Capstone Triton Financial Group, LLC Portfolio Holdings

Capstone Triton Financial Group, LLC

  • $147 Million
  • Q3 2025

Capstone Triton Financial Group, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $147 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.7M, Nvidia Corp with a value of $7.05M, Walmart Inc. with a value of $5.43M, Amazon Com Inc with a value of $5.43M, and Microsoft Corp with a value of $5.28M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $136M to 147M.

Capstone Triton Financial Group, LLC is based out at Oklahoma City, OK

Below you can find more details about Capstone Triton Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
Technology: $54.5 Million
ETFs: $19.7 Million
Consumer Defensive: $16.7 Million
Financial Services: $12.2 Million
Industrials: $10.2 Million
Communication Services: $9.59 Million
Consumer Cyclical: $7.05 Million
Healthcare: $6.54 Million
Other: $8.11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$12.7 Million 8.64% of portfolio
49,980
Q3 2025 Reduced 0.12%
$465B
$7.05 Million 4.79% of portfolio
37,803
Q3 2025 Reduced 1.0%
$279B
$5.43 Million 3.69% of portfolio
52,701
Q3 2025 Reduced 0.51%
$2.39T
$5.43 Million 3.68% of portfolio
24,726
Q3 2025 Added 0.15%
$3.78T
$5.28 Million 3.59% of portfolio
10,198
Q3 2025 Added 0.05%
$1.74T
$4.94 Million 3.35% of portfolio
20,272
Q3 2025 New
$404B
$3.73 Million 2.53% of portfolio
4,026
Q3 2025 Added 0.98%
$115B
$2.89 Million 1.96% of portfolio
5,900
Q3 2025 Reduced 0.62%
$662B
$2.75 Million 1.86% of portfolio
5,462
Q3 2025 Reduced 1.59%
$306B
$2.73 Million 1.86% of portfolio
41,229
Q3 2025 Added 0.93%
$0
$2.65 Million 1.8% of portfolio
80,815
Q3 2025 Reduced 1.18%
$593B
$2.65 Million 1.8% of portfolio
9,433
Q3 2025 Reduced 0.14%
$49.1B
$2.6 Million 1.77% of portfolio
2,171
Q3 2025 Reduced 0.05%
$197B
$2.57 Million 1.75% of portfolio
12,560
Q3 2025 Added 0.3%
$319B
$2.57 Million 1.74% of portfolio
37,567
Q3 2025 Reduced 0.32%
$139B
$2.4 Million 1.63% of portfolio
7,276
Q3 2025 Added 0.47%
$45.5B
$2.24 Million 1.52% of portfolio
12,968
Q3 2025 Added 3.18%
$266B
$2.18 Million 1.48% of portfolio
7,710
Q3 2025 Added 0.59%
$24.8B
$2.15 Million 1.46% of portfolio
10,395
Q3 2025 Added 0.17%
$0
$2 Million 1.36% of portfolio
67,225
Q3 2025 Reduced 0.31%
$414B
$1.96 Million 1.33% of portfolio
8,485
Q3 2025 Added 1.93%
$174B
$1.93 Million 1.31% of portfolio
12,995
Q3 2025 New
$72.3B
$1.92 Million 1.3% of portfolio
17,145
Q3 2025 Added 1.5%
$66.3B
$1.9 Million 1.29% of portfolio
8,272
Q3 2025 Added 2.62%
$342B
$1.86 Million 1.26% of portfolio
10,207
Q3 2025 Added 3.08%
$3.65B
$1.85 Million 1.25% of portfolio
14,592
Q3 2025 Added 0.7%
$881B
$1.83 Million 1.24% of portfolio
5,799
Q3 2025 Added 3.17%
$55.4B
$1.81 Million 1.23% of portfolio
5,937
Q3 2025 Added 0.82%
$0
$1.76 Million 1.2% of portfolio
22,517
Q3 2025 Added 0.33%
$0
$1.74 Million 1.18% of portfolio
7,039
Q3 2025 Reduced 0.61%
$69.4B
$1.71 Million 1.16% of portfolio
20,796
Q3 2025 Added 5.61%
$73.7B
$1.7 Million 1.15% of portfolio
20,167
Q3 2025 Added 1.18%
$73.7B
$1.67 Million 1.14% of portfolio
6,112
Q3 2025 Added 3.26%
$26.1B
$1.65 Million 1.12% of portfolio
10,445
Q3 2025 Added 2.17%
$75.4B
$1.65 Million 1.12% of portfolio
12,542
Q3 2025 Added 0.84%
$0
$1.64 Million 1.11% of portfolio
45,162
Q3 2025 Added 3.89%
$0
$1.64 Million 1.11% of portfolio
14,826
Q3 2025 Reduced 1.9%
$86.1B
$1.49 Million 1.01% of portfolio
4,291
Q3 2025 Added 2.26%
$224B
$1.42 Million 0.96% of portfolio
4,673
Q3 2025 Added 2.32%
$533B
$1.38 Million 0.94% of portfolio
4,041
Q3 2025 Added 0.52%
$0
$1.35 Million 0.92% of portfolio
27,427
Q3 2025 Added 8.07%
$34.7B
$1.35 Million 0.92% of portfolio
9,543
Q3 2025 Added 3.07%
$237B
$1.34 Million 0.91% of portfolio
5,645
Q3 2025 Added 1.26%
$25.7B
$1.33 Million 0.9% of portfolio
7,971
Q3 2025 Added 1.48%
$0
$1.3 Million 0.88% of portfolio
18,526
Q3 2025 Reduced 0.02%
$37.9B
$1.3 Million 0.88% of portfolio
15,777
Q3 2025 Added 1.38%
$96.9B
$1.23 Million 0.83% of portfolio
2,908
Q3 2025 Reduced 0.1%
$20.4B
$1.2 Million 0.82% of portfolio
13,728
Q3 2025 Added 3.28%
$235B
$1.19 Million 0.81% of portfolio
14,167
Q3 2025 Added 1.17%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $147 Million
  • Prior Value $136 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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