Triumph Capital Management

Q3 2025 13F-HR/A Holdings

Location
Denver, CO
Holdings as of
9/30/2025
Date filed
12/23/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
319
Total value ($000)
$372,879
Net value change ($000)
+39,720 (11.9%)
New positions
51
Sold out positions
23
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/29/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FDL 4,532 226.5%
XLP 4,339 749.4%
FTCS 4,025 89.4%
SPYM 2,409 NEW
SPYI 1,918 230.3%
PLTR 1,694 140.1%
TSPY 1,646 NEW
KHPI 1,565 172.9%
SOFI 1,399 71.6%
CRWV 1,233 NEW
Top Reduces (Value $000, Stocks/ETFs)
FEX -2,909 -31.9%
FTSM -2,304 -14.8%
SPY -2,069 -22.7%
OXLC -1,855 -100.0%
CRWD -1,486 -69.9%
CFLT -1,160 -100.0%
IBM -1,127 -79.4%
CALY -1,032 -100.0%
DFEB -866 -70.2%
POCT -817 -66.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,219 (0.6% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type