Triumph Capital Management Portfolio Holdings

Triumph Capital Management

  • $325 Million
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.42 Million 0.44% of portfolio
100,324
Q2 2025 Reduced 24.4%
$0
$1.37 Million 0.42% of portfolio
95,106
Q2 2025 Added 21.09%
$0
$1.29 Million 0.4% of portfolio
65,140
Q2 2025 Reduced 3.59%
$0
$1.14 Million 0.35% of portfolio
81,005
Q2 2025 Reduced 27.79%
$0
$857,000 0.26% of portfolio
46,442
Q2 2025 Reduced 3.11%
$0
$823,000 0.25% of portfolio
80,973
Q2 2025 Reduced 6.65%
$0
$823,000 0.25% of portfolio
51,034
Q2 2025 Reduced 1.4%
$0
$796,000 0.24% of portfolio
125,609
Q2 2025 Reduced 14.92%
$0
$725,000 0.22% of portfolio
29,270
Q2 2025 Reduced 10.88%
$0
$713,000 0.22% of portfolio
87,033
Q2 2025 Added 27.51%
$0
$672,000 0.21% of portfolio
127,145
Q2 2025 Reduced 19.39%
$0
$695,000 0.21% of portfolio
19,333
Q2 2025 Added 37.8%
$0
$607,000 0.19% of portfolio
29,783
Q2 2025 Reduced 3.1%
$0
$483,000 0.15% of portfolio
27,990
Q2 2025 Reduced 18.21%
$0
$485,000 0.15% of portfolio
38,812
Q2 2025 Added 28.43%
$0
$388,000 0.12% of portfolio
31,671
Q2 2025 Reduced 2.57%
$0
$332,000 0.1% of portfolio
8,399
Q2 2025 Reduced 4.96%
$0
$278,000 0.09% of portfolio
19,575
Q2 2025 Added 19.28%
$0
$270,000 0.08% of portfolio
40,888
Q2 2025 Added 86.48%
$0
$251,000 0.08% of portfolio
17,432
Q1 2025 Added 2.95%
$0
$166,000 0.05% of portfolio
26,804
Q2 2025 Added 15.04%
$0
$62,000 0.02% of portfolio
15,744
Q2 2025 Reduced 12.07%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $325 Million
  • Prior Value $361 Million
  • Filing
  • Period Q3 2025
  • Filing Date December 23, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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