TritonPoint Partners, LLC

Q1 2026 13F-HR Holdings

Location
Chevy Chase, MD
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
200
Total value ($000)
$271,660
Net value change ($000)
+84,340 (45.0%)
New positions
59
Sold out positions
11
Turnover %
27.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BIL 33,169 NEW
BINC 2,591 79.7%
GE 2,252 NEW
SCHW 2,136 NEW
FBND 2,092 56.6%
LIN 1,937 NEW
DIVO 1,860 NEW
NVDA 1,832 66.4%
CGIC 1,785 NEW
IJH 1,437 NEW
Top Reduces (Value $000, Stocks/ETFs)
ABFL -1,942 -76.5%
USMV -1,389 -100.0%
IGSB -1,202 -100.0%
STIP -773 -41.6%
JQUA -697 -100.0%
SPYG -627 -7.8%
VONE -617 -49.4%
AGG -583 -14.6%
ADBE -556 -100.0%
IVV -555 -4.2%
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