Triumph Capital Management Portfolio Stock Holdings
Triumph Capital Management disclosed 1838 stock positions valued at approximately $491.2 million in its latest SEC 13F filing. The largest holdings include APPLE INC, STATE STR SPDR S&P 500 ETF T, and FIRST TR EXCHNG TRADED FD VI. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1838
- Portfolio Value
- $491.2M
Holdings by Sector
Triumph Capital Management Portfolio Holdings in Q1 2026
1690 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.49% | 67,542 | +4,201 | +6.63% | $17,141,361 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.09% | 15,713 | -184 | -1.16% | $10,247,471 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 2.07% | 233,818 | -1,259 | -0.54% | $10,192,140 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 1.86% | 152,324 | -68,471 | -31.01% | $9,140,165 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.83% | 131,756 | -30 | -0.02% | $8,996,271 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 1.71% | 90,300 | +238 | +0.26% | $8,376,206 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 1.66% | 206,474 | -1,605 | -0.77% | $8,141,264 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 1.60% | 164,121 | +13,736 | +9.13% | $7,858,117 |
| VANGUARD BD INDEX FDS | BND | Other | 1.57% | 104,517 | -8,208 | -7.28% | $7,696,625 |
| ISHARES TR | IVV | Other | 1.50% | 11,316 | +189 | +1.70% | $7,392,035 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 1.42% | 140,247 | +4,105 | +3.02% | $6,985,703 |
| ISHARES TR | USIG | Other | 1.41% | 135,462 | +113,982 | +530.64% | $6,939,718 |
| INVESCO QQQ TR | QQQ | Other | 1.34% | 11,405 | +75 | +0.66% | $6,582,567 |
| INNOVATOR ETFS TRUST | SFLR | Other | 1.31% | 181,377 | +415 | +0.23% | $6,428,166 |
| FIRST TR EXCHANGE-TRADED ALP | FEX | Other | 1.29% | 51,784 | -192 | -0.37% | $6,313,934 |
| ISHARES TR | TLT | Other | 1.28% | 72,489 | +20,104 | +38.38% | $6,284,071 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.26% | 122,409 | -24,955 | -16.93% | $6,195,133 |
| NVIDIA CORPORATION | NVDA | Technology | 1.19% | 33,595 | +6,370 | +23.40% | $5,859,327 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.19% | 28,041 | +4,349 | +18.36% | $5,840,099 |
| ISHARES TR | IWR | Other | 1.19% | 60,002 | +358 | +0.60% | $5,833,952 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 1.12% | 309,918 | +266,723 | +617.49% | $5,501,046 |
| ISHARES TR | IGV | Other | 1.11% | 68,168 | +53,790 | +374.11% | $5,456,848 |
| ISHARES TR | IWM | Other | 1.09% | 21,579 | +1,521 | +7.58% | $5,351,612 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.01% | 16,873 | +1,978 | +13.28% | $4,963,411 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 0.97% | 192,684 | +185,084 | +2435.32% | $4,772,783 |
| INNOVATOR ETFS TRUST | ZALT | Other | 0.95% | 144,048 | +35,472 | +32.67% | $4,675,798 |
| MICROSOFT CORP | MSFT | Technology | 0.95% | 12,603 | +3,736 | +42.13% | $4,665,126 |
| INNOVATOR ETFS TRUST | QFLR | Other | 0.93% | 137,607 | +2,123 | +1.57% | $4,582,313 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.87% | 8,911 | +51 | +0.58% | $4,270,303 |
| ISHARES TR | QUAL | Other | 0.83% | 21,295 | -1,341 | -5.92% | $4,084,594 |
| VICTORY PORTFOLIOS II | VFLO | Other | 0.81% | 100,192 | +1,674 | +1.70% | $3,955,580 |
| WELLS FARGO & CO | WFC | Financial Services | 0.72% | 44,335 | -33 | -0.07% | $3,529,496 |
| FIRST TR EXCHANGE-TRADED FD | KNG | Other | 0.61% | 61,307 | +2,485 | +4.22% | $2,986,264 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.60% | 46,860 | +1,390 | +3.06% | $2,937,200 |
| NEOS ETF TRUST | SPYI | Other | 0.59% | 59,174 | +6,731 | +12.83% | $2,921,420 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.58% | 19,370 | +10,109 | +109.16% | $2,833,444 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.57% | 57,393 | +1,814 | +3.26% | $2,781,273 |
| SPDR SERIES TRUST | SPLG | Other | 0.53% | 33,795 | +1,365 | +4.21% | $2,586,669 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.48% | 21,088 | -177 | -0.83% | $2,336,129 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.47% | 43,957 | +5,212 | +13.45% | $2,320,043 |
| VANECK ETF TRUST | MOAT | Other | 0.47% | 23,789 | -1,266 | -5.05% | $2,300,432 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.46% | 39,746 | +7,130 | +21.86% | $2,252,803 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.46% | 13,693 | -35 | -0.25% | $2,239,901 |
| VANGUARD INDEX FDS | VTI | Other | 0.45% | 6,930 | +45 | +0.65% | $2,223,213 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.45% | 139,955 | +15,468 | +12.43% | $2,222,485 |
| META PLATFORMS INC | META | Communication Services | 0.45% | 3,829 | +604 | +18.73% | $2,190,826 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.44% | 42,979 | -113,077 | -72.46% | $2,183,322 |
| ELI LILLY & CO | LLY | Healthcare | 0.44% | 2,365 | +848 | +55.90% | $2,175,309 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.44% | 30,544 | +4,535 | +17.44% | $2,172,605 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.42% | 37,136 | +20,098 | +117.96% | $2,061,791 |
| ISHARES TR | TLTW | Other | 0.42% | 90,313 | +40,282 | +80.51% | $2,042,880 |
| EXXON MOBIL CORP | XOM | Energy | 0.41% | 11,761 | -150 | -1.26% | $1,995,454 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.40% | 41,774 | -4,206 | -9.15% | $1,964,631 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.38% | 4,069 | +155 | +3.96% | $1,888,444 |
| INNOVATOR ETFS TRUST | BALT | Other | 0.38% | 55,308 | +8,344 | +17.77% | $1,850,882 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 0.37% | 70,581 | +1,568 | +2.27% | $1,803,345 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 0.36% | 82,122 | +11,679 | +16.58% | $1,788,626 |
| RIVIAN AUTOMOTIVE INC | RIVN | Consumer Cyclical | 0.35% | 113,727 | +17,369 | +18.03% | $1,711,591 |
| J P MORGAN EXCHANGE TRADED F | JTEK | Other | 0.34% | 21,252 | +1,360 | +6.84% | $1,690,384 |
| ORACLE CORP | ORCL | Technology | 0.34% | 11,265 | +3,390 | +43.05% | $1,657,137 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.33% | 11,356 | -343 | -2.93% | $1,640,216 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.33% | 41,570 | +5,371 | +14.84% | $1,639,506 |
| QUALCOMM INC | QCOM | Technology | 0.33% | 12,696 | +3,909 | +44.49% | $1,634,930 |
| INNOVATOR ETFS TRUST | NJAN | Other | 0.33% | 30,041 | -2,486 | -7.64% | $1,603,288 |
| AON PLC | AON | Financial Services | 0.33% | 4,952 | +2 | +0.04% | $1,598,407 |
| PFIZER INC | PFE | Healthcare | 0.32% | 56,409 | +38,022 | +206.79% | $1,583,965 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.31% | 43,076 | +8,027 | +22.90% | $1,541,242 |
| COUPANG INC | CPNG | Consumer Cyclical | 0.31% | 80,988 | +27,225 | +50.64% | $1,529,053 |
| ISHARES TR | SGOV | Other | 0.31% | 15,131 | +173 | +1.16% | $1,523,086 |
| BOEING CO | BA | Industrials | 0.31% | 7,616 | -462 | -5.72% | $1,515,812 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.31% | 24,059 | +4,018 | +20.05% | $1,502,467 |
| TESLA INC | TSLA | Consumer Cyclical | 0.31% | 4,041 | +383 | +10.47% | $1,502,242 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.30% | 32,699 | +9,015 | +38.06% | $1,478,976 |
| FIRST TR EXCHANGE TRADED FD | FTHI | Other | 0.30% | 64,074 | +10,022 | +18.54% | $1,470,498 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.30% | 7,201 | +3,084 | +74.91% | $1,464,899 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.30% | 843 | +218 | +34.88% | $1,457,564 |
| VANGUARD INDEX FDS | VOO | Other | 0.30% | 2,433 | +458 | +23.19% | $1,453,719 |
| EDISON INTL | EIX | Utilities | 0.29% | 19,631 | +15,662 | +394.61% | $1,436,597 |
| GOLDMAN SACHS ETF TR | GPIQ | Other | 0.29% | 28,765 | +24,973 | +658.57% | $1,423,580 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.29% | 30,724 | +5,218 | +20.46% | $1,415,455 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.28% | 18,669 | +17,761 | +1956.06% | $1,390,814 |
| ISHARES TR | IQLT | Other | 0.28% | 29,737 | -17 | -0.06% | $1,374,742 |
| FIRST TR EXCHANGE-TRADED ALP | FYX | Other | 0.27% | 11,301 | -1,708 | -13.13% | $1,348,826 |
| ALPHABET INC | GOOGL | Communication Services | 0.27% | 4,687 | +538 | +12.97% | $1,347,668 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.27% | 2,110 | -303 | -12.56% | $1,304,680 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.26% | 62,208 | +1,896 | +3.14% | $1,269,665 |
| FIRST TR EXCHNG TRADED FD VI | GJAN | Other | 0.26% | 30,172 | +2,096 | +7.47% | $1,264,509 |
| BLACKROCK ETF TRUST II | CLOA | Other | 0.25% | 24,086 | +300 | +1.26% | $1,248,498 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.25% | 3,671 | -692 | -15.86% | $1,240,744 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.25% | 20,044 | +3,549 | +21.52% | $1,215,669 |
| FIRST TR EXCHANGE-TRADED ALP | FNX | Other | 0.25% | 9,441 | +7,307 | +342.41% | $1,210,738 |
| HERCULES CAPITAL INC | HTGC | Financial Services | 0.25% | 81,862 | +72,257 | +752.29% | $1,209,102 |
| PIMCO DYNAMIC INCOME OPRNTS | PDO | Basic Materials | 0.24% | 89,634 | +8,439 | +10.39% | $1,170,240 |
| GLOBAL X FDS | RYLD | Other | 0.24% | 77,243 | +2,777 | +3.73% | $1,154,783 |
| LISTED FDS TR | MAGS | Other | 0.23% | 19,728 | +9,874 | +100.20% | $1,143,040 |
| ONEMAIN HLDGS INC | OMF | Financial Services | 0.23% | 21,326 | +13,937 | +188.62% | $1,140,728 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.23% | 3,692 | +3,274 | +783.25% | $1,116,817 |
| GLOBAL X FDS | QYLD | Other | 0.22% | 62,980 | +1,474 | +2.40% | $1,080,107 |
| ZSCALER INC | ZS | Technology | 0.21% | 7,490 | +6,242 | +500.16% | $1,050,772 |
| SERVICENOW INC | NOW | Technology | 0.21% | 10,041 | +9,266 | +1195.61% | $1,049,787 |