CIK 1730765
Triumph Capital Management
Institutional 13F holdings & portfolio
Holdings
1,769
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 1,769
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 17K | $500K+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 56K | $500K+ | SH |
| SMTH | ALPS ETF TR | 38K | $500K+ | SH |
| GDEC | FIRST TR EXCHNG TRADED FD VI | 25K | $500K+ | SH |
| TGT | TARGET CORP | 10K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 11K | $500K+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| GME | GAMESTOP CORP NEW | 45K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 16K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| SHOP | SHOPIFY INC | 5K | $500K+ | SH |
| RVT | ROYCE SMALL CAP TRUST INC | 53K | $500K+ | SH |
| PFFD | GLOBAL X FDS | 45K | $500K+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 65K | $500K+ | SH |
| XYLD | GLOBAL X FDS | 21K | $500K+ | SH |
| IREN | IREN LIMITED | 22K | $500K+ | SH |
| FGD | FIRST TR EXCHANGE TRADED FD | 27K | $500K+ | SH |
| HQH | ABRDN HEALTHCARE INVESTORS | 43K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 31K | $500K+ | SH |
| GFEB | FIRST TR EXCHNG TRADED FD VI | 20K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| HYBI | NEOS ENHANCED INCOME CREDIT SELECT ETF | 16K | $500K+ | SH |
| UNOV | INNOVATOR ETFS TRUST | 21K | $500K+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 43K | $500K+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 8K | $500K+ | SH |
| BCSF | BAIN CAP SPECIALTY FIN INC | 53K | $500K+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 91K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| UTF | COHEN & STEERS INFRASTRUCTUR | 29K | $500K+ | SH |
| XLSR | SSGA ACTIVE TR | 11K | $500K+ | SH |
| OKTA | OKTA INC | 8K | $500K+ | SH |
| LYFT | LYFT INC | 35K | $500K+ | SH |
| BTO | HANCOCK JOHN FINL OPPTYS FD | 19K | $500K+ | SH |
| FDX | FEDEX CORP | 2K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| FTQI | FIRST TR EXCHANGE TRADED FD | 32K | $500K+ | SH |
| SPDW | SPDR INDEX SHS FDS | 15K | $500K+ | SH |
| SDIV | GLOBAL X FDS | 27K | $500K+ | SH |
| SLRC | SLR INVESTMENT CORP | 42K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| MAGS | LISTED FDS TR | 10K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP | 16K | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| AGNC | AGNC INVT CORP | 59K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 15K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 3K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 8K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $500K+ | SH |