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Latest Triumph Capital Management Stock Portfolio

$552Million | No. of Holdings #1849

Triumph Capital Management Performance

2026 Q2+8.53%
YTD+5.45%
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 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Triumph Capital Management reported an equity portfolio of $552 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Triumph Capital Management are AAPL, SPY, AIRR. The fund has invested 3.5% of it's portfolio in APPLE INC and 2% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off MONTROSE ENVIRONMENTAL GROUP (MEG), HONEYWELL INTL INC (HON) and SAMSARA INC (IOT) stocks. They significantly reduced their stock positions in XEROX HOLDINGS CORP (XRX), BRIGHTHOUSE FINL INC (BHF) and LYFT INC (LYFT). Triumph Capital Management opened new stock positions in MAXLINEAR INC (MXL), SPACE EXPLORATION TECHN CORP and VICTORY PORTFOLIOS II (MDCP). The fund showed a lot of confidence in some stocks as they added substantially to KINROSS GOLD CORP (KGC), FREEPORT MCMORAN INC (FCX) and INVESCO ACTVELY MNGD ETC FD (PDBC).
Triumph Capital Management Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$552Million
  as of Jul 21, 2026

Triumph Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Triumph Capital Management made a return of 8.53% in the last quarter. In trailing 12 months, it's portfolio return was 11.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
maxlinear inc1,996,240
space exploration techn corp1,699,890
tidal trust ii1,349,250
victory portfolios ii1,221,130
eledon pharmaceuticals inc1,195,560
neos etf trust826,304
blackrock cap allocation ter692,047
tidal trust ii640,670
New stocks bought by Triumph Capital Management

Additions

Ticker% Inc.
kinross gold corp20,428
freeport mcmoran inc14,757
nebius group n.v.10,203
first tr exchange-traded fd8,311
arista networks inc729
vanguard world fd700
victory portfolios ii669
occidental pete corp606
Additions to existing portfolio by Triumph Capital Management

Reductions

Ticker% Reduced
zscaler inc-88.41
invesco actively managed exc-78.00
brinker intl inc-74.88
barrick mng corp-69.29
first tr exchange-traded fd-64.27
vanguard intl equity index f-63.93
boeing co-60.4
american express co-55.34
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 71.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Real Estate
Sector%
Others71.1
Technology11
Financial Services5.2
Consumer Cyclical3.4
Healthcare2.6
Communication Services1.7
Real Estate1.3

Market Cap. Distribution

Triumph Capital Management has about 25% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED71.2
MEGA-CAP14.6
LARGE-CAP10.4
MID-CAP2
SMALL-CAP1.4

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
S&P 50020.2
RUSSELL 20002.7
Top 5 Winners (%)%
MU
micron technology inc
209.0 %
CLOV
clover health investments co
197.5 %
INTC
intel corp
190.6 %
CRDO
credo technology group holdi
162.9 %
DELL
dell technologies inc
158.1 %
Top 5 Winners ($)$
MU
micron technology inc
2.6 M
AAPL
apple inc
2.4 M
AMD
advanced micro devices inc
2.0 M
QQQ
invesco qqq tr
1.8 M
AIRR
first tr exchange traded fd
1.7 M
Top 5 Losers (%)%
UGRO
flash sports & media holding
-91.4 %
PPLT
abrdn platinum etf trust
-86.5 %
PALL
abrdn palladium etf trust
-75.3 %
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-0.5 M
XOM
exxon mobil corp
-0.4 M
VAW
vanguard world fd
-0.4 M
AMPS
ishares tr
-0.3 M
VB
vanguard index fds
-0.2 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 1849 stocks in it's portfolio. About 18.3% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Triumph Capital Management last quarter.

$525.70MTotal Value
500Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Triumph Capital Management, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
1.35%145,500
$7.46M
1.35%
increased 7.41 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
0.09%16,977
$517.6K
0.09%
increased 78.16 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
0.05%2,593
$286.1K
0.05%
decreased 12.13 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
0.04%3,764
$217.0K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
0.03%2,300
$176.1K
0.03%
decreased 1.75 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Triumph Capital Management's holding in Ishares Tr over time
0.03%3,968
$164.4K
0.03%
decreased 0.2 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Triumph Capital Management's holding in Alps Etf Tr over time
0.1%20,996
$540.4K
0.1%
decreased 40.65 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Triumph Capital Management's holding in Alps Etf Tr over time
0.06%7,102
$316.2K
0.06%
increased 12.62 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Triumph Capital Management's holding in Etf Ser Solutions over time
0.08%2,560
$423.4K
0.08%
increased 41.59 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Triumph Capital Management's holding in Tidal Trust I over time
0.09%18,706
$517.2K
0.09%
increased 69.13 percentadded
ACVF
Etf Opportunities Trust

Etf Opportunities Trust

ACVF
Triumph Capital Management's holding in Etf Opportunities Trust over time
0.32%70,290
$1.78M
0.32%
increased 5.41 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Triumph Capital Management's holding in Ishares Tr over time
0.17%19,159
$949.3K
0.17%
decreased 35.57 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Triumph Capital Management's holding in Ishares Tr over time
0.03%3,600
$182.1K
0.03%
increased 60 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Triumph Capital Management's holding in Ishares Tr over time
0.03%4,293
$182.1K
0.03%
increased 28.61 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Triumph Capital Management's holding in Ishares Inc over time
0.02%2,754
$95.0K
0.02%
decreased 2.1 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Triumph Capital Management's holding in Vaneck Etf Trust over time
0.46%24,326
$2.53M
0.46%
increased 2.26 percentadded