Triumph Capital Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.7M |
| 2 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$7.25M |
| 3 |
JPMorgan Chase
JPM
|
+$4.16M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.6M |
| 5 |
Wells Fargo
WFC
|
+$3.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UDEC
Innovator US Equity Ultra Buffer ETF December
UDEC
|
+$4.19M |
| 2 |
Eli Lilly
LLY
|
+$2.67M |
| 3 |
Snowflake
SNOW
|
+$1.67M |
| 4 |
Advanced Micro Devices
AMD
|
+$1.51M |
| 5 |
Palantir
PLTR
|
+$1.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.28% |
| 2 | Financials | 8.08% |
| 3 | Consumer Discretionary | 3.76% |
| 4 | Healthcare | 1.81% |
| 5 | Communication Services | 1.79% |
Similar funds
Triumph Capital Management's Q4 2025 Portfolio in Review
As of Q4 2025, Triumph Capital Management held 1,776 positions worth $463M, up 24% from $373M the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Triumph Capital Management deployed $87.6M of net new capital in Q4 2025, opening 1,457 new positions and adding to 139 existing holdings. Its largest new stake was Dimensional Short-Duration Fixed Income ETF: 150,385 shares worth $7.21M.
By sector, the portfolio is most concentrated in Technology at 10% of assets, up from 9.8% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Innovator US Equity Ultra Buffer ETF December, an estimated $4.19M trimmed.
- Triumph Capital Management's largest Q4 2025 buy was Dimensional Short-Duration Fixed Income ETF: 150,385 shares worth $7.21M.
- Triumph Capital Management added most to Apple in Q4 2025, an estimated $12.7M increase.
- Triumph Capital Management's biggest Q4 2025 reduction was Innovator US Equity Ultra Buffer ETF December, cutting an estimated $4.19M.
- Triumph Capital Management fully exited Covista Inc in Q4 2025, selling an estimated $496K.
- Triumph Capital Management's ten largest holdings make up 22% of its $463M portfolio in Q4 2025.
- Triumph Capital Management opened 1,457 new positions and closed 7 in Q4 2025.
- Triumph Capital Management's portfolio value rose 24% quarter-over-quarter to $463M.
Based on Triumph Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.