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
1838 檔
10.1%
The Q1 2026 SEC filing reveals that Triumph Capital Management held a total portfolio value of $552.0M, covering 1838 public equity positions.
In Q1 2026, Triumph Capital Management displayed an active expansion posture, initiating 10 new positions and adding to 121 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1838 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.49% | +0.05% | +6.63% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.09% | -0.08% | -1.16% | |
| 3 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.07% | -0.27% | -0.54% | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.86% | -0.39% | -31.01% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-Other | 1.83% | +0.09% | -0.02% | |
| 6 | FTCS | First Trust Capital Strength | ETF-Other | 1.71% | -0.17% | +0.26% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.66% | -0.25% | -0.77% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 1.60% | -0.11% | +9.13% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.57% | -0.06% | -7.28% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | -0.02% | +1.70% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.42% | -0.20% | +3.02% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.41% | -0.06% | +530.64% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | +0.09% | +0.66% | |
| 14 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.31% | -0.01% | +0.23% | |
| 15 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 1.29% | -0.11% | -0.37% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.28% | -0.04% | +38.38% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.26% | -0.14% | -16.93% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | -0.15% | +23.40% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.23% | +18.36% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.19% | -0.31% | +0.60% | |
| 21 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.12% | -0.06% | +617.49% | |
| 22 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.11% | -0.36% | +374.11% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.09% | -0.17% | +7.58% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.10% | +13.28% | |
| 25 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.97% | +0.12% | +2435.32% | |
| 26 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.95% | -0.10% | +32.67% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.09% | +42.13% | |
| 28 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.93% | +0.02% | +1.57% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.15% | +0.58% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.83% | -0.06% | -5.92% | |
| 31 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.81% | +0.75% | +1.70% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.72% | -0.05% | -0.07% | |
| 33 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.61% | -0.29% | +4.22% | |
| 34 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.60% | +0.09% | +3.06% | |
| 35 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.59% | -0.03% | +12.83% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | -0.31% | +109.16% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.57% | — | +3.26% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | +0.07% | +4.21% | |
| 39 | KHPI | Kensington Hedged Prm In ETF | ETF-Other | 0.52% | -0.02% | +3.15% | |
| 40 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 0.49% | -0.10% | +12.69% | |
| 41 | AIRR | First Trust Rba American Ind | ETF-Other | 0.48% | +0.14% | -0.83% | |
| 42 | DFIV | Dimensional International Va | ETF-Other | 0.47% | +0.01% | +13.45% | |
| 43 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.47% | -0.01% | -5.05% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | +0.01% | +21.86% | |
| 45 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.46% | +0.12% | -0.26% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | -0.16% | +0.65% | |
| 47 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.45% | +0.05% | +12.43% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | +0.14% | +18.73% | |
| 49 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.44% | — | -72.46% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.22% | +55.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USIG | Ishares Broad Usd Investment | +1.2% | +530.64% | Add |
| 2 | FPE | Ft-preferred Secur & Inc ETF | +1% | +617.49% | Add |
| 3 | UCON | First Trust Smith Unconstrai | +0.9% | +2435.32% | Add |
| 4 | IGV | Ishares Expanded Tech-softwa | +0.8% | +374.11% | Add |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +38.38% | Add |
| 6 | GM | General Motors Co | +0.3% | +1956.06% | Add |
| 7 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.3% | +658.57% | Add |
| 8 | EIX | Edison International | +0.2% | +394.61% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | +109.16% | Add |
| 10 | PFE | Pfizer Inc | +0.2% | +206.79% | Add |
| 11 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +117.96% | Add |
| 12 | HTGC | Hercules Capital Inc | +0.2% | +752.29% | Add |
| 13 | AXP | American Express Co | +0.2% | +783.25% | Add |
| 14 | ZALT | Innovator US Eq 10 Buffer | +0.2% | +32.67% | Add |
| 15 | FNX | First Trust Mid Cap Core Alp | +0.2% | +342.41% | Add |
| 16 | NOW | Servicenow Inc | +0.2% | +1195.61% | Add |
| 17 | INCY | Incyte CORP | +0.2% | +1453.22% | Add |
| 18 | TLTW | Ishares 20+ Bond Buywrite | +0.2% | +80.51% | Add |
| 19 | IDMO | Invesco S&p International De | +0.2% | +3578.38% | Add |
| 20 | ZS | Zscaler Inc | +0.2% | +500.16% | Add |
| 21 | VT | Vanguard Tot World Stk ETF | +0.2% | +473.22% | Add |
| 22 | ECO | Okeanis Eco Tankers Corp. | +0.1% | +150.63% | Add |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +735.31% | Add |
| 24 | IGLD | Ft Vest Gold Strategy Target | +0.1% | +1267.57% | Add |
| 25 | OMF | Onemain Holdings Inc | +0.1% | +188.62% | Add |
| 26 | SGDJ | Sprott Jr. Gold Miners ETF | +0.1% | +179.09% | Add |
| 27 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | +891.92% | Add |
| 28 | AMD | Advanced Micro Devices | +0.1% | +74.91% | Add |
| 29 | KQQQ | Kurv Tech Titans Select ETF | +0.1% | +1347.30% | Add |
| 30 | NTSK | Netskope Inc-cl A | +0.1% | +2755.33% | Add |
| 31 | XOM | Exxon Mobil CORP | +0.1% | -1.26% | Trim |
| 32 | IREN | IREN Limited | +0.1% | +82.99% | Add |
| 33 | NVDA | Nvidia CORP | +0.1% | +23.40% | Add |
| 34 | LLY | Eli Lilly & Co | +0.1% | +55.90% | Add |
| 35 | MAGS | Roundhill Magnificent Seven | +0.1% | +100.20% | Add |
| 36 | TIGO | Millicom International Cellular S.A. | +0.1% | +1573.00% | Add |
| 37 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +87.39% | Add |
| 38 | NEM | Newmont CORP | +0.1% | +201.98% | Add |
| 39 | B | Barrick Mining CORP | +0.1% | +1398.72% | Add |
| 40 | PINE | Alpine Income Property Trust | +0.1% | +975.30% | Add |
| 41 | EAT | Brinker International Inc | +0.1% | +528.00% | Add |
| 42 | AIG | American International Group | +0.1% | +169.44% | Add |
| 43 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +21.86% | Add |
| 44 | ARQT | Arcutis Biotherapeutics Inc | +0.1% | +1581.67% | Add |
| 45 | BMY | Bristol-myers Squibb Co | +0.1% | +21.52% | Add |
| 46 | IMAX | Imax CORP | +0.1% | +98.31% | Add |
| 47 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +766.25% | Add |
| 48 | VXUS | Vanguard Total Intl Stock | +0.1% | +975.24% | Add |
| 49 | EWJV | Ishares Msci Japan Value ETF | +0.1% | +7072.00% | Add |
| 50 | CDE | Coeur Mining Inc | +0.1% | +969.13% | Add |
According to official SEC Form 13F filings, Triumph Capital Management reported a total U.S. public equity portfolio value of $552.0M across 1838 disclosed positions in Q1 2026.
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, SPY, FIXD) accounted for 10.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
NBSD
市值: $860.9K
Top Position Liquidated / Trimmed
NEOS Enhanced Income Credit Select ETF
前期市值: $811.0K
During Q1 2026, Triumph Capital Management's top holdings by market value included AAPL (3.5%)、SPY (2.1%)、FIXD (2.1%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q1 2026, Triumph Capital Management made 200 total portfolio adjustments, initiating 10 new buys, adding to 121 positions, trimming 65 holdings, and fully liquidating 4 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.