TritonPoint Partners, LLC

CHEVY CHASE, MD · CIK 2111167 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChevy Chase, MD

$1.2bn reported value +343.8% vs Q1 2026

351positions

33.9%in top 10

189 new 107 added 49 reduced 38 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	351,422	$101.7m8.44%	8.44%	Added +312.9k	+312,851 811.1%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	138,201	$49.4m4.10%	4.10%	Added +119.5k	+119,526 640.0%
3	ALPHABET INC CAP STK CL C GOOG	GOOG	127,825	$45.2m3.75%	3.75%	Added +122.2k	+122,195 2170.4%
4	AMAZON COM INC COM AMZN	AMZN	170,447	$40.6m3.37%	3.37%	Added +147.3k	+147,287 636.0%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	435,067	$37.5m3.11%	3.11%	Added +423.6k	+423,553 3678.6%
6	LAM RESEARCH CORP COM NEW LRCX	LRCX	70,828	$30.7m2.55%	2.55%	Added +60.9k	+60,917 614.6%
7	JPMORGAN CHASE & CO COM JPM	JPM	87,436	$28.6m2.37%	2.37%	Added +77.8k	+77,754 803.1%
8	MICROSOFT CORP COM MSFT	MSFT	73,296	$27.3m2.27%	2.27%	Added +56.7k	+56,660 340.6%
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	35,176	$24.2m2.00%	2.00%	Added +22.6k	+22,587 179.4%
10	ISHARES TR U.S. TECH ETF IYW	IYW	93,853	$23.7m1.96%	1.96%	Added +91.7k	+91,676 4211.1%
11	NVIDIA CORPORATION COM NVDA	NVDA	115,886	$23.2m1.92%	1.92%	Added +89.6k	+89,573 340.4%
12	VISA INC COM CL A V	V	58,071	$19.9m1.65%	1.65%	Added +48.7k	+48,688 518.9%
13	XPO INC COM XPO	XPO	93,059	$19.1m1.58%	1.58%	New
14	JOHNSON & JOHNSON COM JNJ	JNJ	74,443	$18.9m1.57%	1.57%	Added +64.1k	+64,122 621.3%
15	ISHARES TR CORE S&P500 ETF IVV	IVV	20,818	$15.6m1.29%	1.29%	Added +1.5k	+1,540 8.0%
16	DOVER CORP COM DOV	DOV	67,688	$15.2m1.26%	1.26%	Added +63.0k	+62,985 1339.2%
17	WALMART INC COM WMT	WMT	128,117	$14.5m1.20%	1.20%	Added +105.1k	+105,141 457.6%
18	BROADSTONE NET LEASE INC COM BNL	BNL	675,646	$14.2m1.17%	1.17%	Added +550.0k	+550,045 437.9%
19	MASTERCARD INCORPORATED CL A MA	MA	26,945	$13.8m1.15%	1.15%	Added +25.2k	+25,209 1452.1%
20	TJX COS INC NEW COM TJX	TJX	83,302	$12.6m1.05%	1.05%	Added +73.9k	+73,922 788.1%
21	SELECT SECTOR SPDR TR INDL XLI	XLI	66,681	$12.4m1.02%	1.02%	New
22	DANAHER CORPORATION COM DHR	DHR	63,242	$12.1m1.00%	1.00%	Added +60.0k	+59,983 1840.5%
23	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	60,504	$11.5m0.96%	0.96%	New
24	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	28,222	$11.2m0.93%	0.93%	Added +25.2k	+25,185 829.3%
25	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	207,995	$11.2m0.92%	0.92%	Added +181.2k	+181,197 676.2%
26	CHUBB LIMITED COM CB	CB	31,906	$10.9m0.90%	0.90%	Added +28.5k	+28,507 838.7%
27	CATERPILLAR INC COM CAT	CAT	9,969	$10.6m0.88%	0.88%	Added +9.1k	+9,091 1035.4%
28	BOEING CO COM BA	BA	45,289	$9.8m0.81%	0.81%	Added +38.2k	+38,245 542.9%
29	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	19,423	$9.7m0.81%	0.81%	New
30	ANALOG DEVICES INC COM ADI	ADI	24,243	$9.6m0.80%	0.80%	Added +19.6k	+19,592 421.2%
31	MICRON TECHNOLOGY INC COM MU	MU	7,725	$8.9m0.74%	0.74%	New
32	MONDELEZ INTL INC CL A MDLZ	MDLZ	147,231	$8.6m0.71%	0.71%	Added +134.9k	+134,903 1094.3%
33	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	71,463	$8.5m0.71%	0.71%	Reduced -3.8k	-3,815 -5.1%
34	MERCK & CO INC COM MRK	MRK	64,967	$8.4m0.70%	0.70%	Added +56.0k	+56,005 624.9%
35	QXO INC COM NEW QXO	QXO	482,859	$8.3m0.69%	0.69%	Added +467.8k	+467,780 3102.2%
36	GE VERNOVA INC COM GEV	GEV	6,464	$7.6m0.63%	0.63%	Added +4.9k	+4,851 300.7%
37	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	14,962	$7.5m0.62%	0.62%	Added +12.1k	+12,105 423.7%
38	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	47,069	$7.4m0.62%	0.62%	Added +42.4k	+42,445 917.9%
39	YUM BRANDS INC COM YUM	YUM	44,229	$7.1m0.59%	0.59%	New
40	STARBUCKS CORP COM SBUX	SBUX	68,372	$7.0m0.58%	0.58%	Added +61.0k	+60,966 823.2%
41	CHEVRON CORP NEW COM CVX	CVX	41,731	$6.9m0.57%	0.57%	Added +32.9k	+32,939 374.6%
42	ISHARES TR RUS 2000 GRW ETF IWO	IWO	17,477	$6.9m0.57%	0.57%	New
43	ISHARES TR CORE MSCI EAFE IEFA	IEFA	68,931	$6.7m0.55%	0.55%	Added +9.0k	+9,021 15.1%
44	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	41,392	$6.6m0.54%	0.54%	New
45	PEPSICO INC COM PEP	PEP	48,326	$6.5m0.54%	0.54%	Added +46.2k	+46,225 2200.1%
46	RTX CORPORATION COM RTX	RTX	34,298	$6.5m0.54%	0.54%	Added +28.3k	+28,297 471.5%
47	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	12,348	$5.9m0.49%	0.49%	Added +8.1k	+8,090 190.0%
48	HOME DEPOT INC COM HD	HD	16,668	$5.9m0.49%	0.49%	Added +10.7k	+10,687 178.7%
49	COSTCO WHSL CORP NEW COM COST	COST	6,200	$5.8m0.48%	0.48%	Added +5.0k	+4,974 405.7%
50	CAPITAL ONE FINL CORP COM COF	COF	27,359	$5.5m0.46%	0.46%	Added +26.2k	+26,245 2355.9%
51	ISHARES TR S&P MC 400GR ETF IJK	IJK	46,229	$5.4m0.45%	0.45%	New
52	UNITEDHEALTH GROUP INC COM UNH	UNH	13,038	$5.4m0.45%	0.45%	Added +10.0k	+10,034 334.0%
53	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	101,179	$5.3m0.44%	0.44%	Reduced -11.3k	-11,324 -10.1%
54	EOG RES INC COM EOG	EOG	39,508	$5.1m0.43%	0.43%	Added +33.1k	+33,137 520.1%
55	ISHARES TR CORE S&P SCP ETF IJR	IJR	34,530	$5.1m0.42%	0.42%	Added +28.9k	+28,948 518.6%
56	COLGATE PALMOLIVE CO COM CL	CL	55,711	$5.1m0.42%	0.42%	Added +53.0k	+52,969 1931.8%
57	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	111,623	$5.1m0.42%	0.42%	Reduced -14.7k	-14,674 -11.6%
58	ELI LILLY & CO COM LLY	LLY	4,225	$5.1m0.42%	0.42%	Added +3.7k	+3,657 643.8%
59	BROADCOM INC COM AVGO	AVGO	13,217	$5.0m0.41%	0.41%	Added +3.6k	+3,611 37.6%
60	BLACKROCK INC COM BLK	BLK	5,161	$5.0m0.41%	0.41%	Added +4.3k	+4,325 517.3%
61	CME GROUP INC COM CME	CME	22,134	$4.9m0.41%	0.41%	Added +19.8k	+19,833 861.9%
62	ECOLAB INC COM ECL	ECL	17,234	$4.8m0.40%	0.40%	Added +15.9k	+15,853 1147.9%
63	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	61,912	$4.7m0.39%	0.39%	New
64	ABBOTT LABS COM ABT	ABT	50,475	$4.6m0.38%	0.38%	New
65	WELLS FARGO CO NEW COM WFC	WFC	54,998	$4.5m0.38%	0.38%	Added +36.8k	+36,829 202.7%
66	AES CORP COM AES	AES	299,627	$4.4m0.36%	0.36%	Added +264.9k	+264,929 763.5%
67	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	14,990	$4.4m0.36%	0.36%	Added +12.1k	+12,122 422.7%
68	SERVICENOW INC COM NOW	NOW	43,457	$4.3m0.36%	0.36%	Added +35.4k	+35,424 441.0%
69	PROCTER AND GAMBLE CO COM PG	PG	29,266	$4.3m0.36%	0.36%	Added +24.9k	+24,939 576.4%
70	COCA COLA CO COM KO	KO	52,443	$4.3m0.36%	0.36%	Added +46.8k	+46,764 823.5%
71	ISHARES TR HDG MSCI EAFE HEFA	HEFA	90,577	$4.3m0.35%	0.35%	Added +4.9k	+4,907 5.7%
72	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	68,955	$4.2m0.35%	0.35%	Reduced -3.6k	-3,619 -5.0%
73	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,581	$4.2m0.35%	0.35%	Added +3.2k	+3,223 136.7%
74	VANGUARD INDEX FDS SMALL CP ETF VB	VB	13,325	$4.0m0.34%	0.34%	New
75	BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP	BIP	110,304	$4.0m0.33%	0.33%	New
76	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,455	$4.0m0.33%	0.33%	Added +3.5k	+3,471 174.9%
77	PARKER-HANNIFIN CORP COM PH	PH	4,055	$4.0m0.33%	0.33%	New
78	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	35,449	$3.8m0.32%	0.32%	New
79	PALO ALTO NETWORKS INC COM PANW	PANW	10,970	$3.7m0.31%	0.31%	Added +2.9k	+2,924 36.3%
80	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	10,080	$3.7m0.31%	0.31%	Added +3.4k	+3,426 51.5%
81	GENERAC HLDGS INC COM GNRC	GNRC	12,662	$3.7m0.31%	0.31%	Added +10.6k	+10,576 507.0%
82	META PLATFORMS INC CL A META	META	6,553	$3.7m0.31%	0.31%	Added +3.9k	+3,887 145.8%
83	MARRIOTT INTL INC NEW CL A MAR	MAR	9,814	$3.6m0.30%	0.30%	New
84	LOCKHEED MARTIN CORP COM LMT	LMT	6,990	$3.6m0.30%	0.30%	New
85	PNC FINL SVCS GROUP INC COM PNC	PNC	14,164	$3.5m0.29%	0.29%	New
86	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	17,605	$3.5m0.29%	0.29%	New
87	ISHARES INC CORE MSCI EMKT IEMG	IEMG	41,615	$3.4m0.29%	0.29%	Reduced -657	-657 -1.6%
88	BANK AMERICA CORP COM BAC	BAC	60,412	$3.4m0.29%	0.29%	New
89	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	28,654	$3.4m0.28%	0.28%	New
90	ISHARES TR CORE US AGGBD ET AGG	AGG	33,174	$3.3m0.27%	0.27%	Reduced -1.1k	-1,079 -3.1%
91	VANGUARD INDEX FDS MID CAP ETF VO	VO	39,956	$3.2m0.27%	0.27%	New
92	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	70,059	$3.1m0.26%	0.26%	Added +62.1k	+62,055 775.3%
93	ORACLE CORP COM ORCL	ORCL	20,961	$3.1m0.25%	0.25%	Added +9.9k	+9,941 90.2%
94	VANGUARD WORLD FD INF TECH ETF VGT	VGT	24,535	$2.9m0.24%	0.24%	New
95	LABCORP HOLDINGS INC COM SHS LH	LH	10,433	$2.9m0.24%	0.24%	New
96	VANGUARD INDEX FDS VALUE ETF VTV	VTV	13,214	$2.9m0.24%	0.24%	Added +9.7k	+9,741 280.5%
97	ISHARES TR CORE S&P MCP ETF IJH	IJH	36,745	$2.8m0.24%	0.24%	Added +15.5k	+15,469 72.7%
98	BLACKSTONE INC COM BX	BX	23,845	$2.8m0.23%	0.23%	New
99	ABBVIE INC COM ABBV	ABBV	11,092	$2.8m0.23%	0.23%	New
100	TESLA INC COM TSLA	TSLA	6,613	$2.8m0.23%	0.23%	Added +3.3k	+3,252 96.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR SER TR BIL	BIL	361,946	$33.2m361.9k shares
AMPLIFY ETF TR DIVO	DIVO	41,471	$1.9m41.5k shares
CAPITAL GROUP INTERNATIONAL CGIC	CGIC	53,885	$1.8m53.9k shares
SPX TECHNOLOGIES INC SPXC	SPXC	6,750	$1.3m6.8k shares
VANGUARD SCOTTSDALE FDS VCSH	VCSH	14,959	$1.2m15.0k shares
VANGUARD SCOTTSDALE FDS VGSH	VGSH	15,974	$935.1k16.0k shares
BLACKROCK ETF TRUST II BRTR	BRTR	18,370	$922.0k18.4k shares
VANGUARD SCOTTSDALE FDS VCIT	VCIT	8,688	$718.9k8.7k shares
AB ACTIVE ETFS INC EMOP	EMOP	16,022	$702.1k16.0k shares
ISHARES TR GOVT	GOVT	25,553	$585.4k25.6k shares
NEBIUS GROUP N.V. NBIS	NBIS	5,247	$544.4k5.2k shares
HUBBELL INC HUBB	HUBB	1,033	$506.9k1.0k shares
CRANE COMPANY CR	CR	2,873	$491.3k2.9k shares
ISHARES TR IEI	IEI	4,049	$480.2k4.0k shares
THE ALGER ETF TRUST CNEQ	CNEQ	13,502	$420.2k13.5k shares
BOOKING HOLDINGS INC BKNG	BKNG	2,375	$400.0k2.4k shares
J P MORGAN EXCHANGE TRADED F JIRE	JIRE	4,692	$355.4k4.7k shares
FIDELITY COVINGTON TRUST FDVV	FDVV	6,303	$348.2k6.3k shares
ROSS STORES INC ROST	ROST	1,568	$339.7k1.6k shares
EAST WEST BANCORP INC EWBC	EWBC	3,053	$325.9k3.1k shares
INTUIT INTU	INTU	743	$321.3k743 shares
ISHARES SILVER TR SLV	SLV	4,689	$319.5k4.7k shares
AECOM ACM	ACM	3,679	$312.1k3.7k shares
APTIV PLC APTV	APTV	4,300	$298.6k4.3k shares
FIRSTSERVICE CORP NEW FSV	FSV	1,976	$275.1k2.0k shares