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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$5.68 Million 1.75% of portfolio
30,463
Q2 2025 Added 0.03%
$2.39T
$4.44 Million 1.37% of portfolio
20,242
Q2 2025 Reduced 15.33%
$4.3T
$4.09 Million 1.26% of portfolio
16,057
Q2 2025 Added 31.12%
$662B
$3.85 Million 1.18% of portfolio
7,660
Q2 2025 Reduced 11.45%
$3.78T
$3.46 Million 1.06% of portfolio
6,687
Q2 2025 Added 2.59%
$22.2B
$3.35 Million 1.03% of portfolio
126,915
Q2 2025 Reduced 15.44%
$971B
$3.29 Million 1.01% of portfolio
4,313
Q2 2025 Reduced 29.82%
$342B
$2.9 Million 0.89% of portfolio
15,916
Q2 2025 Reduced 44.3%
$82.2B
$2.07 Million 0.64% of portfolio
9,199
Q2 2025 Reduced 0.74%
$300B
$2.09 Million 0.64% of portfolio
6,045
Q2 2025 Reduced 29.78%
$346B
$2.05 Million 0.63% of portfolio
13,348
Q2 2025 Reduced 15.3%
$139B
$1.98 Million 0.61% of portfolio
5,997
Q2 2025 Reduced 1.38%
$388B
$1.76 Million 0.54% of portfolio
10,856
Q2 2025 Added 23.28%
$72.4B
$1.76 Million 0.54% of portfolio
4,949
Q2 2025 Added 2.06%
$172B
$1.76 Million 0.54% of portfolio
39,998
Q2 2025 Reduced 54.23%
$1.37T
$1.67 Million 0.51% of portfolio
2,276
Q2 2025 Reduced 2.55%
$98.1B
$1.61 Million 0.49% of portfolio
9,426
Q2 2025 Added 3.81%
$13.3B
$1.56 Million 0.48% of portfolio
106,126
Q2 2025 Reduced 34.68%
$1.29T
$1.53 Million 0.47% of portfolio
3,436
Q2 2025 Added 49.77%
$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
$1.37 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
65,140
Q2 2025 Reduced 3.59%
$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%
$5.27B
$1.03 Million 0.32% of portfolio
76,773
Q2 2025 Reduced 10.49%
$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%
$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%
$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
$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
$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%
$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%
$174B
$738,000 0.23% of portfolio
4,972
Q2 2025 Added 17.6%
$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
$0
$713,000 0.22% of portfolio
87,033
Q2 2025 Added 27.51%
$4.41B
$697,000 0.21% of portfolio
26,746
Q2 2025 Reduced 16.81%

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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