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CIK: 0001730765
Total reported value
$552.0M
$552.0M
276 檔
9.5%
In Q1 2025, Triumph Capital Management's U.S. equity holdings reached a combined market value of $552.0M, distributed across 276 disclosed stock positions.
In Q1 2025, Triumph Capital Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 5.44% | -0.39% | +1.51% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.50% | -0.27% | +1.26% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.01% | -0.08% | +0.50% | |
| 4 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 2.82% | -0.11% | +0.45% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 2.69% | +0.09% | +17.87% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 2.60% | -0.06% | +2.23% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.40% | -0.25% | +0.98% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.20% | -0.14% | +41.65% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.83% | -0.20% | +4.90% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.73% | -0.18% | +3.27% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.70% | -0.31% | +1.21% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.65% | -0.17% | -0.35% | |
| 13 | FTCS | First Trust Capital Strength | ETF-Other | 1.40% | -0.17% | +1.07% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.05% | +8.60% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | +0.09% | -11.23% | |
| 16 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 1.20% | -0.03% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.09% | +12.12% | |
| 18 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.09% | -0.01% | +8.94% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | -0.23% | +36.74% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.15% | -8.57% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | -0.02% | -27.07% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.15% | +15.68% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.89% | -0.04% | +185.52% | |
| 24 | FEBM | Ft Vest US Eq Max Buf Feb | ETF-Other | 0.88% | -0.01% | — | |
| 25 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.83% | — | — | |
| 26 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.83% | — | +130.12% | |
| 27 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.81% | +0.75% | +70.91% | |
| 28 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 0.78% | -0.09% | +19.31% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-Other | 0.75% | -0.27% | +9.78% | |
| 30 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.67% | — | +7.01% | |
| 31 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.65% | — | — | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.64% | +0.01% | -28.29% | |
| 33 | AON | Aon plc | Stock-Financials | 0.64% | -0.03% | -3.96% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.61% | +0.04% | -24.02% | |
| 35 | SNOW | Snowflake Inc | Stock-Tech | 0.60% | +0.05% | +59.67% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.58% | -0.06% | -33.27% | |
| 37 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.57% | +0.03% | -2.27% | |
| 38 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.57% | +0.02% | +44.32% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.09% | +5.95% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.56% | — | -28.89% | |
| 41 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.55% | — | — | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.53% | -0.03% | +375.82% | |
| 43 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.52% | -0.29% | +29.99% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.51% | +0.07% | +62.98% | |
| 45 | OXLC | Oxford Lane Capital Corp. | Stock-Other | 0.51% | — | +8.37% | |
| 46 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.49% | -0.01% | +2.35% | |
| 47 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.49% | -0.01% | -31.52% | |
| 48 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 0.47% | -0.01% | +12.41% | |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.47% | -0.02% | +5.29% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.47% | -0.19% | -13.51% |
According to official SEC Form 13F filings, Triumph Capital Management reported a total U.S. public equity portfolio value of $552.0M across 276 disclosed positions in Q1 2025.
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 9.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
FTSM
市值: $16.3M
During Q1 2025, Triumph Capital Management's top holdings by market value included FTSM (5.4%)、FIXD (3.5%)、SPY (3.0%). The largest single position, FTSM, represented 5.4% of total portfolio value.
In Q1 2025, Triumph Capital Management made 50 total portfolio adjustments, initiating 50 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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