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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.64B
$765,000 0.56% of portfolio
15,877
Q2 2025 Added 37.11%

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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