TC
| |
Triumph Capital Management13F | |
| Triumph Capital Management | |
| Last update 2025-07-09 | 286 Stocks (40 new) |
| Value $333.00 Mil | Turnover 17 % |
Triumph Capital Management Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 259,341 | 15,526.7 | -4.97% | 4.660 | -0.27% | 0.240 | +1.15% | +2.60% | 6,255.0 | ||
FIXD |
First Trust Smith Opportunistic Fixed Income ETF
First Trust Smith Opportunistic Fixed Income ETF
| 241,523 | 10,600.5 | +0.79% | 3.180 | +0.03% | 0.310 | +1.33% | +3.70% | 3,334.8 | ||
FEX | FIRST TR LARGE CAP | 82,967 | 9,123.0 | +0.55% | 2.740 | +0.01% | 0.690 | +13.42% | +8.58% | 1,340.7 | ||
SPY | SPDR S&P 500 ETF Trust | 14,754 | 9,115.5 | -8.57% | 2.740 | -0.26% | 0.000 | +16.39% | +8.89% | 654,583.2 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 144,621 | 9,073.5 | +4.95% | 2.720 | +0.13% | 0.060 | +13.00% | +9.02% | 15,579.3 | ||
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 227,920 | 8,041.0 | +5.80% | 2.410 | +0.13% | 0.100 | +11.68% | +1.93% | 8,384.6 | ||
BND | Vanguard Total Bond Market ETF | 109,133 | 8,035.5 | +2.72% | 2.410 | +0.06% | 0.010 | +0.98% | +3.40% | 127,600.9 | ||
QQQ | INVESCO QQQ Trust | 12,419 | 6,850.8 | +59.83% | 2.060 | +0.77% | 0.000 | +21.03% | +10.81% | 360,250.4 | ||
JPST | JPMorgan Ultra-Short Income ETF | 131,239 | 6,651.2 | +0.71% | 2.000 | +0.01% | 0.020 | +1.23% | +2.76% | 32,246.2 | ||
IVV | iShares Core S&P 500 ETF | 9,604 | 5,963.1 | +77.88% | 1.790 | +0.78% | 0.000 | +16.45% | +8.98% | 642,461.0 |
Triumph Capital Management's Historical Top Holdings Breakdowns
Triumph Capital Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FEBM |
FT Vest U.S. Equity Max Buffer ETF - February
FT Vest U.S. Equity Max Buffer ETF - February
| 2025-06-30 | Sold Out Sold Out | -0.88% | 28.06 ($28.75) 29.3 | $29.50 | 2.59% | Sold Out | 0 | -92,952 | |
ZFEB |
Innovator Equity Defined Protection ETF - 1 Yr February
Innovator Equity Defined Protection ETF - 1 Yr February
| 2025-06-30 | Sold Out Sold Out | -0.83% | 23.32 ($23.87) 24.38 | $24.57 | 2.93% | Sold Out | 0 | -105,765 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.78% | 498.8 ($573.99) 620.9 | $637.58 | 11.08% | Add 77.88% | 9,604 | 4,205 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +0.77% | 416.06 ($496.89) 551.64 | $565.01 | 13.71% | Add 59.83% | 12,419 | 4,649 | |
VPLS | Vanguard Core-Plus Bond ETF | 2025-06-30 | New Buy New Buy | +0.68% | 75.68 ($76.75) 77.8 | $77.12 | 0.48% | New holding | 29,213 | 29,213 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-06-30 | Add Add | +0.66% | 152.42 ($172.55) 182.82 | $186.15 | 7.88% | Add 117.13% | 22,178 | 11,964 | |
NJUL |
Innovator Growth-100 Power Buffer ETF - July
Innovator Growth-100 Power Buffer ETF - July
| 2025-06-30 | Sold Out Sold Out | -0.65% | 56.05 ($62.43) 68.06 | $68.94 | 10.43% | Sold Out | 0 | -32,485 | |
NJAN |
Innovator Growth-100 Power Buffer ETF - January
Innovator Growth-100 Power Buffer ETF - January
| 2025-06-30 | New Buy New Buy | +0.62% | 42.98 ($47.85) 50.75 | $51.46 | 7.54% | New holding | 40,632 | 40,632 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | New Buy New Buy | +0.57% | 243.75 ($281.15) 303.93 | $312.30 | 11.08% | New holding | 6,210 | 6,210 | |
RDVI |
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
| 2025-06-30 | New Buy New Buy | +0.49% | 20.93 ($23.52) 24.71 | $24.96 | 6.12% | New holding | 66,303 | 66,303 |
Triumph Capital Management Total Holding History ($B)
Triumph Capital Management's Asset Allocation
Triumph Capital Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Triumph Capital Management's Hypothetical Growth since 2025-06-30
Triumph Capital Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Triumph Capital Management's Holdings Heat Map
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Triumph Capital Management's Holdings Bubble Chart
Triumph Capital Management News
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