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

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%
$71.6B
$1.37 Million 0.42% of portfolio
20,444
Q2 2025 Reduced 3.1%
$0
$1.35 Million 0.42% of portfolio
12,414
Q2 2025 Reduced 31.32%
$0
$1.37 Million 0.42% of portfolio
13,637
Q2 2025 Added 0.81%
$0
$1.37 Million 0.42% of portfolio
95,106
Q2 2025 Added 21.09%
$593B
$1.32 Million 0.41% of portfolio
4,708
Q2 2025 Reduced 57.6%
$0
$1.29 Million 0.4% of portfolio
29,216
Q2 2025 Reduced 4.8%
$0
$1.29 Million 0.4% of portfolio
65,140
Q2 2025 Reduced 3.59%
$0
$1.27 Million 0.39% of portfolio
60,731
Q2 2025 Added 24.06%
$12.7B
$1.17 Million 0.36% of portfolio
12,725
Q2 2025 Reduced 37.49%
$44.9B
$1.17 Million 0.36% of portfolio
36,215
Q2 2025 Reduced 4.58%
$0
$1.14 Million 0.35% of portfolio
81,005
Q2 2025 Reduced 27.79%
$0
$1.13 Million 0.35% of portfolio
74,813
Q2 2025 Reduced 10.29%
$0
$1.11 Million 0.34% of portfolio
10,991
Q2 2025 Reduced 37.87%
$0
$1.09 Million 0.34% of portfolio
21,529
Q2 2025 Added 8.14%
$0
$1.07 Million 0.33% of portfolio
7,988
Q2 2025 Reduced 5.16%
$0
$1.05 Million 0.32% of portfolio
61,967
Q2 2025 Reduced 7.5%
$5.27B
$1.03 Million 0.32% of portfolio
76,773
Q2 2025 Reduced 10.49%
$0
$1.04 Million 0.32% of portfolio
22,147
Q2 2025 Reduced 2.66%
$0
$1.01 Million 0.31% of portfolio
44,248
Q2 2025 Reduced 6.54%
$0
$1.01 Million 0.31% of portfolio
10,061
Q2 2025 Added 1.82%
$6.29B
$968,000 0.3% of portfolio
35,518
Q2 2025 Reduced 1.02%
$57.9B
$985,000 0.3% of portfolio
4,589
Q2 2025 Reduced 54.91%
$0
$979,000 0.3% of portfolio
18,750
Q2 2025 Reduced 1.92%
$181B
$957,000 0.29% of portfolio
9,777
Q2 2025 Reduced 28.77%
$99.5B
$910,000 0.28% of portfolio
20,195
Q2 2025 Reduced 38.6%
$0
$911,000 0.28% of portfolio
46,902
Q2 2025 Reduced 6.96%
$897M
$894,000 0.27% of portfolio
62,778
Q2 2025 Reduced 13.78%
$56.3B
$830,000 0.26% of portfolio
51,889
Q2 2025 Reduced 1.14%
$0
$857,000 0.26% of portfolio
46,442
Q2 2025 Reduced 3.11%
$41.4B
$859,000 0.26% of portfolio
9,579
Q3 2025 New
$11.9B
$813,000 0.25% of portfolio
10,641
Q2 2025 Reduced 2.5%
$0
$823,000 0.25% of portfolio
80,973
Q2 2025 Reduced 6.65%
$592M
$816,000 0.25% of portfolio
102,319
Q2 2025 Reduced 58.73%
$0
$822,000 0.25% of portfolio
20,945
Q2 2025 Reduced 8.78%
$0
$823,000 0.25% of portfolio
51,034
Q2 2025 Reduced 1.4%
$0
$796,000 0.24% of portfolio
17,166
Q2 2025 Reduced 42.97%
$0
$790,000 0.24% of portfolio
13,750
Q2 2025 Reduced 5.05%
$0
$796,000 0.24% of portfolio
125,609
Q2 2025 Reduced 14.92%
$0
$788,000 0.24% of portfolio
40,061
Q2 2025 Reduced 10.57%
$2.37B
$794,000 0.24% of portfolio
58,034
Q2 2025 Reduced 10.37%
$144B
$748,000 0.23% of portfolio
1,637
Q3 2025 New
$163B
$737,000 0.23% of portfolio
1,027
Q2 2025 Reduced 27.95%
$0
$749,000 0.23% of portfolio
26,079
Q2 2025 Added 0.64%
$174B
$738,000 0.23% of portfolio
4,972
Q2 2025 Added 17.6%
$0
$727,000 0.22% of portfolio
8,650
Q2 2025 Reduced 0.17%
$0
$725,000 0.22% of portfolio
29,270
Q2 2025 Reduced 10.88%
$3.45B
$703,000 0.22% of portfolio
39,927
Q2 2025 Reduced 16.19%
$7.96B
$726,000 0.22% of portfolio
32,992
Q3 2025 New

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
Track This Portfolio

Track Triumph Capital Management Portfolio

Follow Triumph Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triumph Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Triumph Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email