Capstone Triton Financial Group, LLC Portfolio Holdings

Capstone Triton Financial Group, LLC

  • $136 Million
  • Q2 2025

Capstone Triton Financial Group, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $136 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.3M, Nvidia Corp with a value of $6.03M, Amazon Com Inc with a value of $5.42M, Walmart Inc. with a value of $5.18M, and Microsoft Corp with a value of $5.07M.

Examining the 13F form we can see an decrease of $21.8M in the current position value, from $158M to 136M.

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 $136 Million
Technology: $46.3 Million
ETFs: $18.5 Million
Consumer Defensive: $17.3 Million
Financial Services: $11.6 Million
Industrials: $9.84 Million
Communication Services: $8.57 Million
Consumer Cyclical: $6.75 Million
Healthcare: $5.95 Million
Other: $8.47 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$10.3 Million 7.55% of portfolio
50,042
Q2 2025 Reduced 9.62%
$456B
$6.03 Million 4.44% of portfolio
38,183
Q2 2025 Reduced 7.86%
$2.26T
$5.42 Million 3.98% of portfolio
24,690
Q2 2025 Reduced 9.72%
$281B
$5.18 Million 3.81% of portfolio
52,970
Q2 2025 Reduced 3.04%
$3.95T
$5.07 Million 3.73% of portfolio
10,193
Q2 2025 Reduced 9.8%
$439B
$3.95 Million 2.9% of portfolio
3,987
Q2 2025 Reduced 3.02%
$1.21T
$3.78 Million 2.78% of portfolio
21,440
Q2 2025 New
$93.6B
$3.02 Million 2.22% of portfolio
5,937
Q2 2025 Reduced 10.65%
$545B
$2.91 Million 2.14% of portfolio
2,172
Q2 2025 Reduced 9.76%
$306B
$2.89 Million 2.13% of portfolio
40,849
Q2 2025 Added 0.68%
$621B
$2.7 Million 1.98% of portfolio
5,550
Q2 2025 Reduced 19.66%
$0
$2.62 Million 1.93% of portfolio
81,782
Q2 2025 Added 5.67%
$293B
$2.61 Million 1.92% of portfolio
37,686
Q2 2025 Reduced 9.57%
$229B
$2.39 Million 1.76% of portfolio
17,569
Q2 2025 Reduced 13.67%
$22.7B
$2.3 Million 1.69% of portfolio
10,377
Q2 2025 Reduced 4.47%
$162B
$2.29 Million 1.69% of portfolio
12,522
Q2 2025 Reduced 13.73%
$48.7B
$2.19 Million 1.61% of portfolio
12,568
Q2 2025 Added 22.24%
$684B
$2.07 Million 1.52% of portfolio
9,446
Q2 2025 Reduced 4.37%
$127B
$2 Million 1.47% of portfolio
7,242
Q2 2025 Added 23.31%
$73.8B
$1.99 Million 1.46% of portfolio
8,061
Q2 2025 Added 5.76%
$0
$1.97 Million 1.45% of portfolio
67,433
Q2 2025 Reduced 8.91%
$4.1B
$1.79 Million 1.32% of portfolio
14,491
Q2 2025 Added 8.12%
$65.4B
$1.78 Million 1.31% of portfolio
16,892
Q2 2025 Added 11.14%
$0
$1.66 Million 1.22% of portfolio
15,113
Q2 2025 Reduced 8.4%
$78.6B
$1.66 Million 1.22% of portfolio
12,438
Q2 2025 Added 14.06%
$0
$1.63 Million 1.2% of portfolio
22,444
Q2 2025 Reduced 58.65%
$859B
$1.63 Million 1.2% of portfolio
5,621
Q2 2025 Added 1.83%
$0
$1.61 Million 1.18% of portfolio
7,082
Q2 2025 Reduced 55.65%
$78.8B
$1.59 Million 1.17% of portfolio
5,919
Q2 2025 Added 8.77%
$351B
$1.55 Million 1.14% of portfolio
8,324
Q2 2025 Added 5.51%
$66.3B
$1.54 Million 1.13% of portfolio
19,932
Q2 2025 Reduced 11.63%
$24.1B
$1.52 Million 1.12% of portfolio
10,223
Q2 2025 Added 19.79%
$232B
$1.52 Million 1.12% of portfolio
5,575
Q2 2025 Reduced 2.81%
$0
$1.5 Million 1.1% of portfolio
43,473
Q2 2025 Added 18.39%
$51.7B
$1.48 Million 1.09% of portfolio
5,889
Q2 2025 Added 18.92%
$25B
$1.44 Million 1.06% of portfolio
7,855
Q2 2025 Added 17.7%
$92.8B
$1.44 Million 1.06% of portfolio
4,196
Q2 2025 Added 11.98%
$551B
$1.43 Million 1.05% of portfolio
4,020
Q2 2025 Reduced 3.16%
$367B
$1.35 Million 0.99% of portfolio
9,902
Q2 2025 New
$222B
$1.33 Million 0.98% of portfolio
4,567
Q2 2025 Added 3.42%
$22.4B
$1.28 Million 0.94% of portfolio
13,292
Q2 2025 Added 21.28%
$102B
$1.27 Million 0.94% of portfolio
2,911
Q2 2025 Reduced 33.22%
$0
$1.25 Million 0.92% of portfolio
25,380
Q2 2025 Reduced 70.14%
$40.9B
$1.18 Million 0.87% of portfolio
15,563
Q2 2025 Added 23.17%
$36.7B
$1.14 Million 0.83% of portfolio
9,259
Q2 2025 Added 31.13%
$0
$1.11 Million 0.82% of portfolio
18,530
Q2 2025 Added 22.31%
$203B
$1.11 Million 0.81% of portfolio
14,003
Q2 2025 Reduced 12.01%
$150B
$1.07 Million 0.79% of portfolio
3,595
Q2 2025 Added 31.59%
$102B
$1.05 Million 0.77% of portfolio
17,964
Q2 2025 Reduced 12.27%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $136 Million
  • Prior Value $158 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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