Triumph Capital Management Portfolio Holdings

Triumph Capital Management

  • $234 Million
  • Q1 2024

Triumph Capital Management has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $234 Million distributed in 225 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 $15.8M, Jp Morgan ETF Tr Ultra Short I with a value of $9.95M, First Tr ETF Viii Tcw Opportun with a value of $8.94M, First Tr Pfd Secs & Income ETF with a value of $8.49M, and First Tr Large Cap Core Alphde with a value of $7.83M.

Examining the 13F form we can see an increase of $8.99M in the current position value, from $225M to 234M.

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

Portfolio value $234 Million
ETFs: $171 Million
Technology: $18.7 Million
Financial Services: $15.4 Million
Communication Services: $5.43 Million
Healthcare: $4.36 Million
Consumer Defensive: $4.13 Million
Energy: $4.06 Million
Consumer Cyclical: $3.64 Million
Other: $6.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$904,000 0.39% of portfolio
71,256
Q1 2024 Added 1.28%
$0
$469,000 0.2% of portfolio
36,292
Q1 2024 Added 2.69%
$0
$297,000 0.13% of portfolio
106,203
Q2 2023 New
$0
$225,000 0.1% of portfolio
17,032
Q2 2023 New
$0
$165,000 0.07% of portfolio
15,867
Q1 2024 New
$0
$146,000 0.06% of portfolio
26,472
Q1 2024 Reduced 67.88%
$0
$0 0.0% of portfolio
17,000
Q1 2023 Reduced 70.18%
$0
$0 0.0% of portfolio
11,000
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 225
  • Current Value $234 Million
  • Prior Value $225 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 55 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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