Triumph Capital Management has filed its 13F form on December 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $325 Million distributed in 319 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 $13.2M, First Tr ETF Viii Tcw Opportun with a value of $10.2M, First Trust Rising Dividend Ac with a value of $9.11M, First Trust Capital Strength E with a value of $8.53M, and Vanguard Bd Index Fd Inc Total with a value of $8.28M.
Examining the 13F form we can see an decrease of $35.3M in the current position value, from $361M to 325M.
Below you can find more details about Triumph Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$325 Million
ETFs: $201 Million
Financial Services: $36.6 Million
Technology: $36 Million
Consumer Cyclical: $13.5 Million
Healthcare: $8.94 Million
Communication Services: $6.6 Million
Consumer Defensive: $6.03 Million
Industrials: $4.79 Million
Other: $7.35 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
