Tritonpoint-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "FSV",
  "MC",
  "POOL",
  "OSK",
  "AES",
  "MOS",
  "AKAM",
  "AAXJ",
  "EQ",
  "SNOW",
  "MU",
  null,
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "A",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "ARCT",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  "COF",
  "CMI",
  "DUK",
  null,
  "EOG",
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "FE",
  "UNP",
  "QCOM",
  "CALC",
  "ISRG",
  null,
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  null,
  null,
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  "SILA",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "FCNCA",
  null,
  "FTV",
  "GE",
  "GXO",
  null,
  "BX",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  "IWF",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "REGN",
  "IEFA",
  "SPGI",
  "RELX",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "ROST",
  "SNA",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "SPYG",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TYL",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VO",
  "RCL",
  "TWI",
  "VOE",
  "EWBC",
  "AB",
  null,
  "IWV",
  null,
  "VIG",
  "LYG",
  "TRGP",
  "TMP",
  "TSCO",
  "IWO",
  null,
  "TSM",
  null,
  null,
  "ETR",
  "BN.TO",
  "VYM",
  "DD",
  "VRTX",
  "EW",
  "GM",
  "APTV",
  null,
  "APH",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "WSO",
  "GNRC",
  "AJG",
  "IWP",
  "IWR",
  null,
  "AEP",
  "GOOD",
  "NVO",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "EGP",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VONE",
  "VBK",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WING",
  "WMB",
  null,
  "WPC",
  "YUMC",
  "YUM",
  "XPO",
  "IUSG",
  "MTB",
  "ET",
  "CHKP",
  "SCHF",
  "SCHA",
  "JKHY",
  "NSC",
  "LH",
  "MKL",
  "SO",
  "OTIS",
  null,
  "PSX",
  null,
  "CRM",
  null,
  null,
  null,
  null,
  "IXUS",
  "HALO",
  "IUSV",
  "GEV",
  "TRI.TO",
  "MCK",
  "SPYV",
  "ESGU",
  null,
  "FDX",
  null,
  "STE",
  "LULU",
  "ADP",
  "BALL",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "BIP",
  "BAM.TO",
  "BNL",
  "CACI",
  "CHRW",
  "CG",
  "CSTL",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COO",
  "CEG",
  "CPRT",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DPZ",
  "IJT",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 338
Total Value: 1050509965
Accession Number: 0002008171-25-000003
Form Type: 13F-HR
CIK: tritonpoint-wealth
Manager Name: Tritonpoint-Wealth

Data Enrichment

85% identified

288 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

338 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 14 of 17

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Otis Worldwide Corp

OTIS|68902V107

Shares:3.2K

Value:$334.8K

% of Portfolio:0.0% ($334.8K/$1.1B)

92189F643

Shares:3.8K

Value:$332.3K

% of Portfolio:0.0% ($332.3K/$1.1B)

Targa Resources Corp.

TRGP|87612G101

Shares:1.6K

Value:$329.7K

% of Portfolio:0.0% ($329.7K/$1.1B)

HALOZYME THERAPEUTICS, INC.

HALO|40637H109

Shares:5.1K

Value:$328.5K

% of Portfolio:0.0% ($328.5K/$1.1B)

46435G425

ESGU|46435G425

Shares:2.7K

Value:$326.5K

% of Portfolio:0.0% ($326.5K/$1.1B)

OSHKOSH CORP

OSK|688239201

Shares:3.4K

Value:$317.7K

% of Portfolio:0.0% ($317.7K/$1.1B)

Edwards Lifesciences Corp

EW|28176E108

Shares:4.4K

Value:$317.3K

% of Portfolio:0.0% ($317.3K/$1.1B)

CITIGROUP INC

C|172967424

Shares:4.4K

Value:$311.8K

% of Portfolio:0.0% ($311.8K/$1.1B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.7K

Value:$310.5K

% of Portfolio:0.0% ($310.5K/$1.1B)

92206C714

Shares:3.7K

Value:$305.4K

% of Portfolio:0.0% ($305.4K/$1.1B)

46137V142

Shares:4.7K

Value:$303.8K

% of Portfolio:0.0% ($303.8K/$1.1B)

97717X669

Shares:3.8K

Value:$302.6K

% of Portfolio:0.0% ($302.6K/$1.1B)

TOMPKINS FINANCIAL CORP

TMP|890110109

Shares:4.7K

Value:$298.3K

% of Portfolio:0.0% ($298.3K/$1.1B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:6.6K

Value:$298.2K

% of Portfolio:0.0% ($298.2K/$1.1B)

464288182

AAXJ|464288182

Shares:4.0K

Value:$297.5K

% of Portfolio:0.0% ($297.5K/$1.1B)

Arcturus Therapeutics Holdings Inc.

ARCT|03969T109

Shares:28.1K

Value:$297.3K

% of Portfolio:0.0% ($297.3K/$1.1B)

46438F101

Shares:6.3K

Value:$296.7K

% of Portfolio:0.0% ($296.7K/$1.1B)

POOL CORP

POOL|73278L105

Shares:922

Value:$293.5K

% of Portfolio:0.0% ($293.5K/$1.1B)

CUMMINS INC

CMI|231021106

Shares:935

Value:$292.9K

% of Portfolio:0.0% ($292.9K/$1.1B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:604

Value:$292.6K

% of Portfolio:0.0% ($292.6K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Otis Worldwide Corp(OTIScusip68902V107)	3.2K	QoQ +12.17% (+352) YoY +13.07% (+375)	All Managers (Combined)	$334.8K	0.0% ($334.8K/$1.1B)	QoQ +24.97% (+$66.9K) YoY +38.26% (+$92.6K)
(cusip92189F643)✕	3.8K	QoQ 0.00% (-0) YoY -17.87% (-822)	All Managers (Combined)	$332.3K	0.0% ($332.3K/$1.1B)	QoQ -5.09% (-$17.8K) YoY +15.90% (-$45.6K)
Targa Resources Corp.(TRGPcusip87612G101)	1.6K	QoQ +6.26% (+97) YoY NEW(+1.6K)	All Managers (Combined)	$329.7K	0.0% ($329.7K/$1.1B)	QoQ +19.34% (+$53.4K) YoY NEW(+$329.7K)
HALOZYME THERAPEUTICS, INC.(HALOcusip40637H109)	5.1K	QoQ -7.54% (-420) YoY -23.87% (-1.6K)	All Managers (Combined)	$328.5K	0.0% ($328.5K/$1.1B)	QoQ +23.39% (-$62.3K) YoY +31.22% (-$78.2K)
(ESGUcusip46435G425)	2.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$326.5K	0.0% ($326.5K/$1.1B)	QoQ -5.36% (-$18.5K) YoY -11.80% (-$43.7K)
OSHKOSH CORP(OSKcusip688239201)	3.4K	QoQ -18.17% (-750) YoY -27.01% (-1.3K)	All Managers (Combined)	$317.7K	0.0% ($317.7K/$1.1B)	QoQ -19.02% (-$74.6K) YoY -47.21% (-$284.2K)
Edwards Lifesciences Corp(EWcusip28176E108)	4.4K	QoQ +11.20% (+441) YoY +7.59% (+309)	All Managers (Combined)	$317.3K	0.0% ($317.3K/$1.1B)	QoQ +8.87% (+$25.9K) YoY +5.97% (+$17.9K)
CITIGROUP INC(Ccusip172967424)	4.4K	QoQ +50.96% (+1.5K) YoY NEW(+4.4K)	All Managers (Combined)	$311.8K	0.0% ($311.8K/$1.1B)	QoQ +52.25% (+$107.0K) YoY NEW(+$311.8K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.7K	QoQ +19.75% (+285) YoY +44.60% (+533)	All Managers (Combined)	$310.5K	0.0% ($310.5K/$1.1B)	QoQ +14.74% (+$39.9K) YoY +22.05% (+$56.1K)
(cusip92206C714)✕	3.7K	QoQ 0.00% (+0) YoY NEW(+3.7K)	All Managers (Combined)	$305.4K	0.0% ($305.4K/$1.1B)	QoQ +1.58% (+$4.8K) YoY NEW(+$305.4K)
(cusip46137V142)✕	4.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$303.8K	0.0% ($303.8K/$1.1B)	QoQ -1.93% (-$6.0K) YoY +6.01% (+$17.2K)
(cusip97717X669)✕	3.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$302.6K	0.0% ($302.6K/$1.1B)	QoQ -1.42% (-$4.4K) YoY -15.39% (-$55.1K)
TOMPKINS FINANCIAL CORP(TMPcusip890110109)	4.7K	QoQ 0.00% (-0) YoY -0.02% (-1)	All Managers (Combined)	$298.3K	0.0% ($298.3K/$1.1B)	QoQ -7.15% (-$23.0K) YoY +4.54% (-$13.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	6.6K	QoQ +10.06% (+601) YoY -17.39% (-1.4K)	All Managers (Combined)	$298.2K	0.0% ($298.2K/$1.1B)	QoQ +24.84% (+$59.3K) YoY -22.67% (-$87.5K)
(AAXJcusip464288182)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$297.5K	0.0% ($297.5K/$1.1B)	QoQ +2.52% (+$7.3K) YoY +11.16% (+$29.9K)
Arcturus Therapeutics Holdings Inc.(ARCTcusip03969T109)	28.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$297.3K	0.0% ($297.3K/$1.1B)	QoQ -37.59% (-$179.1K) YoY -66.41% (-$587.8K)
(cusip46438F101)✕	6.3K	QoQ +10.93% (-625) YoY NEW(+6.3K)	All Managers (Combined)	$296.7K	0.0% ($296.7K/$1.1B)	QoQ -2.10% (-$6.4K) YoY NEW(+$296.7K)
POOL CORP(POOLcusip73278L105)	922	QoQ -12.02% (-126) YoY -33.76% (-470)	All Managers (Combined)	$293.5K	0.0% ($293.5K/$1.1B)	QoQ -17.85% (-$63.8K) YoY -52.13% (-$319.7K)
CUMMINS INC(CMIcusip231021106)	935	QoQ +2.63% (-24) YoY NEW(+935)	All Managers (Combined)	$292.9K	0.0% ($292.9K/$1.1B)	QoQ -7.71% (-$24.5K) YoY NEW(+$292.9K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	604	QoQ +15.93% (+83) YoY NEW(+604)	All Managers (Combined)	$292.6K	0.0% ($292.6K/$1.1B)	QoQ +39.45% (+$82.8K) YoY NEW(+$292.6K)