DOSSIER · 13F-HR · Q2 2026

Triumph Capital Management

$552M in tracked AUM across 1,861 positions as of Q2 2026.

TC
CIK 0001730765 · last filed Jun 30, 2026
Total AUM
$552M
as of Q2 2026
Holdings
1,861
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Triumph Capital Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$20M68K3.5%
02
SPY
STATE STR SPDR S&P 500 ETF T
$11M15K2.0%
03
RDVY
FIRST TR EXCHANGE TRADED FD
$11M131K1.9%
04
FIXD
FIRST TR EXCHNG TRADED FD VI
$10M228K1.8%
05
VFLO
VICTORY PORTFOLIOS II
$9M189K1.6%
06
FTCS
FIRST TR EXCHANGE-TRADED FD
$9M91K1.5%
07
BND
VANGUARD BD INDEX FDS
$8M113K1.5%
08
DFSD
DIMENSIONAL ETF TRUST
$8M173K1.5%
09
IVV
ISHARES TR
$8M11K1.5%
10
FTSM
FIRST TR EXCHANGE-TRADED FD
$8M136K1.5%

Filing history

2026Q2Jun 30
$552M 12.4%
1,861 positionsView →
2026Q1Mar 31
$491M 6.1%
1,838 positionsView →
2025Q4Dec 31
$463M 76.6%
1,769 positionsView →
2025Q3Sep 30
$262M 21.3%
1,146 positionsView →
2025Q2Jun 30
$333M 63.3%
286 positionsLocked
2025Q1Mar 31
$204M 30.2%
185 positionsLocked
2024Q4Dec 31
$292M 4.1%
273 positionsLocked
2024Q3Sep 30
$281M 9.6%
265 positionsLocked
2024Q2Jun 30
$256M 4.4%
240 positionsLocked
2024Q1Mar 31
$245M 4.1%
225 positionsLocked
2023Q4Dec 31
$236M 6.9%
215 positionsLocked
2023Q3Sep 30
$220M 0.1%
220 positionsLocked
Showing 12 of 21