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CIK: 0001730765
Total reported value
$552.0M
$552.0M
273 檔
9.4%
The Q4 2024 SEC filing reveals that Triumph Capital Management held a total portfolio value of $552.0M, covering 273 public equity positions.
In Q4 2024, Triumph Capital Management displayed an active expansion posture, initiating 17 new positions and adding to 15 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 5.50% | -0.39% | +12.03% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.48% | -0.27% | +3.36% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.22% | -0.08% | -1.13% | |
| 4 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 2.93% | -0.11% | +0.17% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.62% | -0.25% | +13.95% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.56% | -0.06% | +4.34% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 2.37% | +0.09% | +7.61% | |
| 8 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.98% | -0.06% | +1.59% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.88% | -0.17% | -3.09% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.79% | -0.31% | -0.70% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.77% | -0.20% | +156.59% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.73% | -0.18% | +6.54% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.59% | -0.14% | -6.43% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | +0.09% | +1.79% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | -0.02% | -3.08% | |
| 16 | FTCS | First Trust Capital Strength | ETF-Other | 1.39% | -0.17% | -0.00% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.05% | -4.40% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.09% | -14.65% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | -0.15% | -27.47% | |
| 20 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.07% | -0.01% | +13.18% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.15% | +0.58% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.96% | +0.04% | +27.23% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.23% | +12.01% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.93% | -0.06% | +2.07% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.93% | +0.01% | +17.34% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.82% | — | -0.41% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.77% | -0.01% | +10.27% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.69% | -0.31% | -60.87% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-Other | 0.69% | -0.27% | +22.29% | |
| 30 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 0.66% | -0.09% | +8.16% | |
| 31 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.65% | — | -2.28% | |
| 32 | AON | Aon plc | Stock-Financials | 0.62% | -0.03% | -16.53% | |
| 33 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.61% | -0.10% | — | |
| 34 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.61% | — | -26.75% | |
| 35 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.60% | +0.03% | +104.39% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.58% | -0.19% | +12.79% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.09% | +102.72% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.53% | -0.01% | -14.98% | |
| 39 | OXLC | Oxford Lane Capital Corp. | Stock-Other | 0.52% | — | +13.23% | |
| 40 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.48% | +0.75% | +85.11% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.04% | -14.54% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.46% | -0.02% | +63.61% | |
| 43 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.45% | +0.01% | +16.82% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.44% | -0.01% | -1.42% | |
| 45 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.44% | +0.02% | +12.95% | |
| 46 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.43% | -0.01% | +102.70% | |
| 47 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.43% | -0.36% | -5.83% | |
| 48 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.41% | -0.29% | +3.40% | |
| 49 | SNOW | Snowflake Inc | Stock-Tech | 0.41% | +0.05% | +30.28% | |
| 50 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.37% | -0.01% | +4.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LMBS | First Trust Low Duration Opp | +1% | +156.59% | Add |
| 2 | ZALT | Innovator US Eq 10 Buffer | +0.6% | NEW | New buy |
| 3 | FTSM | First Trust Enh Short Mat Fd | +0.4% | +12.03% | Add |
| 4 | FDL | First Trust Morn Dvd Lead In | +0.3% | NEW | New buy |
| 5 | GSY | Invesco Ultra Short Duration | +0.3% | NEW | New buy |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | NEW | New buy |
| 7 | BALT | Inn Defined Wealth Shield | +0.3% | +104.39% | Add |
| 8 | JTEK | Jpmorgan US Tech Leaders | +0.3% | NEW | New buy |
| 9 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.3% | NEW | New buy |
| 10 | PG | Procter & Gamble Co/the | +0.3% | +102.72% | Add |
| 11 | FDX | Fedex CORP | +0.3% | NEW | New buy |
| 12 | FNK | First Trust Mid Cap Value | +0.2% | NEW | New buy |
| 13 | CRM | Salesforce Inc | +0.2% | NEW | New buy |
| 14 | VFLO | Victoryshares Free Cash Flow | +0.2% | +85.11% | Add |
| 15 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.2% | +102.70% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | +12.01% | Add |
| 17 | XLP | Ss Consumer Staples Sel Sect | +0.2% | NEW | New buy |
| 18 | SDVY | First Trust Smid Cap Rising | +0.2% | +13.95% | Add |
| 19 | UTF | Cohen & Steers Infrastructur | +0.2% | NEW | New buy |
| 20 | TTD | Trade Desk Inc/the -class A | +0.2% | NEW | New buy |
| 21 | KBWD | Invesco Kbw High Dividend Yi | +0.2% | NEW | New buy |
| 22 | MBLY | Mobileye Global Inc-a | +0.2% | +16.82% | Add |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +63.61% | Add |
| 24 | CAG | Conagra Brands Inc | +0.2% | +169.77% | Add |
| 25 | SNOW | Snowflake Inc | +0.2% | +30.28% | Add |
| 26 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 27 | OWL | Blue Owl Capital Inc | +0.2% | NEW | New buy |
| 28 | GE | General Electric | +0.2% | NEW | New buy |
| 29 | CCL1EUR | Carnival CORP LTD | +0.1% | NEW | New buy |
| 30 | BA | Boeing Co/the | +0.1% | +12.79% | Add |
| 31 | SFLR | Innovator Eqty Mgd Floor ETF | +0.1% | +13.18% | Add |
| 32 | RDVY | First Trust Rising Dividend | +0.1% | +7.61% | Add |
| 33 | ✓ | NEOS Enhanced Income Credit Select ETF | -0.1% | EXIT | Sold out |
| 34 | ABNB | Airbnb Inc-class A | -0.1% | EXIT | Sold out |
| 35 | SCHW | Schwab (charles) CORP | -0.2% | -64.23% | Trim |
| 36 | JPXN | Ishares Jpx-nikkei 400 ETF | -0.2% | EXIT | Sold out |
| 37 | GBIL | Goldman Sachs Access Treasur | -0.2% | -36.19% | Trim |
| 38 | ECC | Eagle Point Credit Co | -0.2% | -25.78% | Trim |
| 39 | GBDC | Golub Capital Bdc Inc | -0.2% | -41.85% | Trim |
| 40 | XLE | Ss Energy Select Sector | -0.2% | -31.83% | Trim |
| 41 | APO | Apollo Global Management Inc | -0.2% | -67.50% | Trim |
| 42 | ARCC | Ares Capital CORP | -0.2% | -40.90% | Trim |
| 43 | PLTR | Palantir Technologies Inc-a | -0.2% | -60.87% | Trim |
| 44 | UAPR | Innovator U.s. Equity Ultra | -0.2% | -26.75% | Trim |
| 45 | ARM | Arm Holdings Plc-adr | -0.3% | EXIT | Sold out |
| 46 | AVGO | Broadcom Inc | -0.3% | EXIT | Sold out |
| 47 | BCSF | Bain Capital Specialty Finan | -0.3% | -48.82% | Trim |
| 48 | MSFT | Microsoft CORP | -0.3% | -14.65% | Trim |
| 49 | NVDA | Nvidia CORP | -0.3% | -27.47% | Trim |
| 50 | SOFI | Sofi Technologies Inc | -0.7% | -81.97% | Trim |
According to official SEC Form 13F filings, Triumph Capital Management reported a total U.S. public equity portfolio value of $552.0M across 273 disclosed positions in Q4 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 9.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
ZALT
市值: $1.8M
Top Position Liquidated / Trimmed
AVGO
前期市值: $777.1K
During Q4 2024, Triumph Capital Management's top holdings by market value included FTSM (5.5%)、FIXD (3.5%)、SPY (3.2%). The largest single position, FTSM, represented 5.5% of total portfolio value.
In Q4 2024, Triumph Capital Management made 50 total portfolio adjustments, initiating 17 new buys, adding to 15 positions, trimming 13 holdings, and fully liquidating 5 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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