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CIK: 0001730765
Total reported value
$552.0M
$552.0M
286 檔
9.7%
As reported in its official Q2 2025 Form 13F filing, Triumph Capital Management's tracked investment portfolio stood at $552.0M with 286 total positions.
In Q2 2025, Triumph Capital Management displayed an active expansion posture, initiating 12 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 4.66% | -0.39% | -4.97% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.18% | -0.27% | +0.79% | |
| 3 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 2.74% | -0.11% | +0.55% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.74% | -0.08% | -8.57% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 2.72% | +0.09% | +4.95% | |
| 6 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.41% | -0.25% | +5.80% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 2.41% | -0.06% | +2.72% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.06% | +0.09% | +59.83% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.00% | -0.14% | +0.71% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | -0.02% | +77.88% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.71% | -0.20% | +3.58% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.70% | -0.31% | +2.79% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.67% | -0.17% | +4.14% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.63% | -0.18% | +3.29% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | -0.15% | +12.36% | |
| 16 | FTCS | First Trust Capital Strength | ETF-Other | 1.35% | -0.17% | +5.67% | |
| 17 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 1.30% | -0.03% | +13.67% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.05% | +28.27% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.22% | -0.06% | +117.13% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.17% | -0.04% | +50.01% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.23% | +0.14% | |
| 22 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.11% | -0.01% | +6.14% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.09% | -26.70% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.15% | +16.03% | |
| 25 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.82% | +0.75% | +9.42% | |
| 26 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.78% | -0.29% | +68.99% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.22% | +157.18% | |
| 28 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.68% | -0.10% | — | |
| 29 | FVD | First Trust Value Line Dvd | ETF-Other | 0.64% | -0.27% | -5.75% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.64% | +0.07% | -4.66% | |
| 31 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.62% | -0.08% | — | |
| 32 | SNOW | Snowflake Inc | Stock-Tech | 0.61% | +0.05% | -25.79% | |
| 33 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.60% | — | -16.92% | |
| 34 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.59% | +0.05% | +44.24% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.58% | -0.01% | +24.69% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.04% | -24.49% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | -0.16% | — | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.56% | +0.01% | -3.45% | |
| 39 | OXLC | Oxford Lane Capital Corp. | Stock-Other | 0.56% | — | +35.94% | |
| 40 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.55% | +0.02% | -3.27% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.09% | +13.53% | |
| 42 | AON | Aon plc | Stock-Financials | 0.53% | -0.03% | +2.06% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.53% | — | -0.28% | |
| 44 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.51% | +0.02% | +50.97% | |
| 45 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.49% | +0.02% | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | +0.14% | +11.74% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.04% | -3.69% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.04% | +167.00% | |
| 49 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.48% | -0.04% | +107.38% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.47% | +0.01% | +11.74% |
According to official SEC Form 13F filings, Triumph Capital Management reported a total U.S. public equity portfolio value of $552.0M across 286 disclosed positions in Q2 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, FEX) accounted for 9.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
VPLS
市值: $2.3M
Top Position Liquidated / Trimmed
FEBM
前期市值: $2.6M
During Q2 2025, Triumph Capital Management's top holdings by market value included FTSM (4.7%)、FIXD (3.2%)、FEX (2.7%). The largest single position, FTSM, represented 4.7% of total portfolio value.
In Q2 2025, Triumph Capital Management made 50 total portfolio adjustments, initiating 12 new buys, adding to 22 positions, trimming 9 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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