Triumph Capital Management
Top Portfolio Positions
1,102 positions ·
$185,747,926 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
67,542 | $17,141,484 | 9.23% |
| SPY |
Spdr S&P 500 ETF Trust
|
15,713 | $10,218,792 | 5.50% |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,405 | $6,582,737 | 3.54% |
| NVDA |
Nvidia Corp
Technology
|
33,595 | $5,858,968 | 3.15% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,041 | $5,840,099 | 3.14% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,873 | $4,963,361 | 2.67% |
| MSFT |
Microsoft Corp
Technology
|
12,603 | $4,665,252 | 2.51% |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
44,335 | $3,529,509 | 1.90% |
| PLTR |
Palantir Technologies Inc.
Technology
|
19,370 | $2,833,443 | 1.53% |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
139,955 | $2,222,485 | 1.20% |
Portfolio Trend
Holdings in DSL
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $367,115 | 33,898 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $362,770 | 32,189 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $388,919 | 31,671 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $377,689 | 30,857 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $699,527 | 55,474 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $843,685 | 67,119 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $911,845 | 70,250 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $825,831 | 65,961 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $904,951 | 71,256 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $861,169 | 70,357 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $769,851 | 65,687 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $464,775 | 39,024 | Shares | Sole | 2023-08-03 | |
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