Triumph Capital Management has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $361 Million distributed in 1969 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 increase of $60M in the current position value, from $300M to 361M.

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

Portfolio value $361 Million
ETFs: $216 Million
Financial Services: $41.1 Million
Technology: $37.9 Million
Consumer Cyclical: $15.1 Million
Healthcare: $10.2 Million
Consumer Defensive: $8.62 Million
Industrials: $7.03 Million
Communication Services: $6.99 Million
Other: $11.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,969
  • Current Value $361 Million
  • Prior Value $300 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1,319 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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