TritonPoint Partners, LLC holds a diversified book of 351 stocks worth $1.2B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Xpo Inc and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is Apple Inc at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as TritonPoint Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $791.2B |
| MORGAN STANLEY | 80 / 80 | $628.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $583.3B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $456.1B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $223.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $189.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $182.9B |
| UBS Group AG | 80 / 80 | $171.0B |
Ranked by how many of TritonPoint Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $101.7M | 351.4K | 8.4% | ▲+811% Added · +313K sh | |
| 2 | Alphabet Inc CAP STK CL A | $49.4M | 138.2K | 4.1% | ▲+640% Added · +120K sh | |
| 3 | Alphabet Inc CAP STK CL C | $45.2M | 127.8K | 3.7% | ▲23× Added · +122K sh | |
| 4 | Amazon Com Inc COM | $40.6M | 170.4K | 3.4% | ▲+636% Added · +147K sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $37.5M | 435.1K | 3.1% | ▲227× Added · +433K sh | |
| 6 | Lam Research Corp COM NEW | $30.7M | 70.8K | 2.5% | ▲+615% Added · +61K sh | |
| 7 | JPMorgan Chase & Co COM | $28.6M | 87.4K | 2.4% | ▲+803% Added · +78K sh | |
| 8 | Microsoft Corp COM | $27.3M | 73.3K | 2.3% | ▲+341% Added · +57K sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $24.2M | 35.2K | 2.0% | ▲+179% Added · +23K sh | |
| 10 | Ishares TR U.S. TECH ETF | $23.7M | 93.9K | 2.0% | ▲43× Added · +92K sh | |
| 11 | Nvidia Corporation COM | $23.2M | 115.9K | 1.9% | ▲+340% Added · +90K sh | |
| 12 | Visa Inc COM CL A | $19.9M | 58.1K | 1.7% | ▲+519% Added · +49K sh | |
| 13 | Xpo Inc COM | $19.1M | 93.1K | 1.6% | ▲New New position | |
| 14 | Johnson & Johnson COM | $18.9M | 74.4K | 1.6% | ▲+621% Added · +64K sh | |
| 15 | Ishares TR CORE S&P500 ETF | $15.6M | 20.8K | 1.3% | ▲+8.0% Added · +2K sh | |
| 16 | Dover Corp COM | $15.2M | 67.7K | 1.3% | ▲14× Added · +63K sh | |
| 17 | Walmart Inc COM | $14.5M | 128.1K | 1.2% | ▲+458% Added · +105K sh | |
| 18 | Broadstone Net Lease Inc COM | $14.2M | 675.6K | 1.2% | ▲+438% Added · +550K sh | |
| 19 | Mastercard Incorporated CL A | $13.8M | 26.9K | 1.1% | ▲16× Added · +25K sh | |
| 20 | TJX Cos Inc New COM | $12.6M | 83.3K | 1.0% | ▲+788% Added · +74K sh | |
| 21 | Select Sector SPDR TR ST STR INDL ETF | $12.4M | 66.7K | 1.0% | ▲New New position | |
| 22 | Danaher Corporation COM | $12.1M | 63.2K | 1.0% | ▲19× Added · +60K sh | |
| 23 | Select Sector SPDR TR ST STR TECHN ETF | $11.5M | 60.5K | 1.0% | ▲New New position | |
| 24 | Intuitive Surgical Inc COM NEW | $11.2M | 28.2K | 0.9% | ▲+829% Added · +25K sh | |
| 25 | Select Sector SPDR TR FINANCIAL | $11.2M | 208.0K | 0.9% | ▲+676% Added · +181K sh | |
| 26 | Chubb Limited COM | $10.9M | 31.9K | 0.9% | ▲+839% Added · +29K sh | |
| 27 | Caterpillar Inc COM | $10.6M | 10.0K | 0.9% | ▲11× Added · +9K sh | |
| 28 | Boeing Co COM | $9.8M | 45.3K | 0.8% | ▲+543% Added · +38K sh | |
| 29 | Thermo Fisher Scientific Inc COM | $9.7M | 19.4K | 0.8% | ▲New New position | |
| 30 | Analog Devices Inc COM | $9.6M | 24.2K | 0.8% | ▲+421% Added · +20K sh | |
| 31 | Micron Technology Inc COM | $8.9M | 7.7K | 0.7% | ▲New New position | |
| 32 | Mondelez Intl Inc CL A | $8.6M | 147.2K | 0.7% | ▲12× Added · +135K sh | |
| 33 | SPDR Series Trust STATE STREET SPD | $8.5M | 71.5K | 0.7% | ▼−5.1% Reduced · −4K sh | |
| 34 | Merck & Co Inc COM | $8.4M | 65.0K | 0.7% | ▲+625% Added · +56K sh | |
| 35 | Qxo Inc COM NEW | $8.3M | 482.9K | 0.7% | ▲32× Added · +468K sh | |
| 36 | Ge Vernova Inc COM | $7.6M | 6.5K | 0.6% | ▲+301% Added · +5K sh | |
| 37 | Berkshire Hathaway Inc Del CL B NEW | $7.5M | 15.0K | 0.6% | ▲+424% Added · +12K sh | |
| 38 | Vanguard Whitehall FDS HIGH DIV YLD | $7.4M | 47.1K | 0.6% | ▲10× Added · +42K sh | |
| 39 | Yum Brands Inc COM | $7.1M | 44.2K | 0.6% | ▲New New position | |
| 40 | Starbucks Corp COM | $7.0M | 68.4K | 0.6% | ▲+823% Added · +61K sh | |
| 41 | Chevron Corp New COM | $6.9M | 41.7K | 0.6% | ▲+375% Added · +33K sh | |
| 42 | Ishares TR RUS 2000 GRW ETF | $6.9M | 17.5K | 0.6% | ▲New New position | |
| 43 | Ishares TR CORE MSCI EAFE | $6.7M | 68.9K | 0.6% | ▲+15% Added · +9K sh | |
| 44 | Select Sector SPDR TR ST STR CARE ETF | $6.6M | 41.4K | 0.5% | ▲New New position | |
| 45 | Pepsico Inc COM | $6.5M | 48.3K | 0.5% | ▲23× Added · +46K sh | |
| 46 | RTX Corporation COM | $6.5M | 34.3K | 0.5% | ▲+472% Added · +28K sh | |
| 47 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $5.9M | 12.3K | 0.5% | ▲+190% Added · +8K sh | |
| 48 | Home Depot Inc COM | $5.9M | 16.7K | 0.5% | ▲+179% Added · +11K sh | |
| 49 | Costco WHSL Corp New COM | $5.8M | 6.2K | 0.5% | ▲+406% Added · +5K sh | |
| 50 | Capital One Finl Corp COM | $5.5M | 27.4K | 0.5% | ▲25× Added · +26K sh |
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Use Arkolith to show TritonPoint Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.