Funds · 13F filer · Denver, CO

Triumph Capital Management

$552.0M in 1,861 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+12.9%S&P 500 +20.9%
3y return+37.0%S&P 500 +68.5%
5y return+18.9%S&P 500 +74.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since June 30, 2021: $119 against $174 in the S&P 500.2

Triumph Capital ManagementS&P 500 (SPY)
$74$100$17420212026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
AAPLApple Inc$19.5M3.5%
SPYState Str Spdr S&p 500 Etf T$11.1M2.0%−5.4%
RDVYFirst Tr Exchange Traded Fd$10.6M1.9%
FIXDFirst Tr Exchng Traded Fd Vi$9.9M1.8%−2.4%
VFLOVictory Portfolios II$8.6M1.6%+88.2%
FTCSFirst Tr Exchange-traded Fd$8.5M1.5%
BNDVanguard Bd Index Fds$8.3M1.5%+8.5%
DFSDDimensional Etf Trust$8.3M1.5%+5.3%
IVVIshares Tr$8.2M1.5%−3.5%
FTSMFirst Tr Exchange-traded Fd$8.1M1.5%−11.0%
QQQInvesco Qqq Tr$7.9M1.4%−5.9%
SDVYFirst Tr Exchange Traded Fd$7.8M1.4%−12.6%
USIGIshares Tr$7.5M1.4%+7.4%
SFLRInnovator Etfs Trust$7.2M1.3%+2.6%
TLTIshares Tr$6.8M1.2%+9.0%
LMBSFirst Tr Exchange-traded Fd$6.7M1.2%−3.7%
FEXFirst Tr Exchange-traded Alp$6.5M1.2%−9.9%
JPSTJ P Morgan Exchange Traded F$6.2M1.1%
UCONFirst Tr Exchng Traded Fd Vi$6.0M1.1%+25.4%
FPEFirst Tr Exch Traded Fd III$5.8M1.1%New
NVDANvidia Corporation$5.8M1.0%−14.4%
AMZNAmazon Com Inc$5.3M1.0%−20.5%
QFLRInnovator Etfs Trust$5.3M1.0%+4.7%
IWMIshares Tr$5.1M0.9%−21.8%
JPMJpmorgan Chase & Co$5.0M0.9%−9.1%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia CorporationJune 30, 2021+900.3%$5.8M
LLYEli Lilly & CoDecember 31, 2022+227.9%$3.6M
AAPLApple IncJune 30, 2021+111.3%$19.5M
JPMJpmorgan Chase & CoJune 30, 2021+110.4%$5.0M
QQQInvesco Qqq TrJune 30, 2021+107.8%$7.9M
WFCWells Fargo & CoJune 30, 2021+82.5%$3.7M
IWMIshares TrSeptember 30, 2022+82.2%$5.1M
BRK/BBerkshire Hathaway Inc DelJune 30, 2021+80.0%$4.0M
SPYState Str Spdr S&p 500 Etf TJune 30, 2021+74.5%$11.1M
IVVIshares TrJune 30, 2021+74.2%$8.2M

Sold off last quarter

  • ONTMontrose Environmental Group was $245K
  • Honeywell Intl IncCUSIP 438516106 was $105K
  • IOTSamsara Inc was $92K
  • On Hldg AgCUSIP H5919C104 was $87K
  • CHWYChewy Inc was $57K
  • HEFAIshares Tr was $53K
  • JULMFirst Tr Exchng Traded Fd Vi was $52K
  • APOCInnovator Etfs Trust was $51K
  • CTRACoterra Energy Inc was $46K
  • GMEUEtf Opportunities Trust was $45K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+9.5%+14.8%
March 31, 2026−2.5%−4.6%
December 31, 2025+0.5%+2.4%
September 30, 2025+5.3%+7.8%
June 30, 2025+6.1%+10.5%
March 31, 2025−2.8%−4.6%
December 31, 2024+2.4%+2.1%
September 30, 2024+5.3%+5.4%
June 30, 2024−0.3%+4.0%
March 31, 2024+3.9%+10.0%
December 31, 2023+7.7%+11.2%
September 30, 2023−2.1%−3.6%
June 30, 2023+4.5%+8.3%
March 31, 2023+6.2%+7.0%
December 31, 2022+5.3%+7.1%
September 30, 2022−6.1%−5.3%
June 30, 2022−15.8%−16.5%
March 31, 2022−6.9%−4.9%
December 31, 2021+3.4%+10.7%
September 30, 2021−2.4%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1730765
  2. 2
    Filed July 21, 2026 · accession 0001730765-26-000006