Triumph Capital Management
DENVER, CO
$552m in 1,860 US stocks at the end of 30 June 2026. The top 10 are 18.3% of the money. It changed about 11.7% of the portfolio this quarter.
Value
$552m
Stocks
1,860
Top 10 share
18.3%
Turnover
11.7%
What changed this quarter
New
Bought for the first time this quarter.
- First TR Exch Traded FD IIIFPE1.1% of the fund
- MaxlinearMXL0.4% of the fund
- Space Exploration TechnologiesSPCX0.3% of the fund
- Tidal Trust IICHPY0.2% of the fund
- Victory Portfolios IIIFLO0.2% of the fund
- Eledon PharmaceuticalsELDN0.2% of the fund
- Neos ETF TrustHYBI0.1% of the fund
- BlackRock Capital Allocation Term TrustBCAT0.1% of the fund
- Tidal Trust IIGPTY0.1% of the fund
- StoneX GroupSNEX<0.1% of the fund
- First TR Exchng Traded FD VIQMMY<0.1% of the fund
- First TR Exchange-Traded FDACYS<0.1% of the fund
- First TR Exchange-Traded FDACYN<0.1% of the fund
- Constellium SECSTM<0.1% of the fund
- Nexa ResourcesNEXA<0.1% of the fund
- BCP InvestmentBCIC<0.1% of the fund
- First TR Exchng Traded FD VIFHDG<0.1% of the fund
- EA Series TrustITAN<0.1% of the fund
- Tidal Trust IIIEGGY<0.1% of the fund
- Innovator Etfs TrustNJUN<0.1% of the fund
- Pacer FDS TRPATN<0.1% of the fund
- Rocket LabRKLB<0.1% of the fund
- AB Active EtfsFWD<0.1% of the fund
- e.l.f. BeautyELF<0.1% of the fund
- Getty RealtyGTY<0.1% of the fund
Added
Bought more of a stock they already held.
- Victory Portfolios IIVFLO1.6% of the fund+88%
- Vanguard BD Index FDSBND1.5% of the fund+9%
- Dimensional ETF TrustDFSD1.5% of the fund+5%
- Ishares TRUSIG1.4% of the fund+7%
- Innovator Etfs TrustSFLR1.3% of the fund+3%
- Ishares TRTLT1.2% of the fund+9%
- First TR Exchng Traded FD VIUCON1.1% of the fund+25%
- Innovator Etfs TrustQFLR1.0% of the fund+5%
- Eli LillyLLY0.7% of the fund+28%
- First TR Exchange Traded FDAIRR0.6% of the fund+22%
- Victory Portfolios IISFLO0.6% of the fund+669%
- Spdr Series TrustSPYM0.6% of the fund+11%
- Meta PlatformsMETA0.6% of the fund+51%
- First TR Exchange-Traded FDGRID0.6% of the fund+22%
- SoFi TechnologiesSOFI0.5% of the fund+11%
- Managed Portfolio SERKHPI0.5% of the fund+2%
- Dimensional ETF TrustDFAS0.5% of the fund+6%
- Dimensional ETF TrustDFIV0.5% of the fund+11%
- J P Morgan Exchange Traded FJEPI0.5% of the fund+15%
- Vaneck ETF TrustMOAT0.5% of the fund+2%
- Ishares TRTLTW0.5% of the fund+23%
- First TR Exchange-Traded FDFDL0.4% of the fund+15%
- J P Morgan Exchange Traded FJEPQ0.4% of the fund+5%
- Rivian AutomotiveRIVN0.4% of the fund+16%
- Victory Portfolios IIGFLW0.4% of the fund+358%
Cut
Sold some of their stake.
- State STR Spdr S&P 500 ETF TSPY2.0% of the fund-5%
- First TR Exchng Traded FD VIFIXD1.8% of the fund-2%
- Ishares TRIVV1.5% of the fund-3%
- First TR Exchange-Traded FDFTSM1.5% of the fund-11%
- Invesco QQQ TRQQQ1.4% of the fund-6%
- First TR Exchange Traded FDSDVY1.4% of the fund-13%
- First TR Exchange-Traded FDLMBS1.2% of the fund-4%
- First TR Exchange-Traded ALPFEX1.2% of the fund-10%
- NvidiaNVDA1.0% of the fund-14%
- Amazon.comAMZN1.0% of the fund-20%
- Ishares TRIWM0.9% of the fund-22%
- JPMorgan ChaseJPM0.9% of the fund-9%
- Ishares TRIWR0.9% of the fund-27%
- Innovator Etfs TrustZALT0.9% of the fund-3%
- Ishares TRQUAL0.8% of the fund-9%
- Ishares TRIGV0.7% of the fund-33%
- Berkshire HathawayBRK-B0.7% of the fund-11%
- First TR Exchange-Traded FDCIBR0.7% of the fund-10%
- Micron TechnologyMU0.6% of the fund-27%
- Vanguard Malvern FDSVPLS0.4% of the fund-12%
- J P Morgan Exchange Traded FJTEK0.4% of the fund-15%
- Advanced Micro DevicesAMD0.3% of the fund-55%
- First TR Exchange-Traded FDKNG0.3% of the fund-44%
- Vanguard Index FDSVTI0.3% of the fund-38%
- Palantir TechnologiesPLTR0.3% of the fund-34%
Sold out
Sold their entire stake.
- OnterrisONT-100%
- Honeywell InternationalHON-100%
- SamsaraIOT-100%
- On Holding AGONON-100%
- ChewyCHWY-100%
- Ishares TRHEFA-100%
- First TR Exchng Traded FD VIJULM-100%
- Innovator Etfs TrustAPOC-100%
- Coterra EnergyCTRA-100%
- ETF Opportunities TrustGMEU-100%
- OndasONDS-100%
- T Rowe Price Exchange-TradedTCHP-100%
- Putnam ETF Trust-100%
- Osprey Bitcoin TROBTC-100%
- Spdr Series Trust-100%
- First TR Exchange Traded FDFTBI-100%
- Simplify Exchange Traded FUNSVOL-100%
- ARK ETF TRARKF-100%
- Essential Properties Realty TrustEPRT-100%
- BlackRock Science & Technology TrustBST-100%
- Zillow GroupZ-100%
- Spdr Series TrustKOMP-100%
- Cleveland-CliffsCLF-100%
- Brookfield InfrastructureBIPC-100%
- Ecopetrol S AEC-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.0%
- Value
- $11m
- Shares
- 14,859
-5%
- First TR Exchange Traded FDRDVY
- Share
- 1.9%
- Value
- $11m
- Shares
- 130,845
Held
- First TR Exchng Traded FD VIFIXD
- Share
- 1.8%
- Value
- $10m
- Shares
- 228,135
-2%
- Victory Portfolios IIVFLO
- Share
- 1.6%
- Value
- $9m
- Shares
- 188,512
+88%
- First TR Exchange-Traded FDFTCS
- Share
- 1.5%
- Value
- $9m
- Shares
- 90,805
Held
- Vanguard BD Index FDSBND
- Share
- 1.5%
- Value
- $8m
- Shares
- 113,427
+9%
- Dimensional ETF TrustDFSD
- Share
- 1.5%
- Value
- $8m
- Shares
- 172,820
+5%
- Ishares TRIVV
- Share
- 1.5%
- Value
- $8m
- Shares
- 10,923
-3%
- First TR Exchange-Traded FDFTSM
- Share
- 1.5%
- Value
- $8m
- Shares
- 135,522
-11%
- Invesco QQQ TRQQQ
- Share
- 1.4%
- Value
- $8m
- Shares
- 10,734
-6%
- First TR Exchange Traded FDSDVY
- Share
- 1.4%
- Value
- $8m
- Shares
- 180,465
-13%
- Ishares TRUSIG
- Share
- 1.4%
- Value
- $7m
- Shares
- 145,500
+7%
- Innovator Etfs TrustSFLR
- Share
- 1.3%
- Value
- $7m
- Shares
- 186,151
+3%
- Ishares TRTLT
- Share
- 1.2%
- Value
- $7m
- Shares
- 78,997
+9%
- First TR Exchange-Traded FDLMBS
- Share
- 1.2%
- Value
- $7m
- Shares
- 135,124
-4%
- First TR Exchange-Traded ALPFEX
- Share
- 1.2%
- Value
- $7m
- Shares
- 46,672
-10%
- J P Morgan Exchange Traded FJPST
- Share
- 1.1%
- Value
- $6m
- Shares
- 122,061
Held
- First TR Exchng Traded FD VIUCON
- Share
- 1.1%
- Value
- $6m
- Shares
- 241,682
+25%
- First TR Exch Traded FD IIIFPE
- Share
- 1.1%
- Value
- $6m
- Shares
- 326,283
New
- Innovator Etfs TrustQFLR
- Share
- 1.0%
- Value
- $5m
- Shares
- 144,096
+5%
- Ishares TRIWM
- Share
- 0.9%
- Value
- $5m
- Shares
- 16,870
-22%
- Ishares TRIWR
- Share
- 0.9%
- Value
- $5m
- Shares
- 43,905
-27%
- Innovator Etfs TrustZALT
- Share
- 0.9%
- Value
- $5m
- Shares
- 139,149
-3%
- Ishares TRQUAL
- Share
- 0.8%
- Value
- $4m
- Shares
- 19,290
-9%
- Ishares TRIGV
- Share
- 0.7%
- Value
- $4m
- Shares
- 45,601
-33%
- First TR Exchange-Traded FDCIBR
- Share
- 0.7%
- Value
- $4m
- Shares
- 42,166
-10%
- First TR Exchange Traded FDAIRR
- Share
- 0.6%
- Value
- $3m
- Shares
- 25,690
+22%
- Victory Portfolios IISFLO
- Share
- 0.6%
- Value
- $3m
- Shares
- 97,751
+669%
- Spdr Series TrustSPYM
- Share
- 0.6%
- Value
- $3m
- Shares
- 37,615
+11%
- First TR Exchange-Traded FDGRID
- Share
- 0.6%
- Value
- $3m
- Shares
- 16,723
+22%
- Dimensional ETF TrustDFUV
- Share
- 0.6%
- Value
- $3m
- Shares
- 57,405
Held
- Neos ETF TrustSPYI
- Share
- 0.6%
- Value
- $3m
- Shares
- 58,130
Held
- Managed Portfolio SERKHPI
- Share
- 0.5%
- Value
- $3m
- Shares
- 107,949
+2%
- Dimensional ETF TrustDFAS
- Share
- 0.5%
- Value
- $3m
- Shares
- 32,426
+6%
- Dimensional ETF TrustDFIV
- Share
- 0.5%
- Value
- $3m
- Shares
- 48,929
+11%
- J P Morgan Exchange Traded FJEPI
- Share
- 0.5%
- Value
- $3m
- Shares
- 45,894
+15%
- Vaneck ETF TrustMOAT
- Share
- 0.5%
- Value
- $3m
- Shares
- 24,326
+2%
- Ishares TRTLTW
- Share
- 0.5%
- Value
- $2m
- Shares
- 111,429
+23%
- First TR Exchange-Traded FDFDL
- Share
- 0.4%
- Value
- $2m
- Shares
- 49,613
+15%
- J P Morgan Exchange Traded FJEPQ
- Share
- 0.4%
- Value
- $2m
- Shares
- 38,878
+5%
- Victory Portfolios IIGFLW
- Share
- 0.4%
- Value
- $2m
- Shares
- 66,395
+358%
- Vanguard Intl Equity Index FVT
- Share
- 0.4%
- Value
- $2m
- Shares
- 14,408
+130%
- Innovator Etfs TrustBALT
- Share
- 0.4%
- Value
- $2m
- Shares
- 65,919
+19%
- First TR Exchange-Traded FDRDVI
- Share
- 0.4%
- Value
- $2m
- Shares
- 73,215
+4%
- Vanguard Malvern FDSVPLS
- Share
- 0.4%
- Value
- $2m
- Shares
- 27,666
-12%
- State STR Spdr DOW Jones INDDIA
- Share
- 0.4%
- Value
- $2m
- Shares
- 4,050
Held
- J P Morgan Exchange Traded FJTEK
- Share
- 0.4%
- Value
- $2m
- Shares
- 18,028
-15%
- Dimensional ETF TrustDFEV
- Share
- 0.4%
- Value
- $2m
- Shares
- 45,375
+5%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.3%
- Value
- $2m
- Shares
- 6,208
+66%
- Ishares TRSGOV
- Share
- 0.3%
- Value
- $2m
- Shares
- 18,611
+23%
- Dimensional ETF TrustDISV
- Share
- 0.3%
- Value
- $2m
- Shares
- 45,750
+10%
- Goldman Sachs ETF TRGPIQ
- Share
- 0.3%
- Value
- $2m
- Shares
- 30,567
+6%
- ETF Opportunities TrustTSPY
- Share
- 0.3%
- Value
- $2m
- Shares
- 70,290
+5%
- Dimensional ETF TrustDFAT
- Share
- 0.3%
- Value
- $2m
- Shares
- 25,110
+4%
- First TR Exchange-Traded FDKNG
- Share
- 0.3%
- Value
- $2m
- Shares
- 34,590
-44%
- Space Exploration TechnologiesSPCX
- Share
- 0.3%
- Value
- $2m
- Shares
- 9,949
New
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $2m
- Shares
- 2,414
Held
- First TR Exchange Traded FDFTHI
- Share
- 0.3%
- Value
- $2m
- Shares
- 67,475
+5%
- Vanguard Index FDSVTI
- Share
- 0.3%
- Value
- $2m
- Shares
- 4,287
-38%
- First TR Exchange-Traded FDFPX
- Share
- 0.3%
- Value
- $2m
- Shares
- 7,321
+116%
- Vanguard Instl Index FDVBIL
- Share
- 0.3%
- Value
- $1m
- Shares
- 19,664
+24%
- First TR Exchange-Traded ALPFNX
- Share
- 0.3%
- Value
- $1m
- Shares
- 9,945
+5%
- Invesco Exch Traded FD TR IIBKLN
- Share
- 0.3%
- Value
- $1m
- Shares
- 69,264
+11%
- Innovator Etfs TrustNJAN
- Share
- 0.3%
- Value
- $1m
- Shares
- 23,471
-22%
- J P Morgan Exchange Traded FJPIE
- Share
- 0.2%
- Value
- $1m
- Shares
- 29,769
-3%
- First TR Exchng Traded FD VIGJAN
- Share
- 0.2%
- Value
- $1m
- Shares
- 30,328
Held
- Tidal Trust IICHPY
- Share
- 0.2%
- Value
- $1m
- Shares
- 15,308
New
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.2%
- Value
- $1m
- Shares
- 1,907
-10%
- Blackrock ETF Trust IICLOA
- Share
- 0.2%
- Value
- $1m
- Shares
- 25,029
+4%
- First TR Exchange-Traded ALPFYX
- Share
- 0.2%
- Value
- $1m
- Shares
- 9,001
-20%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 3.5% | $20m | 67,510 | Held |
| State STR Spdr S&P 500 ETF TSPY | 2.0% | $11m | 14,859 | -5% |
| First TR Exchange Traded FDRDVY | 1.9% | $11m | 130,845 | Held |
| First TR Exchng Traded FD VIFIXD | 1.8% | $10m | 228,135 | -2% |
| Victory Portfolios IIVFLO | 1.6% | $9m | 188,512 | +88% |
| First TR Exchange-Traded FDFTCS | 1.5% | $9m | 90,805 | Held |
| Vanguard BD Index FDSBND | 1.5% | $8m | 113,427 | +9% |
| Dimensional ETF TrustDFSD | 1.5% | $8m | 172,820 | +5% |
| Ishares TRIVV | 1.5% | $8m | 10,923 | -3% |
| First TR Exchange-Traded FDFTSM | 1.5% | $8m | 135,522 | -11% |
| Invesco QQQ TRQQQ | 1.4% | $8m | 10,734 | -6% |
| First TR Exchange Traded FDSDVY | 1.4% | $8m | 180,465 | -13% |
| Ishares TRUSIG | 1.4% | $7m | 145,500 | +7% |
| Innovator Etfs TrustSFLR | 1.3% | $7m | 186,151 | +3% |
| Ishares TRTLT | 1.2% | $7m | 78,997 | +9% |
| First TR Exchange-Traded FDLMBS | 1.2% | $7m | 135,124 | -4% |
| First TR Exchange-Traded ALPFEX | 1.2% | $7m | 46,672 | -10% |
| J P Morgan Exchange Traded FJPST | 1.1% | $6m | 122,061 | Held |
| First TR Exchng Traded FD VIUCON | 1.1% | $6m | 241,682 | +25% |
| First TR Exch Traded FD IIIFPE | 1.1% | $6m | 326,283 | New |
| NvidiaNVDA | 1.0% | $6m | 28,759 | -14% |
| Amazon.comAMZN | 1.0% | $5m | 22,299 | -20% |
| Innovator Etfs TrustQFLR | 1.0% | $5m | 144,096 | +5% |
| Ishares TRIWM | 0.9% | $5m | 16,870 | -22% |
| JPMorgan ChaseJPM | 0.9% | $5m | 15,336 | -9% |
| Ishares TRIWR | 0.9% | $5m | 43,905 | -27% |
| MicrosoftMSFT | 0.9% | $5m | 12,758 | Held |
| Innovator Etfs TrustZALT | 0.9% | $5m | 139,149 | -3% |
| Ishares TRQUAL | 0.8% | $4m | 19,290 | -9% |
| Ishares TRIGV | 0.7% | $4m | 45,601 | -33% |
| Berkshire HathawayBRK-B | 0.7% | $4m | 7,943 | -11% |
| First TR Exchange-Traded FDCIBR | 0.7% | $4m | 42,166 | -10% |
| Wells Fargo & CompanyWFC | 0.7% | $4m | 44,682 | Held |
| Eli LillyLLY | 0.7% | $4m | 3,038 | +28% |
| First TR Exchange Traded FDAIRR | 0.6% | $3m | 25,690 | +22% |
| Victory Portfolios IISFLO | 0.6% | $3m | 97,751 | +669% |
| Spdr Series TrustSPYM | 0.6% | $3m | 37,615 | +11% |
| Meta PlatformsMETA | 0.6% | $3m | 5,767 | +51% |
| First TR Exchange-Traded FDGRID | 0.6% | $3m | 16,723 | +22% |
| Dimensional ETF TrustDFUV | 0.6% | $3m | 57,405 | Held |
| Micron TechnologyMU | 0.6% | $3m | 2,681 | -27% |
| Neos ETF TrustSPYI | 0.6% | $3m | 58,130 | Held |
| SoFi TechnologiesSOFI | 0.5% | $3m | 155,460 | +11% |
| Managed Portfolio SERKHPI | 0.5% | $3m | 107,949 | +2% |
| Dimensional ETF TrustDFAS | 0.5% | $3m | 32,426 | +6% |
| Dimensional ETF TrustDFIV | 0.5% | $3m | 48,929 | +11% |
| J P Morgan Exchange Traded FJEPI | 0.5% | $3m | 45,894 | +15% |
| Vaneck ETF TrustMOAT | 0.5% | $3m | 24,326 | +2% |
| Ishares TRTLTW | 0.5% | $2m | 111,429 | +23% |
| First TR Exchange-Traded FDFDL | 0.4% | $2m | 49,613 | +15% |
| J P Morgan Exchange Traded FJEPQ | 0.4% | $2m | 38,878 | +5% |
| Rivian AutomotiveRIVN | 0.4% | $2m | 132,219 | +16% |
| Victory Portfolios IIGFLW | 0.4% | $2m | 66,395 | +358% |
| Vanguard Intl Equity Index FVT | 0.4% | $2m | 14,408 | +130% |
| Innovator Etfs TrustBALT | 0.4% | $2m | 65,919 | +19% |
| First TR Exchange-Traded FDRDVI | 0.4% | $2m | 73,215 | +4% |
| Vanguard Malvern FDSVPLS | 0.4% | $2m | 27,666 | -12% |
| State STR Spdr DOW Jones INDDIA | 0.4% | $2m | 4,050 | Held |
| J P Morgan Exchange Traded FJTEK | 0.4% | $2m | 18,028 | -15% |
| MaxlinearMXL | 0.4% | $2m | 15,592 | New |
| Dimensional ETF TrustDFEV | 0.4% | $2m | 45,375 | +5% |
| TeslaTSLA | 0.3% | $2m | 4,541 | +12% |
| ExxonMobil HoldingsXOM | 0.3% | $2m | 13,873 | +18% |
| Invesco Exch Traded FD TR IIQQQM | 0.3% | $2m | 6,208 | +66% |
| Advanced Micro DevicesAMD | 0.3% | $2m | 3,235 | -55% |
| Ishares TRSGOV | 0.3% | $2m | 18,611 | +23% |
| Dimensional ETF TrustDISV | 0.3% | $2m | 45,750 | +10% |
| Goldman Sachs ETF TRGPIQ | 0.3% | $2m | 30,567 | +6% |
| AlphabetGOOGL | 0.3% | $2m | 5,068 | +8% |
| Annaly Capital ManagementNLY | 0.3% | $2m | 80,902 | Held |
| General MotorsGM | 0.3% | $2m | 23,280 | +25% |
| ETF Opportunities TrustTSPY | 0.3% | $2m | 70,290 | +5% |
| Dimensional ETF TrustDFAT | 0.3% | $2m | 25,110 | +4% |
| First TR Exchange-Traded FDKNG | 0.3% | $2m | 34,590 | -44% |
| Space Exploration TechnologiesSPCX | 0.3% | $2m | 9,949 | New |
| Vanguard Index FDSVOO | 0.3% | $2m | 2,414 | Held |
| AonAON | 0.3% | $2m | 4,953 | Held |
| First TR Exchange Traded FDFTHI | 0.3% | $2m | 67,475 | +5% |
| Vanguard Index FDSVTI | 0.3% | $2m | 4,287 | -38% |
| MercadoLibreMELI | 0.3% | $2m | 915 | +9% |
| International Business MachinesIBM | 0.3% | $2m | 5,444 | +245% |
| First TR Exchange-Traded FDFPX | 0.3% | $2m | 7,321 | +116% |
| Nebius GroupNBIS | 0.3% | $2m | 5,461 | +10204% |
| Vanguard Instl Index FDVBIL | 0.3% | $1m | 19,664 | +24% |
| Palantir TechnologiesPLTR | 0.3% | $1m | 12,721 | -34% |
| OneMain HoldingsOMF | 0.3% | $1m | 24,266 | +14% |
| Hercules CapitalHTGC | 0.3% | $1m | 92,379 | +13% |
| First TR Exchange-Traded ALPFNX | 0.3% | $1m | 9,945 | +5% |
| PfizerPFE | 0.3% | $1m | 60,207 | +7% |
| OracleORCL | 0.3% | $1m | 9,840 | -13% |
| Invesco Exch Traded FD TR IIBKLN | 0.3% | $1m | 69,264 | +11% |
| Innovator Etfs TrustNJAN | 0.3% | $1m | 23,471 | -22% |
| J P Morgan Exchange Traded FJPIE | 0.2% | $1m | 29,769 | -3% |
| First TR Exchng Traded FD VIGJAN | 0.2% | $1m | 30,328 | Held |
| Tidal Trust IICHPY | 0.2% | $1m | 15,308 | New |
| Procter & GamblePG | 0.2% | $1m | 9,178 | -19% |
| State STR Spdr S&P Midcap 40MDY | 0.2% | $1m | 1,907 | -10% |
| Uber TechnologiesUBER | 0.2% | $1m | 18,266 | +44% |
| Blackrock ETF Trust IICLOA | 0.2% | $1m | 25,029 | +4% |
| First TR Exchange-Traded ALPFYX | 0.2% | $1m | 9,001 | -20% |
Showing the largest 100 of 1,860.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 65.7% since 30 June 2025.
Where the money is
Technology12.0%
Financial services6.4%
Retail & consumer3.1%
Health care2.6%
Industrials1.7%
Media & telecom1.7%
Energy0.9%
Everyday goods0.8%
Real estate0.8%
Materials0.8%
Utilities0.5%
Other68.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.