Institutional Fund
Triumph Capital Management
Denver, COCIK 17307657 filings on record
Portfolio Value
$485.74M
Q1 2026
Holdings
1,834
Reported positions
New Buys
137
Opened this quarter
QoQ Change
+4.9%
from $462.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.5%
- Spdr S&P 500 ETF Tr2.1%
- First Tr Exchng Traded Fd Vi2.1%
- First Tr Exchange-Traded Fd1.9%
- First Tr Exchange Traded Fd1.9%
- First Tr Exchange-Traded Fd1.7%
- Other86.8%
Portfolio Holdings
1,834 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 67.5K | $17.14M | 3.5% | +4.2K | Added |
| 2 | Spdr S&P 500 ETF Tr | 15.7K | $10.25M | 2.1% | −184 | Reduced |
| 3 | First Tr Exchng Traded Fd Vi | 233.8K | $10.19M | 2.1% | −1.3K | Reduced |
| 4 | First Tr Exchange-Traded Fd | 152.3K | $9.14M | 1.9% | −68.5K | Reduced |
| 5 | First Tr Exchange Traded Fd | 131.8K | $9.00M | 1.9% | −30 | Reduced |
| 6 | First Tr Exchange-Traded Fd | 90.3K | $8.38M | 1.7% | +238 | Added |
| 7 | First Tr Exchange-Traded Fd | 206.5K | $8.14M | 1.7% | −1.6K | Reduced |
| 8 | Dimensional ETF Trust | 164.1K | $7.86M | 1.6% | +13.7K | Added |
| 9 | Vanguard Bd Index Fds | 104.5K | $7.70M | 1.6% | −8.2K | Reduced |
| 10 | Ishares Tr | 11.3K | $7.39M | 1.5% | +189 | Added |
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