Triumph Capital Management Portfolio Holdings

Triumph Capital Management

  • $300 Million
  • Q2 2025

Triumph Capital Management has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $300 Million distributed in 286 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Enhanced Traded Fd Iv with a value of $15.5M, First Tr ETF Viii Tcw Opportun with a value of $10.6M, First Tr Large Cap Core Alphde with a value of $9.12M, Spdr S&P 500 ETF Trust with a value of $9.12M, and First Trust Rising Dividend Ac with a value of $9.07M.

Examining the 13F form we can see an increase of $28.4M in the current position value, from $272M to 300M.

Below you can find more details about Triumph Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $300 Million
ETFs: $187 Million
Financial Services: $35.4 Million
Technology: $33.6 Million
Consumer Cyclical: $13.9 Million
Healthcare: $8.69 Million
Communication Services: $6.57 Million
Consumer Defensive: $4.6 Million
Industrials: $2.45 Million
Other: $5.21 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406B
$4.81 Million 1.6% of portfolio
30,472
Q2 2025 Added 12.36%
$3.39T
$4.32 Million 1.44% of portfolio
21,054
Q2 2025 Added 28.27%
$2.27T
$3.76 Million 1.25% of portfolio
17,139
Q2 2025 Added 0.14%
$3.75T
$3.41 Million 1.14% of portfolio
6,860
Q2 2025 Reduced 26.7%
$631B
$3.29 Million 1.1% of portfolio
6,783
Q2 2025 Added 16.03%
$3.94B
$2.41 Million 0.8% of portfolio
128,254
Q2 2025 Reduced 2.42%
$748B
$2.36 Million 0.79% of portfolio
3,027
Q2 2025 Added 157.18%
$110B
$2.12 Million 0.71% of portfolio
4,172
Q2 2025 Reduced 4.66%
$71B
$2.04 Million 0.68% of portfolio
9,131
Q2 2025 Reduced 25.79%
$16.2B
$1.95 Million 0.65% of portfolio
107,325
Q2 2025 Added 44.24%
$223B
$1.9 Million 0.63% of portfolio
13,383
Q2 2025 Reduced 24.49%
$0
$1.86 Million 0.62% of portfolio
441,779
Q2 2025 Added 35.94%
$373B
$1.8 Million 0.6% of portfolio
11,306
Q2 2025 Added 13.53%
$73.8B
$1.77 Million 0.59% of portfolio
4,949
Q2 2025 Added 2.06%
$113B
$1.63 Million 0.54% of portfolio
5,914
Q2 2025 Added 167.0%
$1.62T
$1.64 Million 0.54% of portfolio
2,218
Q2 2025 Added 11.74%
$61.7B
$1.58 Million 0.53% of portfolio
7,719
Q2 2025 Added 11.74%
$0
$1.6 Million 0.53% of portfolio
115,161
Q2 2025 Added 107.38%
$86.5B
$1.47 Million 0.49% of portfolio
19,810
Q2 2025 Added 12.61%
$113B
$1.46 Million 0.49% of portfolio
9,785
Q2 2025 Added 5.54%
$260B
$1.42 Million 0.47% of portfolio
4,816
Q2 2025 Reduced 0.62%
$0
$1.39 Million 0.46% of portfolio
75,840
Q2 2025 Added 6.75%
$283B
$1.32 Million 0.44% of portfolio
4,245
Q2 2025 New
$0
$1.19 Million 0.4% of portfolio
62,799
Q2 2025 Added 27.32%
$281B
$1.21 Million 0.4% of portfolio
8,866
Q2 2025 New
$3.61B
$1.16 Million 0.39% of portfolio
46,550
Q1 2025 Added 108.28%
$4.35B
$1.07 Million 0.36% of portfolio
26,900
Q1 2025 Added 97.79%
$48B
$1.04 Million 0.34% of portfolio
34,556
Q2 2025 Added 251.25%
$1.07T
$1.01 Million 0.34% of portfolio
5,729
Q2 2025 Added 2.58%
$11.7B
$952,000 0.32% of portfolio
69,320
Q2 2025 Reduced 11.74%
$0
$943,000 0.31% of portfolio
26,640
Q2 2025 Added 0.51%
$5.27B
$920,000 0.31% of portfolio
68,723
Q2 2025 Added 3.09%
$0
$890,000 0.3% of portfolio
110,974
Q2 2025 Added 9.97%
$2.52B
$874,000 0.29% of portfolio
90,342
Q2 2025 Added 109.05%
$7.06B
$857,000 0.29% of portfolio
35,155
Q2 2025 Added 194.6%
$9.77B
$827,000 0.28% of portfolio
40,442
Q2 2025 Added 18.43%
$986M
$814,000 0.27% of portfolio
54,126
Q2 2025 Added 3.37%
$15.1B
$795,000 0.26% of portfolio
7,955
Q2 2025 Added 3.47%
$179B
$792,000 0.26% of portfolio
18,309
Q2 2025 Added 17.52%
$0
$788,000 0.26% of portfolio
58,490
Q2 2025 Added 57.71%
$2.55B
$762,000 0.25% of portfolio
52,018
Q2 2025 Added 1.99%
$0
$757,000 0.25% of portfolio
50,318
Q2 2025 Reduced 19.66%
$88B
$761,000 0.25% of portfolio
5,370
Q1 2025 Added 106.54%
$0
$727,000 0.24% of portfolio
106,874
Q2 2025 Added 6.29%
$13.6B
$733,000 0.24% of portfolio
7,922
Q2 2025 New
$0
$714,000 0.24% of portfolio
75,585
Q2 2025 Added 4.06%
$0
$697,000 0.23% of portfolio
44,999
Q2 2025 Reduced 21.49%
$5.14B
$684,000 0.23% of portfolio
22,251
Q2 2025 Reduced 28.28%
$135B
$690,000 0.23% of portfolio
3,295
Q2 2025 Reduced 60.14%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $300 Million
  • Prior Value $272 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 40 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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