StockDriftsStockDriftsTop 50 Triumph Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.54% | 67.5K | $19.5M | -0.05%(-32) | $244.20(+25.58%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.01% | 14.9K | $11.1M | -5.43%(-854) | $512.65(+50.89%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.92% | 130.8K | $10.6M | -0.69%(-911) | $51.54(+62.07%) | 2026-06-30 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 1.8% | 228.1K | $9.9M | -2.43%(-5.68K) | $44.24(-2.68%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 1.56% | 188.5K | $8.6M | +88.15%(+88.32K) | $38.01(+39.18%) | 2026-06-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 1.54% | 90.8K | $8.5M | +0.56%(+505) | $88.49(+13.86%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 1.51% | 113.4K | $8.3M | +8.52%(+8.91K) | $74.43(-2.88%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 1.49% | 172.8K | $8.3M | +5.30%(+8.70K) | $48.04(-1.29%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.48% | 10.9K | $8.2M | -3.47%(-393) | $550.24(+41.28%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 1.47% | 135.5K | $8.1M | -11.03%(-16.80K) | $59.54(+0.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.13% | +29.96% | +3.52% | +18.89% |
| Top 20 Holdings Unweighted | +10.65% | +35.47% | +4.37% | +23.85% |
Triumph Capital Management reports $552.03M in US-listed equity holdings across 1,861 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.5%), SPY (2.0%) and RDVY (1.9%). The top 20 holdings account for 30.72% of reported assets. Its disclosed equity book has returned +29.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Triumph Capital Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730765). View Triumph Capital Management’s 13F filings on SEC