Triumph Capital Management holds a diversified book of 1860 stocks worth $552.0M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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. Cloning the disclosed picks since 2025 would be +28% (+22.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730765/holdings"
Use Arkolith to show Triumph Capital Management's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.5 points over this window.
Growth of $10,000 cloning Triumph Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $19.5M | 67.5K | 3.5% | ▼~0% Reduced · −32 sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $11.1M | 14.9K | 2.0% | ▼−5.4% Reduced · −854 sh | |
| 3 | First TR Exchange Traded FD RISNG DIVD ACHIV | $10.6M | 130.8K | 1.9% | ▼−0.7% Reduced · −911 sh | |
| 4 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $9.9M | 228.1K | 1.8% | ▼−2.4% Reduced · −6K sh | |
| 5 | Victory Portfolios II SHS FR CA FL ETF | $8.6M | 188.5K | 1.6% | ▲+88% Added · +88K sh | |
| 6 | First TR Exchange-Traded FD CAP STRENGTH ETF | $8.5M | 90.8K | 1.5% | ▲+0.6% Added · +505 sh | |
| 7 | Vanguard BD Index FDS TOTAL BND MRKT | $8.3M | 113.4K | 1.5% | ▲+8.5% Added · +9K sh | |
| 8 | Dimensional ETF Trust SHOR DUR FIX ETF | $8.3M | 172.8K | 1.5% | ▲+5.3% Added · +9K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $8.2M | 10.9K | 1.5% | ▼−3.5% Reduced · −393 sh | |
| 10 | First TR Exchange-Traded FD FIRST TR ENH NEW | $8.1M | 135.5K | 1.5% | ▼−11% Reduced · −17K sh | |
| 11 | Invesco QQQ TR UNIT SER 1 | $7.9M | 10.7K | 1.4% | ▼−5.9% Reduced · −671 sh | |
| 12 | First TR Exchange Traded FD SMID RISNG ETF | $7.8M | 180.5K | 1.4% | ▼−13% Reduced · −26K sh | |
| 13 | Ishares TR USD INV GRDE ETF | $7.5M | 145.5K | 1.4% | ▲+7.4% Added · +10K sh | |
| 14 | Innovator Etfs Trust QUITY MANAGD FLR | $7.2M | 186.2K | 1.3% | ▲+2.6% Added · +5K sh | |
| 15 | Ishares TR 20 YR TR BD ETF | $6.8M | 79.0K | 1.2% | ▲+9.0% Added · +7K sh | |
| 16 | First TR Exchange-Traded FD FST LOW OPPT EFT | $6.7M | 135.1K | 1.2% | ▼−3.6% Reduced · −5K sh | |
| 17 | First TR Exchange-Traded Alp COM SHS | $6.5M | 46.7K | 1.2% | ▼−9.9% Reduced · −5K sh | |
| 18 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $6.2M | 122.1K | 1.1% | ▼−0.3% Reduced · −348 sh | |
| 19 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $6.0M | 241.7K | 1.1% | ▲+25% Added · +49K sh | |
| 20 | First TR Exch Traded FD III PFD SECS INC ETF | $5.8M | 326.3K | 1.1% | ▲+5.3% Added · +16K sh | |
| 21 | Nvidia Corporation COM | $5.8M | 28.8K | 1.0% | ▼−14% Reduced · −5K sh | |
| 22 | Amazon Com Inc COM | $5.3M | 22.3K | 1.0% | ▼−20% Reduced · −6K sh | |
| 23 | Innovator Etfs Trust NASDAQ 100 MANA | $5.3M | 144.1K | 1.0% | ▲+4.7% Added · +6K sh | |
| 24 | Ishares TR RUSSELL 2000 ETF | $5.1M | 16.9K | 0.9% | ▼−22% Reduced · −5K sh | |
| 25 | JPMorgan Chase & Co COM | $5.0M | 15.3K | 0.9% | ▼−9.1% Reduced · −2K sh | |
| 26 | Ishares TR RUS MID CAP ETF | $4.8M | 43.9K | 0.9% | ▼−27% Reduced · −16K sh | |
| 27 | Microsoft Corp COM | $4.8M | 12.8K | 0.9% | ▲+1.2% Added · +155 sh | |
| 28 | Innovator Etfs Trust U S EQ 10 BUFFER | $4.7M | 139.1K | 0.9% | ▼−3.4% Reduced · −5K sh | |
| 29 | Ishares TR MSCI USA QLT FCT | $4.2M | 19.3K | 0.8% | ▼−9.4% Reduced · −2K sh | |
| 30 | Ishares TR EXPANDED TECH | $4.1M | 45.6K | 0.7% | ▼−33% Reduced · −23K sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $4.0M | 7.9K | 0.7% | ▼−11% Reduced · −968 sh | |
| 32 | First TR Exchange-Traded FD NASDAQ CYB ETF | $3.8M | 42.2K | 0.7% | ▼−10% Reduced · −5K sh | |
| 33 | Wells Fargo & Co COM | $3.7M | 44.7K | 0.7% | ▲+0.8% Added · +347 sh | |
| 34 | Eli Lilly & Co COM | $3.6M | 3.0K | 0.7% | ▲+28% Added · +673 sh | |
| 35 | First TR Exchange Traded FD RBA INDL ETF | $3.4M | 25.7K | 0.6% | ▲+22% Added · +5K sh | |
| 36 | Victory Portfolios II VICT SMA CAP ETF | $3.3M | 97.8K | 0.6% | ▲+669% Added · +85K sh | |
| 37 | SPDR Series Trust ST STR P500ETF | $3.3M | 37.6K | 0.6% | ▲+11% Added · +4K sh | |
| 38 | Meta Platforms Inc CL A | $3.2M | 5.8K | 0.6% | ▲+51% Added · +2K sh | |
| 39 | First TR Exchange-Traded FD NASDQ CLN EDGE | $3.2M | 16.7K | 0.6% | ▲+22% Added · +3K sh | |
| 40 | Dimensional ETF Trust US MKTWIDE VALUE | $3.2M | 57.4K | 0.6% | ▲~0% Added · +12 sh | |
| 41 | Micron Technology Inc COM | $3.1M | 2.7K | 0.6% | ▼−27% Reduced · −990 sh | |
| 42 | NEOS ETF Trust NEOS S&P 500 HI | $3.1M | 58.1K | 0.6% | ▼−1.8% Reduced · −1K sh | |
| 43 | Sofi Technologies Inc COM | $2.8M | 155.5K | 0.5% | ▲+11% Added · +16K sh | |
| 44 | Managed Portfolio Ser KENS HE PREM ETF | $2.8M | 107.9K | 0.5% | ▲+2.1% Added · +2K sh | |
| 45 | Dimensional ETF Trust US SMALL CAP ETF | $2.7M | 32.4K | 0.5% | ▲+6.2% Added · +2K sh | |
| 46 | Dimensional ETF Trust INTERNATNAL VAL | $2.6M | 48.9K | 0.5% | ▲+11% Added · +5K sh | |
| 47 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.6M | 45.9K | 0.5% | ▲+15% Added · +6K sh | |
| 48 | Vaneck ETF Trust MRNGSTR WDE MOAT | $2.5M | 24.3K | 0.5% | ▲+2.3% Added · +537 sh | |
| 49 | Ishares TR 20+ YEAR TR BD | $2.5M | 111.4K | 0.5% | ▲+23% Added · +21K sh | |
| 50 | First TR Exchange-Traded FD SHS | $2.4M | 49.6K | 0.4% | ▲+15% Added · +7K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 1,861 | $552.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 1,838 | $491.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 1,769 | $462.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Dec 23, 2025 | 319 | $372.9M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Dec 29, 2025 | 286 | $333.2M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 276 | $300.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.