Arkolith/Funds/Triumph Capital Management

Triumph Capital Management

CIK 1730765
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Triumph Capital Management holds a diversified book of 1860 stocks worth $552.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Maxlinear Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the equity book.

Opened
172
bought for the first time
Added to
571
already held, bought more
Trimmed
443
sold some, still holds it
Sold out
71
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
11%
Top 10 holdings
18%
Top 20 holdings
31%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

32% mapped to company sectors

ETF / fund or unclassified
68%
Information Technology
12%
Financials
6%
Consumer Discretionary
3%
Health Care
3%
Industrials
2%
Real Estate
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Triumph Capital Management

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$473.5B
OSAIC HOLDINGS, INC.78 / 80$17.0B
NewEdge Advisors, LLC78 / 80$9.5B
Steward Partners Investment Advisory, LLC78 / 80$5.7B
IFP Advisors, Inc78 / 80$1.3B
LPL Financial LLC77 / 80$88.2B
ENVESTNET ASSET MANAGEMENT INC77 / 80$72.6B
MML INVESTORS SERVICES, LLC77 / 80$11.6B

Ranked by the share of each fund's own book sitting in the names it shares with Triumph Capital Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,860 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$19.5M67.5K
3.5%
~0%
Reduced · −32 sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$11.1M14.9K
2.0%
−5.4%
Reduced · −854 sh
3First TR Exchange Traded FD
RISNG DIVD ACHIV
$10.6M130.8K
1.9%
−0.7%
Reduced · −911 sh
4First TR Exchng Traded FD VI
SMITH OPPORT FXD
$9.9M228.1K
1.8%
−2.4%
Reduced · −6K sh
5Victory Portfolios II
SHS FR CA FL ETF
$8.6M188.5K
1.6%
+88%
Added · +88K sh
6First TR Exchange-Traded FD
CAP STRENGTH ETF
$8.5M90.8K
1.5%
+0.6%
Added · +505 sh
7Vanguard BD Index FDS
TOTAL BND MRKT
$8.3M113.4K
1.5%
+8.5%
Added · +9K sh
8Dimensional ETF Trust
SHOR DUR FIX ETF
$8.3M172.8K
1.5%
+5.3%
Added · +9K sh
9Ishares TR
CORE S&P500 ETF
$8.2M10.9K
1.5%
−3.5%
Reduced · −393 sh
10First TR Exchange-Traded FD
FIRST TR ENH NEW
$8.1M135.5K
1.5%
−11%
Reduced · −17K sh
11Invesco QQQ TR
UNIT SER 1
$7.9M10.7K
1.4%
−5.9%
Reduced · −671 sh
12First TR Exchange Traded FD
SMID RISNG ETF
$7.8M180.5K
1.4%
−13%
Reduced · −26K sh
13Ishares TR
USD INV GRDE ETF
$7.5M145.5K
1.4%
+7.4%
Added · +10K sh
14Innovator Etfs Trust
QUITY MANAGD FLR
$7.2M186.2K
1.3%
+2.6%
Added · +5K sh
15Ishares TR
20 YR TR BD ETF
$6.8M79.0K
1.2%
+9.0%
Added · +7K sh
16First TR Exchange-Traded FD
FST LOW OPPT EFT
$6.7M135.1K
1.2%
−3.6%
Reduced · −5K sh
17First TR Exchange-Traded Alp
COM SHS
$6.5M46.7K
1.2%
−9.9%
Reduced · −5K sh
18J P Morgan Exchange Traded F
ULTRA SHRT ETF
$6.2M122.1K
1.1%
−0.3%
Reduced · −348 sh
19First TR Exchng Traded FD VI
SMIT UNCO BD ETF
$6.0M241.7K
1.1%
+25%
Added · +49K sh
20First TR Exch Traded FD III
PFD SECS INC ETF
$5.8M326.3K
1.1%
+5.3%
Added · +16K sh
21Nvidia Corporation
COM
$5.8M28.8K
1.0%
−14%
Reduced · −5K sh
22Amazon Com Inc
COM
$5.3M22.3K
1.0%
−20%
Reduced · −6K sh
23Innovator Etfs Trust
NASDAQ 100 MANA
$5.3M144.1K
1.0%
+4.7%
Added · +6K sh
24Ishares TR
RUSSELL 2000 ETF
$5.1M16.9K
0.9%
−22%
Reduced · −5K sh
25JPMorgan Chase & Co
COM
$5.0M15.3K
0.9%
−9.1%
Reduced · −2K sh
26Ishares TR
RUS MID CAP ETF
$4.8M43.9K
0.9%
−27%
Reduced · −16K sh
27Microsoft Corp
COM
$4.8M12.8K
0.9%
+1.2%
Added · +155 sh
28Innovator Etfs Trust
U S EQ 10 BUFFER
$4.7M139.1K
0.9%
−3.4%
Reduced · −5K sh
29Ishares TR
MSCI USA QLT FCT
$4.2M19.3K
0.8%
−9.4%
Reduced · −2K sh
30Ishares TR
EXPANDED TECH
$4.1M45.6K
0.7%
−33%
Reduced · −23K sh
31Berkshire Hathaway Inc Del
CL B NEW
$4.0M7.9K
0.7%
−11%
Reduced · −968 sh
32First TR Exchange-Traded FD
NASDAQ CYB ETF
$3.8M42.2K
0.7%
−10%
Reduced · −5K sh
33Wells Fargo & Co
COM
$3.7M44.7K
0.7%
+0.8%
Added · +347 sh
34Eli Lilly & Co
COM
$3.6M3.0K
0.7%
+28%
Added · +673 sh
35First TR Exchange Traded FD
RBA INDL ETF
$3.4M25.7K
0.6%
+22%
Added · +5K sh
36Victory Portfolios II
VICT SMA CAP ETF
$3.3M97.8K
0.6%
+669%
Added · +85K sh
37SPDR Series Trust
ST STR P500ETF
$3.3M37.6K
0.6%
+11%
Added · +4K sh
38Meta Platforms Inc
CL A
$3.2M5.8K
0.6%
+51%
Added · +2K sh
39First TR Exchange-Traded FD
NASDQ CLN EDGE
$3.2M16.7K
0.6%
+22%
Added · +3K sh
40Dimensional ETF Trust
US MKTWIDE VALUE
$3.2M57.4K
0.6%
~0%
Added · +12 sh
41Micron Technology Inc
COM
$3.1M2.7K
0.6%
−27%
Reduced · −990 sh
42NEOS ETF Trust
NEOS S&P 500 HI
$3.1M58.1K
0.6%
−1.8%
Reduced · −1K sh
43Sofi Technologies Inc
COM
$2.8M155.5K
0.5%
+11%
Added · +16K sh
44Managed Portfolio Ser
KENS HE PREM ETF
$2.8M107.9K
0.5%
+2.1%
Added · +2K sh
45Dimensional ETF Trust
US SMALL CAP ETF
$2.7M32.4K
0.5%
+6.2%
Added · +2K sh
46Dimensional ETF Trust
INTERNATNAL VAL
$2.6M48.9K
0.5%
+11%
Added · +5K sh
47J P Morgan Exchange Traded F
EQUITY PREMIUM
$2.6M45.9K
0.5%
+15%
Added · +6K sh
48Vaneck ETF Trust
MRNGSTR WDE MOAT
$2.5M24.3K
0.5%
+2.3%
Added · +537 sh
49Ishares TR
20+ YEAR TR BD
$2.5M111.4K
0.5%
+23%
Added · +21K sh
50First TR Exchange-Traded FD
SHS
$2.4M49.6K
0.4%
+15%
Added · +7K sh
Showing 50 of 1,860 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 20261,861$552.0M13F-HR
Q1 2026Mar 31, 2026May 13, 20261,838$491.2M13F-HR
Q4 2025Dec 31, 2025Feb 12, 20261,769$462.8M13F-HR
Q3 2025Sep 30, 2025Dec 23, 2025319$372.9M13F-HR/A
Q2 2025Jun 30, 2025Dec 29, 2025286$333.2M13F-HR/A
Q1 2025Mar 31, 2025May 6, 2025276$300.2M13F-HR
Amended / restated
  • Q3 2025 · filed Nov 17, 202513F-HR · superseded
  • Q2 2025 · filed Jul 9, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.