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 | Open |
|---|---|---|---|---|---|
| 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 RVT
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $950,682 | 57,270 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $859,208 | 53,367 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $823,178 | 51,034 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $757,285 | 50,318 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $891,822 | 62,628 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $918,390 | 58,126 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $923,175 | 58,801 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $604,411 | 41,770 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||