Triumph Capital Management
CIK 1730765
13F filing for Q2 2026・No. 3,662
- Holdings
- US$552.03M
- Quarter change
- +US$60.78M
- Entries
- 1,861
- Net bought (estimate)
- +US$20.61M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 97
- Sold out 71
- Cut 441
- Added 565
- Corporate actions 2
- Unchanged 757
Largest holdings
1,860 stocks worth US$552.03M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 67,510 | US$19.53M | 3.54% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 14,859 | US$11.1M | 2.01% |
| FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | Cut | 130,845 | US$10.61M | 1.92% |
| FIRST TR EXCHNG TRADED FD VISMITH OPPORT FXD | Cut | 228,135 | US$9.95M | 1.80% |
| VICTORY PORTFOLIOS IISHS FR CA FL ETF | Added | 188,512 | US$8.62M | 1.56% |
| FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF | Added | 90,805 | US$8.53M | 1.54% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 113,427 | US$8.33M | 1.51% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 172,820 | US$8.25M | 1.49% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 10,923 | US$8.18M | 1.48% |
| FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW | Cut | 135,522 | US$8.09M | 1.47% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.