Triumph Capital Management
CIK: 0001730765Latest portfolio: $462.8M · Q4 2025
Holdings
1,769
Total Value
$462.8M
New Positions
229
Closed Positions
64
Top Holdings
View All 1,769 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 63,341 | $17.2M | 3.72% | +47K | |
| 2 | FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF | 220,795 | $13.2M | 2.86% | +79 | |
| 3 | SPYSPDR S&P 500 ETF TR | 15,897 | $10.8M | 2.34% | +5K | |
| 4 | FIXDFIRST TR EXCHNG TRADED FD VI | 235,077 | $10.4M | 2.25% | +6K | |
| 5 | RDVYFIRST TR EXCHANGE TRADED FD | 131,786 | $9.2M | 1.98% | -3,684 | |
| 6 | BNDVANGUARD BD INDEX FDS | 112,725 | $8.3M | 1.80% | +1K | |
| 7 | FTCSFIRST TR EXCHANGE-TRADED FD | 90,062 | $8.3M | 1.80% | -980 | |
| 8 | SDVYFIRST TR EXCHANGE-TRADED FD | 208,079 | $8.0M | 1.72% | -4,032 | |
| 9 | IVVISHARES TR | 11,127 | $7.6M | 1.65% | +1K | |
| 10 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 147,364 | $7.5M | 1.61% | +11K | |
| 11 | DFSDDIMENSIONAL ETF TRUST | 150,385 | $7.2M | 1.56% | NEW | |
| 12 | NDQINVESCO QQQ TR | 11,330 | $7.0M | 1.50% | -104 | |
| 13 | FDLFIRST TR EXCHANGE-TRADED FD | 156,056 | $6.9M | 1.49% | +6K | |
| 14 | LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF | 136,142 | $6.8M | 1.47% | +5K | |
| 15 | SFLRINNOVATOR ETFS TRUST | 180,962 | $6.7M | 1.44% | +60K | |
| 16 | FEXFIRST TR EXCHANGE-TRADED ALP | 51,976 | $6.2M | 1.33% | -1,216 | |
| 17 | IWRISHARES TR | 59,644 | $5.7M | 1.24% | +1K | |
| 18 | AMZNAMAZON COM INC | 23,692 | $5.5M | 1.18% | +3K | |
| 19 | NVDANVIDIA CORPORATION | 27,225 | $5.1M | 1.10% | -3,238 | |
| 20 | BNDXVANGUARD CHARLOTTE FDS | 102,989 | $5.0M | 1.08% | -10,780 | |
| 21 | IWMISHARES TR | 20,058 | $4.9M | 1.07% | -473 | |
| 22 | XLFISELECT SECTOR SPDR TR | 62,007 | $4.8M | 1.04% | -750 | |
| 23 | JPMJPMORGAN CHASE & CO. | 14,895 | $4.8M | 1.04% | +13K | |
| 24 | QFLRINNOVATOR ETFS TRUST | 135,484 | $4.6M | 1.00% | +60K | |
| 25 | TLTISHARES TR | 52,385 | $4.6M | 0.99% | -314 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($6.960667048164644e+243T)
Consumer Cyclical0.0% ($5.4681899164512676e+165T)
Industrials0.0% ($1.7531022667390312e+165T)
Real Estate0.0% ($1.575629512414333e+132T)
Healthcare0.0% ($1.6308898235625105e+129T)
Energy0.0% ($1.433649336286165e+85T)
Consumer Defensive0.0% ($1.6765613383022512e+83T)
Basic Materials0.0% ($3.7436732815612377e+62T)
Utilities0.0% ($4.423012381661452e+60T)
Communication Services0.0% ($2.128129881265546e+56T)
Filing History
Fund Information
Triumph Capital Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $462.8M across 1,769 holdings. The largest position is APPLE INC (AAPL), representing 3.7% of the portfolio. Compared to the previous quarter, the fund opened 241 new positions and closed 76 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.