Triumph Capital Management
Long book
$485.7M
Q1 2026
Positions
1837
Top-10 weight
20%
concentration
Last quarter
+11.1%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsTriumph Capital Management is a wealth-management firm allocating client money, running a $485.7M US long book across 1837 positions.
The portfolio is broadly diversified across 1837 positions (top 10 only 20%). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, SS SPDR S&P 500 ETF TRUST-US, FIRST TRUST SMITH OPPORTUNIS, FIRST TRUST ENH SHORT MAT FD, FIRST TRUST RISING DIVIDEND.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.7%
Q2 2024
+6.2%
Q3 2024
+3.3%
Q4 2024
-2.0%
Q1 2025
+7.1%
Q2 2025
+6.1%
Q3 2025
+1.4%
Q4 2025
-1.9%
Q1 2026
+11.1%
Sector allocation
Technology 37%
Financials 20%
Consumer discretionary 8%
Industrials 8%
Healthcare 7%
Other 6%
Services media 5%
Energy 3%
Long book by quarter
What does Triumph Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 67.5K | $17.1M | 3.5% | +6.6% |
| NVDA NVIDIA CORP | Technology | 33.6K | $5.9M | 1.2% | +23.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 28.0K | $5.8M | 1.2% | +18.4% |
| JPM JPMORGAN CHASE & CO | Financials | 16.9K | $5.0M | 1.0% | +13.3% |
| MSFT MICROSOFT CORP | Technology | 12.6K | $4.7M | 1.0% | +42.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 8.9K | $4.3M | 0.9% | +0.6% |
| WFC WELLS FARGO & CO | Financials | 44.3K | $3.5M | 0.7% | -0.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 19.4K | $2.8M | 0.6% | +109.2% |
| SOFI SOFI TECHNOLOGIES INC | Financials | 140.0K | $2.2M | 0.5% | +12.4% |
| META META PLATFORMS INC-CLASS A | Technology | 3.8K | $2.2M | 0.5% | +18.7% |
| LLY ELI LILLY & CO | Healthcare | 2.4K | $2.2M | 0.4% | +55.9% |
| XOM EXXON MOBIL CORP | Energy | 11.8K | $2.0M | 0.4% | -1.3% |
| RIVN RIVIAN AUTOMOTIVE INC-A | Industrials | 113.7K | $1.7M | 0.4% | +18.0% |
| ORCL ORACLE CORP | Technology | 11.3K | $1.7M | 0.3% | +43.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 11.4K | $1.6M | 0.3% | -2.9% |
| QCOM QUALCOMM INC | Technology | 12.7K | $1.6M | 0.3% | +44.5% |
| AON AON PLC-CLASS A | Financials | 5.0K | $1.6M | 0.3% | 0.0% |
| PFE PFIZER INC | Healthcare | 56.4K | $1.6M | 0.3% | +206.8% |
| CPNG COUPANG INC | Consumer discretionary | 81.0K | $1.5M | 0.3% | +50.6% |
| BA BOEING CO/THE | Industrials | 7.6K | $1.5M | 0.3% | -5.7% |
| TSLA TESLA INC | Industrials | 4.0K | $1.5M | 0.3% | +10.5% |
| PYPL PAYPAL HOLDINGS INC | Services media | 32.7K | $1.5M | 0.3% | +38.1% |
| AMD ADVANCED MICRO DEVICES | Technology | 7.2K | $1.5M | 0.3% | +74.9% |
| MELI MERCADOLIBRE INC | Services media | 843 | $1.5M | 0.3% | +34.9% |
| EIX EDISON INTERNATIONAL | Utilities | 19.6K | $1.4M | 0.3% | +394.6% |
| GM GENERAL MOTORS CO | Industrials | 18.7K | $1.4M | 0.3% | +1956.1% |
| IREN IREN LTD | Financials | 40.4K | $1.4M | 0.3% | +83.0% |
| GOOGL ALPHABET INC-CL A | Technology | 4.7K | $1.3M | 0.3% | +13.0% |
| MU MICRON TECHNOLOGY INC | Technology | 3.7K | $1.2M | 0.3% | -15.9% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 20.0K | $1.2M | 0.3% | +21.5% |
| HTGC HERCULES CAPITAL INC | — | 81.9K | $1.2M | 0.2% | +752.3% |
| OMF ONEMAIN HOLDINGS INC | Financials | 21.3K | $1.1M | 0.2% | +188.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 1838 | $491.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 1769 | $462.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR/ARESTATEMENT | Dec 23, 2025 | 319 | $372.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 17, 2025 | 1969 | $410.8M | SEC ↗ | |
| Q2 2025 | 13F-HR/ARESTATEMENT | Dec 29, 2025 | 286 | $333.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 286 | $333.2M | SEC ↗ | |
| Q1 2025 | 13F-HR | May 6, 2025 | 276 | $300.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 273 | $292.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Feb 14, 2025 | 265 | $280.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Feb 14, 2025 | 240 | $256.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 25, 2024 | 225 | $245.3M | canonical | SEC ↗ |