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 Market Cap. of $10 Billions to $200 Billions