Triton Financial Group Inc

Q3 2025 13F-HR Holdings

Location
Oklahoma City, OK
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
90
Total value ($000)
$149,206
Net value change ($000)
+11,450 (8.3%)
New positions
7
Sold out positions
4
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 4,937 NEW
AAPL 2,459 24.0%
SHOP 1,931 NEW
NVDA 1,020 16.9%
GLW 670 64.7%
ORCL 588 28.5%
PLTR 512 37.9%
SPY 508 NEW
ABBV 420 27.2%
AVGO 404 20.2%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -3,522 -92.6%
OGE -845 -100.0%
CAG -690 -100.0%
SPTS -477 -50.6%
NFLX -306 -10.5%
PFXF -235 -100.0%
COST -221 -5.6%
NEAR -201 -100.0%
CRM -182 -12.0%
KO -156 -5.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type