13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001730765
Total reported value
$552.0M
$552.0M
1769 檔
11.0%
In Q4 2025, Triumph Capital Management's U.S. equity holdings reached a combined market value of $552.0M, distributed across 1769 disclosed stock positions.
In Q4 2025, Triumph Capital Management displayed an active expansion posture, initiating 17 new positions and adding to 17 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1769 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.72% | +0.05% | +294.48% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.86% | -0.39% | +0.04% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.34% | -0.08% | +50.30% | |
| 4 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.25% | -0.27% | +2.61% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 1.98% | +0.09% | -2.72% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 1.80% | -0.06% | +1.24% | |
| 7 | FTCS | First Trust Capital Strength | ETF-Other | 1.80% | -0.17% | -1.08% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.72% | -0.25% | -1.90% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | -0.02% | +12.09% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.61% | -0.14% | +8.31% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 1.56% | -0.11% | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.50% | +0.09% | -0.91% | |
| 13 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.50% | — | +3.70% | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.47% | -0.20% | +3.85% | |
| 15 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.44% | -0.01% | +49.32% | |
| 16 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 1.33% | -0.11% | -2.29% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.24% | -0.31% | +2.25% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.23% | +17.04% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | -0.15% | -10.63% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.08% | -0.18% | -9.48% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.07% | -0.17% | -2.30% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.04% | -0.01% | -1.20% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.10% | +927.95% | |
| 24 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 1.00% | +0.02% | +80.40% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.99% | -0.04% | -0.60% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.97% | -0.06% | +0.45% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.15% | +15.67% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.09% | +32.60% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 0.89% | -0.05% | +494.59% | |
| 30 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.84% | +0.75% | +9.40% | |
| 31 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.76% | -0.10% | +636.41% | |
| 32 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.70% | +0.05% | -1.91% | |
| 33 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.70% | +0.09% | +220.57% | |
| 34 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.62% | -0.29% | -5.66% | |
| 35 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.60% | -0.03% | -0.30% | |
| 36 | KHPI | Kensington Hedged Prm In ETF | ETF-Other | 0.57% | -0.02% | +5.92% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.07% | +5.44% | |
| 38 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.56% | -0.01% | -2.55% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.56% | — | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | -0.16% | +3.96% | |
| 41 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.47% | -0.10% | -13.41% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | +0.14% | +41.70% | |
| 43 | FVD | First Trust Value Line Dvd | ETF-Other | 0.46% | -0.27% | -10.46% | |
| 44 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.45% | +0.12% | — | |
| 45 | AIRR | First Trust Rba American Ind | ETF-Other | 0.45% | +0.14% | — | |
| 46 | DFIV | Dimensional International Va | ETF-Other | 0.42% | +0.01% | — | |
| 47 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 0.41% | +0.07% | -9.20% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.41% | — | -0.08% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.40% | +0.01% | -4.42% | |
| 50 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.39% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.6% | +294.48% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +0.9% | +927.95% | Add |
| 3 | WFC | Wells Fargo & Co | +0.7% | +494.59% | Add |
| 4 | ZALT | Innovator US Eq 10 Buffer | +0.6% | +636.41% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +50.30% | Add |
| 6 | CIBR | First Trust Nasdaq Cybersecu | +0.4% | +220.57% | Add |
| 7 | QFLR | Innovator Nasdaq-100 Mf ETF | +0.3% | +80.40% | Add |
| 8 | SFLR | Innovator Eqty Mgd Floor ETF | +0.3% | +49.32% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.3% | +479.89% | Add |
| 10 | BA | Boeing Co/the | +0.2% | +238.27% | Add |
| 11 | MELI | Mercadolibre Inc | +0.2% | +328.08% | Add |
| 12 | TLTW | Ishares 20+ Bond Buywrite | +0.1% | +188.48% | Add |
| 13 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | +99.84% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | +33.55% | Add |
| 15 | MSFT | Microsoft CORP | — | +32.60% | Add |
| 16 | AMZN | Amazon.com Inc | 0% | +17.04% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | -0.1% | +12.09% | Add |
| 18 | APO | Apollo Global Management Inc | -0.2% | -99.90% | Trim |
| 19 | BITO | Proshares Bitcoin Etf-usd | -0.2% | -77.54% | Trim |
| 20 | SG | Sweetgreen Inc - Class A | -0.2% | -98.18% | Trim |
| 21 | CRWV | Coreweave Inc-cl A | -0.2% | -37.27% | Trim |
| 22 | AMD | Advanced Micro Devices | -0.3% | -62.08% | Trim |
| 23 | BX | Blackstone Inc | -0.3% | -62.71% | Trim |
| 24 | VZ | Verizon Communications Inc | -0.3% | -61.43% | Trim |
| 25 | AVGO | Broadcom Inc | -0.3% | -56.11% | Trim |
| 26 | PANW | Palo Alto Networks Inc | -0.3% | -67.04% | Trim |
| 27 | UNH | Unitedhealth Group Inc | -0.4% | -58.76% | Trim |
| 28 | PLTR | Palantir Technologies Inc-a | -0.4% | -41.81% | Trim |
| 29 | BNDX | Vanguard Total Intl Bond ETF | -0.4% | -9.48% | Trim |
| 30 | SNOW | Snowflake Inc | -0.5% | -74.45% | Trim |
| 31 | LLY | Eli Lilly & Co | -0.5% | -64.83% | Trim |
| 32 | UDEC | Innovator U.s. Equity Ultra | -1.1% | -90.62% | Trim |
| 33 | DFSD | Dimensional Short Duration | — | NEW | New buy |
| 34 | DFUV | Dimensional US Marketwide Va | — | NEW | New buy |
| 35 | GRID | First Trst Nasd Cl Edg Sgiif | — | NEW | New buy |
| 36 | AIRR | First Trust Rba American Ind | — | NEW | New buy |
| 37 | DFIV | Dimensional International Va | — | NEW | New buy |
| 38 | DFAS | Dimensional US Small Cap ETF | — | NEW | New buy |
| 39 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 40 | DISV | Dimensional International Sm | — | NEW | New buy |
| 41 | TGT | Target Corporation | — | EXIT | Sold out |
| 42 | FTHI | Fthi/first Trust Exchange-tr | — | NEW | New buy |
| 43 | DFAT | Dimensional US Target Value | — | NEW | New buy |
| 44 | DFEV | Dimensional Emrg Mrkt Val | — | NEW | New buy |
| 45 | GDEC | Ft Vest US Equity Moderate B | — | NEW | New buy |
| 46 | IREN | IREN Limited | — | NEW | New buy |
| 47 | UNOV | Innovator U.s. Equity Ultra | — | NEW | New buy |
| 48 | FPE | Ft-preferred Secur & Inc ETF | — | NEW | New buy |
| 49 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 50 | VBR | Vanguard Small-cap Value ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Triumph Capital Management reported a total U.S. public equity portfolio value of $552.0M across 1769 disclosed positions in Q4 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 AAPL, FTSM, SPY) accounted for 11.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
DFSD
市值: $7.2M
Top Position Liquidated / Trimmed
TGT
前期市值: $1.3M
During Q4 2025, Triumph Capital Management's top holdings by market value included AAPL (3.7%)、FTSM (2.9%)、SPY (2.3%). The largest single position, AAPL, represented 3.7% of total portfolio value.
In Q4 2025, Triumph Capital Management made 50 total portfolio adjustments, initiating 17 new buys, adding to 17 positions, trimming 15 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.