Filed: 11/3/2025ACC: 0002085853-25-000216
📋 What this filing means
TRITON FINANCIAL GROUP INC filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $149.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$149.21M
Total AUM (reported)
1.16M
Total Shares
Allocation by class
COM$98.12M65.8%
CL A$6.41M4.3%
CAP STK CL C$4.94M3.3%
CL B NEW$2.75M1.8%
DEFINED WLT SHLD$2.65M1.8%
SHS$2.27M1.5%
ORD$2.15M1.4%
Portfolio Concentration
Top 3$25.21M16.9%
4–10$27.75M18.6%
11–25$34.07M22.8%
Rest$62.17M41.7%
Top 3 weight
16.9%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 1.16M
Sole
Full voting authority
1.16M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole90
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings90
Rows:
APPLE INC
SOLEShares49.98K
TypeSH
Market value$12.73M
8.53%
Sole
49.98K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares37.80K
TypeSH
Market value$7.05M
4.73%
Sole
37.80K
Shared
0.00
None
0.00
WALMART INC
SOLEShares52.70K
TypeSH
Market value$5.43M
3.64%
Sole
52.70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares24.73K
TypeSH
Market value$5.43M
3.64%
Sole
24.73K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.20K
TypeSH
Market value$5.28M
3.54%
Sole
10.20K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares20.27K
TypeSH
Market value$4.94M
3.31%
Sole
20.27K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.03K
TypeSH
Market value$3.73M
2.50%
Sole
4.03K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares5.90K
TypeSH
Market value$2.89M
1.94%
Sole
5.90K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.46K
TypeSH
Market value$2.75M
1.84%
Sole
5.46K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares41.23K
TypeSH
Market value$2.73M
1.83%
Sole
41.23K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares9.43K
TypeSH
Market value$2.65M
1.78%
Sole
9.43K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares80.81K
TypeSH
Market value$2.65M
1.78%
Sole
80.81K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares2.17K
TypeSH
Market value$2.60M
1.74%
Sole
2.17K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares12.56K
TypeSH
Market value$2.57M
1.72%
Sole
12.56K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares37.57K
TypeSH
Market value$2.57M
1.72%
Sole
37.57K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares7.28K
TypeSH
Market value$2.40M
1.61%
Sole
7.28K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares17.51K
TypeSH
Market value$2.35M
1.57%
Sole
17.51K
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares12.97K
TypeSH
Market value$2.24M
1.50%
Sole
12.97K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares7.71K
TypeSH
Market value$2.18M
1.46%
Sole
7.71K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECH LT
SOLEShares10.39K
TypeSH
Market value$2.15M
1.44%
Sole
10.39K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares67.22K
TypeSH
Market value$2.00M
1.34%
Sole
67.22K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares8.48K
TypeSH
Market value$1.96M
1.32%
Sole
8.48K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares12.99K
TypeSH
Market value$1.93M
1.29%
Sole
12.99K
Shared
0.00
None
0.00
AFLAC INC
SOLEShares17.14K
TypeSH
Market value$1.92M
1.28%
Sole
17.14K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares8.27K
TypeSH
Market value$1.90M
1.27%
Sole
8.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 49.98K | SH | $12.73M 8.53% | 49.98K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 37.80K | SH | $7.05M 4.73% | 37.80K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 52.70K | SH | $5.43M 3.64% | 52.70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 24.73K | SH | $5.43M 3.64% | 24.73K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.20K | SH | $5.28M 3.54% | 10.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 20.27K | SH | $4.94M 3.31% | 20.27K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.03K | SH | $3.73M 2.50% | 4.03K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 5.90K | SH | $2.89M 1.94% | 5.90K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.46K | SH | $2.75M 1.84% | 5.46K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 41.23K | SH | $2.73M 1.83% | 41.23K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 9.43K | SH | $2.65M 1.78% | 9.43K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 80.81K | SH | $2.65M 1.78% | 80.81K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 2.17K | SH | $2.60M 1.74% | 2.17K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 12.56K | SH | $2.57M 1.72% | 12.56K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 37.57K | SH | $2.57M 1.72% | 37.57K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 7.28K | SH | $2.40M 1.61% | 7.28K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 17.51K | SH | $2.35M 1.57% | 17.51K | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 12.97K | SH | $2.24M 1.50% | 12.97K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.71K | SH | $2.18M 1.46% | 7.71K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 10.39K | SH | $2.15M 1.44% | 10.39K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 67.22K | SH | $2.00M 1.34% | 67.22K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 8.48K | SH | $1.96M 1.32% | 8.48K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 12.99K | SH | $1.93M 1.29% | 12.99K | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 17.14K | SH | $1.92M 1.28% | 17.14K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 8.27K | SH | $1.90M 1.27% | 8.27K | 0.00 | 0.00 |
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