Grufity logo
Grufity logo

Latest Triumph Capital Management Stock Portfolio

$573Million | No. of Holdings #1882

Triumph Capital Management Performance

2026 Q3-0.16%
YTD+5.28%
2025+7.94%

About Triumph Capital Management and 13F Hedge Fund Stock Holdings

Triumph Capital Management is a hedge fund based in Denver, CO. On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triumph Capital Management reported an equity portfolio of $573.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Triumph Capital Management are AAPL, MDCP, SPY. The fund has invested 3.8% of it's portfolio in APPLE INC and 2% of portfolio in VICTORY PORTFOLIOS II. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), DIMENSIONAL ETF TRUST (DFAC) and SILA REALTY TRUST INC stocks. They significantly reduced their stock positions in KINROSS GOLD CORP (KGC), FREEPORT MCMORAN INC (FCX) and IREN LIMITED (IREN). Triumph Capital Management opened new stock positions in EXXONMOBIL HOLDINGS CORP, ICHOR HOLDINGS (ICHR) and CENTENE CORP DEL (CNC). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (BITS), ETHOS TECHNOLOGIES INC and VANGUARD ADMIRAL FDS INC (IVOG).
Triumph Capital Management Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$573Million
  as of Oct 14, 2026

Triumph Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Triumph Capital Management made a return of -0.16% in the last quarter. In trailing 12 months, it's portfolio return was 6.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp2,275,970
ichor holdings1,273,510
brightspring health svcs inc1,119,390
centene corp del872,488
invesco exchange traded fd t502,546
vaneck fds426,775
pbf energy inc409,338
dfa invt dimensions group in326,129
New stocks bought by Triumph Capital Management

Additions

Ticker% Inc.
global x fds74,525
ethos technologies inc52,711
select sector spdr tr5,461
invesco exchange traded fd t4,004
sandisk corp2,031
ishares tr698
ishares tr655
schwab strategic tr597
Additions to existing portfolio by Triumph Capital Management

Reductions

Ticker% Reduced
ishares tr-81.99
first tr exch traded fd iii-78.07
vanguard bd index fds-73.49
paypal hldgs inc-71.59
first tr exchange-traded fd-67.36
first tr exchng traded fd vi-52.88
first tr exchange-traded fd-48.16
occidental pete corp-46.39
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 71.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Real Estate
Sector%
Others71.6
Technology11.3
Financial Services5
Consumer Cyclical3.4
Healthcare2.8
Communication Services1.8
Real Estate1.1

Market Cap. Distribution

Triumph Capital Management has about 24.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED71.6
MEGA-CAP14.8
LARGE-CAP9.4
MID-CAP3.3

Stocks belong to which Index?

About 22.9% of the stocks held by Triumph Capital Management either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others77.1
S&P 50019.9
RUSSELL 20003
Top 5 Winners (%)%
MRNA
moderna inc
175.0 %
TEAM
atlassian corporation
130.5 %
HHS
harte hanks inc
110.2 %
MSTR
strategy inc
76.0 %
grayscale ethereum staking
69.3 %
Top 5 Winners ($)$
AAPL
apple inc
2.9 M
MSFT
microsoft corp
1.6 M
MDCP
victory portfolios ii
1.1 M
PLTR
palantir technologies inc
0.8 M
META
meta platforms inc
0.8 M
Top 5 Losers (%)%
INSG
inseego corp
-64.5 %
LX
lexinfintech hldgs ltd
-63.4 %
QFIN
qfin holdings inc
-57.6 %
BKAG
bny mellon etf trust
-56.3 %
COMM
vistance networks inc
-53.2 %
Top 5 Losers ($)$
AIRR
first tr exchange traded fd
-0.8 M
MXL
maxlinear inc
-0.7 M
IJR
ishares tr
-0.7 M
AFLG
first tr exchng traded fd vi
-0.5 M
LEGR
first tr exchange traded fd
-0.4 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 1882 stocks in it's portfolio. About 18.2% of the portfolio is in top 10 stocks. AIRR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Triumph Capital Management last quarter.

$534.40MTotal Value
495Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Triumph Capital Management, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
1.42%167,453
$8.16M
1.42%
increased 15.09 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
0.14%26,837
$791.7K
0.14%
increased 58.08 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
0.05%2,689
$296.6K
0.05%
increased 3.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
0.04%3,979
$215.3K
0.04%
increased 5.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
0.03%4,429
$186.8K
0.03%
increased 11.62 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
0.03%2,283
$180.7K
0.03%
decreased 0.74 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Triumph Capital Management's holding in Alps Etf Tr over time
0.07%16,240
$398.5K
0.07%
decreased 22.65 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Triumph Capital Management's holding in Alps Etf Tr over time
0.05%6,049
$301.7K
0.05%
decreased 14.83 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Triumph Capital Management's holding in Etf Ser Solutions over time
0.08%2,907
$440.8K
0.08%
increased 13.55 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Triumph Capital Management's holding in Tidal Trust I over time
0.11%22,310
$620.9K
0.11%
increased 19.27 percentadded
ACVF
Etf Opportunities Trust

Etf Opportunities Trust

ACVF
Triumph Capital Management's holding in Etf Opportunities Trust over time
0.32%71,341
$1.81M
0.32%
increased 1.5 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Triumph Capital Management's holding in Ishares Tr over time
0.1%12,179
$602.5K
0.1%
decreased 36.43 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Triumph Capital Management's holding in Ishares Tr over time
0.04%4,792
$241.5K
0.04%
increased 33.11 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Triumph Capital Management's holding in Ishares Tr over time
0.02%3,095
$127.7K
0.02%
decreased 27.91 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Triumph Capital Management's holding in Vaneck Etf Trust over time
0.42%22,826
$2.41M
0.42%
decreased 6.17 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Triumph Capital Management's holding in Vaneck Etf Trust over time
0.18%9,916
$1.03M
0.18%
increased 14.31 percentadded