TritonPoint Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), TritonPoint Partners, LLC reported 351 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 8.4% of the portfolio, followed by Alphabet Class A (GOOGL, 4.1%) and Alphabet Class C (GOOG, 3.7%). Compared with Q1 2026, it opened 189 new positions, sold out of 38, added to 107 and reduced 49. The biggest buy was Apple (AAPL, shares +811%) and the biggest sale an exit from SS SPDR BB 1-3M T-Bill ETF (BIL).
- Most Recent 13F
- Q2 2026
- Location
- CHEVY CHASE, MD
- CIK
- 0002111167
- Portfolio Value
- $1.2B (Q2 2026)
- SEC Filing
- 0002111167-26-000003 ↗ filed Aug 13, 2026
Holdings Value
Holdings 351 stocks · $1.2B
| AAPL Apple Inc. | 8.44% | 351,422 | $101.7M | Add +811.1% |
| GOOGL Alphabet Inc. Class A | 4.10% | 138,201 | $49.4M | Add +640.0% |
| GOOG Alphabet Inc. Class C | 3.75% | 127,825 | $45.2M | Add +2170.4% |
| AMZN Amazon.com Inc. | 3.37% | 170,447 | $40.6M | Add +636.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.11% | 435,067 | $37.5M | Add +3678.6% |
| LRCX Lam Research Corp. | 2.55% | 70,828 | $30.7M | Add +614.6% |
| JPM JPMorgan Chase & Co. | 2.37% | 87,436 | $28.6M | Add +803.1% |
| MSFT Microsoft Corp. | 2.27% | 73,296 | $27.3M | Add +340.6% |
| VOO Vanguard S&P 500 ETF | 2.00% | 35,176 | $24.2M | Add +179.4% |
| IYW iShares Ustechnology ETF | 1.96% | 93,853 | $23.7M | Add +4211.1% |
| NVDA Nvidia Corp. | 1.92% | 115,886 | $23.2M | Add +340.4% |
| V Visa Inc. Class A | 1.65% | 58,071 | $19.9M | Add +518.9% |
| XPO Xpo Inc. | 1.58% | 93,059 | $19.1M | New |
| JNJ Johnson & Johnson | 1.57% | 74,443 | $18.9M | Add +621.3% |
| IVV iShares Core S&P 500 ETF | 1.29% | 20,818 | $15.6M | Add +8.0% |
| DOV Dover Corp. | 1.26% | 67,688 | $15.2M | Add +1339.3% |
| WMT Walmart Inc. | 1.20% | 128,117 | $14.5M | Add +457.6% |
| BNL Broadstone Net Lease Inc. | 1.17% | 675,646 | $14.2M | Add +437.9% |
| MA Mastercard Inc. Class A | 1.15% | 26,945 | $13.8M | Add +1452.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.05% | 83,302 | $12.6M | Add +788.1% |
| XLI SS Industrial Select Sector | 1.02% | 66,681 | $12.4M | New |
| DHR Danaher Corp. | 1.00% | 63,242 | $12.1M | Add +1840.5% |
| XLK SS Technology Select Sector | 0.96% | 60,504 | $11.5M | New |
| ISRG Intuitive Surgical Inc. | 0.93% | 28,222 | $11.2M | Add +829.3% |
| XLF SS Financial Select Sector | 0.93% | 207,995 | $11.2M | Add +676.2% |
| CB Chubb Ltd. | 0.90% | 31,906 | $10.9M | Add +838.7% |
| CAT Caterpillar Inc. | 0.88% | 9,969 | $10.6M | Add +1035.4% |
| BA The Boeing Co. | 0.81% | 45,289 | $9.8M | Add +542.9% |
| TMO Thermo Fisher Scientific Inc. | 0.81% | 19,423 | $9.7M | New |
| ADI Analog Devices Inc. | 0.80% | 24,243 | $9.6M | Add +421.2% |
| MU Micron Technology Inc. | 0.74% | 7,725 | $8.9M | New |
| MDLZ Mondelez International Inc. Class A | 0.71% | 147,231 | $8.6M | Add +1094.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.71% | 71,463 | $8.5M | Reduce -5.1% |
| MRK Merck & Co. Inc. | 0.70% | 64,967 | $8.4M | Add +624.9% |
| QXO Qxo Inc. | 0.69% | 482,859 | $8.3M | Add +3102.2% |
| GEV GE Vernova Inc. | 0.63% | 6,464 | $7.6M | Add +300.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 14,962 | $7.5M | Add +423.7% |
| VYM Vanguard High DVD Yield ETF | 0.62% | 47,069 | $7.4M | Add +917.9% |
| YUM Yum! Brands Inc. | 0.59% | 44,229 | $7.1M | New |
| SBUX Starbucks Corp. | 0.58% | 68,372 | $7.0M | Add +823.2% |
| CVX Chevron Corp. | 0.57% | 41,731 | $6.9M | Add +374.6% |
| IWO iShares Russell 2000 Growth | 0.57% | 17,477 | $6.9M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.55% | 68,931 | $6.7M | Add +15.1% |
| XLV SS Health Care Select Sector | 0.54% | 41,392 | $6.6M | New |
| PEP Pepsico Inc. | 0.54% | 48,326 | $6.5M | Add +2200.1% |
| RTX RTX Corp. | 0.54% | 34,298 | $6.5M | Add +471.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 12,348 | $5.9M | Add +190.0% |
| HD Home Depot Inc. | 0.49% | 16,668 | $5.9M | Add +178.7% |
| COST Costco Wholesale Corp. | 0.48% | 6,200 | $5.8M | Add +405.7% |
| COF Capital One Financial Corp. | 0.46% | 27,359 | $5.5M | Add +2355.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.45% | 46,229 | $5.4M | New |
| UNH Unitedhealth Group Inc. | 0.45% | 13,038 | $5.4M | Add +334.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.44% | 101,179 | $5.3M | Reduce -10.1% |
| EOG EOG Resources Inc. | 0.43% | 39,508 | $5.1M | Add +520.1% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 34,530 | $5.1M | Add +518.6% |
| CL Colgate-Palmolive Co. | 0.42% | 55,711 | $5.1M | Add +1931.8% |
| FBND Fidelity Total Bond ETF | 0.42% | 111,623 | $5.1M | Reduce -11.6% |
| LLY Eli Lilly & Co. | 0.42% | 4,225 | $5.1M | Add +643.8% |
| AVGO Broadcom Inc. | 0.41% | 13,217 | $5.0M | Add +37.6% |
| BLK BlackRock Inc. | 0.41% | 5,161 | $5.0M | Add +517.3% |
| CME Cme Group Inc. | 0.41% | 22,134 | $4.9M | Add +861.9% |
| ECL Ecolab Inc. | 0.40% | 17,234 | $4.8M | Add +1147.9% |
| BIV Vanguard Intermediate-Term B | 0.39% | 61,912 | $4.7M | New |
| ABT Abbott Laboratories | 0.38% | 50,475 | $4.6M | New |
| WFC Wells Fargo & Co. | 0.38% | 54,998 | $4.5M | Add +202.7% |
| AES AES Corp. | 0.36% | 299,627 | $4.4M | Add +763.5% |
| LHX L3HARRIS Technologies Inc. | 0.36% | 14,990 | $4.4M | Add +422.7% |
| NOW ServiceNow Inc. | 0.36% | 43,457 | $4.3M | Add +441.0% |
| PG The Procter & Gamble Co. | 0.36% | 29,266 | $4.3M | Add +576.4% |
| KO The Coca-Cola Co. | 0.36% | 52,443 | $4.3M | Add +823.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.35% | 90,577 | $4.3M | Add +5.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.35% | 68,955 | $4.2M | Reduce -5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 5,581 | $4.2M | Add +136.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 13,325 | $4.0M | New |
| BIP Brookfield Infrastructure Pa | 0.33% | 110,304 | $4.0M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 5,455 | $4.0M | Add +174.9% |
| PH Parker Hannifin Corp. | 0.33% | 4,055 | $4.0M | New |
| XLC SS Comm Select Sector SPDR | 0.32% | 35,449 | $3.8M | New |
| PANW Palo Alto Networks Inc. | 0.31% | 10,970 | $3.7M | Add +36.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 10,080 | $3.7M | Add +51.5% |
| GNRC Generac Holdings Inc. | 0.31% | 12,662 | $3.7M | Add +507.0% |
| META Meta Platforms Inc. Class A | 0.31% | 6,553 | $3.7M | Add +145.8% |
| MAR Marriott International Class A | 0.30% | 9,814 | $3.6M | New |
| LMT Lockheed Martin Corp. | 0.30% | 6,990 | $3.6M | New |
| PNC PNC Financial Services Group | 0.29% | 14,164 | $3.5M | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.29% | 17,605 | $3.5M | New |
| IEMG iShares Core MSCI Emerging | 0.29% | 41,615 | $3.4M | Reduce -1.6% |
| BAC Bank of America Corp. | 0.29% | 60,412 | $3.4M | New |
| XLY SS Consumer Disc Select Sect | 0.28% | 28,654 | $3.4M | New |
| AGG iShares Core U.S. Aggregate | 0.27% | 33,174 | $3.3M | Reduce -3.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 39,956 | $3.2M | New |
| BAM Brookfield Asset Mgmt-A | 0.26% | 70,059 | $3.1M | Add +775.3% |
| ORCL Oracle Corp. | 0.25% | 20,961 | $3.1M | Add +90.2% |
| VGT Vanguard Info Tech ETF | 0.24% | 24,535 | $2.9M | New |
| LH Labcorp Holdings Inc. | 0.24% | 10,433 | $2.9M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 13,214 | $2.9M | Add +280.5% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 36,745 | $2.8M | Add +72.7% |
| BX Blackstone Inc. | 0.23% | 23,845 | $2.8M | New |
| ABBV Abbvie Inc. | 0.23% | 11,092 | $2.8M | New |
| TSLA Tesla Inc. | 0.23% | 6,613 | $2.8M | Add +96.8% |
Portfolio Sells Q1 2026 → Q2 2026
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −12.21 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -5.1% | 0.71% | −2.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -10.1% | 0.44% | −1.71 |
| FBND Fidelity Total Bond ETF | Reduce -11.6% | 0.42% | −1.71 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -5.0% | 0.35% | −1.16 |
| AGG iShares Core U.S. Aggregate | Reduce -3.1% | 0.27% | −0.98 |
| IEMG iShares Core MSCI Emerging | Reduce -1.6% | 0.29% | −0.80 |
| MBB iShares MBS ETF | Reduce -1.0% | 0.21% | −0.75 |
| PWRD TCW Transform Systems ETF | Reduce -20.6% | 0.21% | −0.72 |
| GE General Electric | Reduce -53.1% | 0.12% | −0.71 |
| DIVO Amplify CWP Enhan Divid ETF | Sold out | 0.00% | −0.68 |
| CGIC Cap Group Intl Core Eq | Sold out | 0.00% | −0.66 |
| LIN Linde PLC | Reduce -48.4% | 0.09% | −0.63 |
| GS Goldman Sachs Group Inc. | Reduce -46.7% | 0.09% | −0.55 |
| SPXC SPX Technologies Inc. | Sold out | 0.00% | −0.50 |
| DGRO iShares Core Dividend Growth | Reduce -3.1% | 0.15% | −0.49 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -42.4% | 0.13% | −0.49 |
| APH Amphenol Corp. Class A | Reduce -67.1% | 0.06% | −0.48 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.44 |
| TLH iShares 10-20 Year Treasury | Reduce -21.6% | 0.09% | −0.44 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -54.4% | 0.06% | −0.43 |
| SYK Stryker Corp. | Reduce -3.2% | 0.09% | −0.35 |
| FESM Fidelity Enhanced Small Cap | Reduce -5.9% | 0.13% | −0.35 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.34 |
| BRTR iShares Total Return Act ETF | Sold out | 0.00% | −0.34 |
| JAVA JPMorgan Active Value ETF | Reduce -45.1% | 0.05% | −0.34 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -4.8% | 0.08% | −0.32 |
| FBCG Fidelity Blue Chip Grow ETF | Reduce -53.6% | 0.05% | −0.31 |
| GLD SPDR Gold Shares | Reduce -25.9% | 0.05% | −0.27 |
| TT Trane Technologies PLC | Reduce -76.5% | 0.02% | −0.27 |
| SPGI S&P Global Inc. | Reduce -25.8% | 0.05% | −0.27 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.26 |
| AJG Arthur J Gallagher & Co. | Reduce -27.6% | 0.05% | −0.26 |
| EMOP AB Emrg MRKT Opportuniti ETF | Sold out | 0.00% | −0.26 |
| TIP iShares Tips Bond ETF | Reduce -0.6% | 0.07% | −0.25 |
| EFV iShares MSCI Eafe Value ETF | Reduce -23.0% | 0.05% | −0.25 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.22 |
| TWI Titan International Inc. | Reduce -0.1% | 0.07% | −0.21 |
| ITOT iShares Core S&P Total U.S. | Reduce -34.3% | 0.04% | −0.21 |
| RSG Republic Services Inc. | Reduce -10.5% | 0.05% | −0.20 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.20 |
| ABFL Abacus FCF Leaders ETF | Reduce -54.6% | 0.03% | −0.19 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.19 |
| VONE Vanguard Russell 1000 | Reduce -20.3% | 0.05% | −0.18 |
| CR Crane Co. | Sold out | 0.00% | −0.18 |
| ANET Arista Networks Inc. | Reduce -59.8% | 0.03% | −0.18 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.18 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -18.8% | 0.06% | −0.16 |
| ARES Ares Management Corp. Class A | Reduce -8.2% | 0.04% | −0.15 |
| CNEQ Alger Concentrated Eqty ETF | Sold out | 0.00% | −0.15 |
Portfolio Buys Q1 2026 → Q2 2026
| AAPL Apple Inc. | Add +811.1% | 8.44% | +4.83 |
| GOOG Alphabet Inc. Class C | Add +2170.4% | 3.75% | +3.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3678.6% | 3.11% | +2.80 |
| GOOGL Alphabet Inc. Class A | Add +640.0% | 4.10% | +2.12 |
| IYW iShares Ustechnology ETF | Add +4211.1% | 1.96% | +1.82 |
| LRCX Lam Research Corp. | Add +614.6% | 2.55% | +1.77 |
| AMZN Amazon.com Inc. | Add +636.0% | 3.37% | +1.59 |
| XPO Xpo Inc. | New | 1.58% | +1.58 |
| JPM JPMorgan Chase & Co. | Add +803.1% | 2.37% | +1.33 |
| XLI SS Industrial Select Sector | New | 1.02% | +1.02 |
| XLK SS Technology Select Sector | New | 0.96% | +0.96 |
| DOV Dover Corp. | Add +1339.3% | 1.26% | +0.90 |
| MA Mastercard Inc. Class A | Add +1452.1% | 1.15% | +0.83 |
| TMO Thermo Fisher Scientific Inc. | New | 0.81% | +0.81 |
| DHR Danaher Corp. | Add +1840.5% | 1.00% | +0.77 |
| MU Micron Technology Inc. | New | 0.74% | +0.74 |
| CAT Caterpillar Inc. | Add +1035.4% | 0.88% | +0.65 |
| JNJ Johnson & Johnson | Add +621.3% | 1.57% | +0.64 |
| V Visa Inc. Class A | Add +518.9% | 1.65% | +0.61 |
| YUM Yum! Brands Inc. | New | 0.59% | +0.59 |
| QXO Qxo Inc. | Add +3102.2% | 0.69% | +0.58 |
| IWO iShares Russell 2000 Growth | New | 0.57% | +0.57 |
| XLV SS Health Care Select Sector | New | 0.54% | +0.54 |
| CB Chubb Ltd. | Add +838.7% | 0.90% | +0.50 |
| TJX TJX Companies Inc. | Add +788.1% | 1.05% | +0.50 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.45% | +0.45 |
| MDLZ Mondelez International Inc. Class A | Add +1094.3% | 0.71% | +0.45 |
| XLF SS Financial Select Sector | Add +676.2% | 0.93% | +0.44 |
| PEP Pepsico Inc. | Add +2200.1% | 0.54% | +0.42 |
| ISRG Intuitive Surgical Inc. | Add +829.3% | 0.93% | +0.42 |
| BIV Vanguard Intermediate-Term B | New | 0.39% | +0.39 |
| COF Capital One Financial Corp. | Add +2355.9% | 0.46% | +0.38 |
| ABT Abbott Laboratories | New | 0.38% | +0.38 |
| VYM Vanguard High DVD Yield ETF | Add +917.9% | 0.62% | +0.36 |
| CL Colgate-Palmolive Co. | Add +1931.8% | 0.42% | +0.34 |
| SBUX Starbucks Corp. | Add +823.2% | 0.58% | +0.34 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.34% | +0.34 |
| BIP Brookfield Infrastructure Pa | New | 0.33% | +0.33 |
| PH Parker Hannifin Corp. | New | 0.33% | +0.33 |
| BNL Broadstone Net Lease Inc. | Add +437.9% | 1.17% | +0.32 |
| XLC SS Comm Select Sector SPDR | New | 0.32% | +0.32 |
| MAR Marriott International Class A | New | 0.30% | +0.30 |
| MRK Merck & Co. Inc. | Add +624.9% | 0.70% | +0.30 |
| BA The Boeing Co. | Add +542.9% | 0.81% | +0.30 |
| LMT Lockheed Martin Corp. | New | 0.30% | +0.30 |
| PNC PNC Financial Services Group | New | 0.29% | +0.29 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.29% | +0.29 |
| BAC Bank of America Corp. | New | 0.29% | +0.29 |
| XLY SS Consumer Disc Select Sect | New | 0.28% | +0.28 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.27% | +0.27 |