TritonPoint Partners, LLC — 13F Holdings & Portfolio

CIK 2111167 · latest 13F-HR filed 2026-08-13

TritonPoint Partners, LLC manages $1.21B in 13F-reported U.S. long-equity assets across 351 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (8.44%), GOOGL (4.10%), GOOG (3.75%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 189 new positions, exited 38, added to 114, and trimmed 37.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5404 WISCONSIN AVE
STE. 330
CHEVY CHASE, MD 20815
Phone
(301) 799-9001
Filing Manager
TritonPoint Partners, LLC
CHEVY CHASE, MD
Signatory
DEATRA VAILES
CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$1.21B

Long-equity book

Holdings

351

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+189 / −38 / ↑114 / ↓37

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$91.9M +938.8%
  • ALPHABET INC$44.0M +819.7%
  • ALPHABET INC$43.5M +2696.5%
  • VANGUARD INDEX FDS$36.6M +4371.1%
  • AMAZON COM INC$35.8M +742.2%
Show all 114

Top Trims

  • LINDE PLC-$891.4K -46.0%
  • GE AEROSPACE-$864.6K -38.4%
  • AMPHENOL CORP NEW-$793.1K -54.2%
  • FIDELITY MERRIMACK STR TR-$688.0K -11.9%
  • GOLDMAN SACHS GROUP INC-$634.4K -36.3%
Show all 37

New Positions

  • XPO INC$19.1M
  • SELECT SECTOR SPDR TR$12.4M
  • SELECT SECTOR SPDR TR$11.5M
  • THERMO FISHER SCIENTIFIC INC$9.7M
  • MICRON TECHNOLOGY INC$8.9M
Show all 189

Exited Positions

  • SPDR SERIES TRUST$33.2M
  • AMPLIFY ETF TR$1.9M
  • CAPITAL GROUP INTERNATIONAL$1.8M
  • SPX TECHNOLOGIES INC$1.3M
  • VANGUARD SCOTTSDALE FDS$1.2M
Show all 38
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $101.7M 8.44% 351,422 SH
2 ALPHABET INC GOOGL 02079K305 $49.4M 4.10% 138,201 SH
3 ALPHABET INC GOOG 02079K107 $45.2M 3.75% 127,825 SH
4 AMAZON COM INC AMZN 023135106 $40.6M 3.37% 170,447 SH
5 VANGUARD INDEX FDS VUG 922908736 $37.5M 3.11% 435,067 SH
6 LAM RESEARCH CORP LRCX 512807306 $30.7M 2.55% 70,828 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $28.6M 2.37% 87,436 SH
8 MICROSOFT CORP MSFT 594918104 $27.3M 2.27% 73,296 SH
9 VANGUARD INDEX FDS VOO 922908363 $24.2M 2.00% 35,176 SH
10 ISHARES TR IYW 464287721 $23.7M 1.96% 93,853 SH
11 NVIDIA CORPORATION NVDA 67066G104 $23.2M 1.92% 115,886 SH
12 VISA INC V 92826C839 $19.9M 1.65% 58,071 SH
13 XPO INC XPO 983793100 $19.1M 1.58% 93,059 SH
14 JOHNSON & JOHNSON JNJ 478160104 $18.9M 1.57% 74,443 SH
15 ISHARES TR IVV 464287200 $15.6M 1.29% 20,818 SH
16 DOVER CORP DOV 260003108 $15.2M 1.26% 67,688 SH
17 WALMART INC WMT 931142103 $14.5M 1.20% 128,117 SH
18 BROADSTONE NET LEASE INC BNL 11135E203 $14.2M 1.17% 675,646 SH
19 MASTERCARD INCORPORATED MA 57636Q104 $13.8M 1.15% 26,945 SH
20 TJX COS INC NEW TJX 872540109 $12.6M 1.05% 83,302 SH
21 SELECT SECTOR SPDR TR XLI 81369Y704 $12.4M 1.02% 66,681 SH
22 DANAHER CORPORATION DHR 235851102 $12.1M 1.00% 63,242 SH
23 SELECT SECTOR SPDR TR XLK 81369Y803 $11.5M 0.96% 60,504 SH
24 INTUITIVE SURGICAL INC ISRG 46120E602 $11.2M 0.93% 28,222 SH
25 SELECT SECTOR SPDR TR XLF 81369Y605 $11.2M 0.92% 207,995 SH
26 CHUBB LIMITED CB H1467J104 $10.9M 0.90% 31,906 SH
27 CATERPILLAR INC CAT 149123101 $10.6M 0.88% 9,969 SH
28 BOEING CO BA 097023105 $9.8M 0.81% 45,289 SH
29 THERMO FISHER SCIENTIFIC INC TMO 883556102 $9.7M 0.81% 19,423 SH
30 ANALOG DEVICES INC ADI 032654105 $9.6M 0.80% 24,243 SH
31 MICRON TECHNOLOGY INC MU 595112103 $8.9M 0.74% 7,725 SH
32 MONDELEZ INTL INC MDLZ 609207105 $8.6M 0.71% 147,231 SH
33 SPDR SERIES TRUST SPYG 78464A409 $8.5M 0.71% 71,463 SH
34 MERCK & CO INC MRK 58933Y105 $8.4M 0.70% 64,967 SH
35 QXO INC QXO 82846H405 $8.3M 0.69% 482,859 SH
36 GE VERNOVA INC GEV 36828A101 $7.6M 0.63% 6,464 SH
37 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $7.5M 0.62% 14,962 SH
38 VANGUARD WHITEHALL FDS VYM 921946406 $7.4M 0.62% 47,069 SH
39 YUM BRANDS INC YUM 988498101 $7.1M 0.59% 44,229 SH
40 STARBUCKS CORP SBUX 855244109 $7.0M 0.58% 68,372 SH
41 CHEVRON CORP NEW CVX 166764100 $6.9M 0.57% 41,731 SH
42 ISHARES TR IWO 464287648 $6.9M 0.57% 17,477 SH
43 ISHARES TR IEFA 46432F842 $6.7M 0.55% 68,931 SH
44 SELECT SECTOR SPDR TR XLV 81369Y209 $6.6M 0.54% 41,392 SH
45 PEPSICO INC PEP 713448108 $6.5M 0.54% 48,326 SH
46 RTX CORPORATION RTX 75513E101 $6.5M 0.54% 34,298 SH
47 TAIWAN SEMICONDUCTOR MFG LTD TSM 874039100 $5.9M 0.49% 12,348 SH
48 HOME DEPOT INC HD 437076102 $5.9M 0.49% 16,668 SH
49 COSTCO WHSL CORP NEW COST 22160K105 $5.8M 0.48% 6,200 SH
50 CAPITAL ONE FINL CORP COF 14040H105 $5.5M 0.46% 27,359 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $1.21B 351 0002111167-26-000003
2026-03-31 2026-04-28 $271.7M 200 0002111167-26-000002
2025-12-31 2026-02-13 $187.3M 152 0002111167-26-000001