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TritonPoint Partners, LLC — 13F Holdings & Portfolio

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

Backtest portfolio

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 and exited 38; 114 existing positions rose in reported value and 37 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL8.4% · +811%GOOGL4.1% · +640%GOOG3.7% · +2170%AMZN3.4% · +636%VUG3.1% · +22572%LRCX2.5% · +615%JPM2.4% · +803%MSFT2.3% · +341%VOO2.0% · +179%IYW2.0% · +4211%NVDA1.9% · +340%V1.7% · +519%XPO1.6% · newJNJ1.6% · +621%IVV1.3% · +8%DOV1.3% · +1339%WMT1.2% · +458%BNL1.2% · +438%MA1.1% · +1452%TJX1.0% · +788%XLI1.0% · newDHR1.0% · +1840%XLK1.0% · newISRG0.9% · +829%XLF0.9% · +676%CB0.9% · +839%CAT0.9% · +1035%BA0.8% · +543%TMO0.8% · newADI0.8% · +421%MU0.7% · newMDLZ0.7% · +1094%SPYG0.7% · -5%MRK0.7% · +625%QXO0.7% · +3102%GEV0.6% · +301%BRK.B0.6% · +424%VYM0.6% · +918%YUM0.6% · newSBUX0.6% · +823%CVX0.6% · +375%IWO0.6% · newIEFA0.6% · +15%XLV0.5% · newPEP0.5% · +2200%RTX0.5% · +472%TSM0.5% · +190%HD0.5% · +179%COST0.5% · +406%COF0.5% · +2356%IJK0.5% · newUNH0.5% · +334%BINC0.4% · -10%EOG0.4% · +520%IJR0.4% · +519%CL0.4% · +1932%FBND0.4% · -12%LLY0.4% · +644%AVGO0.4% · +38%BLK0.4% · +517%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 27, 2026.

Assets Under Management
$286.5M
Discretionary
$286.5M
Employees
6
Accounts
795
Address
5404 WISCONSIN AVE
STE. 330
CHEVY CHASE, MD 20815
Phone
(301) 799-9001
Website
Name Title / Status Ownership Type
BLAKE, GREGORY, EDWARD ControlOWNER
since Sep 2024
10–25%Individual
HUGHES, HAROLD, LAROY ControlOWNER
since Sep 2024
10–25%Individual
SCHIFF, ANDREW, KEVAN ControlOWNER
since Sep 2024
5–10%Individual
STERLING, WILLIAM, ALAN ControlOWNER
since Sep 2024
10–25%Individual
VAILES, DEATRA, LATRICE ControlOWNER, CHIEF COMPLIANCE OFFICER
since Sep 2024
10–25%Individual
ANDRADE, EDUARDO, NMPARTNER, MANAGING DIRECTOR
since Dec 2025
5–10%Individual
DYNASTY FINANCIAL PARTNERS, LLCLLC MEMBER-OWNER
since Sep 2024
10–25%Domestic Entity
Powers, Gregory, ToddPARTNER, MANAGING DIRECTOR
since Oct 2025
10–25%Individual
TEMERITY HOLDINGS, LLCOWNER
since Feb 2025
5–10%Domestic Entity
DYNASTY FINANCIAL HOLDINGS, LLC Control
Indirect owner via DYNASTY FINANCIAL PARTNERS, LLC
MEMBER
since Dec 2022
75% or moreDomestic Entity
GF HUDSON LLC Control
Indirect owner via GF-DYNASTY HOLDINGS LLC
MEMBER
since Jun 2016
75% or moreDomestic Entity
GF-DYNASTY HOLDINGS LLC Control
Indirect owner via DYNASTY FINANCIAL HOLDINGS, LLC
MEMBER
since Jan 2016
25–50%Domestic Entity
GFNY LLC Control
Indirect owner via GF HUDSON LLC
MEMBER
since Dec 1987
75% or moreDomestic Entity
SCHIFF, ANDREW, KEVAN Control
Indirect owner via TEMERITY HOLDINGS, LLC
MANAGING MEMBER
since Feb 2025
75% or moreIndividual
Ownership & leadership changes · 6 filings with changes since Sep 13, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 22, 2026 filing
  • ChangedHUGHES, HAROLD, LAROY · title CHIEF COMPLIANCE OFFICER, CEO → OWNER
  • ChangedVAILES, DEATRA, LATRICE · title OWNER → OWNER, CHIEF COMPLIANCE OFFICER
Mar 30, 2026 filing
  • AddedANDRADE, EDUARDO, NM · PARTNER, MANAGING DIRECTOR · 5–10%
  • AddedPowers, Gregory, Todd · PARTNER, MANAGING DIRECTOR · 10–25%
  • Listed againSCHIFF, ANDREW, KEVAN · OWNER · 5–10% · control person
Aug 21, 2025 filing
  • No longer listedSCHIFF, ANDREW, KEVAN · OWNER · 5–10% · control person · listed since Sep 2024
Aug 6, 2025 filing
  • AddedSCHIFF, ANDREW, KEVAN · MANAGING MEMBER · 75% or more · indirect via TEMERITY HOLDINGS, LLC · control person
May 1, 2025 filing
  • AddedDYNASTY FINANCIAL HOLDINGS, LLC · MEMBER · 75% or more · indirect via DYNASTY FINANCIAL PARTNERS, LLC · control person
  • AddedGF HUDSON LLC · MEMBER · 75% or more · indirect via GF-DYNASTY HOLDINGS LLC · control person
  • AddedGF-DYNASTY HOLDINGS LLC · MEMBER · 25–50% · indirect via DYNASTY FINANCIAL HOLDINGS, LLC · control person
  • AddedGFNY LLC · MEMBER · 75% or more · indirect via GF HUDSON LLC · control person
  • AddedTEMERITY HOLDINGS, LLC · OWNER · 5–10%
  • ChangedBLAKE, GREGORY, EDWARD · now a control person
  • ChangedSCHIFF, ANDREW, KEVAN · ownership 10–25% → 5–10%; now a control person
  • ChangedSTERLING, WILLIAM, ALAN · now a control person
  • ChangedVAILES, DEATRA, LATRICE · now a control person
Sep 16, 2024 filing
  • ChangedHUGHES, HAROLD, LAROY · title CHIEF COMPLIANCE OFFICER, → CHIEF COMPLIANCE OFFICER, CEO
Sep 13, 2024 filing (earliest on record)
  • ListedBLAKE, GREGORY, EDWARD · OWNER · 10–25%
  • ListedDYNASTY FINANCIAL PARTNERS, LLC · LLC MEMBER-OWNER · 10–25%
  • ListedHUGHES, HAROLD, LAROY · CHIEF COMPLIANCE OFFICER, · 10–25% · control person
  • ListedSCHIFF, ANDREW, KEVAN · OWNER · 10–25%
  • ListedSTERLING, WILLIAM, ALAN · OWNER · 10–25%
  • ListedVAILES, DEATRA, LATRICE · OWNER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 114 →

Top Trims

Show all 37 →

New Positions

Show all 189 →

Exited Positions

Show all 38 →

TritonPoint Partners, LLC Holdings (2026-06-30)

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
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