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CIK: 0001730765
Total reported value
$552.0M
$552.0M
265 檔
9.1%
During the Q3 2024 filing period, Triumph Capital Management (CIK: 0001730765) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $552.0M across 265 reported positions.
In Q3 2024, Triumph Capital Management displayed an active expansion posture, initiating 15 new positions and adding to 14 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 5.14% | -0.39% | -2.86% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.69% | -0.27% | +3.67% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.33% | -0.08% | +12.08% | |
| 4 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 3.04% | -0.11% | +0.02% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 2.67% | -0.06% | +1.25% | |
| 6 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.43% | -0.25% | +22.24% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 2.29% | +0.09% | +5.42% | |
| 8 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.07% | -0.06% | -34.16% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.02% | -0.17% | -12.98% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.87% | -0.31% | +0.54% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.78% | -0.14% | -16.65% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.73% | -0.18% | +0.98% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | -0.02% | -0.91% | |
| 14 | FTCS | First Trust Capital Strength | ETF-Other | 1.50% | -0.17% | -3.88% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | -0.09% | +48.25% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | +0.09% | +4.28% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | -0.15% | +7.15% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.05% | +1.31% | |
| 19 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.08% | +0.05% | +0.45% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.07% | +0.04% | +936.46% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.15% | +7.56% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.96% | -0.06% | -24.00% | |
| 23 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 0.96% | -0.01% | +21.99% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.91% | -0.31% | +4.42% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.85% | +0.01% | -2.77% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.85% | — | +2.29% | |
| 27 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.85% | — | +0.54% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.76% | -0.01% | +1.65% | |
| 29 | AON | Aon plc | Stock-Financials | 0.75% | -0.03% | -9.02% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.23% | +151.38% | |
| 31 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.73% | -0.20% | +95.71% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.69% | — | -35.70% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.67% | -0.01% | +3.59% | |
| 34 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 0.66% | -0.09% | +54.15% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-Other | 0.61% | -0.27% | +1.30% | |
| 36 | BCSF | Bain Capital Specialty Finan | Stock-Other | 0.60% | — | +29.05% | |
| 37 | ARCC | Ares Capital CORP | Stock-Financials | 0.54% | +0.02% | +23.19% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -0.02% | +369.34% | |
| 39 | ECC | Eagle Point Credit Co | Stock-Other | 0.52% | -0.01% | — | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.52% | +0.04% | — | |
| 41 | OXLC | Oxford Lane Capital Corp. | Stock-Other | 0.49% | — | +187.19% | |
| 42 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 0.48% | -0.03% | — | |
| 43 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.46% | -0.03% | -33.48% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.46% | -0.19% | +11.60% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.46% | -0.01% | -1.25% | |
| 46 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.45% | -0.29% | -10.99% | |
| 47 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.45% | -0.01% | +37.26% | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.45% | — | +202.17% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.01% | -1.48% | |
| 50 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.42% | -0.36% | +5.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1% | +936.46% | Add |
| 2 | ECC | Eagle Point Credit Co | +0.5% | NEW | New buy |
| 3 | MINT | Pimco Enhanced Short Maturit | +0.5% | NEW | New buy |
| 4 | FYX | First Trust Small Cap Core A | +0.5% | NEW | New buy |
| 5 | SDVY | First Trust Smid Cap Rising | +0.4% | +22.24% | Add |
| 6 | XLE | Ss Energy Select Sector | +0.4% | +369.34% | Add |
| 7 | AMZN | Amazon.com Inc | +0.4% | +151.38% | Add |
| 8 | APO | Apollo Global Management Inc | +0.4% | NEW | New buy |
| 9 | MSFT | Microsoft CORP | +0.4% | +48.25% | Add |
| 10 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.3% | NEW | New buy |
| 11 | LMBS | First Trust Low Duration Opp | +0.3% | +95.71% | Add |
| 12 | KKR | Kkr & Co Inc | +0.3% | NEW | New buy |
| 13 | BX | Blackstone Inc | +0.3% | +202.17% | Add |
| 14 | AGNC | Agnc Investment CORP | +0.3% | NEW | New buy |
| 15 | JPIE | Jpmorgan Income ETF | +0.3% | NEW | New buy |
| 16 | CELH | Celsius Holdings Inc | +0.3% | NEW | New buy |
| 17 | HQH | Abrdn Healthcare Investors | +0.3% | NEW | New buy |
| 18 | SMH | Vaneck Semiconductor ETF | +0.3% | NEW | New buy |
| 19 | OXLC | Oxford Lane Capital Corp. | +0.3% | +187.19% | Add |
| 20 | CEFS | Saba Closed End Funds ETF | +0.3% | NEW | New buy |
| 21 | PLTR | Palantir Technologies Inc-a | +0.3% | +4.42% | Add |
| 22 | MAGS | Roundhill Magnificent Seven | +0.3% | NEW | New buy |
| 23 | ZS | Zscaler Inc | +0.3% | +322.15% | Add |
| 24 | SCHW | Schwab (charles) CORP | +0.3% | NEW | New buy |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +12.08% | Add |
| 26 | BTO | John Hancock Financial Opp | +0.2% | NEW | New buy |
| 27 | SMTH | Alps Smth Cor Bd Plus ETF | +0.2% | +54.15% | Add |
| 28 | RDVY | First Trust Rising Dividend | +0.1% | +5.42% | Add |
| 29 | FIXD | First Trust Smith Opportunis | 0% | +3.67% | Add |
| 30 | ITA | Ishares U.s. Aerospace & Def | -0.3% | EXIT | Sold out |
| 31 | FXH | First Trust Health Care Alph | -0.3% | EXIT | Sold out |
| 32 | DE | Deere & Co | -0.3% | EXIT | Sold out |
| 33 | PANW | Palo Alto Networks Inc | -0.3% | -47.65% | Trim |
| 34 | URA | Global X Uranium ETF | -0.3% | EXIT | Sold out |
| 35 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -50.91% | Trim |
| 36 | MMM | 3m Co | -0.3% | -83.04% | Trim |
| 37 | IEP | Icahn Enterprises LP | -0.3% | -73.08% | Trim |
| 38 | PFFD | Global X US Preferred ETF | -0.3% | -48.52% | Trim |
| 39 | QUAL | Ishares Msci USA Quality Fac | -0.4% | -24.00% | Trim |
| 40 | XLF | Ss Financial Select Sector | -0.4% | EXIT | Sold out |
| 41 | FDIS | Fidelity Msci Cons Discr Ind | -0.4% | EXIT | Sold out |
| 42 | ARM | Arm Holdings Plc-adr | -0.4% | -47.55% | Trim |
| 43 | TSLA | Tesla Inc | -0.4% | -60.69% | Trim |
| 44 | IIPR | Innovative Industrial Proper | -0.4% | -86.17% | Trim |
| 45 | PFE | Pfizer Inc | -0.4% | -81.37% | Trim |
| 46 | GILD | Gilead Sciences Inc | -0.5% | -84.39% | Trim |
| 47 | BKLN | Invesco Senior Loan ETF | -0.5% | -35.70% | Trim |
| 48 | JPST | Jpmorgan Ultra-short Income | -0.5% | -16.65% | Trim |
| 49 | XLRE | Ss Real Estate Select Sector | -0.6% | EXIT | Sold out |
| 50 | FPE | Ft-preferred Secur & Inc ETF | -1.2% | -34.16% | Trim |
According to official SEC Form 13F filings, Triumph Capital Management reported a total U.S. public equity portfolio value of $552.0M across 265 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FTSM, FIXD, SPY) accounted for 9.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
ECC
市值: $1.5M
Top Position Liquidated / Trimmed
XLRE
前期市值: $1.5M
During Q3 2024, Triumph Capital Management's top holdings by market value included FTSM (5.1%)、FIXD (3.7%)、SPY (3.3%). The largest single position, FTSM, represented 5.1% of total portfolio value.
In Q3 2024, Triumph Capital Management made 50 total portfolio adjustments, initiating 15 new buys, adding to 14 positions, trimming 14 holdings, and fully liquidating 7 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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