Triumph Capital Management
Top Portfolio Positions
1,106 positions ·
$190,046,905 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
67,542 | $17,141,484 | 9.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
15,713 | $10,218,792 | 5.38% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,405 | $6,582,737 | 3.46% | |
| NVDA |
Nvidia Corp
Technology
|
33,595 | $5,858,968 | 3.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,041 | $5,840,099 | 3.07% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,873 | $4,963,361 | 2.61% | |
| MSFT |
Microsoft Corp
Technology
|
12,603 | $4,665,252 | 2.45% | |
| 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 BXMX
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0 | 0 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $266,540 | 18,132 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $251,718 | 17,432 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $241,956 | 17,432 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $228,707 | 17,432 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $236,878 | 16,932 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $232,307 | 16,932 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $228,582 | 16,932 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $225,333 | 17,032 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $218,520 | 17,032 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $215,625 | 17,032 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $227,717 | 17,032 | Shares | Sole | 2023-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||