
CAG Conagra Brands Inc. 0.50% 33,704 $690K —
PDEC Innovator U.S. Equity Power 0.47% 16,205 $648K —
T AT&T Inc. 0.44% 21,037 $609K —
PSA Public Storage 0.42% 1,965 $577K —
BIV Vanguard Intermediate-Term B 0.39% 7,028 $544K —
META Meta Platforms Inc. Class A 0.37% 687 $507K —
VGT Vanguard Info Tech ETF 0.34% 700 $464K —
LDUR PIMCO Enhanced Low Duration 0.29% 4,128 $396K —
IVE iShares S&P 500 Value ETF 0.26% 1,831 $358K —
USMV iShares MSCI USA Min Vol Fac 0.26% 3,753 $352K —
PAUG Innovator U.S. Equity Power 0.24% 8,296 $336K —
BUFF Innovator Laddered Allocatio 0.23% 6,853 $322K —
BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.22% 9,301 $308K —
VCSH Vanguard S/T Corp. Bond ETF 0.21% 3,680 $293K —
CWB SS SPDR BB Conv Sec ETF 0.19% 3,145 $260K —
PFXF Vaneck Pref Sec X-Financials 0.17% 24,237 $235K —
QQQ Invesco QQQ Trust Series 1 0.16% 407 $225K —
VTI VG Morningstar TS MKT ETF-US 0.16% 729 $222K —
JHMD John Hancock MF Dev Intl ETF 0.15% 5,438 $208K —
NEAR iShares SH Dba ETF Usd Inc. 0.15% 3,935 $201K —
VBK Van Morst SML-Cap Gro-Usd Inc. 0.15% 724 $201K —

Portfolio Sells Q2 2025

No earlier filing to compare with.

Portfolio Buys Q2 2025

No earlier filing to compare with.

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