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CIK: 0001730765
Total reported value
$573.3M
$573.3M
1861 檔
10.4%
According to the latest 13F quarterly dataset, Triumph Capital Management managed an equity portfolio of $573.3M at the end of Q2 2026, spanning 1861 distinct U.S. exchange-listed positions.
In Q2 2026, Triumph Capital Management displayed an active expansion posture, initiating 20 new positions and adding to 107 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1861 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.54% | +0.28% | -0.05% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.01% | -0.05% | -5.43% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 1.92% | -0.11% | -0.69% | |
| 4 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.80% | -0.14% | -2.43% | |
| 5 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.56% | +0.47% | +88.15% | |
| 6 | FTCS | First Trust Capital Strength | ETF-Other | 1.54% | -0.77% | +0.56% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 1.51% | -1.14% | +8.52% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 1.49% | -0.02% | +5.30% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | — | -3.47% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.47% | -0.29% | -11.03% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.43% | -0.12% | -5.88% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.41% | -0.24% | -12.60% | |
| 13 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.35% | +0.07% | +7.41% | |
| 14 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 1.30% | -0.07% | +2.63% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.24% | +1.05% | +8.98% | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.22% | -0.22% | -3.65% | |
| 17 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 1.18% | -0.19% | -9.87% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.12% | -0.14% | -0.28% | |
| 19 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.09% | +0.08% | +25.43% | |
| 20 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.06% | -0.85% | +5.28% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.02% | -14.39% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.14% | -20.48% | |
| 23 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.95% | -0.02% | +4.72% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.92% | -0.77% | -21.82% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.05% | -9.11% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.88% | -0.29% | -26.83% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.01% | +1.23% | |
| 28 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.85% | -0.06% | -3.40% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.77% | -0.13% | -9.42% | |
| 30 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.75% | +0.10% | -33.10% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | -10.86% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.69% | +0.07% | -10.02% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.67% | -0.05% | +0.78% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.02% | +28.46% | |
| 35 | AIRR | First Trust Rba American Ind | ETF-Other | 0.62% | -0.12% | +21.82% | |
| 36 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 0.61% | +0.33% | +669.27% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.03% | +11.30% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.08% | +50.61% | |
| 39 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.58% | -0.04% | +22.13% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.57% | — | +0.02% | |
| 41 | MU | Micron Technology Inc | Stock-Tech | 0.56% | -0.09% | -26.97% | |
| 42 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.56% | -0.03% | -1.76% | |
| 43 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.50% | -0.13% | +11.08% | |
| 44 | KHPI | Kensington Hedged Prm In ETF | ETF-Other | 0.50% | — | +2.13% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.48% | -0.02% | +6.16% | |
| 46 | DFIV | Dimensional International Va | ETF-Other | 0.48% | +0.02% | +11.31% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.47% | -0.03% | +15.47% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.46% | -0.04% | +2.26% | |
| 49 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.45% | +0.46% | +23.38% | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.44% | -0.01% | +15.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VFLO | Victoryshares Free Cash Flow | +0.8% | +88.15% | Add |
| 2 | SFLO | Vs Sm Cap Free Cash Flow ETF | +0.5% | +669.27% | Add |
| 3 | MXL | Maxlinear Inc | +0.4% | NEW | New buy |
| 4 | GFLW | Vs Free Cash Flow Growth ETF | +0.3% | +358.12% | Add |
| 5 | MU | Micron Technology Inc | +0.3% | -26.97% | Trim |
| 6 | ✓ | +0.3% | NEW | New buy | |
| 7 | NBIS | Nebius Group N.V. | +0.3% | +10203.77% | Add |
| 8 | CHPY | Yldmx Smicon Po Optn Inc ETF | +0.2% | NEW | New buy |
| 9 | VT | Vanguard Tot World Stk ETF | +0.2% | +129.76% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | +28.46% | Add |
| 11 | IFLO | Vs Intl Free Cash Flow ETF | +0.2% | NEW | New buy |
| 12 | ELDN | Eledon Pharmaceuticals Inc | +0.2% | NEW | New buy |
| 13 | IBM | Intl Business Machines CORP | +0.2% | +245.21% | Add |
| 14 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +66.39% | Add |
| 15 | FPX | First Trust US Equity Opport | +0.2% | +116.02% | Add |
| 16 | FCX | Freeport-mcmoran Inc | +0.2% | +14757.89% | Add |
| 17 | HYBI | Neos Enhanced Ics ETF | +0.2% | NEW | New buy |
| 18 | AIRR | First Trust Rba American Ind | +0.1% | +21.82% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +50.61% | Add |
| 20 | BCAT | Blackrock Capital Alloc Tr | +0.1% | NEW | New buy |
| 21 | UCON | First Trust Smith Unconstrai | +0.1% | +25.43% | Add |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +22.13% | Add |
| 23 | CRWV | Coreweave Inc-cl A | +0.1% | +119.41% | Add |
| 24 | GPTY | Yldmx Ai & T Prt Optn In ETF | +0.1% | NEW | New buy |
| 25 | TWLO | Twilio Inc - A | +0.1% | +167.74% | Add |
| 26 | JMOM | Jpmorgan US Momentum Factor | +0.1% | +111.53% | Add |
| 27 | INTC | Intel CORP | +0.1% | -23.84% | Trim |
| 28 | RDVY | First Trust Rising Dividend | +0.1% | -0.69% | Trim |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -5.88% | Trim |
| 30 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | -10.02% | Trim |
| 31 | TDVI | Ft Vest Technology Dividend | +0.1% | +517.91% | Add |
| 32 | LITE | Lumentum Holdings Inc | +0.1% | +176.74% | Add |
| 33 | SNEX | Stonex Group Inc | +0.1% | NEW | New buy |
| 34 | QMMY | Ft Ndq100 Mod Buff ETF - May | +0.1% | NEW | New buy |
| 35 | ✓ | +0.1% | NEW | New buy | |
| 36 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.1% | NEW | New buy |
| 37 | CSTM | Constellium SE | +0.1% | NEW | New buy |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +11.30% | Add |
| 39 | RIVN | Rivian Automotive Inc-a | +0.1% | +16.26% | Add |
| 40 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +115.80% | Add |
| 41 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -6.52% | Trim |
| 42 | PARR | Par Pacific Holdings Inc | +0.1% | +154.94% | Add |
| 43 | MISL | First Trust Indxx Aero & Def | +0.1% | +8311.22% | Add |
| 44 | KGC | Kinross Gold CORP | +0.1% | +20428.57% | Add |
| 45 | NEXA | Nexa Resources S.A. | +0.1% | NEW | New buy |
| 46 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.13% | Add |
| 47 | FN | Fabrinet | +0.1% | +45.10% | Add |
| 48 | CRDO | Credo Technology Group Holding Ltd | +0.1% | -28.29% | Trim |
| 49 | DELL | Dell Technologies -c | +0.1% | +2.33% | Add |
| 50 | OXY | Occidental Petroleum CORP | +0.1% | +606.73% | Add |
According to official SEC Form 13F filings, Triumph Capital Management reported a total U.S. public equity portfolio value of $573.3M across 1861 disclosed positions in Q2 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, RDVY) accounted for 10.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
MXL
市值: $2.0M
Top Position Liquidated / Trimmed
ONT
前期市值: $245.4K
During Q2 2026, Triumph Capital Management's top holdings by market value included AAPL (3.5%)、SPY (2.0%)、RDVY (1.9%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q2 2026, Triumph Capital Management made 199 total portfolio adjustments, initiating 20 new buys, adding to 107 positions, trimming 71 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.
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