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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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