TC

Triumph Capital Management

13F
Triumph Capital Management
Last update 2025-07-09 286 Stocks (40 new)
Value $333.00 Mil Turnover 17 %
Countries:
Triumph Capital Management Top Holdings of 2025-06-30 View Full List
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
+1.26%
+2.61%
6,255.5
 
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
+2.04%
+3.80%
3,338.4
 
FEX
FIRST TR LARGE CAP
82,967
9,123.0
+0.55%
2.740
+0.01%
0.690
+15.52%
+8.69%
1,342.3
 
SPY
SPDR S&P 500 ETF Trust
14,754
9,115.5
-8.57%
2.740
-0.26%
0.000
+18.32%
+8.42%
651,704.5
 
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
+15.00%
+8.97%
15,573.2
 
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
+15.03%
+2.80%
8,464.1
 
BND
Vanguard Total Bond Market ETF
109,133
8,035.5
+2.72%
2.410
+0.06%
0.010
+1.69%
+3.54%
127,775.9
 
QQQ
INVESCO QQQ Trust
12,419
6,850.8
+59.83%
2.060
+0.77%
0.000
+23.57%
+10.04%
357,739.3
 
JPST
JPMorgan Ultra-Short Income ETF
131,239
6,651.2
+0.71%
2.000
+0.01%
0.020
+1.34%
+2.77%
32,249.3
 
IVV
iShares Core S&P 500 ETF
9,604
5,963.1
+77.88%
1.790
+0.78%
0.000
+18.38%
+8.49%
639,559.0
 

Triumph Capital Management's Historical Top Holdings Breakdowns

Triumph Capital Management's Top Stock Picks View Full List
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
$29.47
2.50%
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
$24.53
2.75%
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
$634.73
10.58%
Add 77.88%
9,604
4,205
QQQ
INVESCO QQQ Trust
2025-06-30
Add
Add
+0.77%
416.06 ($496.89) 551.64
$561.07
12.92%
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
$77.19
0.57%
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
$185.69
7.61%
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
$68.69
10.03%
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
$51.33
7.27%
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
$311.29
10.72%
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)

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Triumph Capital Management's Asset Allocation

To

Triumph Capital Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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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