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CIK: 0001730765
Total reported value
$552.0M
$552.0M
225 檔
9.2%
The Q1 2024 SEC filing reveals that Triumph Capital Management held a total portfolio value of $552.0M, covering 225 public equity positions.
During Q1 2024, Triumph Capital Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 6.46% | -0.39% | -10.05% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.06% | -0.14% | -26.97% | |
| 3 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.62% | -0.27% | +26.84% | |
| 4 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 3.48% | -0.06% | -4.04% | |
| 5 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 3.18% | -0.11% | +11.83% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.92% | -0.08% | -26.23% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.72% | -0.06% | +19.93% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.27% | -0.17% | -0.14% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 2.19% | +0.09% | +4.02% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.95% | -0.31% | -13.64% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.89% | -0.18% | +1980.36% | |
| 12 | FTCS | First Trust Capital Strength | ETF-Other | 1.69% | -0.17% | -2.04% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.43% | -0.06% | +12.83% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | -0.02% | +184.84% | |
| 15 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.40% | — | +8.39% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.23% | -0.01% | -44.52% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.16% | -0.03% | -28.13% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.15% | +0.01% | +18.58% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.09% | -10.30% | |
| 20 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.07% | +0.05% | +24.86% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.15% | -6.23% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.03% | +0.09% | +1.14% | |
| 23 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.99% | -0.29% | +116.68% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.05% | +82.00% | |
| 25 | FXU | First Trust Utilities Alphad | ETF-Other | 0.95% | — | +111.36% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.90% | -0.01% | +421.87% | |
| 27 | AON | Aon plc | Stock-Financials | 0.87% | -0.03% | -3.01% | |
| 28 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.86% | +0.01% | +0.34% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.83% | -0.01% | +79.46% | |
| 30 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.81% | — | -61.06% | |
| 31 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.80% | -0.01% | +12.40% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.79% | — | -14.91% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | -0.15% | +53.23% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.70% | -0.02% | -20.55% | |
| 35 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.70% | -0.01% | +26.09% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.04% | +9.18% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.65% | — | +590.58% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-Other | 0.64% | -0.27% | -18.60% | |
| 39 | MOMO | Hello Group Inc -spn Adr | Stock-Other | 0.60% | — | — | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.53% | -0.03% | +53.15% | |
| 41 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 0.53% | -0.02% | +70.44% | |
| 42 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.52% | — | +15.81% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.51% | -0.01% | -18.36% | |
| 44 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.50% | -0.03% | +10.75% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.50% | +0.02% | -19.65% | |
| 46 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 0.49% | — | — | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.49% | +0.01% | -49.09% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.45% | +0.07% | +5.70% | |
| 49 | DIV | Global X Superdividend Use | ETF-Other | 0.45% | -0.01% | -1.94% | |
| 50 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.44% | -0.25% | — |
According to official SEC Form 13F filings, Triumph Capital Management reported a total U.S. public equity portfolio value of $552.0M across 225 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FTSM, JPST, FIXD) accounted for 9.2% of total reported equity market value during Q1 2024.
During Q1 2024, Triumph Capital Management's top holdings by market value included FTSM (6.5%)、JPST (4.1%)、FIXD (3.6%). The largest single position, FTSM, represented 6.5% of total portfolio value.
In Q1 2024, Triumph Capital Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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