Triumph Capital Management
Top Portfolio Positions
928 positions ·
$168,835,429 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
63,341 | $17,219,884 | 10.20% |
| SPY |
Spdr S&P 500 Etf Trust
|
15,897 | $10,840,482 | 6.42% |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,330 | $6,960,132 | 4.12% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,692 | $5,468,587 | 3.24% |
| NVDA |
Nvidia Corp
Technology
|
27,225 | $5,077,462 | 3.01% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,895 | $4,799,466 | 2.84% |
| MSFT |
Microsoft Corp
Technology
|
8,867 | $4,288,258 | 2.54% |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
44,368 | $4,135,097 | 2.45% |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
124,487 | $3,259,069 | 1.93% |
| META |
Meta Platforms, Inc.
Communication Services
|
3,225 | $2,128,790 | 1.26% |
Portfolio Trend
Holdings in UTF
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $705,265 | 29,252 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $654,999 | 25,636 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $568,570 | 23,651 | Shares | Sole | 2025-02-14 | |
| No quarters match your search. | ||||||