account_balance

Investment manager · 13F filer · SEC CIK 1730765

Triumph Capital Management

Reported value$552Mas of Jun 30, 2026
Positions1,861 97 new, 73 sold out
Top 10 weight18.3%AAPL alone is 4%
FiledJul 2121 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc 3.5% HeldSPY State STR SPDR S&P 500 ETF T 2.0% Trimmed −5%
RDVY First Tr Exchange Traded Fd 1.9% Held
FIXD First Tr Exchng Traded Fd Vi 1.8% Trimmed −2%
VFLO Victory Portfolios II 1.6% Added +88%
FTCS First Tr Exchange-traded Fd 1.5% Held
BND Vanguard Bd Index FDS 1.5% Added +9%
DFSD Dimensional ETF Trust 1.5% Added +5%
IVV iShares Tr 1.5% Trimmed −3%
FTSM First Tr Exchange-traded Fd 1.5% Trimmed −11%
QQQ Invesco QQQ Tr 1.4% Trimmed −6%
SDVY First Tr Exchange Traded Fd 1.4% Trimmed −13%

What changed

Biggest moves since Mar 31, 2026

Filed Jul 21, 2026, compared with the May 13, 2026 filing
add_circleNew
  • MXL $2M
  • SPCX $1.7M
  • CHPY $1.35M
  • IFLO $1.22M
arrow_upwardAdded
  • NBIS +10204%
  • SFLO +669%
  • GFLW +358%
  • IBM +245%
arrow_downwardTrimmed
  • AMD −55%
  • QCOM −48%
  • KNG −44%
  • VTI −38%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast