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Latest Triumph Capital Management Stock Portfolio

Triumph Capital Management Performance:
2025 Q4: 1.19%YTD: 7.94%2024: 7.88%
Performance for 2025 Q4 is 1.19%, and YTD is 7.94%, and 2024 is 7.88%.

About Triumph Capital Management and 13F Hedge Fund Stock Holdings

Triumph Capital Management is a hedge fund based in Denver, CO. On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triumph Capital Management reported an equity portfolio of $462.8 Millions as of 31 Dec, 2025.

The top stock holdings of Triumph Capital Management are AAPL, FCVT, SPY. The fund has invested 3.7% of it's portfolio in APPLE INC and 2.9% of portfolio in FIRST TRUST ENHANCED SHORT MATURITY ETF.

The fund managers got completely rid off ADTALEM GLOBAL ED INC (ATGE), DXP ENTERPRISES INC (DXPE) and COHEN & STEERS INFRASTRUCTUR stocks. They significantly reduced their stock positions in APOLLO GLOBAL MGMT INC, ISHARES TR (DMXF) and INNOVATOR ETFS TRUST (BALT). Triumph Capital Management opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), FIRST TR EXCHANGE TRADED FD (GRID) and FIRST TR EXCHANGE TRADED FD (AIRR). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN CHASE & CO. (JPM), INNOVATOR ETFS TRUST (BALT) and WELLS FARGO CO NEW (WFC).

Triumph Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Triumph Capital Management made a return of 1.19% in the last quarter. In trailing 12 months, it's portfolio return was 7.94%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust7,210,980
dimensional etf trust2,589,420
first tr exchange traded fd2,100,660
first tr exchange traded fd2,090,780
dimensional etf trust1,933,370
dimensional etf trust1,812,080
qualcomm inc1,503,080
dimensional etf trust1,375,560
New stocks bought by Triumph Capital Management

Additions

Ticker% Inc.
jpmorgan chase & co.927
innovator etfs trust636
wells fargo co new494
exxon mobil corp479
mercadolibre inc328
apple inc294
boeing co238
first tr exchange traded fd220
Additions to existing portfolio by Triumph Capital Management

Reductions

Ticker% Reduced
innovator etfs trust-90.62
united parcel service inc-83.5
carlyle secured lending inc-82.26
conagra brands inc-81.22
proshares tr-77.54
golub cap bdc inc-77.09
snowflake inc-74.45
pacer fds tr-74.29
Triumph Capital Management reduced stake in above stock

Sold off

None of the stocks were completely sold off by Triumph Capital Management

Sector Distribution

Triumph Capital Management has about 71.3% of it's holdings in Others sector.

Sector%
Others71.3
Technology10
Financial Services6
Consumer Cyclical3.7
Healthcare1.8
Industrials1.4
Communication Services1.4
Real Estate1.3
Consumer Defensive1.3

Market Cap. Distribution

Triumph Capital Management has about 24.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED71.3
MEGA-CAP14.4
LARGE-CAP10.4
MID-CAP2.2
SMALL-CAP1.5

Stocks belong to which Index?

About 22.3% of the stocks held by Triumph Capital Management either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others77.7
S&P 50020.4
RUSSELL 20001.9
Top 5 Winners (%)%
XLB
select sector spdr tr
91.3 %
XLB
select sector spdr tr
73.4 %
MU
micron technology inc
56.7 %
ALB
albemarle corp
49.2 %
REGN
regeneron pharmaceuticals
33.1 %
Top 5 Winners ($)$
XLB
select sector spdr tr
3.6 M
LLY
eli lilly & co
0.9 M
AAPL
apple inc
0.7 M
RIVN
rivian automotive inc
0.5 M
MU
micron technology inc
0.5 M
Top 5 Losers (%)%
coreweave inc
-38.8 %
SMCI
super micro computer inc
-36.9 %
OGN
organon & co
-30.8 %
LRN
stride inc
-29.1 %
ORCL
oracle corp
-26.1 %
Top 5 Losers ($)$
ORCL
oracle corp
-0.5 M
coreweave inc
-0.5 M
CPNG
coupang inc
-0.4 M
MBLY
mobileye global inc
-0.4 M
GME
gamestop corp new
-0.3 M

Triumph Capital Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Triumph Capital Management

Triumph Capital Management has 1760 stocks in it's portfolio. About 21.7% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Triumph Capital Management last quarter.

Last Reported on: 12 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions