MondegarAI
Triton Financial Group Inc

Q2 2025 · 13F-HR

Triton Financial Group Incholdings as filed

Filed 2025-07-30 · accession 0001667731-25-001010

$137.8M
Reported value
87
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · Triton Financial Group Inc · Q2 2025

AI · grounded in 13F

Triton Financial Group Inc established a new position in AAPL valued at $10.27M. The fund also initiated new stakes in NVDA for $6.03M and AMZN for $5.42M. Additional new positions include WMT at $5.18M and MSFT at $5.07M. The fund ended the period with 87 positions and total AUM of $137.76M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$10.3M7.45%50,042CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.0M4.38%38,183CommonSOLE
023135106AMZNAMAZON COM INC$5.4M3.93%24,690CommonSOLE
931142103WMTWALMART INC$5.2M3.76%52,970CommonSOLE
594918104MSFTMICROSOFT CORP$5.1M3.68%10,193CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.9M2.86%3,987CommonSOLE
02079K305GOOGLALPHABET INC$3.8M2.76%21,440CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.0M2.20%5,937CommonSOLE
64110L106NFLXNETFLIX INC$2.9M2.11%2,172CommonSOLE
191216100KOCOCA COLA CO$2.9M2.10%40,849CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.7M1.96%5,550CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$2.6M1.90%81,782CommonSOLE
17275R102CSCOCISCO SYS INC$2.6M1.90%37,686CommonSOLE
002824100ABTABBOTT LABS$2.4M1.73%17,569CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$2.3M1.67%10,377CommonSOLE
038222105AMATAPPLIED MATLS INC$2.3M1.66%12,522CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.3M1.64%7,665CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2.2M1.59%12,568CommonSOLE
68389X105ORCLORACLE CORP$2.1M1.50%9,446CommonSOLE
11135F101AVGOBROADCOM INC$2.0M1.45%7,242CommonSOLE
760759100RSGREPUBLIC SVCS INC$2.0M1.44%8,061CommonSOLE
92189F437ANGLVANECK ETF TRUST$2.0M1.43%67,433CommonSOLE
05945F103BANFBANCFIRST CORP$1.8M1.30%14,491CommonSOLE
001055102AFLAFLAC INC$1.8M1.29%16,892CommonSOLE
291011104EMREMERSON ELEC CO$1.7M1.20%12,438CommonSOLE
464288166AGZISHARES TR$1.7M1.20%15,113CommonSOLE
78464A854SPYMSPDR SERIES TRUST$1.6M1.18%22,444CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.6M1.18%5,621CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.6M1.17%7,082CommonSOLE
278865100ECLECOLAB INC$1.6M1.16%5,919CommonSOLE
00287Y109ABBVABBVIE INC$1.5M1.12%8,324CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.5M1.12%19,932CommonSOLE
172062101CINFCINCINNATI FINL CORP$1.5M1.11%10,223CommonSOLE
79466L302CRMSALESFORCE INC$1.5M1.10%5,575CommonSOLE
45783Y731BSTPINNOVATOR ETFS TRUST$1.5M1.09%43,473CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.5M1.07%5,889CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.4M1.05%4,196CommonSOLE
260003108DOVDOVER CORP$1.4M1.04%7,855CommonSOLE
92826C839VVISA INC$1.4M1.04%4,020CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.98%9,902CommonSOLE
580135101MCDMCDONALDS CORP$1.3M0.97%4,567CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.3M0.93%13,292CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.3M0.92%2,911CommonSOLE
47103U886VNLAJANUS DETROIT STR TR$1.2M0.91%25,380CommonSOLE
871829107SYYSYSCO CORP$1.2M0.86%15,563CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.1M0.82%9,259CommonSOLE
46137V647PSIINVESCO EXCHANGE TRADED FD T$1.1M0.81%18,530CommonSOLE
58933Y105MRKMERCK & CO INC$1.1M0.80%14,003CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.1M0.78%3,595CommonSOLE
767204100RIORIO TINTO PLC$1.0M0.76%17,964CommonSOLE
219350105GLWCORNING INC$1.0M0.75%19,692CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.0M0.73%2,179CommonSOLE
438516106HONHONEYWELL INTL INC$1.0M0.73%4,298CommonSOLE
78464A508SPYVSPDR SERIES TRUST$973,0030.71%18,590CommonSOLE
713448108PEPPEPSICO INC$949,3030.69%7,190CommonSOLE
78468R101SPTSSPDR SERIES TRUST$942,1960.68%16,635CommonSOLE
G5960L103MDTMEDTRONIC PLC$905,7870.66%10,391CommonSOLE
189054109CLXCLOROX CO DEL$869,3080.63%7,240CommonSOLE
670837103OGEOGE ENERGY CORP$844,8620.61%19,037CommonSOLE
92204A504VHTVANGUARD WORLD FD$828,2030.60%3,335CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$794,7980.58%15,939CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$786,2110.57%8,147CommonSOLE
60937P106MDBMONGODB INC$781,5830.57%3,722CommonSOLE
969457100WMBWILLIAMS COS INC$775,8340.56%12,352CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$765,4310.56%15,877CommonSOLE
464287200IVVISHARES TR$707,6770.51%1,140CommonSOLE
205887102CAGCONAGRA BRANDS INC$689,9260.50%33,704CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$648,3620.47%16,205CommonSOLE
00206R102TAT&T INC$608,8170.44%21,037CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$576,5690.42%1,965CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$543,5450.39%7,028CommonSOLE
30303M102METAMETA PLATFORMS INC$507,0690.37%687CommonSOLE
92204A702VGTVANGUARD WORLD FD$464,2960.34%700CommonSOLE
72201R718LDURPIMCO ETF TR$395,5860.29%4,128CommonSOLE
464287408IVEISHARES TR$357,8370.26%1,831CommonSOLE
46429B697USMVISHARES TR$352,2940.26%3,753CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$335,6560.24%8,296CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$322,0910.23%6,853CommonSOLE
003261203BCDABRDN ETFS$308,3280.22%9,301CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$292,5620.21%3,680CommonSOLE
78464A359CWBSPDR SERIES TRUST$259,9650.19%3,145CommonSOLE
92189F429PFXFVANECK ETF TRUST$234,9830.17%24,237CommonSOLE
46090E103QQQINVESCO QQQ TR$224,7530.16%407CommonSOLE
922908769VTIVANGUARD INDEX FDS$221,5650.16%729CommonSOLE
47804J859JHMDJOHN HANCOCK EXCHANGE TRADED$208,1120.15%5,438CommonSOLE
46431W507NEARISHARES U S ETF TR$201,0790.15%3,935CommonSOLE
922908595VBKVANGUARD INDEX FDS$200,5060.15%724CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.