Arkolith/Funds/Triton Financial Group Inc

Triton Financial Group Inc

CIK 1811805
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR
Active Filer

Triton Financial Group Inc holds a diversified book of 99 reported positions worth $173.7M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Apple Inc and trimmed Inn Defined Wealth Shield. Their largest long position is Apple Inc at 8% of the reported non-option book.

Opened
66
bought for the first time
+63 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
1
already held, bought more

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
37%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

83% mapped to company sectors

Information Technology
43%
ETFs / funds
13%
Consumer Discretionary
10%
Financials
7%
Industrials
6%
Materials
6%
Health Care
4%
No sector on file yet
3%

+4 sectors below the cut, 8% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Triton Financial Group Inc

Manager / fundShared namesTheir $ in those
Swiss Re Ltd45 / 80$1.0B
Hoffman, Alan N Investment Management8 / 80$160.9M
Mirae Asset Global Investments Co., Ltd.65 / 80$280.5B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Outlook Capital Management, LLC15 / 80$261.1M
Hoey Investments, Inc45 / 80$650.6M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$389.0M
Draper Asset Management, LLC9 / 80$163.0M

Ranked by the share of each fund's own book sitting in the names it shares with Triton Financial Group Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

99 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$13.3M45.9K
7.6%
New
New position
2Applied Matls Inc
COM
$7.7M10.6K
4.4%
New
New position
3Alphabet Inc
CAP STK CL C
$6.8M19.2K
3.9%
New
New position
4Nvidia Corporation
COM
$6.5M32.6K
3.8%
New
New position
5Marvell Technology Inc
COM
$5.7M19.3K
3.3%
New
New position
6Amazon Com Inc
COM
$5.6M23.5K
3.2%
New
New position
7Walmart Inc
COM
$5.4M47.7K
3.1%
New
New position
8Corning Inc
COM
$5.3M20.6K
3.0%
New
New position
9Dell Technologies Inc
CL C
$4.3M9.9K
2.5%
New
New position
10Cisco Sys Inc
COM
$4.2M36.1K
2.4%
New
New position
11Crowdstrike Hldgs Inc
CL A
$4.1M5.4K
2.4%
New
New position
12Costco Wholesale Corporation
COM
$3.8M4.1K
2.2%
New
New position
13Microsoft Corp
COM
$3.7M10.0K
2.1%
New
New position
14Innovator Etfs Trust
DEFINED WLT SHLD
$3.6M105.3K
2.1%
−47%
Reduced · −92K sh
15Invesco Exchange Traded FD T
SEMICONDUCTORS
$3.4M17.9K
1.9%
−51%
Reduced · −18K sh
16Coca Cola Co
COM
$3.3M40.6K
1.9%
New
New position
17Broadcom Inc
COM
$2.8M7.5K
1.6%
New
New position
18Digital Rlty TR Inc
COM
$2.6M14.4K
1.5%
New
New position
19Berkshire Hathaway Inc Del
CL B NEW
$2.5M5.1K
1.5%
New
New position
20Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$2.2M7.4K
1.3%
−48%
Reduced · −7K sh
21International Business Machs
COM
$2.2M7.7K
1.2%
New
New position
22Abbvie Inc
COM
$2.1M8.2K
1.2%
New
New position
23Aflac Inc
COM
$2.0M17.4K
1.2%
New
New position
24JPMorgan Chase & Co
COM
$2.0M6.2K
1.2%
New
New position
25SPDR Series Trust
ST STR P500ETF
$2.0M23.0K
1.2%
−48%
Reduced · −22K sh
26Cincinnati Finl Corp
COM
$2.0M10.8K
1.2%
New
New position
27Innovator Etfs Trust
BUFF STEP UP ETF
$1.9M48.9K
1.1%
−46%
Reduced · −41K sh
28Dover Corp
COM
$1.9M8.4K
1.1%
New
New position
29Emerson Elec Co
COM
$1.9M13.0K
1.1%
New
New position
30Merck & Co Inc
COM
$1.8M13.8K
1.0%
New
New position
31Ecolab Inc
COM
$1.8M6.4K
1.0%
New
New position
32Republic Svcs Inc
COM
$1.7M8.2K
1.0%
New
New position
33L3harris Technologies Inc
COM
$1.7M5.8K
1.0%
New
New position
34Bancfirst Corp
COM
$1.7M15.1K
1.0%
New
New position
35Abbott Laboratories
COM
$1.6M17.5K
0.9%
New
New position
36Vaneck ETF Trust
FALLEN ANGEL HG
$1.6M54.1K
0.9%
−53%
Reduced · −61K sh
37Rio Tinto PLC
SPONSORED ADR
$1.6M16.6K
0.9%
New
New position
38Netflix Inc.
COM
$1.5M21.0K
0.9%
New
New position
39Ge Vernova Inc
COM
$1.5M1.3K
0.9%
+13%
Added · +142 sh
40Sherwin Williams Co
COM
$1.5M4.3K
0.9%
New
New position
41Trane Technologies PLC
SHS
$1.5M3.0K
0.8%
New
New position
42Church & Dwight Co Inc
COM
$1.5M15.1K
0.8%
New
New position
43Oracle Corp
COM
$1.4M9.8K
0.8%
New
New position
44Check Point Software Tech LT
ORD
$1.4M10.8K
0.8%
New
New position
45Visa Inc
COM CL A
$1.4M4.1K
0.8%
New
New position
46Sysco Corp
COM
$1.3M16.0K
0.8%
New
New position
47McDonalds Corp
COM
$1.3M4.7K
0.7%
New
New position
48Mongodb Inc
CL A
$1.2M3.7K
0.7%
New
New position
49Williams Cos Inc
COM
$1.2M16.1K
0.7%
New
New position
50Lockheed Martin Corp
COM
$1.2M2.3K
0.7%
New
New position
Showing 50 of 99 positions
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Filing history

As-of date vs the date the SEC received each filing

$173.7M · Q2 2026Q2 2024 · $142.5MQ2 2026 · $173.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 202648d99$173.7M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d62$57.4M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202634d85$151.0M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d90$149.2M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202530d87$137.8M13F-HR
Q4 2024Dec 31, 2024Mar 10, 202569d107$160.0M13F-HR
Q3 2024Sep 30, 2024Oct 25, 202425d110$156.3M13F-HR
Q2 2024Jun 30, 2024Aug 13, 202444d96$142.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.