Triton Financial Group Inc

CIK 0001811805 · Q1 2026

13F Equity AUM

$57.4M

-62.0% QoQ

Positions

-23 QoQ

AUM Rank

#10,698

Top 86%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,062 · Top 37%

vs S&P -4.7%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 35.4%Top 10: 56.7%Top 20: 74.8%

BALT11.5%

SPYM6.1%

QQQM6.0%

PLTR5.9%

ANGL5.8%

BSTP5.8%

PSI5.5%

SPYV3.7%

VNLA3.5%

AGZ2.9%

Others (52)43.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services88.0%

Technology5.9%

Real Estate2.6%

Other3.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 62Median: 0.67%Avg: 1.61%

0–0.5%

20(8.3%)

0.5–1%

17(11.0%)

1–3%

16(26.8%)

3–5%

2(7.2%)

5%+

7(46.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 48Unique: 14vs 20 funds

0.7%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.9%

BANK OF AMERICA CORP /DE/

0.9%

1.2%

0.7%

0.4%

GEODE CAPITAL MANAGEMENT, LLC

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New36Increased26Decreased0Exited59

New Positions

GEV1.7%

+1K

PFEB1.3%

+18K

PMAR1.2%

+15K

DES0.7%

+11K

NEAR0.7%

+8K

PNOV0.7%

+9K

SCHB0.7%

+15K

XLV0.6%

+2K

FLOT0.6%

+7K

BA0.6%

+2K

Increased

BALT11.5%

+108K(+121%)

ANGL5.8%

+55K(+92%)

BSTP5.8%

+46K(+103%)

SPYM6.1%

+22K(+101%)

VNLA3.5%

+20K(+98%)

SPYV3.7%

+19K(+100%)

PSI5.5%

+18K(+98%)

PDEC2.4%

+16K(+100%)

SPTS1.6%

+16K(+100%)

PAUG1.6%

+11K(+100%)

Exited

-49,649

-37,969

-20,433

-53,076

-25,008

-10,293

-4,267

-12,806

-42,403

CSCO

-38,394

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...