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Capstone Triton Financial Group, LLC
Capstone Triton Financial Group, LLC is an SEC-registered investment adviser headquartered in Oklahoma City, Oklahoma. Founded in or before 2011, the firm manages assets for individuals (including high net worth), pension and profit sharing plans, and charitable organizations. With 9 employees (as of August 2024), Capstone Triton Financial Group, LLC delivers investment management and advisory services with a focus on portfolio construction and wealth advisory for a diverse client base.
Investment Strategy
Capstone Triton Financial Group, LLC offers discretionary investment management across public equities, primarily allocating assets to large-cap growth and value stocks, with significant holdings in technology and consumer sectors. The firm focuses on long-term capital appreciation, portfolio diversification, and risk-adjusted returns, employing fundamental analysis to select securities tailored to client objectives, including retirement plans and individual accounts. The firm's strategy aims to balance risk through asset allocation and ongoing review.
Latest 13F Filing Activity
Capstone Triton Financial Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 87 equity positions with a total 13F market value of $138M. The fund increased holdings in Apple Inc., Nvidia Corporation, Amazon Com Inc. among other positions. Capstone Triton Financial Group, LLC reduced exposure to Vanguard Index FDS, Ishares U S Etf TR, John Hancock Exchange Traded among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.45% | $10.3M | 50,042 | $205.17 | $205.17 | +$10.3M |
N NVDA | NVIDIA CORPORATION | 4.38% | $6.0M | 38,183 | $157.99 | $157.99 | +$6.0M |
A AMZN | AMAZON COM INC | 3.93% | $5.4M | 24,690 | $219.39 | $219.39 | +$5.4M |
W WMT | WALMART INC | 3.76% | $5.2M | 52,970 | $97.78 | $97.78 | +$5.2M |
M MSFT | MICROSOFT CORP | 3.68% | $5.1M | 10,193 | $497.41 | $497.41 | +$5.1M |
Industry Allocation
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