TritonPoint Partners, LLC
Long book
$271.7M
Q1 2026
Positions
200
Top-10 weight
36%
concentration
Last quarter
+11.0%
SPY +14.8%
Turnover
33%
of book per quarter
Strategy in plain words
auto-generated from filingsTritonPoint Partners, LLC is a wealth-management firm allocating client money, running a $271.7M US long book across 200 positions.
The portfolio is moderately concentrated (top 10 ≈ 36% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SS SPDR BB 1-3M T-BILL ETF, ISHARES CORE S&P 500 ETF, APPLE INC, VANGUARD S&P 500 ETF, SS SPDR P S&P 500 GROWTH ETF.
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
Q4 2025
-3.3%
Q1 2026
+11.0%
Sector allocation
Technology 37%
Industrials 14%
Financials 13%
Consumer discretionary 12%
Healthcare 8%
Services media 5%
Energy 3%
Utilities 2%
Long book by quarter
What does TritonPoint Partners, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 38.6K | $9.8M | 3.6% | +16.8% |
| MSFT MICROSOFT CORP | Technology | 16.6K | $6.2M | 2.3% | +35.9% |
| GOOGL ALPHABET INC-CL A | Technology | 18.7K | $5.4M | 2.0% | +7.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 23.2K | $4.8M | 1.8% | +41.8% |
| NVDA NVIDIA CORP | Technology | 26.3K | $4.6M | 1.7% | +78.0% |
| AVGO BROADCOM INC | Technology | 9.6K | $3.0M | 1.1% | +47.4% |
| WMT WALMART INC | Consumer discretionary | 23.0K | $2.9M | 1.1% | +4.0% |
| JPM JPMORGAN CHASE & CO | Financials | 9.7K | $2.8M | 1.0% | +27.6% |
| V VISA INC-CLASS A SHARES | Services media | 9.4K | $2.8M | 1.0% | +13.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 10.3K | $2.5M | 0.9% | +10.3% |
| GE GENERAL ELECTRIC | Industrials | 7.9K | $2.3M | 0.8% | New |
| SCHW SCHWAB (CHARLES) CORP | Financials | 22.7K | $2.1M | 0.8% | New |
| LRCX LAM RESEARCH CORP | Industrials | 9.9K | $2.1M | 0.8% | -1.0% |
| HD HOME DEPOT INC | Consumer discretionary | 6.0K | $2.0M | 0.7% | +14.5% |
| LIN LINDE PLC | Materials | 3.9K | $1.9M | 0.7% | New |
| CVX CHEVRON CORP | Energy | 8.8K | $1.8M | 0.7% | +28.1% |
| GS GOLDMAN SACHS GROUP INC | Financials | 2.1K | $1.7M | 0.6% | +34.4% |
| ORCL ORACLE CORP | Technology | 11.0K | $1.6M | 0.6% | +10.0% |
| GOOG ALPHABET INC-CL C | Technology | 5.6K | $1.6M | 0.6% | +72.4% |
| XOM EXXON MOBIL CORP | Energy | 9.0K | $1.5M | 0.6% | -4.3% |
| META META PLATFORMS INC-CLASS A | Technology | 2.7K | $1.5M | 0.6% | +47.3% |
| TJX TJX COMPANIES INC | Consumer discretionary | 9.4K | $1.5M | 0.6% | +14.7% |
| ADI ANALOG DEVICES INC | Technology | 4.7K | $1.5M | 0.5% | +5.3% |
| APH AMPHENOL CORP-CL A | Technology | 11.6K | $1.5M | 0.5% | +297.3% |
| WFC WELLS FARGO & CO | Financials | 18.2K | $1.4M | 0.5% | +3.6% |
| GEV GE VERNOVA INC | Industrials | 1.6K | $1.4M | 0.5% | +22.9% |
| BA BOEING CO/THE | Industrials | 7.0K | $1.4M | 0.5% | +6.8% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 3.0K | $1.4M | 0.5% | +166.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.9K | $1.4M | 0.5% | +6.2% |
| SPXC SPX TECHNOLOGIES INC | Industrials | 6.8K | $1.3M | 0.5% | New |
| PANW PALO ALTO NETWORKS INC | Technology | 8.0K | $1.3M | 0.5% | +338.5% |
| TSLA TESLA INC | Industrials | 3.4K | $1.2M | 0.5% | +73.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.2K | $1.2M | 0.4% | +8.1% |
| SYK STRYKER CORP | Healthcare | 3.7K | $1.2M | 0.4% | +153.2% |
| RTX RTX CORP | Industrials | 6.0K | $1.2M | 0.4% | +9.7% |
| CB CHUBB LTD | Financials | 3.4K | $1.1M | 0.4% | +7.8% |
| MRK MERCK & CO. INC. | Healthcare | 9.0K | $1.1M | 0.4% | +32.8% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 2.9K | $990K | 0.4% | +4.1% |
| DOV DOVER CORP | Industrials | 4.7K | $980K | 0.4% | +6.8% |
| EOG EOG RESOURCES INC | Energy | 6.4K | $921K | 0.3% | +38.9% |
| SPGI S&P GLOBAL INC | Services media | 2.0K | $868K | 0.3% | +55.3% |
| MA MASTERCARD INC - A | Services media | 1.7K | $867K | 0.3% | -4.1% |
| AJG ARTHUR J GALLAGHER & CO | Financials | 3.9K | $854K | 0.3% | +41.5% |
| NOW SERVICENOW INC | Technology | 8.0K | $840K | 0.3% | +178.2% |
| UNH UNITEDHEALTH GROUP INC | Financials | 3.0K | $813K | 0.3% | +29.4% |
| BLK BLACKROCK INC | Financials | 836 | $804K | 0.3% | +20.8% |
| GD GENERAL DYNAMICS CORP | Industrials | 2.3K | $780K | 0.3% | -4.7% |
| TT TRANE TECHNOLOGIES PLC | Technology | 1.9K | $778K | 0.3% | New |
| TWI TITAN INTERNATIONAL INC | Industrials | 112.6K | $778K | 0.3% | -21.0% |
| NDAQ NASDAQ INC | Financials | 8.6K | $726K | 0.3% | -1.7% |