Triumph Capital Management — 13F holdings

Triumph Capital Management reported 1,906 holdings worth $573M in its 13F filing for Q3 2026, filed October 14, 2026. That's up 3.9% from $552M in Q2 2026, when it reported 1,861 holdings. Its 10 largest positions make up 19.3% of the portfolio.

Triumph Capital Management's largest positions in Q3 2026

  1. AAPL APPLE INC — $21.9M (3.8%) · cut 3%
  2. TLT ISHARES TR — $13.1M (2.3%) · added 114%
  3. VFLO VICTORY PORTFOLIOS II — $11.6M (2.0%) · added 21%
  4. SPY SPDR S&P 500 ETF TR — $11.2M (2.0%) · unchanged
  5. RDVY FIRST TR EXCHANGE TRADED FD — $10.4M (1.8%) · added 1%
  6. FIXD FIRST TR EXCHNG TRADED FD VI — $9.54M (1.7%) · added 1%
  7. IVV ISHARES TR — $8.49M (1.5%) · added 1%
  8. DFSD DIMENSIONAL ETF TRUST — $8.40M (1.5%) · added 5%
  9. USIG ISHARES TR — $8.16M (1.4%) · added 15%
  10. QQQ Invesco Qqq Tr — $7.53M (1.3%) · cut 5%
  11. SFLR INNOVATOR ETFS TRUST — $7.07M (1.2%) · cut 2%
  12. FTSM FIRST TR EXCHANGE-TRADED FD — $6.79M (1.2%) · cut 16%
  13. SDVY FIRST TR EXCHANGE-TRADED FD — $6.72M (1.2%) · cut 8%
  14. UCON FIRST TR EXCHNG TRADED FD VI — $6.72M (1.2%) · added 17%
  15. AMZN AMAZON COM INC — $6.30M (1.1%) · added 13%
  16. LQD ISHARES TR — $6.15M (1.1%) · added 655%
  17. NVDA NVIDIA CORPORATION — $6.06M (1.1%) · cut 8%
  18. LMBS FIRST TR EXCHANGE-TRADED FD — $5.73M (1.0%) · cut 12%
  19. GFLW VICTORY PORTFOLIOS II — $5.71M (1.0%) · added 157%
  20. FEX FIRST TR EXCHANGE-TRADED ALP — $5.68M (1.0%) · cut 8%

What Triumph Capital Management bought in Q3 2026

77 new positions and 475 positions added to.

  1. TLT ISHARES TR — added, about $6.99M
  2. LQD ISHARES TR — added, about $5.34M
  3. IFLO VICTORY PORTFOLIOS II — added, about $3.89M
  4. XLU SELECT SECTOR SPDR TR — added, about $3.68M
  5. GFLW VICTORY PORTFOLIOS II — added, about $3.49M
  6. TLTW ISHARES TR — added, about $2.93M
  7. EXXONMOBIL HOLDINGS CORP — new position, about $2.28M
  8. GME GAMESTOP CORP NEW — added, about $2.12M
  9. VFLO VICTORY PORTFOLIOS II — added, about $1.99M
  10. SFLO VICTORY PORTFOLIOS II — added, about $1.77M

What Triumph Capital Management sold in Q3 2026

43 positions sold out and 284 reduced.

  1. BND VANGUARD BD INDEX FDS — cut 73%, about $5.85M
  2. FPE FIRST TR EXCH TRADED FD III — cut 78%, about $4.34M
  3. FTCS FIRST TR EXCHANGE-TRADED FD — cut 48%, about $4.10M
  4. IWM ISHARES TR — cut 82%, about $3.84M
  5. XOM EXXON MOBIL CORP — sold out, about $2.26M
  6. MSFT MICROSOFT CORP — cut 26%, about $1.69M
  7. FTSM FIRST TR EXCHANGE-TRADED FD — cut 16%, about $1.28M
  8. IWR ISHARES TR — cut 27%, about $1.28M
  9. META META PLATFORMS INC — cut 30%, about $1.26M
  10. FCX FREEPORT-MCMORAN INC — cut 98%, about $970K

Triumph Capital Management portfolio value by quarter

What does Triumph Capital Management own?

Its largest positions in Q3 2026 were AAPL, TLT, VFLO, SPY, RDVY, out of 1,906 holdings worth $573M.

What did Triumph Capital Management buy last quarter?

In Q3 2026 it opened 77 new positions and added to 475; the largest buys were TLT, LQD, IFLO.

What did Triumph Capital Management sell last quarter?

In Q3 2026 it sold out of 43 positions and reduced 284, including XOM, DIMENSIONAL ETF TRUST, SILA REALTY TRUST INC.