Portfolio (Quarterly)
Guide ↗
TritonPoint Partners, LLC
· CIK 0002111167| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | META | META PLATFORMS INC | Communication Services | 2,666.0 | $1.5M | 0.56% | +856.0 | +47.3% | $572.24 | +26.9% |
| 42 | TJX | TJX COS INC NEW | Consumer Cyclical | 9,380.0 | $1.5M | 0.55% | +1K | +14.7% | $159.70 | -16.3% |
| 43 | ADI | ANALOG DEVICES INC | Technology | 4,651.0 | $1.5M | 0.55% | +232.0 | +5.2% | $318.12 | +27.2% |
| 44 | APH | AMPHENOL CORP NEW | Technology | 11,558.0 | $1.5M | 0.54% | +9K | +297.3% | $126.64 | -32.4% |
| 45 | WFC | WELLS FARGO CO NEW | Financial Services | 18,169.0 | $1.4M | 0.53% | +627.0 | +3.6% | $79.61 | +0.8% |
| 46 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 4,258.0 | $1.4M | 0.53% | +2K | +71.4% | $338.80 | +35.5% |
| 47 | IJH | ISHARES TR | — | 21,276.0 | $1.4M | 0.53% | NEW | — | $67.53 | +7.7% |
| 48 | TLH | ISHARES TR | — | 14,253.0 | $1.4M | 0.53% | +4K | +38.1% | $100.72 | -8.6% |
| 49 | GEV | GE VERNOVA INC | Utilities | 1,613.0 | $1.4M | 0.52% | +301.0 | +22.9% | $873.40 | +13.1% |
| 50 | BA | BOEING CO | Industrials | 7,044.0 | $1.4M | 0.52% | +451.0 | +6.8% | $199.04 | -3.4% |
| 51 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 3,037.0 | $1.4M | 0.52% | +2K | +166.4% | $460.95 | -13.0% |
| 52 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,857.0 | $1.4M | 0.50% | +167.0 | +6.2% | $479.20 | — |
| 53 | SPXC | SPX TECHNOLOGIES INC | Industrials | 6,750.0 | $1.3M | 0.50% | NEW | — | $199.94 | -15.1% |
| 54 | DYNF | BLACKROCK ETF TRUST | — | 23,026.0 | $1.3M | 0.49% | NEW | — | $58.18 | +19.4% |
| 55 | XLF | SELECT SECTOR SPDR TR | — | 26,798.0 | $1.3M | 0.49% | +2K | +6.7% | $49.37 | +8.3% |
| 56 | FESM | FIDELITY COVINGTON TRUST | — | 34,114.0 | $1.3M | 0.48% | -1K | -3.1% | $38.00 | +19.0% |
| 57 | PANW | PALO ALTO NETWORKS INC | Technology | 8,046.0 | $1.3M | 0.47% | +6K | +338.5% | $160.32 | +147.2% |
| 58 | TSLA | TESLA INC | Consumer Cyclical | 3,361.0 | $1.2M | 0.46% | +1K | +73.1% | $371.75 | -4.7% |
| 59 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 1,226.0 | $1.2M | 0.45% | +92.0 | +8.1% | $996.43 | -8.2% |
| 60 | SYK | STRYKER CORPORATION | Healthcare | 3,659.0 | $1.2M | 0.44% | +2K | +153.2% | $329.49 | -17.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
30.7%
Financial Services
18.0%
Industrials
12.3%
Consumer Cyclical
9.3%
Healthcare
8.8%
Communication Services
6.1%
Consumer Defensive
5.0%
Energy
4.0%
Real Estate
2.2%
Basic Materials
1.9%