StockDriftsStockDriftsTop 50 Triumph Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.89% | 65.8K | $21.9M | -2.61%(-1.76K) | $244.20(+40.43%) | 2026-09-30 | |
| VFLO | VICTORY PORTFOLIOS II | 2.07% | 227.4K | $11.6M | +20.64%(+38.90K) | $39.80(+36.02%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2% | 14.7K | $11.2M | -0.79%(-118) | $512.65(+49.51%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.84% | 132.3K | $10.4M | +1.10%(+1.44K) | $51.85(+53.03%) | 2026-09-30 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 1.7% | 231.3K | $9.5M | +1.37%(+3.12K) | $44.22(-5.82%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.51% | 11.1K | $8.5M | +1.44%(+157) | $553.17(+39.20%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 1.49% | 180.8K | $8.4M | +4.59%(+7.94K) | $48.00(-2.63%) | 2026-09-30 | |
| USIG | ISHARES TR | 1.45% | 167.5K | $8.2M | +15.09%(+21.95K) | $51.40(-4.71%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 1.34% | 10.2K | $7.5M | -5.13%(-551) | $429.03(+67.44%) | 2026-09-30 | |
| SFLR | INNOVATOR ETFS TRUST | 1.26% | 181.6K | $7.1M | -2.43%(-4.53K) | $31.96(+22.83%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.89% | +32.72% | +3.68% | +19.79% |
| Top 20 Holdings Unweighted | +11.15% | +37.34% | +4.43% | +24.20% |
Triumph Capital Management reports $573.34M in US-listed equity holdings across 1,894 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.9%), VFLO (2.1%) and SPY (2.0%). The top 20 holdings account for 29.7% of reported assets. Its disclosed equity book has returned +32.72% on a three-year cumulative basis. Figures reflect the Q3 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