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.
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
Other tracked managers holding the same core names as Triumph Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $473.5B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $17.0B |
| NewEdge Advisors, LLC | 78 / 80 | $9.5B |
| Steward Partners Investment Advisory, LLC | 78 / 80 | $5.7B |
| IFP Advisors, Inc | 78 / 80 | $1.3B |
| LPL Financial LLC | 77 / 80 | $88.2B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $72.6B |
| MML INVESTORS SERVICES, LLC | 77 / 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.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, 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.