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CIK: 0001730765
Total reported value
$552.0M
$552.0M
319 檔
8.9%
At the close of Q3 2025, Triumph Capital Management disclosed equity holdings valued at approximately $552.0M, spread across 319 reported holdings.
In Q3 2025, Triumph Capital Management displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.55% | -0.39% | -14.89% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.73% | -0.27% | -5.15% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 2.44% | +0.09% | -6.33% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 2.29% | -0.17% | +83.89% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 2.22% | -0.06% | +2.03% | |
| 6 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.16% | -0.25% | -6.94% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.89% | -0.08% | -28.31% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.85% | -0.14% | +3.67% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.84% | +0.09% | -7.93% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | -0.02% | +3.36% | |
| 11 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.75% | — | +214.84% | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.75% | -0.20% | +13.23% | |
| 13 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 1.67% | -0.11% | -35.89% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | -0.15% | -0.03% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.51% | -0.31% | -5.16% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.51% | -0.18% | +3.52% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.33% | -0.17% | -20.52% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.32% | -0.01% | +777.84% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.26% | -0.04% | +19.28% | |
| 20 | UDEC | Innovator U.s. Equity Ultra | ETF-Other | 1.22% | -0.03% | -0.51% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.23% | +18.10% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.18% | -0.06% | +1.61% | |
| 23 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.17% | -0.01% | +9.87% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.05% | -23.73% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.15% | +12.93% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.09% | -2.52% | |
| 27 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.91% | +0.75% | +16.13% | |
| 28 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.90% | +0.05% | +18.25% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.22% | +42.48% | |
| 30 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.82% | -0.29% | +18.43% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.78% | -0.31% | +79.52% | |
| 32 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.74% | -0.03% | +217.89% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.68% | -0.01% | +24.47% | |
| 34 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.68% | -0.10% | +9.81% | |
| 35 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.67% | +0.02% | +23.28% | |
| 36 | KHPI | Kensington Hedged Prm In ETF | ETF-Other | 0.66% | -0.02% | +170.32% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.07% | — | |
| 38 | FVD | First Trust Value Line Dvd | ETF-Other | 0.64% | -0.27% | +7.62% | |
| 39 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.60% | -0.08% | +4.08% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.16% | +6.65% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | -0.02% | +42.40% | |
| 42 | SNOW | Snowflake Inc | Stock-Tech | 0.56% | +0.05% | +0.74% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.09% | +18.06% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | -0.04% | +1.40% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | +0.01% | +4.34% | |
| 46 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.51% | +0.02% | +2.15% | |
| 47 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.51% | +0.03% | +44.27% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.49% | — | -1.61% | |
| 49 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.48% | +0.02% | +5.24% | |
| 50 | AON | Aon plc | Stock-Financials | 0.47% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FDL | First Trust Morn Dvd Lead In | +1.2% | +214.84% | Add |
| 2 | XLP | Ss Consumer Staples Sel Sect | +1.2% | +777.84% | Add |
| 3 | FTCS | First Trust Capital Strength | +0.9% | +83.89% | Add |
| 4 | SPYI | Neos S&p 500 High Income ETF | +0.5% | +217.89% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.4% | +79.52% | Add |
| 6 | KHPI | Kensington Hedged Prm In ETF | +0.4% | +170.32% | Add |
| 7 | SOFI | Sofi Technologies Inc | +0.3% | +18.25% | Add |
| 8 | VZ | Verizon Communications Inc | +0.2% | +118.46% | Add |
| 9 | ORCL | Oracle CORP | +0.2% | +135.87% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | +42.48% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.2% | +42.40% | Add |
| 12 | ALL | Allstate CORP | +0.1% | +121.80% | Add |
| 13 | RIVN | Rivian Automotive Inc-a | +0.1% | +53.10% | Add |
| 14 | QFLR | Innovator Nasdaq-100 Mf ETF | +0.1% | +23.28% | Add |
| 15 | BALT | Inn Defined Wealth Shield | +0.1% | +44.27% | Add |
| 16 | FYX | First Trust Small Cap Core A | +0.1% | +45.60% | Add |
| 17 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +24.47% | Add |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +19.28% | Add |
| 19 | VFLO | Victoryshares Free Cash Flow | +0.1% | +16.13% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | -0.03% | Trim |
| 21 | AMZN | Amazon.com Inc | +0.1% | +18.10% | Add |
| 22 | SFLR | Innovator Eqty Mgd Floor ETF | +0.1% | +9.87% | Add |
| 23 | LMBS | First Trust Low Duration Opp | 0% | +13.23% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +12.93% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | 0% | +3.36% | Add |
| 26 | AGG | Ishares Core U.s. Aggregate | -0.2% | -74.41% | Trim |
| 27 | OGN | Organon & Co | -0.2% | -86.91% | Trim |
| 28 | POCT | Innovator U.s. Equity Power | -0.3% | -67.82% | Trim |
| 29 | DFEB | Ft Vest U.s. Equity Deep Buf | -0.3% | -71.42% | Trim |
| 30 | IWM | Ishares Russell 2000 ETF | -0.3% | -20.52% | Trim |
| 31 | IBM | Intl Business Machines CORP | -0.4% | -78.43% | Trim |
| 32 | CRWD | Crowdstrike Holdings Inc - A | -0.5% | -68.77% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.9% | -28.31% | Trim |
| 34 | FEX | First Trust Large Cap Core A | -1.1% | -35.89% | Trim |
| 35 | FTSM | First Trust Enh Short Mat Fd | -1.1% | -14.89% | Trim |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 37 | OXLC | Oxford Lane Capital Corp. | — | EXIT | Sold out |
| 38 | TSPY | Tappalpha S&p 500 Gr & Di-us | — | NEW | New buy |
| 39 | TGT | Target Corporation | — | NEW | New buy |
| 40 | CRWV | Coreweave Inc-cl A | — | NEW | New buy |
| 41 | 8QR | Confluent Inc-class A | — | EXIT | Sold out |
| 42 | CALY | Callaway Golf Company | — | EXIT | Sold out |
| 43 | TGT | Target CORP | — | NEW | New buy |
| 44 | ✓ | NEOS Enhanced Income Credit Select ETF | — | NEW | New buy |
| 45 | DE | Deere & Co | — | NEW | New buy |
| 46 | CRDO | Credo Technology Group Holding Ltd | — | EXIT | Sold out |
| 47 | LYFT | Lyft Inc-a | — | NEW | New buy |
| 48 | SSRM | Ssr Mining Inc | — | NEW | New buy |
| 49 | ✓ | Mobileye Global Inc | — | NEW | New buy |
| 50 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Triumph Capital Management reported a total U.S. public equity portfolio value of $552.0M across 319 disclosed positions in Q3 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, RDVY) accounted for 8.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPYM
市值: $2.4M
Top Position Liquidated / Trimmed
OXLC
前期市值: $1.9M
During Q3 2025, Triumph Capital Management's top holdings by market value included FTSM (3.5%)、FIXD (2.7%)、RDVY (2.4%). The largest single position, FTSM, represented 3.5% of total portfolio value.
In Q3 2025, Triumph Capital Management made 50 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 11 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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