§ 13F · FUND PROFILE
Triumph Capital Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $373M (13F)Positions · 319Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 68K | $17M | 3.5% | +7% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 16K | $10M | 2.1% | −1% |
| 3 | FIXD | FIRST TR EXCHNG TRADED FD VI | 234K | $10M | 2.1% | −1% |
| 4 | FTSM | FIRST TR EXCHANGE-TRADED FD | 152K | $9M | 1.9% | −31% |
| 5 | RDVY | FIRST TR EXCHANGE TRADED FD | 132K | $9M | 1.8% | ±0% |
| 6 | FTCS | FIRST TR EXCHANGE-TRADED FD | 90K | $8M | 1.7% | ±0% |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | 206K | $8M | 1.7% | −1% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 164K | $8M | 1.6% | +9% |
| 9 | BND | VANGUARD BD INDEX FDS | 105K | $8M | 1.6% | −7% |
| 10 | IVV | ISHARES TR | 11K | $7M | 1.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIUMPH SIGNAL
AC read
Triumph Capital Management is a Other fund managing $373 million in assets. The fund runs a broad portfolio of 319 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed