Tritonpoint Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$271.7M
Q ending 2026-03-31
Prior quarter
$187.3M
Q ending 2025-12-31
Change
+45.0% QoQ
Positions
200
reported holdings
Largest positions
Top 100 of 200 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | BIL | Shares | $33.2M | 362K |
| Ishares Tr | IVV | Shares | $12.6M | 19K |
| Apple Inc | AAPL | Shares | $9.8M | 39K |
| Vanguard Index Fds | VOO | Shares | $7.5M | 13K |
| Spdr Series Trust | SPYG | Shares | $7.4M | 75K |
| Microsoft Corp | MSFT | Shares | $6.2M | 17K |
| Blackrock Etf Trust Ii | BINC | Shares | $5.8M | 113K |
| Fidelity Merrimack Str Tr | FBND | Shares | $5.8M | 126K |
| Ishares Tr | IEFA | Shares | $5.4M | 60K |
| Alphabet Inc | GOOGL | Shares | $5.4M | 19K |
| Amazon Com Inc | AMZN | Shares | $4.8M | 23K |
| Nvidia Corporation | NVDA | Shares | $4.6M | 26K |
| Spdr Series Trust | SPYV | Shares | $4.1M | 73K |
| Ishares Tr | HEFA | Shares | $3.6M | 86K |
| Ishares Tr | AGG | Shares | $3.4M | 34K |
| Broadcom Inc | AVGO | Shares | $3.0M | 10K |
| Ishares Inc | IEMG | Shares | $2.9M | 42K |
| Walmart Inc | WMT | Shares | $2.9M | 23K |
| Jpmorgan Chase & Co | JPM | Shares | $2.8M | 10K |
| Visa Inc | V | Shares | $2.8M | 9K |
| Ishares Tr | MBB | Shares | $2.6M | 27K |
| Tcw Transform Etf Trust | PWRD | Shares | $2.5M | 26K |
| Johnson & Johnson | JNJ | Shares | $2.5M | 10K |
| Broadstone Net Lease Inc | BNL | Shares | $2.3M | 126K |
| Ge Aerospace | GE | Shares | $2.3M | 8K |
| Schwab Charles Corp | SCHW | Shares | $2.1M | 23K |
| Vanguard Index Fds | VTI | Shares | $2.1M | 7K |
| Lam Research Corp | LRCX | Shares | $2.1M | 10K |
| Home Depot Inc | HD | Shares | $2.0M | 6K |
| Linde Plc | Shares | $1.9M | 4K | |
| Amplify Etf Tr | DIVO | Shares | $1.9M | 41K |
| Chevron Corp New | CVX | Shares | $1.8M | 9K |
| Capital Group International | CGIC | Shares | $1.8M | 54K |
| Ishares Tr | DGRO | Shares | $1.8M | 25K |
| Goldman Sachs Group Inc | GS | Shares | $1.7M | 2K |
| Blackrock Etf Trust | BAI | Shares | $1.7M | 51K |
| Oracle Corp | ORCL | Shares | $1.6M | 11K |
| Alphabet Inc | GOOG | Shares | $1.6M | 6K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $1.5M | 2K |
| Exxon Mobil Corp | XOM | Shares | $1.5M | 9K |
| Meta Platforms Inc | META | Shares | $1.5M | 3K |
| Tjx Cos Inc New | TJX | Shares | $1.5M | 9K |
| Analog Devices Inc | ADI | Shares | $1.5M | 5K |
| Amphenol Corp New | APH | Shares | $1.5M | 12K |
| Wells Fargo Co New | WFC | Shares | $1.4M | 18K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $1.4M | 4K |
| Ishares Tr | IJH | Shares | $1.4M | 21K |
| Ishares Tr | TLH | Shares | $1.4M | 14K |
| Ge Vernova Inc | GEV | Shares | $1.4M | 2K |
| Boeing Co | BA | Shares | $1.4M | 7K |
| Intuitive Surgical Inc | ISRG | Shares | $1.4M | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.4M | 3K |
| Spx Technologies Inc | SPXC | Shares | $1.3M | 7K |
| Blackrock Etf Trust | DYNF | Shares | $1.3M | 23K |
| Select Sector Spdr Tr | XLF | Shares | $1.3M | 27K |
| Fidelity Covington Trust | FESM | Shares | $1.3M | 34K |
| Palo Alto Networks Inc | PANW | Shares | $1.3M | 8K |
| Tesla Inc | TSLA | Shares | $1.2M | 3K |
| Costco Whsl Corp New | COST | Shares | $1.2M | 1K |
| Stryker Corporation | SYK | Shares | $1.2M | 4K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.2M | 15K |
| Rtx Corporation | RTX | Shares | $1.2M | 6K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Spdr Series Trust | SPSB | Shares | $1.1M | 37K |
| Chubb Limited | Shares | $1.1M | 3K | |
| Ishares Tr | STIP | Shares | $1.1M | 11K |
| Merck & Co Inc | MRK | Shares | $1.1M | 9K |
| J P Morgan Exchange Traded F | JAVA | Shares | $1.1M | 15K |
| L3Harris Technologies Inc | LHX | Shares | $990K | 3K |
| Dover Corp | DOV | Shares | $980K | 5K |
| Fidelity Covington Trust | FBCG | Shares | $969K | 19K |
| Vanguard Scottsdale Fds | VGSH | Shares | $935K | 16K |
| Blackrock Etf Trust Ii | BRTR | Shares | $922K | 18K |
| Eog Res Inc | EOG | Shares | $921K | 6K |
| Ishares Tr | TIP | Shares | $884K | 8K |
| Spdr Gold Tr | GLD | Shares | $870K | 2K |
| S&P Global Inc | SPGI | Shares | $868K | 2K |
| Mastercard Incorporated | MA | Shares | $867K | 2K |
| Gallagher Arthur J & Co | AJG | Shares | $854K | 4K |
| J P Morgan Exchange Traded F | JEPI | Shares | $845K | 15K |
| Servicenow Inc | NOW | Shares | $840K | 8K |
| Vanguard Index Fds | VUG | Shares | $838K | 2K |
| Ishares Tr | EFV | Shares | $814K | 11K |
| Unitedhealth Group Inc | UNH | Shares | $813K | 3K |
| Blackrock Inc | BLK | Shares | $804K | 836 |
| General Dynamics Corp | GD | Shares | $780K | 2K |
| Trane Technologies Plc | Shares | $778K | 2K | |
| Titan Intl Inc Ill | TWI | Shares | $778K | 113K |
| Nasdaq Inc | NDAQ | Shares | $726K | 9K |
| Vanguard Scottsdale Fds | VCIT | Shares | $719K | 9K |
| Mondelez Intl Inc | MDLZ | Shares | $717K | 12K |
| Ab Active Etfs Inc | EMOP | Shares | $702K | 16K |
| Ishares Tr | IJR | Shares | $694K | 6K |
| Ishares Tr | ITOT | Shares | $689K | 5K |
| Republic Svcs Inc | RSG | Shares | $686K | 3K |
| Vanguard Whitehall Fds | VYM | Shares | $685K | 5K |
| Vanguard Index Fds | VTV | Shares | $681K | 3K |
| Cme Group Inc | CME | Shares | $680K | 2K |
| Gilead Sciences Inc | GILD | Shares | $679K | 5K |
| Starbucks Corp | SBUX | Shares | $663K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.