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Triumph Capital Management Top Holdings and 13F Report (2025)

About Triumph Capital Management

Investment Activity

  • Triumph Capital Management has $300.24 million in total holdings as of March 31, 2025.
  • Triumph Capital Management owns shares of 276 different stocks, but just 115 companies or ETFs make up 80% of its holdings.
  • Approximately 100.00% of the portfolio was purchased this quarter.
  • This quarter, Triumph Capital Management has purchased 0 new stocks and bought additional shares in 0 stocks.
  • Triumph Capital Management sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

33739Q408 - First Trust Enhanced Short Maturity ETF
$16,331,095 Holding
33740F805 - First Trust TCW Opportunistic Fixed Income ETF
$10,505,062 Holding
78462F103 - SPDR S&P 500 ETF Trust
$9,026,927 Holding
33734K109 - First Trust Large Cap Core AlphaDEX Fund
$8,454,284 Holding
33738R506 - First Trust Rising Dividend Achievers ETF
$8,067,181 Holding

Largest Purchases this Quarter

First Trust Enhanced Short Maturity ETF
272,913 shares (about $16.33M)
First Trust TCW Opportunistic Fixed Income ETF
239,623 shares (about $10.51M)
SPDR S&P 500 ETF Trust
16,137 shares (about $9.03M)
First Trust Large Cap Core AlphaDEX Fund
82,513 shares (about $8.45M)
First Trust Rising Dividend Achievers ETF
137,806 shares (about $8.07M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTriumph Capital Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$16,331,095$16,331,095 New Holding272,9135.4%Manufacturing
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$10,505,062$10,505,062 New Holding239,6233.5%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$9,026,927$9,026,927 New Holding16,1373.0%Finance
First Trust Large Cap Core AlphaDEX Fund stock logo
FEX
First Trust Large Cap Core AlphaDEX Fund
$8,454,284$8,454,284 New Holding82,5132.8%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$8,067,181$8,067,181 New Holding137,8062.7%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$7,803,909$7,803,909 New Holding106,2482.6%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$7,216,592$7,216,592 New Holding215,4212.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$6,597,507$6,597,507 New Holding130,3082.2%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$5,494,859$5,494,859 New Holding111,7751.8%Manufacturing
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$5,194,258$5,194,258 New Holding106,3961.7%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$5,090,373$5,090,373 New Holding59,8371.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$4,948,796$4,948,796 New Holding24,8071.6%Finance
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$4,199,868$4,199,868 New Holding46,8531.4%ETF
Apple Inc. stock logo
AAPL
Apple
$3,645,975$3,645,975 New Holding16,4141.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,643,508$3,643,508 New Holding7,7701.2%Finance
UDEC
Innovator U.S. Equity Ultra Buffer ETF - December
$3,599,373$3,599,373 New Holding104,9381.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,513,133$3,513,133 New Holding9,3591.2%Computer and Technology
SFLR
Innovator Equity Managed Floor ETF
$3,262,237$3,262,237 New Holding103,9261.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,256,300$3,256,300 New Holding17,1151.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,113,463$3,113,463 New Holding5,8461.0%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,033,698$3,033,698 New Holding5,3991.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,939,291$2,939,291 New Holding27,1201.0%Computer and Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,680,925$2,680,925 New Holding29,4510.9%ETF
FIRST TR EXCHNG TRADED FD VI
$2,645,079$2,645,079 New Holding92,9520.9%FT VEST US EQUTY
INNOVATOR ETFS TRUST
$2,502,400$2,502,400 New Holding105,7650.8%EQUITY DEF PROTN
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$2,499,147$2,499,147 New Holding57,5310.8%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$2,429,595$2,429,595 New Holding70,8750.8%ETF
ALPS ETF TR
$2,334,128$2,334,128 New Holding90,1730.8%SMITH CORE PLUS
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$2,257,280$2,257,280 New Holding50,6230.8%ETF
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$2,008,500$2,008,500 New Holding97,0290.7%ETF
NJUL
Innovator Growth-100 Power Buffer ETF - July
$1,949,967$1,949,967 New Holding32,4850.6%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,935,560$1,935,560 New Holding33,8740.6%ETF
Aon plc stock logo
AON
AON
$1,935,187$1,935,187 New Holding4,8490.6%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,820,964$1,820,964 New Holding17,7240.6%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$1,798,353$1,798,353 New Holding12,3040.6%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,745,470$1,745,470 New Holding10,2140.6%ETF
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$1,722,323$1,722,323 New Holding54,8860.6%ETF
INNOVATOR ETFS TRUST
$1,700,955$1,700,955 New Holding62,9750.6%NASDAQ 100 MANA
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,697,213$1,697,213 New Holding9,9590.6%Consumer Staples
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,676,278$1,676,278 New Holding3,9920.6%Finance
DFEB
FT Vest U.S. Equity Deep Buffer ETF - February
$1,638,118$1,638,118 New Holding38,8640.5%ETF
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,599,585$1,599,585 New Holding26,2270.5%Medical
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$1,573,951$1,573,951 New Holding31,1550.5%ETF
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,542,890$1,542,890 New Holding4,3760.5%Computer and Technology
Oxford Lane Capital Corp. stock logo
OXLC
Oxford Lane Capital
$1,533,863$1,533,863 New Holding324,9710.5%Financial Services
Celsius Holdings, Inc. stock logo
CELH
Celsius
$1,473,635$1,473,635 New Holding41,3710.5%Consumer Staples
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$1,457,884$1,457,884 New Holding16,5670.5%ETF
iShares AAA CLO Active ETF stock logo
CLOA
iShares AAA CLO Active ETF
$1,416,390$1,416,390 New Holding27,3540.5%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$1,415,316$1,415,316 New Holding27,9100.5%ETF
The Boeing Company stock logo
BA
Boeing
$1,409,766$1,409,766 New Holding8,2660.5%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$1,384,726$1,384,726 New Holding5,3430.5%Auto/Tires/Trucks
Blackstone Inc. stock logo
BX
Blackstone
$1,295,900$1,295,900 New Holding9,2710.4%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$1,205,006$1,205,006 New Holding4,8460.4%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,178,781$1,178,781 New Holding6,9080.4%Computer and Technology
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$1,147,878$1,147,878 New Holding17,5920.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,144,110$1,144,110 New Holding1,9850.4%Computer and Technology
Confluent, Inc. stock logo
CFLT
Confluent
$1,091,132$1,091,132 New Holding46,5500.4%Computer and Technology
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,090,128$1,090,128 New Holding12,2500.4%ETF
Annaly Capital Management, Inc. stock logo
NLY
Annaly Capital Management
$1,087,986$1,087,986 New Holding53,5690.4%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,078,298$1,078,298 New Holding10,9010.4%Finance
JPMorgan Market Expansion Enhanced Equity ETF stock logo
JMEE
JPMorgan Market Expansion Enhanced Equity ETF
$1,055,895$1,055,895 New Holding18,8620.4%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$1,050,272$1,050,272 New Holding10,4380.3%ETF
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$1,045,178$1,045,178 New Holding10,4330.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,042,663$1,042,663 New Holding5,4710.3%ETF
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$1,038,227$1,038,227 New Holding26,7240.3%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$1,035,055$1,035,055 New Holding22,4670.3%ETF
Samsara Inc. stock logo
IOT
Samsara
$1,031,077$1,031,077 New Holding26,9000.3%Computer and Technology
Mobileye Global Inc. stock logo
MBLY
Mobileye Global
$1,022,694$1,022,694 New Holding71,0450.3%Auto/Tires/Trucks
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
$1,004,001$1,004,001 New Holding31,0260.3%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$992,127$992,127 New Holding3,6970.3%Computer and Technology
Rivian Automotive, Inc. stock logo
RIVN
Rivian Automotive
$977,873$977,873 New Holding78,5440.3%Auto/Tires/Trucks
Blue Owl Capital Co. stock logo
OBDC
Blue Owl Capital
$977,308$977,308 New Holding66,6650.3%Finance
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$976,595$976,595 New Holding49,3230.3%Financial Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$972,104$972,104 New Holding1,1770.3%Medical
Abrdn Healthcare Investors stock logo
HQH
Abrdn Healthcare Investors
$930,828$930,828 New Holding57,3170.3%Finance
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$915,660$915,660 New Holding17,9260.3%Manufacturing
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$910,727$910,727 New Holding34,1480.3%Consumer Staples
John Hancock Financial Opportunities Fund stock logo
BTO
John Hancock Financial Opportunities Fund
$904,086$904,086 New Holding26,5050.3%Finance
J P MORGAN EXCHANGE TRADED F
$902,899$902,899 New Holding13,4380.3%U S TECH LEADERS
Zscaler, Inc. stock logo
ZS
Zscaler
$899,239$899,239 New Holding4,5320.3%Computer and Technology
Royce Value Trust Inc. stock logo
RVT
Royce Value Trust
$891,823$891,823 New Holding62,6280.3%Finance
Ares Capital Co. stock logo
ARCC
Ares Capital
$881,104$881,104 New Holding39,7610.3%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$877,892$877,892 New Holding4500.3%Retail/Wholesale
Bain Capital Specialty Finance, Inc. stock logo
BCSF
Bain Capital Specialty Finance
$869,193$869,193 New Holding52,3610.3%Finance
Topgolf Callaway Brands Corp. stock logo
MODG
Topgolf Callaway Brands
$866,170$866,170 New Holding131,4370.3%Consumer Discretionary
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$865,353$865,353 New Holding74,4070.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$863,723$863,723 New Holding5,5850.3%Computer and Technology
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$852,046$852,046 New Holding7,3700.3%Finance
Global X SuperDividend ETF stock logo
SDIV
Global X SuperDividend ETF
$850,961$850,961 New Holding40,5800.3%ETF
Saba Closed-End Funds ETF stock logo
CEFS
Saba Closed-End Funds ETF
$832,851$832,851 New Holding39,0460.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$828,542$828,542 New Holding21,0450.3%ETF
GFEB
FT Cboe Vest U.S. Equity Moderate Buffer ETF - February
$825,817$825,817 New Holding22,4590.3%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$823,412$823,412 New Holding22,6150.3%ETF
Eagle Point Credit Company Inc. stock logo
ECC
Eagle Point Credit
$821,640$821,640 New Holding101,4370.3%Finance
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$821,640$821,640 New Holding41,0000.3%Finance
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$819,813$819,813 New Holding16,3570.3%ETF
NEOS S&P 500 High Income ETF stock logo
SPYI
NEOS S&P 500 High Income ETF
$819,158$819,158 New Holding17,1050.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$810,959$810,959 New Holding8,6780.3%ETF
Okta, Inc. stock logo
OKTA
Okta
$808,931$808,931 New Holding7,6880.3%Computer and Technology
Nuveen Preferred & Income Opportunities Fund stock logo
JPC
Nuveen Preferred & Income Opportunities Fund
$803,275$803,275 New Holding100,9140.3%Financial Services

Showing largest 100 holdings. View all holdings.
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