Triton Financial Group Inc
Long book
$57.4M
Q1 2026
Positions
62
Top-10 weight
57%
concentration
Last quarter
+11.4%
SPY +14.8%
Turnover
79%
of book per quarter
Strategy in plain words
auto-generated from filingsTriton Financial Group Inc is a wealth-management firm allocating client money, running a $57.4M US long book across 62 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: INN DEFINED WEALTH SHIELD, STE STR SPDR PT S&P 500 ETF, INVESCO NASDAQ 100 ETF, PALANTIR TECHNOLOGIES INC-A, VANECK FALLEN ANGEL HIGH YLD.
Over the last 8 quarters its long book ran on average 0.3pp per quarter behind the S&P 500, beating the index in 4 of 8 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.8%
Q2 2024
+5.8%
Q3 2024
+2.7%
Q4 2024
-4.1%
Q2 2025
+7.2%
Q3 2025
+1.9%
Q4 2025
-1.2%
Q1 2026
+11.4%
Sector allocation
Technology 76%
Industrials 24%
Long book by quarter
What does Triton Financial own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 62 | $57.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 3, 2026 | 85 | $151.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 3, 2025 | 90 | $149.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 30, 2025 | 87 | $137.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Mar 10, 2025 | 107 | $160.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 25, 2024 | 110 | $156.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 96 | $142.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 19, 2024 | 99 | $140.9M | canonical | SEC ↗ |