Triton Financial Group Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Triton Financial Group Inc reported 90 stock positions worth $149.2 million. Its top holding was Apple (AAPL) at 8.5% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Walmart (WMT, 3.6%). Compared with Q2 2025, it opened 7 new positions, sold out of 4, added to 50 and reduced 24. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale Alphabet Class A (GOOGL, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- Oklahoma City, OK
- CIK
- 0001811805
- Portfolio Value
- $149.2M (Q3 2025)
- SEC Filing
- 0002085853-25-000216 ↗ filed Nov 3, 2025
Holdings Value
Holdings 90 stocks · $149.2M
| AAPL Apple Inc. | 8.53% | 49,980 | $12.7M | Reduce -0.1% |
| NVDA Nvidia Corp. | 4.73% | 37,803 | $7.1M | Reduce -1.0% |
| WMT Walmart Inc. | 3.64% | 52,701 | $5.4M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 3.64% | 24,726 | $5.4M | Add +0.1% |
| MSFT Microsoft Corp. | 3.54% | 10,198 | $5.3M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 3.31% | 20,272 | $4.9M | New |
| COST Costco Wholesale Corp. | 2.50% | 4,026 | $3.7M | Add +1.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.94% | 5,900 | $2.9M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.84% | 5,462 | $2.7M | Reduce -1.6% |
| KO The Coca-Cola Co. | 1.83% | 41,229 | $2.7M | Add +0.9% |
| ORCL Oracle Corp. | 1.78% | 9,433 | $2.7M | Reduce -0.1% |
| BALT Inn Defined Wealth Shield | 1.78% | 80,815 | $2.7M | Reduce -1.2% |
| NFLX Netflix Inc. | 1.74% | 2,171 | $2.6M | Reduce -0.1% |
| AMAT Applied Materials Inc. | 1.72% | 12,560 | $2.6M | Add +0.3% |
| CSCO Cisco Systems Inc. | 1.72% | 37,567 | $2.6M | Reduce -0.3% |
| AVGO Broadcom Inc. | 1.61% | 7,276 | $2.4M | Add +0.5% |
| ABT Abbott Laboratories | 1.57% | 17,513 | $2.3M | Reduce -0.3% |
| DLR Digital Realty Trust Inc. | 1.50% | 12,968 | $2.2M | Add +3.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.46% | 7,710 | $2.2M | Add +0.6% |
| CHKP Check Point Software Tech | 1.44% | 10,395 | $2.2M | Add +0.2% |
| ANGL Vaneck Fallen Angel High YLD | 1.34% | 67,225 | $2.0M | Reduce -0.3% |
| ABBV Abbvie Inc. | 1.32% | 8,485 | $2.0M | Add +1.9% |
| SHOP Shopify Inc. Class A | 1.29% | 12,995 | $1.9M | New |
| AFL Aflac Inc. | 1.28% | 17,145 | $1.9M | Add +1.5% |
| RSG Republic Services Inc. | 1.27% | 8,272 | $1.9M | Add +2.6% |
| PLTR Palantir Technologies Inc. Class A | 1.25% | 10,207 | $1.9M | Add +3.1% |
| BANF Bancfirst Corp. | 1.24% | 14,592 | $1.8M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 1.23% | 5,799 | $1.8M | Add +3.2% |
| LHX L3HARRIS Technologies Inc. | 1.22% | 5,937 | $1.8M | Add +0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.18% | 22,517 | $1.8M | Add +0.3% |
| QQQM Invesco Nasdaq 100 ETF | 1.17% | 7,039 | $1.7M | Reduce -0.6% |
| GLW Corning Inc. | 1.14% | 20,796 | $1.7M | Add +5.6% |
| MRVL Marvell Technology Inc. | 1.14% | 20,167 | $1.7M | Add +1.2% |
| ECL Ecolab Inc. | 1.12% | 6,112 | $1.7M | Add +3.3% |
| CINF Cincinnati Financial Corp. | 1.11% | 10,445 | $1.7M | Add +2.2% |
| EMR Emerson Electric Co. | 1.10% | 12,542 | $1.6M | Add +0.8% |
| BSTP Innovator Buff Su Strat ETF | 1.10% | 45,162 | $1.6M | Add +3.9% |
| AGZ iShares Agency Bond ETF | 1.10% | 14,826 | $1.6M | Reduce -1.9% |
| SHW The Sherwin-Williams Co. | 1.00% | 4,291 | $1.5M | Add +2.3% |
| MCD McDonald's Corp. | 0.95% | 4,673 | $1.4M | Add +2.3% |
| V Visa Inc. Class A | 0.92% | 4,041 | $1.4M | Add +0.5% |
| DELL Dell Technologies -C | 0.91% | 9,543 | $1.4M | Add +3.1% |
| VNLA Janus Henderson Short Durati | 0.91% | 27,427 | $1.4M | Add +8.1% |
| CRM Salesforce Inc. | 0.90% | 5,645 | $1.3M | Add +1.3% |
| DOV Dover Corp. | 0.89% | 7,971 | $1.3M | Add +1.5% |
| PSI Invesco Semiconductors ETF | 0.87% | 18,526 | $1.3M | Reduce -0.0% |
| SYY Sysco Corp. | 0.87% | 15,777 | $1.3M | Add +1.4% |
| TT Trane Technologies PLC | 0.82% | 2,908 | $1.2M | Reduce -0.1% |
| CHD Church & Dwight Co. Inc. | 0.81% | 13,728 | $1.2M | Add +3.3% |
| MRK Merck & Co. Inc. | 0.80% | 14,167 | $1.2M | Add +1.2% |
| RIO Rio Tinto PLC-Spon ADR | 0.79% | 17,883 | $1.2M | Reduce -0.5% |
| MDB Mongodb Inc. | 0.77% | 3,722 | $1.2M | No change |
| LMT Lockheed Martin Corp. | 0.76% | 2,272 | $1.1M | Add +4.3% |
| PEP Pepsico Inc. | 0.72% | 7,650 | $1.1M | Add +6.4% |
| MDT Medtronic PLC | 0.70% | 10,991 | $1.0M | Add +5.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.69% | 18,639 | $1.0M | Add +0.3% |
| ACN Accenture PLC Class A | 0.68% | 4,117 | $1.0M | Add +14.5% |
| HON Honeywell International Inc. | 0.64% | 4,556 | $959K | Add +6.0% |
| CLX Clorox Company | 0.61% | 7,413 | $914K | Add +2.4% |
| VHT Vanguard Health Care ETF | 0.60% | 3,429 | $890K | Add +2.8% |
| WMB Williams Cos Inc. | 0.59% | 13,994 | $887K | Add +13.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.55% | 8,049 | $826K | Reduce -1.2% |
| VUSB Vanguard Ultra Short Bond Et | 0.53% | 15,939 | $797K | No change |
| IVV iShares Core S&P 500 ETF | 0.51% | 1,141 | $763K | Add +0.1% |
| PDEC Innovator U.S. Equity Power | 0.46% | 16,205 | $681K | No change |
| PSA Public Storage | 0.43% | 2,239 | $647K | Add +13.9% |
| CCOI Cogent Communications Holdin | 0.43% | 16,859 | $647K | Add +6.2% |
| T AT&T Inc. | 0.42% | 22,065 | $623K | Add +4.9% |
| BIV Vanguard Intermediate-Term B | 0.35% | 6,761 | $528K | Reduce -3.8% |
| VGT Vanguard Info Tech ETF | 0.35% | 700 | $523K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 762 | $508K | New |
| META Meta Platforms Inc. Class A | 0.34% | 687 | $505K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.31% | 15,862 | $465K | Reduce -4.7% |
| PAUG Innovator U.S. Equity Power | 0.31% | 10,735 | $456K | Add +29.4% |
| LDUR PIMCO Enhanced Low Duration | 0.27% | 4,128 | $397K | No change |
| IVE iShares S&P 500 Value ETF | 0.25% | 1,837 | $379K | Add +0.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.24% | 3,753 | $357K | No change |
| FLXR TCW Flexible Income ETF | 0.24% | 8,954 | $356K | New |
| BUFF Innovator Laddered Allocatio | 0.22% | 6,742 | $329K | Reduce -1.6% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.21% | 9,114 | $313K | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,153 | $280K | Reduce -94.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.19% | 3,490 | $279K | Reduce -5.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 445 | $267K | Add +9.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.17% | 2,874 | $260K | Reduce -8.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 732 | $240K | Add +0.4% |
| KTOS Kratos Defense & Security | 0.16% | 2,569 | $235K | New |
| JHMD John Hancock MF Dev Intl ETF | 0.15% | 5,438 | $217K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 724 | $215K | No change |
| HD Home Depot Inc. | 0.14% | 507 | $205K | New |
| XLK SS Technology Select Sector | 0.14% | 727 | $205K | New |
Portfolio Sells Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Reduce -94.6% | 0.19% | −2.57 |
| OGE Oge Energy Corp. | Sold out | 0.00% | −0.61 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.50 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -4.7% | 0.31% | −0.37 |
| NFLX Netflix Inc. | Reduce -0.1% | 1.74% | −0.37 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.6% | 1.94% | −0.26 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 1.72% | −0.18 |
| PFXF Vaneck Pref Sec X-Financials | Sold out | 0.00% | −0.17 |
| ABT Abbott Laboratories | Reduce -0.3% | 1.57% | −0.16 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.15 |
| BALT Inn Defined Wealth Shield | Reduce -1.2% | 1.78% | −0.13 |
| WMT Walmart Inc. | Reduce -0.5% | 3.64% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.6% | 1.84% | −0.12 |
| AGZ iShares Agency Bond ETF | Reduce -1.9% | 1.10% | −0.11 |
| TT Trane Technologies PLC | Reduce -0.1% | 0.82% | −0.10 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -0.3% | 1.34% | −0.09 |
| BIV Vanguard Intermediate-Term B | Reduce -3.8% | 0.35% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -5.2% | 0.19% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -1.2% | 0.55% | −0.02 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -8.6% | 0.17% | −0.01 |
| BCD Abrdn Bloomberg All Commodit | Reduce -2.0% | 0.21% | −0.01 |
| BUFF Innovator Laddered Allocatio | Reduce -1.6% | 0.22% | −0.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.6% | 1.17% | −0.00 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -0.5% | 0.79% | +0.03 |
| PSI Invesco Semiconductors ETF | Reduce -0.0% | 0.87% | +0.07 |
| ORCL Oracle Corp. | Reduce -0.1% | 1.78% | +0.28 |
| NVDA Nvidia Corp. | Reduce -1.0% | 4.73% | +0.35 |
| AAPL Apple Inc. | Reduce -0.1% | 8.53% | +1.08 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOG Alphabet Inc. Class C | New | 3.31% | +3.31 |
| SHOP Shopify Inc. Class A | New | 1.29% | +1.29 |
| GLW Corning Inc. | Add +5.6% | 1.14% | +0.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.34% | +0.34 |
| PLTR Palantir Technologies Inc. Class A | Add +3.1% | 1.25% | +0.27 |
| FLXR TCW Flexible Income ETF | New | 0.24% | +0.24 |
| ABBV Abbvie Inc. | Add +1.9% | 1.32% | +0.20 |
| AVGO Broadcom Inc. | Add +0.5% | 1.61% | +0.16 |
| KTOS Kratos Defense & Security | New | 0.16% | +0.16 |
| LHX L3HARRIS Technologies Inc. | Add +0.8% | 1.22% | +0.14 |
| HD Home Depot Inc. | New | 0.14% | +0.14 |
| XLK SS Technology Select Sector | New | 0.14% | +0.14 |
| DELL Dell Technologies -C | Add +3.1% | 0.91% | +0.08 |
| PAUG Innovator U.S. Equity Power | Add +29.4% | 0.31% | +0.06 |
| AMAT Applied Materials Inc. | Add +0.3% | 1.72% | +0.06 |
| MDT Medtronic PLC | Add +5.8% | 0.70% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +3.2% | 1.23% | +0.04 |
| WMB Williams Cos Inc. | Add +13.3% | 0.59% | +0.03 |
| PEP Pepsico Inc. | Add +6.4% | 0.72% | +0.03 |
| LMT Lockheed Martin Corp. | Add +4.3% | 0.76% | +0.03 |
| MRVL Marvell Technology Inc. | Add +1.2% | 1.14% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.3% | 0.18% | +0.02 |
| SYY Sysco Corp. | Add +1.4% | 0.87% | +0.01 |
| PSA Public Storage | Add +13.9% | 0.43% | +0.01 |
| BSTP Innovator Buff Su Strat ETF | Add +3.9% | 1.10% | +0.01 |
| CINF Cincinnati Financial Corp. | Add +2.2% | 1.11% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 0.16% | +0.00 |
| VNLA Janus Henderson Short Durati | Add +8.1% | 0.91% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.51% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.3% | 1.18% | −0.00 |
| VHT Vanguard Health Care ETF | Add +2.8% | 0.60% | −0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.3% | 0.25% | −0.01 |
| MRK Merck & Co. Inc. | Add +1.2% | 0.80% | −0.01 |
| AFL Aflac Inc. | Add +1.5% | 1.28% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 0.69% | −0.02 |
| MCD McDonald's Corp. | Add +2.3% | 0.95% | −0.02 |
| CLX Clorox Company | Add +2.4% | 0.61% | −0.02 |
| T AT&T Inc. | Add +4.9% | 0.42% | −0.02 |
| ECL Ecolab Inc. | Add +3.3% | 1.12% | −0.04 |
| SHW The Sherwin-Williams Co. | Add +2.3% | 1.00% | −0.05 |
| BANF Bancfirst Corp. | Add +0.7% | 1.24% | −0.06 |
| HON Honeywell International Inc. | Add +6.0% | 0.64% | −0.08 |
| DLR Digital Realty Trust Inc. | Add +3.2% | 1.50% | −0.09 |
| ACN Accenture PLC Class A | Add +14.5% | 0.68% | −0.10 |
| EMR Emerson Electric Co. | Add +0.8% | 1.10% | −0.10 |
| V Visa Inc. Class A | Add +0.5% | 0.92% | −0.11 |
| CHD Church & Dwight Co. Inc. | Add +3.3% | 0.81% | −0.12 |
| CCOI Cogent Communications Holdin | Add +6.2% | 0.43% | −0.12 |
| MSFT Microsoft Corp. | Add +0.1% | 3.54% | −0.14 |
| DOV Dover Corp. | Add +1.5% | 0.89% | −0.15 |
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 |