Triumph Capital Management
Top Portfolio Positions
1,106 positions ·
$189,633,754 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
67,542 | $17,141,484 | 9.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
15,713 | $10,218,792 | 5.39% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,405 | $6,582,737 | 3.47% | |
| NVDA |
Nvidia Corp
Technology
|
33,595 | $5,858,968 | 3.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,041 | $5,840,099 | 3.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,873 | $4,963,361 | 2.62% | |
| MSFT |
Microsoft Corp
Technology
|
12,603 | $4,665,252 | 2.46% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,911 | $4,270,151 | 2.25% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
44,335 | $3,529,509 | 1.86% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
19,370 | $2,833,443 | 1.49% |
Portfolio Trend
20 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,532 | 10,302 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $679,569 | 19,372 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $695,601 | 19,333 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $943,588 | 26,640 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $904,085 | 26,505 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $823,189 | 23,065 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $673,877 | 20,322 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||