ANDREW OSTER
Triton Financial Group Inc
Assets Managed
$57.354M
Holdings
62
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
-62.01%(2Q avg: -30.4%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Triton Financial Group Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 positions.
Assets under management
The assets under management (AUM) of Triton Financial Group Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 57.354M in assets, with a quarterly growth rate of -62.01% and a 2-quarter average growth rate of -30.4%. The portfolio is managed by ANDREW OSTER, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BALT Inn Defined Wealth Shield
| 11.53% | $6.609M 197,371 shares@ $33.49 avg price | Increased 120.6% |
SPLG Spdr Portfolio S&p 500 Etf
| 6.1% | $3.498M 44,626 shares@ $78.38 avg price | Increased 100.54% |
QQQM Invesco Nasdaq 100 Etf
| 6.03% | $3.455M 14,092 shares@ $245.18 avg price | Increased 102.56% |
PLTR Palantir Technologies Inc-a
| 5.94% | $3.402M 20,969 shares@ $162.24 avg price | Increased 97.3% |
ANGL Vaneck Fallen Angel High Yld
| 5.83% | $3.341M 114,978 shares@ $29.06 avg price | Increased 91.5% |
BSTP Innovator Buff Su Strat Etf
| 5.76% | $3.303M 90,353 shares@ $36.56 avg price | Increased 103.49% |
PSI Invesco Semiconductors Etf
| 5.47% | $3.133M 36,201 shares@ $86.55 avg price | Increased 98.07% |
SPYV Spdr Port S&p 500 Value
| 3.67% | $2.1M 37,048 shares@ $56.7 avg price | Increased 100.19% |
VNLA Janus Henderson Short Durati
| 3.52% | $2.017M 41,163 shares@ $49.01 avg price | Increased 98.05% |
AGZ Ishares Agency Bond Etf
| 2.92% | $1.674M 15,212 shares@ $110.03 avg price | Increased 72.63% |
1-10 of 62