Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Triumph Capital Management

•CIK: 1730765•Filing: Q4 2025

**Triumph Capital Management** is a quantitative investment manager overseeing $463M in assets. The firm maintains a highly diversified portfolio of 1,769 positions, demonstrating broad market exposure. Notable holdings include a significant allocation to Apple ($17.2M) and Fidelity MSCI Information Technology Index ETF ($13.2M). The portfolio also features substantial positions in broad market indices like SPY ($10.8M) and fixed income assets such as BND ($8.3M).

Total AUM

$462.8M

QoQ Performance

+18.1%

Positions

1,197

Top 10 Concentration

26.0%

Latest Filing

Q4 2025

Top Holdings Allocation

AAPL3.7%

FTSM2.9%

SPY2.3%

FIXD2.3%

RDVY2.0%

BND1.8%

FTCS1.8%

SDVY1.7%

📈 Biggest Buys

APPLE INC

+200.9%

3.7% of portfolio

DIMENSIONAL ETF TRUST

NEW

1.6% of portfolio

FIRST TR EXCHANGE-TRADED FD

+226.5%

1.5% of portfolio

JPMORGAN CHASE & CO.

+946.7%

1.0% of portfolio

SELECT SECTOR SPDR TR

+767.4%

1.0% of portfolio

📉 Biggest Sells

INNOVATOR ETFS TRUST

-90.7%

0.1% of portfolio

FIRST TR EXCHANGE-TRADED ALP

-37.4%

1.3% of portfolio

FIRST TRUST ENHANCED SHORT MATURITY ETF

-14.9%

2.9% of portfolio

ADVANCED MICRO DEVICES INC

-69.2%

0.2% of portfolio

ELI LILLY & CO

-49.9%

0.4% of portfolio

Sector Breakdown

Other75.8%

Technology9.3%

ETF5.1%

Financial4.1%

Consumer2.4%

Healthcare1.5%

Industrial0.9%

Energy0.5%

🚪 Exited Positionssold since Q3 2025

—

OXFORD LANE CAP CORP

SOLD

$1.9M

INTERNATIONAL BUSINESS MACHS

SOLD

$1.4M

TARGET CORP

SOLD

$1.3M

FIRST TR EXCHNG TRADED FD VI

SOLD

$1.2M

CONFLUENT INC

SOLD

$1.2M

+1417 more exited positions

Changes from Q3 2025

NEW13 new positions

↑124 increased

↓63 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q1 2024Q4 2023

📌 Top Holdings

FIRST TRUST ENHANCED SHORT MATURITY ETF

SPDR S&P 500 ETF TR

FIRST TR EXCHNG TRADED FD VI

FIRST TR EXCHANGE TRADED FD

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