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CIK: 0001730765
Total reported value
$552.0M
$552.0M
240 檔
8.8%
At the close of Q2 2024, Triumph Capital Management disclosed equity holdings valued at approximately $552.0M, spread across 240 reported holdings.
During Q2 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 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 5.77% | -0.39% | -7.02% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.71% | -0.27% | +7.67% | |
| 3 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 3.31% | -0.06% | -0.29% | |
| 4 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 3.11% | -0.11% | +3.86% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.09% | -0.08% | +5.60% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.77% | -0.06% | +6.34% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.34% | -0.17% | +10.41% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.32% | -0.14% | -40.21% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 2.20% | +0.09% | +6.90% | |
| 10 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.00% | -0.25% | +389.32% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.88% | -0.31% | +3.38% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.82% | -0.18% | +1.11% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | -0.02% | +17.20% | |
| 14 | FTCS | First Trust Capital Strength | ETF-Other | 1.58% | -0.17% | -1.12% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.55% | +0.09% | +44.62% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | -0.15% | +1452.44% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.32% | -0.06% | -7.72% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.28% | +0.05% | +13.49% | |
| 19 | BKLN | Invesco Senior Loan ETF | ETF-Other | 1.19% | — | -11.16% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.09% | +1.68% | |
| 21 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.99% | +0.05% | +5.81% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.15% | -3.57% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.92% | +0.01% | -15.33% | |
| 24 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.89% | — | — | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.84% | — | +12.54% | |
| 26 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.83% | -0.01% | +20.52% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | +0.04% | +2.40% | |
| 28 | AON | Aon plc | Stock-Financials | 0.76% | -0.03% | +3.09% | |
| 29 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.76% | -0.03% | -32.02% | |
| 30 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.73% | -0.01% | -1.64% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.66% | -0.01% | -10.96% | |
| 32 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.65% | — | — | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.31% | +58.48% | |
| 34 | PFFD | Global X US Preferred ETF | ETF-Other | 0.63% | -0.01% | +87.54% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.60% | — | +76.26% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-Other | 0.59% | -0.27% | -1.25% | |
| 37 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.56% | +0.01% | -2.18% | |
| 38 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.54% | -0.03% | +13.24% | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.54% | -0.02% | +154.78% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.54% | -0.19% | +125.48% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.54% | +0.02% | +93.53% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.52% | -0.03% | +5.81% | |
| 43 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.51% | -0.29% | -42.52% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.50% | -0.06% | +65.31% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.49% | +0.07% | -5.50% | |
| 46 | IIPR | Innovative Industrial Proper | Stock-Real Estate | 0.49% | +0.01% | — | |
| 47 | BCSF | Bain Capital Specialty Finan | Stock-Other | 0.49% | — | — | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.49% | +0.02% | +4.55% | |
| 49 | SDIV | Global X Superdividend ETF | ETF-Other | 0.48% | -0.02% | +244.12% | |
| 50 | ARCC | Ares Capital CORP | Stock-Financials | 0.48% | +0.02% | — |
According to official SEC Form 13F filings, Triumph Capital Management reported a total U.S. public equity portfolio value of $552.0M across 240 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FTSM, FIXD, FPE) accounted for 8.8% of total reported equity market value during Q2 2024.
During Q2 2024, Triumph Capital Management's top holdings by market value included FTSM (5.8%)、FIXD (3.7%)、FPE (3.3%). The largest single position, FTSM, represented 5.8% of total portfolio value.
In Q2 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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