Triumph Capital Management Portfolio Holdings

Triumph Capital Management

  • $270 Million
  • Q4 2024

Triumph Capital Management has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $270 Million distributed in 273 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 $16.1M, First Tr ETF Viii Tcw Opportun with a value of $10.2M, Spdr S&P 500 ETF Trust with a value of $9.41M, First Tr Large Cap Core Alphde with a value of $8.57M, and First Tr ETF Vi Smid Cap Risin with a value of $7.65M.

Examining the 13F form we can see an increase of $9.21M in the current position value, from $261M to 270M. Also it can be appreciated an additional of 39 stocks purchases and 33 closed positions.

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

Portfolio value $270 Million
ETFs: $171 Million
Financial Services: $33.4 Million
Technology: $27.4 Million
Consumer Cyclical: $9.35 Million
Communication Services: $6.35 Million
Industrials: $4.7 Million
Consumer Defensive: $4.51 Million
Healthcare: $4.48 Million
Other: $4.6 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97T
$3.78 Million 1.4% of portfolio
15,114
Q4 2024 Reduced 4.4%
$3.01T
$3.52 Million 1.3% of portfolio
8,347
Q4 2024 Reduced 14.65%
$325B
$3.15 Million 1.17% of portfolio
23,443
Q4 2024 Reduced 27.47%
$623B
$2.9 Million 1.07% of portfolio
6,394
Q4 2024 Added 0.58%
$2.17T
$2.75 Million 1.02% of portfolio
12,516
Q4 2024 Added 12.01%
$404B
$1.58 Million 0.58% of portfolio
9,400
Q4 2024 Added 102.72%
$1.04T
$1.35 Million 0.5% of portfolio
3,350
Q4 2024 Reduced 14.54%
$1.54T
$1.09 Million 0.4% of portfolio
1,846
Q4 2024 Added 6.03%
$837B
$1.06 Million 0.39% of portfolio
1,376
Q4 2024 Added 15.05%
$1.07T
$1.04 Million 0.38% of portfolio
5,470
Q4 2024 Added 1.64%
$994B
$965,000 0.36% of portfolio
4,890
Q4 2024 Added 25.71%
$308B
$656,000 0.24% of portfolio
1,964
Q4 2024 New
$203B
$629,000 0.23% of portfolio
5,655
Q4 2024 Reduced 28.43%
$293B
$611,000 0.23% of portfolio
8,702
Q4 2024 Reduced 3.56%
$767B
$419,000 0.16% of portfolio
1,751
Q4 2024 Added 2.7%
$217B
$442,000 0.16% of portfolio
2,652
Q4 2024 New
$458B
$396,000 0.15% of portfolio
2,381
Q4 2024 Added 25.98%
$428B
$343,000 0.13% of portfolio
2,372
Q4 2024 Added 5.75%
$231B
$350,000 0.13% of portfolio
3,519
Q4 2024 New
$226B
$330,000 0.12% of portfolio
1,140
Q4 2024 New
$1.1T
$294,000 0.11% of portfolio
1,544
Q4 2024 Reduced 7.99%
$334B
$304,000 0.11% of portfolio
1,379
Q4 2024 Reduced 3.5%
$458B
$259,000 0.1% of portfolio
283
Q4 2024 Added 2.54%
$440B
$253,000 0.09% of portfolio
284
Q4 2024 Reduced 2.07%
$214B
$215,000 0.08% of portfolio
376
Q4 2024 Reduced 27.69%
$464B
$220,000 0.08% of portfolio
2,048
Q4 2024 Reduced 3.58%

Summary

  • Portfolio
  • No. of Stocks 273
  • Current Value $270 Million
  • Prior Value $261 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 39 stocks
  • Additional Purchases 116 stocks
  • Sold out of 33 stocks
  • Reduced holdings in 107 stocks
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