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Latest Triumph Capital Management Stock Portfolio

$491Million– No. of Holdings #1827

Triumph Capital Management Performance:
2026 Q1: -2.84%YTD: -2.84%2025: 7.94%
Performance for 2026 Q1 is -2.84%, and YTD is -2.84%, and 2025 is 7.94%.

About Triumph Capital Management and 13F Hedge Fund Stock Holdings

Triumph Capital Management is a hedge fund based in Denver, CO. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triumph Capital Management reported an equity portfolio of $491.2 Millions as of 31 Mar, 2026.

The top stock holdings of Triumph Capital Management are AAPL, SPY, AFLG. The fund has invested 3.5% of it's portfolio in APPLE INC and 2.1% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off INVESCO EXCHANGE TRADED FD T (CSD), ULTA BEAUTY INC (ULTA) and NEOS ENHANCED INCOME CREDIT SELECT ETF (KOCG) stocks. They significantly reduced their stock positions in POWELL INDS INC (POWL), KINROSS GOLD CORP (KGC) and DEERE & CO (DE). Triumph Capital Management opened new stock positions in NEUBERGER BERMAN ETF TRUST, FABRINET (FN) and JAZZ PHARMACEUTICALS PLC (JAZZ). The fund showed a lot of confidence in some stocks as they added substantially to APPLE HOSPITALITY REIT INC (APLE), CIENA CORP (CIEN) and GALAXY DIGITAL INC..
Triumph Capital Management Equity Portfolio Value
Last Reported on: 13 May, 2026

Triumph Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Triumph Capital Management made a return of -2.84% in the last quarter. In trailing 12 months, it's portfolio return was 7.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
neuberger berman etf trust860,904
fabrinet777,065
jazz pharmaceuticals plc481,132
tidal trust iii379,765
dycom inds inc324,251
innovator etfs trust314,855
nuveen s&p 500 dynamic overw244,505
ishares tr214,021
New stocks bought by Triumph Capital Management

Additions

Ticker% Inc.
ishares tr7,072
viasat inc6,000
invesco exch traded fd tr ii3,578
netskope inc2,755
first tr exchng traded fd vi2,435
ssga active tr2,281
general mtrs co1,956
arcutis biotherapeutics inc1,581
Additions to existing portfolio by Triumph Capital Management

Reductions

Ticker% Reduced
select sector spdr tr-96.44
occidental pete corp-91.62
target corp-91.44
bain cap specialty fin inc-84.42
bain cap specialty fin inc-84.42
vanguard charlotte fds-81.27
first tr exchng traded fd vi-80.24
pimco dynamic income fd-75.86
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 70.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Real Estate
  • Industrials
Sector%
Others70.7
Technology10.6
Financial Services5.5
Consumer Cyclical3.7
Healthcare2.5
Communication Services1.5
Real Estate1.3
Industrials1.1

Market Cap. Distribution

Triumph Capital Management has about 25.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED70.7
MEGA-CAP14.9
LARGE-CAP10.9
MID-CAP2.2
SMALL-CAP1.2

Stocks belong to which Index?

About 23.2% 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%
Others76.9
S&P 50021
RUSSELL 20002.2
Top 5 Winners (%)%
noble corp plc
216.0 %
UGRO
urban-gro inc
215.4 %
OXY
occidental pete corp
113.7 %
VIAV
viavi solutions inc
86.6 %
LYB
lyondellbasell industries nv
84.7 %
Top 5 Winners ($)$
FDL
first tr exchange-traded fd
0.6 M
XOM
exxon mobil corp
0.6 M
AIRR
first tr exchange traded fd
0.3 M
okeanis eco tankers cor
0.2 M
LEGR
first tr exchange traded fd
0.2 M
Top 5 Losers (%)%
fractyl health inc
-79.2 %
TEAM
atlassian corporation
-57.3 %
PD
pagerduty inc
-52.6 %
KD
kyndryl hldgs inc
-50.6 %
BTAI
bioxcel therapeutics inc
-50.0 %
Top 5 Losers ($)$
SOFI
sofi technologies inc
-1.4 M
MSFT
microsoft corp
-1.2 M
AAPL
apple inc
-1.2 M
IJR
ishares tr
-1.1 M
WFC
wells fargo & co
-0.6 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 1827 stocks in it's portfolio. About 19.4% of the portfolio is in top 10 stocks. SOFI proved to be the most loss making stock for the portfolio. FDL was the most profitable stock for Triumph Capital Management last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions