Triton Financial Group Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Triton Financial Group Inc reported 85 stock positions worth $151.0 million. Its top holding was Apple (AAPL) at 8.9% of the portfolio, followed by Nvidia (NVDA, 4.7%) and Alphabet Class C (GOOG, 4.2%). Compared with Q3 2025, it opened 2 new positions, sold out of 7, added to 54 and reduced 18. The biggest buy was Alphabet Class C (GOOG, shares +1%) and the biggest sale an exit from Clorox (CLX).
- Most Recent 13F
- Q2 2026
- Location
- Oklahoma City, OK
- CIK
- 0001811805
- Portfolio Value
- $151.0M (Q4 2025)
- SEC Filing
- 0002085853-26-000187 ↗ filed Feb 3, 2026
Holdings Value
Holdings 85 stocks · $151.0M
| AAPL Apple Inc. | 8.94% | 49,649 | $13.5M | Reduce -0.7% |
| NVDA Nvidia Corp. | 4.69% | 37,969 | $7.1M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 4.25% | 20,433 | $6.4M | Add +0.8% |
| WMT Walmart Inc. | 3.92% | 53,076 | $5.9M | Add +0.7% |
| AMZN Amazon.com Inc. | 3.82% | 25,008 | $5.8M | Add +1.1% |
| MSFT Microsoft Corp. | 3.30% | 10,293 | $5.0M | Add +0.9% |
| COST Costco Wholesale Corp. | 2.44% | 4,267 | $3.7M | Add +6.0% |
| AMAT Applied Materials Inc. | 2.18% | 12,806 | $3.3M | Add +2.0% |
| BALT Inn Defined Wealth Shield | 1.99% | 89,471 | $3.0M | Add +10.7% |
| KO The Coca-Cola Co. | 1.96% | 42,403 | $3.0M | Add +2.9% |
| CSCO Cisco Systems Inc. | 1.96% | 38,394 | $3.0M | Add +2.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.87% | 6,015 | $2.8M | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.85% | 5,564 | $2.8M | Add +1.9% |
| AVGO Broadcom Inc. | 1.68% | 7,325 | $2.5M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.51% | 7,677 | $2.3M | Reduce -0.4% |
| ABT Abbott Laboratories | 1.50% | 18,053 | $2.3M | Add +3.1% |
| DLR Digital Realty Trust Inc. | 1.41% | 13,761 | $2.1M | Add +6.1% |
| NFLX Netflix Inc. | 1.38% | 22,295 | $2.1M | Add +2.7% |
| CHKP Check Point Software Tech | 1.33% | 10,843 | $2.0M | Add +4.3% |
| ABBV Abbvie Inc. | 1.31% | 8,641 | $2.0M | Add +1.8% |
| AFL Aflac Inc. | 1.28% | 17,580 | $1.9M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.26% | 5,902 | $1.9M | Add +1.8% |
| ORCL Oracle Corp. | 1.26% | 9,729 | $1.9M | Add +3.1% |
| PLTR Palantir Technologies Inc. Class A | 1.25% | 10,628 | $1.9M | Add +4.1% |
| GLW Corning Inc. | 1.23% | 21,139 | $1.9M | Add +1.6% |
| RSG Republic Services Inc. | 1.20% | 8,570 | $1.8M | Add +3.6% |
| SHOP Shopify Inc. Class A | 1.20% | 11,261 | $1.8M | Reduce -13.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.18% | 22,254 | $1.8M | Reduce -1.2% |
| MRVL Marvell Technology Inc. | 1.18% | 20,921 | $1.8M | Add +3.7% |
| ANGL Vaneck Fallen Angel High YLD | 1.17% | 60,042 | $1.8M | Reduce -10.7% |
| QQQM Invesco Nasdaq 100 ETF | 1.17% | 6,957 | $1.8M | Reduce -1.2% |
| LHX L3HARRIS Technologies Inc. | 1.16% | 5,963 | $1.8M | Add +0.4% |
| CINF Cincinnati Financial Corp. | 1.14% | 10,518 | $1.7M | Add +0.7% |
| EMR Emerson Electric Co. | 1.14% | 12,933 | $1.7M | Add +3.1% |
| ECL Ecolab Inc. | 1.09% | 6,294 | $1.7M | Add +3.0% |
| BSTP Innovator Buff Su Strat ETF | 1.09% | 44,402 | $1.6M | Reduce -1.7% |
| CRM Salesforce Inc. | 1.08% | 6,138 | $1.6M | Add +8.7% |
| DOV Dover Corp. | 1.07% | 8,241 | $1.6M | Add +3.4% |
| BANF Bancfirst Corp. | 1.06% | 15,066 | $1.6M | Add +3.3% |
| MDB Mongodb Inc. | 1.03% | 3,722 | $1.6M | No change |
| MRK Merck & Co. Inc. | 1.03% | 14,749 | $1.6M | Add +4.1% |
| MCD McDonald's Corp. | 0.99% | 4,869 | $1.5M | Add +4.2% |
| RIO Rio Tinto PLC-Spon ADR | 0.97% | 18,303 | $1.5M | Add +2.4% |
| SHW The Sherwin-Williams Co. | 0.96% | 4,462 | $1.4M | Add +4.0% |
| V Visa Inc. Class A | 0.96% | 4,114 | $1.4M | Add +1.8% |
| PSI Invesco Semiconductors ETF | 0.95% | 18,277 | $1.4M | Reduce -1.3% |
| DELL Dell Technologies -C | 0.83% | 9,966 | $1.3M | Add +4.4% |
| CHD Church & Dwight Co. Inc. | 0.82% | 14,741 | $1.2M | Add +7.4% |
| SYY Sysco Corp. | 0.79% | 16,245 | $1.2M | Add +3.0% |
| TT Trane Technologies PLC | 0.79% | 3,075 | $1.2M | Add +5.7% |
| LMT Lockheed Martin Corp. | 0.76% | 2,386 | $1.2M | Add +5.0% |
| ACN Accenture PLC Class A | 0.75% | 4,246 | $1.1M | Add +3.1% |
| PEP Pepsico Inc. | 0.74% | 7,799 | $1.1M | Add +1.9% |
| MDT Medtronic PLC | 0.74% | 11,639 | $1.1M | Add +5.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.70% | 18,507 | $1.1M | Reduce -0.7% |
| VNLA Janus Henderson Short Durati | 0.68% | 20,785 | $1.0M | Reduce -24.2% |
| HON Honeywell International Inc. | 0.67% | 5,214 | $1.0M | Add +14.4% |
| VHT Vanguard Health Care ETF | 0.65% | 3,416 | $983K | Reduce -0.4% |
| AGZ iShares Agency Bond ETF | 0.64% | 8,812 | $972K | Reduce -40.6% |
| WMB Williams Cos Inc. | 0.64% | 16,152 | $971K | Add +15.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.61% | 8,991 | $920K | Add +11.7% |
| IVV iShares Core S&P 500 ETF | 0.50% | 1,105 | $757K | Reduce -3.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.50% | 1 | $755K | New |
| T AT&T Inc. | 0.49% | 29,802 | $740K | Add +35.1% |
| PSA Public Storage | 0.49% | 2,823 | $733K | Add +26.1% |
| PDEC Innovator U.S. Equity Power | 0.47% | 16,205 | $703K | No change |
| VGT Vanguard Info Tech ETF | 0.35% | 700 | $528K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 745 | $508K | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 0.32% | 737 | $486K | Add +7.3% |
| SPTS SS SPDR P St Term TSY ETF | 0.31% | 15,862 | $464K | No change |
| PAUG Innovator U.S. Equity Power | 0.31% | 10,735 | $464K | No change |
| IVE iShares S&P 500 Value ETF | 0.26% | 1,844 | $391K | Add +0.4% |
| VUSB Vanguard Ultra Short Bond Et | 0.26% | 7,835 | $390K | Reduce -50.8% |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,158 | $362K | Add +0.4% |
| FLXR TCW Flexible Income ETF | 0.23% | 8,954 | $355K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 3,753 | $353K | No change |
| BUFF Innovator Laddered Allocatio | 0.21% | 6,479 | $323K | Reduce -3.9% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.19% | 9,223 | $286K | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 3,490 | $278K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 438 | $269K | Reduce -1.6% |
| CWB SS SPDR BB Conv Sec ETF | 0.17% | 2,874 | $256K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 729 | $244K | Reduce -0.4% |
| JHMD John Hancock MF Dev Intl ETF | 0.15% | 5,438 | $226K | No change |
| APH Amphenol Corp. Class A | 0.14% | 1,590 | $215K | New |
| XLK SS Technology Select Sector | 0.14% | 1,454 | $209K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| CLX Clorox Company | Sold out | 0.00% | −0.61 |
| AGZ iShares Agency Bond ETF | Reduce -40.6% | 0.64% | −0.45 |
| CCOI Cogent Communications Holdin | Sold out | 0.00% | −0.43 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.35 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -50.8% | 0.26% | −0.28 |
| LDUR PIMCO Enhanced Low Duration | Sold out | 0.00% | −0.27 |
| VNLA Janus Henderson Short Durati | Reduce -24.2% | 0.68% | −0.23 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -10.7% | 1.17% | −0.17 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.16 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.14 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.14 |
| SHOP Shopify Inc. Class A | Reduce -13.3% | 1.20% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -3.2% | 0.50% | −0.01 |
| BSTP Innovator Buff Su Strat ETF | Reduce -1.7% | 1.09% | −0.01 |
| BUFF Innovator Laddered Allocatio | Reduce -3.9% | 0.21% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.34% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 0.18% | −0.00 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -1.2% | 1.17% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.2% | 1.18% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 0.16% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.7% | 0.70% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -0.4% | 1.51% | +0.05 |
| VHT Vanguard Health Care ETF | Reduce -0.4% | 0.65% | +0.05 |
| PSI Invesco Semiconductors ETF | Reduce -1.3% | 0.95% | +0.08 |
| AAPL Apple Inc. | Reduce -0.7% | 8.94% | +0.41 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +0.8% | 4.25% | +0.94 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.50% | +0.50 |
| AMAT Applied Materials Inc. | Add +2.0% | 2.18% | +0.46 |
| WMT Walmart Inc. | Add +0.7% | 3.92% | +0.28 |
| CSCO Cisco Systems Inc. | Add +2.2% | 1.96% | +0.24 |
| MRK Merck & Co. Inc. | Add +4.1% | 1.03% | +0.23 |
| BALT Inn Defined Wealth Shield | Add +10.7% | 1.99% | +0.21 |
| AMZN Amazon.com Inc. | Add +1.1% | 3.82% | +0.18 |
| CRM Salesforce Inc. | Add +8.7% | 1.08% | +0.18 |
| RIO Rio Tinto PLC-Spon ADR | Add +2.4% | 0.97% | +0.18 |
| DOV Dover Corp. | Add +3.4% | 1.07% | +0.17 |
| APH Amphenol Corp. Class A | New | 0.14% | +0.14 |
| KO The Coca-Cola Co. | Add +2.9% | 1.96% | +0.13 |
| GLW Corning Inc. | Add +1.6% | 1.23% | +0.08 |
| ACN Accenture PLC Class A | Add +3.1% | 0.75% | +0.07 |
| T AT&T Inc. | Add +35.1% | 0.49% | +0.07 |
| AVGO Broadcom Inc. | Add +0.7% | 1.68% | +0.07 |
| TROW T Rowe Price Group Inc. | Add +11.7% | 0.61% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.24% | +0.05 |
| PSA Public Storage | Add +26.1% | 0.49% | +0.05 |
| WMB Williams Cos Inc. | Add +15.4% | 0.64% | +0.05 |
| MRVL Marvell Technology Inc. | Add +3.7% | 1.18% | +0.04 |
| MDT Medtronic PLC | Add +5.9% | 0.74% | +0.04 |
| EMR Emerson Electric Co. | Add +3.1% | 1.14% | +0.03 |
| MCD McDonald's Corp. | Add +4.2% | 0.99% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 1.26% | +0.03 |
| V Visa Inc. Class A | Add +1.8% | 0.96% | +0.03 |
| CINF Cincinnati Financial Corp. | Add +0.7% | 1.14% | +0.03 |
| HON Honeywell International Inc. | Add +14.4% | 0.67% | +0.03 |
| PEP Pepsico Inc. | Add +1.9% | 0.74% | +0.02 |
| CHD Church & Dwight Co. Inc. | Add +7.4% | 0.82% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 1.85% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.4% | 0.26% | +0.00 |
| LMT Lockheed Martin Corp. | Add +5.0% | 0.76% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +4.1% | 1.25% | +0.00 |
| AFL Aflac Inc. | Add +2.5% | 1.28% | +0.00 |
| ABBV Abbvie Inc. | Add +1.8% | 1.31% | −0.01 |
| META Meta Platforms Inc. Class A | Add +7.3% | 0.32% | −0.02 |
| BCD Abrdn Bloomberg All Commodit | Add +1.2% | 0.19% | −0.02 |
| ECL Ecolab Inc. | Add +3.0% | 1.09% | −0.03 |
| TT Trane Technologies PLC | Add +5.7% | 0.79% | −0.03 |
| NVDA Nvidia Corp. | Add +0.4% | 4.69% | −0.04 |
| SHW The Sherwin-Williams Co. | Add +4.0% | 0.96% | −0.04 |
| LHX L3HARRIS Technologies Inc. | Add +0.4% | 1.16% | −0.06 |
| COST Costco Wholesale Corp. | Add +6.0% | 2.44% | −0.06 |
| RSG Republic Services Inc. | Add +3.6% | 1.20% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.9% | 1.87% | −0.07 |
| ABT Abbott Laboratories | Add +3.1% | 1.50% | −0.07 |
| DELL Dell Technologies -C | Add +4.4% | 0.83% | −0.08 |
| SYY Sysco Corp. | Add +3.0% | 0.79% | −0.08 |
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 |