Triton Financial Group Inc

Q4 2025 13F-HR Holdings

Location
Oklahoma City, OK
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$150,992
Net value change ($000)
+1,786 (1.2%)
New positions
2
Sold out positions
7
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,475 29.9%
AAPL 771 6.1%
BRK-B 755 NEW
AMAT 719 28.0%
WMT 482 8.9%
MDB 407 35.2%
CSCO 387 15.1%
MRK 363 30.5%
BALT 346 13.0%
AMZN 343 6.3%
Top Reduces (Value $000, Stocks/ETFs)
CLX -914 -100.0%
ORCL -757 -28.5%
CCOI -647 -100.0%
BIV -528 -100.0%
NFLX -513 -19.7%
VUSB -407 -51.1%
LDUR -397 -100.0%
VNLA -331 -24.5%
MSFT -304 -5.8%
BANF -248 -13.4%
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