Triumph Capital Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$491.2M
Q ending 2026-03-31
Prior quarter
$462.8M
Q ending 2025-12-31
Change
+6.1% QoQ · +63.6% YoY
Positions
1,838
reported holdings
Largest positions
Top 100 of 1,838 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $17.1M | 68K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $10.2M | 16K |
| First Tr Exchng Traded Fd Vi | FIXD | Shares | $10.2M | 234K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $9.1M | 152K |
| First Tr Exchange Traded Fd | RDVY | Shares | $9.0M | 132K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $8.4M | 90K |
| First Tr Exchange Traded Fd | SDVY | Shares | $8.1M | 206K |
| Dimensional Etf Trust | DFSD | Shares | $7.9M | 164K |
| Vanguard Bd Index Fds | BND | Shares | $7.7M | 105K |
| Ishares Tr | IVV | Shares | $7.4M | 11K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $7.0M | 140K |
| Ishares Tr | USIG | Shares | $6.9M | 135K |
| Invesco Qqq Tr | QQQ | Shares | $6.6M | 11K |
| Innovator Etfs Trust | SFLR | Shares | $6.4M | 181K |
| First Tr Exchange-Traded Alp | FEX | Shares | $6.3M | 52K |
| Ishares Tr | TLT | Shares | $6.3M | 72K |
| J P Morgan Exchange Traded F | JPST | Shares | $6.2M | 122K |
| Nvidia Corporation | NVDA | Shares | $5.9M | 34K |
| Amazon Com Inc | AMZN | Shares | $5.8M | 28K |
| Ishares Tr | IWR | Shares | $5.8M | 60K |
| First Tr Exch Traded Fd Iii | FPE | Principal | $5.5M | 310K |
| Ishares Tr | IGV | Shares | $5.5M | 68K |
| Ishares Tr | IWM | Shares | $5.4M | 22K |
| Jpmorgan Chase & Co | JPM | Shares | $5.0M | 17K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $4.8M | 193K |
| Innovator Etfs Trust | ZALT | Shares | $4.7M | 144K |
| Microsoft Corp | MSFT | Shares | $4.7M | 13K |
| Innovator Etfs Trust | QFLR | Shares | $4.6M | 138K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.3M | 9K |
| Ishares Tr | QUAL | Shares | $4.1M | 21K |
| Victory Portfolios Ii | VFLO | Shares | $4.0M | 100K |
| Wells Fargo & Co | WFC | Shares | $3.5M | 44K |
| First Tr Exchange-Traded Fd | KNG | Shares | $3.0M | 61K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $2.9M | 47K |
| Neos Etf Trust | SPYI | Shares | $2.9M | 59K |
| Palantir Technologies Inc | PLTR | Shares | $2.8M | 19K |
| Dimensional Etf Trust | DFUV | Shares | $2.8M | 57K |
| Spdr Series Trust | SPYM | Shares | $2.6M | 34K |
| Managed Portfolio Series | KHPI | Shares | $2.6M | 106K |
| Vanguard Malvern Fds | VPLS | Shares | $2.4M | 31K |
| First Tr Exchange Traded Fd | AIRR | Shares | $2.3M | 21K |
| Dimensional Etf Trust | DFIV | Shares | $2.3M | 44K |
| Vaneck Etf Trust | MOAT | Shares | $2.3M | 24K |
| J P Morgan Exchange Traded F | JEPI | Shares | $2.3M | 40K |
| First Tr Exchange-Traded Fd | GRID | Shares | $2.2M | 14K |
| Vanguard Index Fds | VTI | Shares | $2.2M | 7K |
| Sofi Technologies Inc | SOFI | Shares | $2.2M | 140K |
| Meta Platforms Inc | META | Shares | $2.2M | 4K |
| First Tr Exchange-Traded Fd | FDL | Shares | $2.2M | 43K |
| Eli Lilly & Co | LLY | Shares | $2.2M | 2K |
| Dimensional Etf Trust | DFAS | Shares | $2.2M | 31K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $2.1M | 37K |
| Ishares Tr | TLTW | Shares | $2.0M | 90K |
| Exxon Mobil Corp | XOM | Shares | $2.0M | 12K |
| First Tr Exchange-Traded Fd | FVD | Shares | $2.0M | 42K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $1.9M | 4K |
| Innovator Etfs Trust | BALT | Shares | $1.9M | 55K |
| First Tr Exchange-Traded Fd | RDVI | Shares | $1.8M | 71K |
| Annaly Capital Management In | NLY | Shares | $1.8M | 82K |
| Rivian Automotive Inc | RIVN | Shares | $1.7M | 114K |
| J P Morgan Exchange Traded F | JTEK | Shares | $1.7M | 21K |
| Oracle Corp | ORCL | Shares | $1.7M | 11K |
| Procter & Gamble Co | PG | Shares | $1.6M | 11K |
| Dimensional Etf Trust | DISV | Shares | $1.6M | 42K |
| Qualcomm Inc | QCOM | Shares | $1.6M | 13K |
| Innovator Etfs Trust | NJAN | Shares | $1.6M | 30K |
| Aon Plc | Shares | $1.6M | 5K | |
| Pfizer Inc | PFE | Shares | $1.6M | 56K |
| Etf Opportunities Trust | TSPY | Shares | $1.6M | 67K |
| Dimensional Etf Trust | DFEV | Shares | $1.5M | 43K |
| Coupang Inc | CPNG | Shares | $1.5M | 81K |
| Ishares Tr | SGOV | Shares | $1.5M | 15K |
| Boeing Co | BA | Shares | $1.5M | 8K |
| Dimensional Etf Trust | DFAT | Shares | $1.5M | 24K |
| Tesla Inc | TSLA | Shares | $1.5M | 4K |
| Paypal Hldgs Inc | PYPL | Shares | $1.5M | 33K |
| First Tr Exchange Traded Fd | FTHI | Shares | $1.5M | 64K |
| Advanced Micro Devices Inc | AMD | Shares | $1.5M | 7K |
| Mercadolibre Inc | MELI | Shares | $1.5M | 843 |
| Vanguard Index Fds | VOO | Shares | $1.5M | 2K |
| Edison Intl | EIX | Shares | $1.4M | 20K |
| Goldman Sachs Etf Tr | GPIQ | Shares | $1.4M | 29K |
| J P Morgan Exchange Traded F | JPIE | Shares | $1.4M | 31K |
| General Mtrs Co | GM | Shares | $1.4M | 19K |
| Iren Limited | Shares | $1.4M | 40K | |
| Ishares Tr | IQLT | Shares | $1.4M | 30K |
| First Tr Exchange-Traded Alp | FYX | Shares | $1.3M | 11K |
| Alphabet Inc | GOOGL | Shares | $1.3M | 5K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $1.3M | 2K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $1.3M | 62K |
| First Tr Exchng Traded Fd Vi | GJAN | Shares | $1.3M | 30K |
| Blackrock Etf Trust Ii | CLOA | Shares | $1.2M | 24K |
| Micron Technology Inc | MU | Shares | $1.2M | 4K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.2M | 20K |
| First Tr Exchange-Traded Alp | FNX | Shares | $1.2M | 9K |
| Hercules Capital Inc | HTGC | Shares | $1.2M | 82K |
| Vanguard Instl Index Fd | VBIL | Shares | $1.2M | 16K |
| Pimco Dynamic Income Oprnts | PDO | Shares | $1.2M | 90K |
| Global X Fds | RYLD | Shares | $1.2M | 77K |
| Listed Fds Tr | MAGS | Shares | $1.1M | 20K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.