Triumph Capital Management
Triumph Capital Management reported 1,894 stocks worth $563M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AAPL (3.9%), VFLO (2.1%) and SPY (2.0%). Compared with Q2 2026, the fund opened new positions in XOM, added to VFLO, RDVY and FIXD, trimmed AAPL, SPY and QQQ and sold out of XOM, OKE and ELF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $21.9M | 3.9% | 66K | −1,760 (−3%) | 8 of 8 | |
| 2 |  VFLO Victory Portfolios II | $11.6M | 2.1% | 227K | +39K (+21%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $11.2M | 2.0% | 15K | −118 (−1%) | 8 of 8 | |
| 4 |  RDVY First TR Exchange Traded FD | $10.4M | 1.8% | 132K | +1,440 (+1%) | 8 of 8 | |
| 5 |  FIXD First TR Exchng Traded FD VI | $9.5M | 1.7% | 231K | +3,119 (+1%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $8.5M | 1.5% | 11K | +157 (+1%) | 8 of 8 | |
| 7 |  DFSD Dimensional Shrt Drt Fxd | $8.4M | 1.5% | 181K | +7,941 (+5%) | 4 of 8 | |
| 8 |  USIG Ishares TR | $8.2M | 1.4% | 167K | +22K (+15%) | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $7.5M | 1.3% | 10K | −551 (−5%) | 8 of 8 | |
| 10 |  SFLR Innovator Etfs Trust | $7.1M | 1.3% | 182K | −4,528 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.9M | 14K |
DIMENSIONAL ETF TRUST | $337K | 8,691 |
SILA REALTY TRUST INC | $267K | 8,807 |
 OKE Oneok Inc New | $198K | 2,276 |
JANUS HENDERSON GROUP PLC | $129K | 2,489 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 TLT Ishares TR | Call | $6.2M | 80K | +80,000 |
 GME Gamestop Corp | Call | $1.2M | 50K | +50,000 |
 IEP Icahn Enterprises LP | Call | $1.2M | 180K | +180,000 |
 PYPL Paypal Hldgs Inc | Call | $788K | 15K | +15,000 |
 RIVN Rivian Automotive Inc | Call | $747K | 50K | +50,000 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Triumph Capital Management 13F FAQ
What does Triumph Capital Management own?
Triumph Capital Management reported 1,894 stocks worth $563M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AAPL (3.9%), VFLO (2.1%) and SPY (2.0%). The table above lists every position in the filing (the top 10 without an account).
What did Triumph Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 76 new positions, 577 added to, 312 trimmed and 43 sold out. New positions include XOM. It sold all of XOM, OKE and ELF.
When will Triumph Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Triumph Capital Management's portfolio worth?
The Q3 2026 filing reports $563M in US stocks ($573M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.