Triumph Capital Management
Filing Date
Global Rank
#3,979
/ 8,232
▲ 361
Top Industry
Consumer Electronics
10.2%
3Y Alpha vs SPY
-1.5%
Period ended 2 months ago
Filed May 13, 2026 · 32d
20 quarters · since Jun 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+70.0%
SPY
+76.3%
Annualised alpha
-1.5%
Max drawdown
−19.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.0%
−0.6 pts
Top 5
24.0%
−1.4 pts
Top 10
34.7%
−2.3 pts
HHI
194
Diversified−21
Portfolio Trend
20 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.4% | $53,909,900 |
| Financial Services | 24.4% | $46,392,576 |
| Unclassified | 11.4% | $21,619,799 |
| Consumer Cyclical | 9.6% | $18,226,166 |
| Healthcare | 6.4% | $12,193,276 |
| Communication Services | 4.0% | $7,510,382 |
| Industrials | 3.9% | $7,363,838 |
| Real Estate | 3.6% | $6,877,976 |
| Consumer Defensive | 2.5% | $4,806,306 |
| Energy | 2.5% | $4,796,452 |
| Utilities | 1.9% | $3,558,373 |
| Basic Materials | 1.5% | $2,780,951 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HTGC | Hercules Capital, Inc. | +72,257 | 81,862 | $1,209,101 | |
| NTSK | Netskope Inc | +66,128 | 68,528 | $581,802 | |
| PFE | Pfizer Inc | +38,022 | 56,409 | $1,583,964 | |
| CPNG | Coupang, Inc. | +27,225 | 80,988 | $1,529,053 | |
| PINE | Alpine Income Property Trust, Inc. | +19,506 | 21,506 | $387,108 | |
| IREN | IREN Ltd | +18,327 | 40,411 | $1,385,289 | |
| MSIF | Msc Income Fund, Inc. | +17,789 | 46,414 | $565,322 | |
| GM | General Motors Co | +17,761 | 18,669 | $1,390,840 | |
| RIVN | Rivian Automotive, Inc. / DE | +17,369 | 113,727 | $1,711,591 | |
| EIX | Edison International | +15,662 | 19,631 | $1,436,596 | |
| CDE | Coeur Mining, Inc. | +15,506 | 17,106 | $321,079 | |
| SOFI | SoFi Technologies, Inc. | +15,468 | 139,955 | $2,222,485 | |
| ARQT | Arcutis Biotherapeutics, Inc. | +14,235 | 15,135 | $356,580 | |
| OMF | OneMain Holdings, Inc. | +13,937 | 21,326 | $1,140,727 | |
| ECO | Okeanis Eco Tankers Corp. | +11,900 | 19,800 | $1,001,682 | |
| NLY | Annaly Capital Management Inc | +11,679 | 82,122 | $1,736,880 | |
| PLTR | Palantir Technologies Inc. | +10,109 | 19,370 | $2,833,443 | |
| NOW | ServiceNow, Inc. | +9,266 | 10,041 | $1,049,786 | |
| INCY | Incyte Corp | +9,257 | 9,894 | $931,223 | |
| PYPL | PayPal Holdings, Inc. | +9,015 | 32,699 | $1,478,975 | |
| B | Barrick Mining Corp | +8,756 | 9,382 | $382,691 | |
| PDO | PIMCO Dynamic Income Opportunities Fund | +8,439 | 89,634 | $1,158,967 | |
| IMAX | Imax Corp | +8,324 | 16,791 | $638,225 | |
| AGNC | AGNC Investment Corp. | +7,622 | 66,324 | $665,229 | |
| FOUR | Shift4 Payments, Inc. | +7,610 | 15,258 | $667,232 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MBLY | Mobileye Global Inc. | −70,742 | 28,926 | $198,721 | |
| BCSF | Bain Capital Specialty Finance, Inc. | −44,551 | 8,322 | $103,192 | |
| PDI | PIMCO Dynamic Income Fund | −42,360 | 13,479 | $230,625 | |
| USA | Liberty All Star Equity Fund | −37,392 | 25,906 | $143,778 | |
| S | SentinelOne, Inc. | −27,238 | 13,103 | $168,766 | |
| UTF | Cohen & Steers Infrastructure Fund Inc | −18,191 | 11,061 | $286,258 | |
| VISN | Vistance Networks, Inc. | −16,412 | 3,176 | $57,803 | |
| OXY | Occidental Petroleum Corp /De/ | −14,470 | 1,323 | $85,995 | |
| TTD | Trade Desk, Inc. | −11,941 | 822 | $18,651 | |
| KGC | Kinross Gold Corp | −11,576 | 84 | $2,563 | |
| GME | GameStop Corp. | −9,578 | 35,693 | $822,366 | |
| CMCSA | Comcast Corp | −9,212 | 6,240 | $179,150 | |
| BTO | John Hancock Financial Opportunities Fund | −9,070 | 10,302 | $369,532 | |
| TGT | Target Corp | −8,793 | 823 | $99,747 | |
| OBDC | Blue Owl Capital Corp | −5,302 | 26,225 | $290,048 | |
| BCX | BlackRock Resources & Commodities Strategy Trust | −5,042 | 44,811 | $539,972 | |
| NU | Nu Holdings Ltd. | −4,657 | 65,844 | $946,178 | |
| EZPW | Ezcorp Inc | −4,532 | 13,682 | $347,249 | |
| SYF | Synchrony Financial | −4,381 | 265 | $18,025 | |
| BXSL | Blackstone Secured Lending Fund | −3,857 | 27,224 | $644,936 | |
| INTC | Intel Corp | −3,820 | 9,225 | $407,099 | |
| SSRM | Ssr Mining Inc. | −3,309 | 13,786 | $405,308 | |
| PARR | Par Pacific Holdings, Inc. | −2,897 | 5,255 | $329,173 | |
| GIS | General Mills Inc | −2,816 | 631 | $23,485 | |
| DKNG | DraftKings Inc. | −2,506 | 67 | $1,448 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FN | Fabrinet | 1,490 | $777,064 | |
| JAZZ | Jazz Pharmaceuticals plc | 2,545 | $481,132 | |
| DY | Dycom Industries Inc | 957 | $324,250 | |
| SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 15,215 | $244,505 | |
| AWP | abrdn Global Premier Properties Fund | 6,139 | $67,835 | |
| CHWY | Chewy, Inc. | 2,100 | $56,700 | |
| COKE | Coca-Cola Consolidated, Inc. | 278 | $53,303 | |
| ATI | Ati Inc | 259 | $37,674 | |
| COHR | Coherent Corp. | 158 | $37,637 | |
| ONDS | Ondas Inc. | 2,858 | $25,836 | |
| HBAN | Huntington Bancshares Inc /Md/ | 1,485 | $23,240 | |
| UUUU | Energy Fuels Inc | 1,231 | $22,465 | |
| FPS | Forgent Power Solutions, Inc. | 700 | $20,489 | |
| BBY | Best Buy Co Inc | 300 | $19,260 | |
| WLDN | Willdan Group, Inc. | 239 | $18,297 | |
| OSCR | Oscar Health, Inc. | 1,500 | $17,205 | |
| SM | SM Energy Co | 471 | $14,685 | |
| SOBO | South Bow Corp | 425 | $14,161 | |
| ISSC | Innovative Solutions & Support Inc | 600 | $12,318 | |
| CCJ | Cameco Corp | 113 | $12,272 | |
| ATRO | Astronics Corp | 180 | $12,011 | |
| ARES | Ares Management Corp | 110 | $12,001 | |
| CW | Curtiss Wright Corp | 15 | $10,216 | |
| ASTS | AST SpaceMobile, Inc. | 100 | $8,287 | |
| KRMN | Karman Holdings Inc. | 100 | $8,005 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CCL | Carnival Corp Ltd. | 12,384 | $378,207 | |
| BXMX | Nuveen S&P 500 BuyWrite Income Fund | 18,132 | $266,540 | |
| XFLT | XAI Octagon Floating Rate & Alternative Income Trust | 8,996 | $215,904 | |
| AMC | Amc Entertainment Holdings, Inc. | 19,000 | $29,640 | |
| VITL | Vital Farms, Inc. | 775 | $24,753 | |
| DLO | dLocal Ltd | 1,331 | $18,820 | |
| KEQU | Kewaunee Scientific Corp /De/ | 240 | $8,978 | |
| DOCS | Doximity, Inc. | 200 | $8,856 | |
| USLM | United States Lime & Minerals Inc | 50 | $5,987 | |
| BROS | Dutch Bros Inc. | 85 | $5,203 | |
| POR | Portland General Electric Co /Or/ | 100 | $4,799 | |
| CAC | Camden National Corp | 100 | $4,338 | |
| CBRL | Cracker Barrel Old Country Store, Inc | 150 | $3,810 | |
| BBAI | BigBear.ai Holdings, Inc. | 393 | $2,122 | |
| HRZN | Horizon Technology Finance Corp | 300 | $1,935 | |
| MP | MP Materials Corp. / DE | 35 | $1,768 | |
| RKLB | Rocket Lab Corp | 25 | $1,744 | |
| DXYZ | Destiny Tech100 Inc. | 50 | $1,531 | |
| HIMS | Hims & Hers Health, Inc. | 45 | $1,461 | |
| NVCR | NovoCure Ltd | 100 | $1,293 | |
| UNG | United States Natural Gas Fund, LP | 100 | $1,226 | |
| TEM | Tempus AI, Inc. | 20 | $1,181 | |
| RGTI | Rigetti Computing, Inc. | 50 | $1,107 | |
| TMQ | Trilogy Metals Inc. | 200 | $862 | |
| IBN | Icici Bank Ltd | 24 | $715 | |
| No positions match the current search. | ||||
1,105 positions ·
$190,035,995 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,105 positions by value
· page 1 of 23
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 67,542 | $17,141,484 | 9.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 15,713 | $10,218,792 | 5.38% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 11,405 | $6,582,737 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 33,595 | $5,858,968 | 3.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 28,041 | $5,840,099 | 3.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 16,873 | $4,963,361 | 2.61% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,603 | $4,665,252 | 2.45% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,911 | $4,270,151 | 2.25% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 44,335 | $3,529,509 | 1.86% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 19,370 | $2,833,443 | 1.49% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Added | 139,955 | $2,222,485 | 1.17% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,829 | $2,190,685 | 1.15% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,365 | $2,175,256 | 1.14% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 11,761 | $1,995,371 | 1.05% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 4,069 | $1,884,720 | 0.99% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Added | 82,122 | $1,736,880 | 0.91% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
Added | 113,727 | $1,711,591 | 0.90% | |
| ORCL |
Oracle Corp
Technology
|
Added | 11,265 | $1,657,194 | 0.87% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 11,356 | $1,640,260 | 0.86% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 12,696 | $1,634,990 | 0.86% | |
| AON |
Aon plc
Financial Services
|
Added | 4,952 | $1,598,406 | 0.84% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 56,409 | $1,583,964 | 0.83% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Added | 80,988 | $1,529,053 | 0.80% | |
| BA |
Boeing Co
Industrials
|
Reduced | 7,616 | $1,515,812 | 0.80% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,041 | $1,502,241 | 0.79% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 32,699 | $1,478,975 | 0.78% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 7,201 | $1,464,899 | 0.77% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 843 | $1,457,563 | 0.77% | |
| EIX |
Edison International
Utilities
|
Added | 19,631 | $1,436,596 | 0.76% | |
| GM |
General Motors Co
Consumer Cyclical
|
Added | 18,669 | $1,390,840 | 0.73% | |
| IREN |
IREN Ltd
Financial Services
|
Added | 40,411 | $1,385,289 | 0.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,687 | $1,347,793 | 0.71% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 2,110 | $1,301,363 | 0.68% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 3,671 | $1,240,210 | 0.65% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 20,044 | $1,215,668 | 0.64% | |
| HTGC |
Hercules Capital, Inc.
Financial Services
|
Added | 81,862 | $1,209,101 | 0.64% | |
| PDO |
PIMCO Dynamic Income Opportunities Fund
Financial Services
|
Added | 89,634 | $1,158,967 | 0.61% | |
| OMF |
OneMain Holdings, Inc.
Financial Services
|
Added | 21,326 | $1,140,727 | 0.60% | |
| AXP |
American Express Co
Financial Services
|
Added | 3,692 | $1,116,756 | 0.59% | |
| ZS |
Zscaler, Inc.
Technology
|
Added | 7,490 | $1,050,772 | 0.55% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 10,041 | $1,049,786 | 0.55% | |
| GLDM |
World Gold Trust
|
Added | 11,273 | $1,044,894 | 0.55% | |
| ECO |
Okeanis Eco Tankers Corp.
Industrials
|
Added | 19,800 | $1,001,682 | 0.53% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,134 | $970,004 | 0.51% | |
| RVT |
Royce Small-Cap Trust, Inc.
Financial Services
|
Added | 57,270 | $950,682 | 0.50% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Reduced | 65,844 | $946,178 | 0.50% | |
| OKTA |
Okta, Inc.
Technology
|
Added | 11,990 | $943,732 | 0.50% | |
| INCY |
Incyte Corp
Healthcare
|
Added | 9,894 | $931,223 | 0.49% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 12,659 | $910,561 | 0.48% | |
| GME |
GameStop Corp.
Consumer Cyclical
|
Reduced | 35,693 | $822,366 | 0.43% |