Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $101.7M | 8.4% | +811.1% |
| GOOGLAlphabet Inc | $49.4M | 4.1% | +640.0% |
| GOOGAlphabet Inc | $45.2M | 3.7% | +2170.4% |
| AMZNAmazon Com Inc | $40.6M | 3.4% | +636.0% |
| VUGVanguard Index Fds | $37.5M | 3.1% | +3678.6% |
| LRCXLam Research Corp | $30.7M | 2.5% | +614.6% |
| JPMJpmorgan Chase & Co | $28.6M | 2.4% | +803.1% |
| MSFTMicrosoft Corp | $27.3M | 2.3% | +340.6% |
| VOOVanguard Index Fds | $24.2M | 2.0% | +179.4% |
| IYWIshares Tr | $23.7M | 2.0% | +4211.1% |
| NVDANvidia Corporation | $23.2M | 1.9% | +340.4% |
| VVisa Inc | $19.9M | 1.7% | +518.9% |
| XPOXpo Inc | $19.1M | 1.6% | New |
| JNJJohnson & Johnson | $18.9M | 1.6% | +621.3% |
| IVVIshares Tr | $15.6M | 1.3% | +8.0% |
| DOVDover Corp | $15.2M | 1.3% | +1339.3% |
| WMTWalmart Inc | $14.5M | 1.2% | +457.6% |
| BNLBroadstone Net Lease Inc | $14.2M | 1.2% | +437.9% |
| MAMastercard Incorporated | $13.8M | 1.1% | +1452.1% |
| TJXTjx Cos Inc New | $12.6M | 1.0% | +788.1% |
| XLISelect Sector Spdr Tr | $12.4M | 1.0% | New |
| DHRDanaher Corporation | $12.1M | 1.0% | +1840.5% |
| XLKSelect Sector Spdr Tr | $11.5M | 1.0% | New |
| ISRGIntuitive Surgical Inc | $11.2M | 0.9% | +829.3% |
| XLFSelect Sector Spdr Tr | $11.2M | 0.9% | +676.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $30.7M |
| GEVGe Vernova Inc | December 31, 2025 | +79.8% | $7.6M |
| CATCaterpillar Inc | March 31, 2026 | +50.3% | $10.6M |
| ADIAnalog Devices Inc | December 31, 2025 | +46.4% | $9.6M |
| IYWIshares Tr | December 31, 2025 | +26.3% | $23.7M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $18.9M |
| MRKMerck & Co Inc | December 31, 2025 | +22.1% | $8.4M |
| SBUXStarbucks Corp | December 31, 2025 | +21.4% | $7.0M |
| BNLBroadstone Net Lease Inc | December 31, 2025 | +19.0% | $14.2M |
| DOVDover Corp | December 31, 2025 | +14.9% | $15.2M |
Sold off last quarter
- BILSpdr Series Trust was $33.2M
- DIVOAmplify Etf Tr was $1.9M
- CGICCapital Group International was $1.8M
- SPXCSpx Technologies Inc was $1.3M
- VCSHVanguard Scottsdale Fds was $1.2M
- VGSHVanguard Scottsdale Fds was $935K
- BRTRBlackrock Etf Trust II was $922K
- VCITVanguard Scottsdale Fds was $719K
- EMOPAb Active Etfs Inc was $702K
- GOVTIshares Tr was $585K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: TritonPoint Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111167&type=13F-HR&dateb=&owner=include&count=40CIK 2111167
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2111167/000211116726000003/Filed August 13, 2026 · accession 0002111167-26-000003