13F HOLDINGS REPORT

TritonPoint Partners, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0002111167-26-000001

Total Value

$187.3M

Positions

152

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (152)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287200	19,196	$13.1M	7.02%
2	APPLE INC	AAPL	33,033	$9.0M	4.79%
3	VANGUARD INDEX FDS	922908363	12,876	$8.1M	4.31%
4	SPDR SERIES TRUST	78464A409	74,949	$8.0M	4.27%
5	MICROSOFT CORP	MSFT	12,238	$5.9M	3.16%
6	ALPHABET INC	GOOG	17,417	$5.5M	2.91%
7	ISHARES TR	46432F842	55,608	$5.0M	2.66%
8	SPDR SERIES TRUST	78464A508	71,158	$4.0M	2.16%
9	ISHARES TR	464287226	39,876	$4.0M	2.13%
10	AMAZON COM INC	AMZN	16,328	$3.8M	2.01%
11	ISHARES TR	46434V803	90,652	$3.7M	2.00%
12	FIDELITY MERRIMACK STR TR	316188309	79,748	$3.7M	1.97%
13	BLACKROCK ETF TRUST II	BLK	61,615	$3.3M	1.74%
14	ISHARES INC	46434G103	43,754	$2.9M	1.57%
15	VISA INC	V	8,264	$2.9M	1.55%
16	NVIDIA CORPORATION	NVDA	14,783	$2.8M	1.47%
17	TRIMTABS ETF TR	89628W302	35,556	$2.5M	1.35%
18	WALMART INC	WMT	22,092	$2.5M	1.32%
19	JPMORGAN CHASE & CO	VYLD	7,589	$2.4M	1.31%
20	VANGUARD INDEX FDS	922908769	7,254	$2.4M	1.30%
21	ISHARES TR	464288588	23,711	$2.3M	1.21%
22	BROADCOM INC	AVGO	6,518	$2.3M	1.20%
23	ORACLE CORP	ORCL-PD	10,018	$2.0M	1.04%
24	JOHNSON & JOHNSON	JNJ	9,356	$1.9M	1.03%
25	ISHARES TR	46429B747	18,171	$1.9M	0.99%
26	HOME DEPOT INC	HD	5,222	$1.8M	0.96%
27	LAM RESEARCH CORP	LRCX	10,015	$1.7M	0.92%
28	WELLS FARGO CO NEW	949746101	17,542	$1.6M	0.87%
29	BROADSTONE NET LEASE INC	BNL	90,332	$1.6M	0.85%
30	SPDR S&P 500 ETF TR	SPY	2,310	$1.6M	0.84%
31	BOEING CO	BA-PA	6,593	$1.4M	0.76%
32	ISHARES TR	46429B697	14,747	$1.4M	0.74%
33	SELECT SECTOR SPDR TR	81369Y605	25,123	$1.4M	0.73%
34	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,690	$1.4M	0.72%
35	GOLDMAN SACHS GROUP INC	GSCE	1,536	$1.4M	0.72%
36	FIDELITY COVINGTON TRUST	31609A206	35,218	$1.3M	0.71%
37	TCW TRANSFORM ETF TRUST	29287L205	13,445	$1.3M	0.69%
38	TJX COS INC NEW	872540109	8,180	$1.3M	0.67%
39	VANGUARD SCOTTSDALE FDS	92206C730	4,043	$1.2M	0.67%
40	ISHARES TR	464288646	22,738	$1.2M	0.64%
41	ANALOG DEVICES INC	ADI	4,419	$1.2M	0.64%
42	META PLATFORMS INC	META	1,810	$1.2M	0.64%
43	EXXON MOBIL CORP	XOM	9,429	$1.1M	0.61%
44	SPDR SERIES TRUST	78464A474	37,158	$1.1M	0.60%
45	TITAN INTL INC ILL	KMCM	142,551	$1.1M	0.60%
46	ISHARES TR	464288653	10,320	$1.0M	0.56%
47	CHEVRON CORP NEW	CVX	6,862	$1.0M	0.56%
48	MASTERCARD INCORPORATED	MA	1,810	$1.0M	0.55%
49	ALPHABET INC	GOOG	3,266	$1.0M	0.55%
50	VANGUARD INDEX FDS	922908736	2,066	$1.0M	0.54%
51	RTX CORPORATION	RTX	5,468	$1.0M	0.54%
52	CHUBB LIMITED	CB	3,153	$986,885	0.53%
53	COSTCO WHSL CORP NEW	22160K105	1,134	$977,894	0.52%
54	INVESCO QQQ TR	IVZ	1,536	$943,846	0.50%
55	TESLA INC	TSLA	1,942	$873,356	0.47%
56	DOVER CORP	DOV	4,404	$859,771	0.46%
57	GE VERNOVA INC	GEV	1,312	$857,484	0.46%
58	ISHARES TR	464287176	7,801	$857,408	0.46%
59	NASDAQ INC	NDAQ	8,698	$844,837	0.45%
60	VANGUARD INDEX FDS	922908744	4,257	$813,044	0.43%
61	ARES MANAGEMENT CORPORATION	ARES-PB	5,019	$811,221	0.43%
62	L3HARRIS TECHNOLOGIES INC	LHX	2,754	$808,349	0.43%
63	GENERAL DYNAMICS CORP	GD	2,387	$803,504	0.43%
64	UNITEDHEALTH GROUP INC	UNH	2,321	$766,086	0.41%
65	TAIWAN SEMICONDUCTOR MFG LTD	874039100	2,484	$756,704	0.40%
66	QUALCOMM INC	QCOM	4,340	$742,357	0.40%
67	BLACKROCK INC	BLK	692	$740,675	0.40%
68	GALLAGHER ARTHUR J & CO	363576109	2,786	$720,989	0.38%
69	MERCK & CO INC	MRK	6,746	$715,762	0.38%
70	DANAHER CORPORATION	235851102	3,047	$698,592	0.37%
71	J P MORGAN EXCHANGE TRADED F	46641Q761	11,031	$696,914	0.37%
72	SNOWFLAKE INC	SNOW	3,164	$694,054	0.37%
73	S&P GLOBAL INC	SPGI	1,314	$686,683	0.37%
74	REPUBLIC SVCS INC	760759100	3,141	$665,672	0.36%
75	ISHARES TR	464287614	1,400	$662,392	0.35%
76	INTUIT	INTU	980	$649,172	0.35%
77	INTUITIVE SURGICAL INC	ISRG	1,140	$645,650	0.34%
78	ISHARES TR	464287689	1,666	$644,492	0.34%
79	SPDR SERIES TRUST	78468R200	20,700	$636,111	0.34%
80	BLACKROCK ETF TRUST	BLK	19,091	$635,714	0.34%
81	DISNEY WALT CO	254687106	5,549	$635,429	0.34%
82	PALANTIR TECHNOLOGIES INC	PLTR	3,570	$634,568	0.34%
83	ISHARES TR	464287804	5,139	$617,605	0.33%
84	GILEAD SCIENCES INC	GILD	4,960	$608,790	0.32%
85	ISHARES TR	464287622	1,609	$601,042	0.32%
86	STARBUCKS CORP	SBUX	7,110	$598,774	0.32%
87	APTIV PLC	APTV	7,668	$583,458	0.31%
88	ADOBE INC	ADBE	1,589	$556,017	0.30%
89	ELI LILLY & CO	LLY	506	$543,870	0.29%
90	STRYKER CORPORATION	SYK	1,445	$509,146	0.27%
91	AES CORP	AES	34,289	$491,707	0.26%
92	ASML HOLDING N V	ASMLF	456	$488,102	0.26%
93	AUTOMATIC DATA PROCESSING IN	ADP	1,881	$487,137	0.26%
94	ISHARES TR	46432F339	2,449	$486,420	0.26%
95	EOG RES INC	EOG	4,588	$481,801	0.26%
96	WISDOMTREE TR	WT	5,319	$475,678	0.25%
97	ONEOK INC NEW	OKE	6,369	$468,122	0.25%
98	NOVO-NORDISK A S	NONOF	9,154	$465,779	0.25%
99	TRACTOR SUPPLY CO	TSCO	8,972	$448,690	0.24%
100	CME GROUP INC	CME	1,628	$444,574	0.24%
101	SERVICENOW INC	NOW	2,888	$442,413	0.24%
102	VANGUARD INDEX FDS	922908611	2,085	$441,633	0.24%
103	STERIS PLC	STE	1,723	$436,815	0.23%
104	ISHARES TR	464287150	2,878	$427,984	0.23%
105	CASTLE BIOSCIENCES INC	CSTL	10,777	$419,225	0.22%
106	MONDELEZ INTL INC	609207105	7,544	$409,876	0.22%
107	ISHARES TR	464287671	2,408	$404,400	0.22%
108	AMPHENOL CORP NEW	032095101	2,909	$393,850	0.21%
109	BROOKFIELD ASSET MANAGMT LTD	113004105	7,500	$392,916	0.21%
110	ISHARES TR	464288877	5,270	$376,331	0.20%
111	PROCTER AND GAMBLE CO	742718109	2,626	$376,265	0.20%
112	ECOLAB INC	ECL	1,429	$376,138	0.20%
113	THOMSON REUTERS CORP	TMSOF	2,799	$369,160	0.20%
114	MCDONALDS CORP	MCD	1,206	$368,717	0.20%
115	EAST WEST BANCORP INC	EWBC	3,075	$345,599	0.18%
116	VANGUARD SPECIALIZED FUNDS	921908844	1,556	$341,919	0.18%
117	ISHARES TR	46434V621	4,887	$339,256	0.18%
118	PALO ALTO NETWORKS INC	PANW	1,835	$338,007	0.18%
119	FIRSTSERVICE CORP NEW	FSV	2,134	$332,488	0.18%
120	ISHARES TR	464287663	3,225	$330,692	0.18%
121	ISHARES TR	464287721	1,609	$321,187	0.17%
122	OSHKOSH CORP	OSK	2,477	$311,236	0.17%
123	UNILEVER PLC	UNLYF	4,735	$309,669	0.17%
124	HALOZYME THERAPEUTICS INC	HALO	4,373	$294,277	0.16%
125	ROSS STORES INC	ROST	1,529	$275,434	0.15%
126	ISHARES BITCOIN TRUST ETF	IBIT	5,543	$275,210	0.15%
127	SAP SE	SAPGF	1,115	$270,845	0.14%
128	CINTAS CORP	CTAS	1,435	$269,880	0.14%
129	CORNING INC	GLW	3,060	$267,934	0.14%
130	GENERAC HLDGS INC	GNRC	1,955	$266,558	0.14%
131	ISHARES TR	46432F834	3,141	$265,854	0.14%
132	WP CAREY INC	92936U109	3,990	$260,467	0.14%
133	CAPITAL ONE FINL CORP	14040H105	1,073	$260,052	0.14%
134	EDWARDS LIFESCIENCES CORP	EW	3,025	$257,881	0.14%
135	QUANTA SVCS INC	74762E102	587	$247,749	0.13%
136	NETFLIX INC	NFLX	2,635	$247,058	0.13%
137	HENRY JACK & ASSOC INC	426281101	1,336	$243,793	0.13%
138	ISHARES TR	46435G425	1,603	$238,815	0.13%
139	C H ROBINSON WORLDWIDE INC	CHRW	1,473	$237,742	0.13%
140	KLA CORP	KLAC	194	$235,726	0.13%
141	ISHARES TR	464288885	2,069	$235,700	0.13%
142	VANGUARD INDEX FDS	922908595	769	$232,323	0.12%
143	CRA INTL INC	12618T105	1,116	$223,976	0.12%
144	ISHARES TR	464287655	866	$213,082	0.11%
145	ACCENTURE PLC IRELAND	ACN	791	$212,193	0.11%
146	AXSOME THERAPEUTICS INC	AXSM	1,147	$209,488	0.11%
147	TARGA RES CORP	TRGP	1,099	$202,766	0.11%
148	3M CO	MMM	1,257	$201,246	0.11%
149	ARCTURUS THERAPEUTICS HLDGS	ARCT	28,072	$172,083	0.09%
150	IMMIX BIOPHARMA INC	IMMX	24,526	$128,271	0.07%
151	CALCIMEDICA INC	CALC	15,119	$99,634	0.05%
152	I-80 GOLD CORP	IAUX-WT	60,307	$88,048	0.05%