Triumph Capital Management

Q4 2025 13F-HR Holdings

Location
Denver, CO
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
1,769
Total value ($000)
$462,837
Net value change ($000)
+89,958 (24.1%)
New positions
1448
Sold out positions
2
Turnover %
16.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AAPL 13,131 321.1%
DFSD 7,211 NEW
JPM 4,342 950.1%
SPY 3,794 53.8%
WFC 3,509 560.5%
ZALT 3,066 652.3%
DFUV 2,589 NEW
SFLR 2,304 52.8%
CIBR 2,171 201.4%
QFLR 2,154 86.5%
Top Reduces (Value $000, Stocks/ETFs)
UDEC -4,112 -90.3%
LLY -1,661 -50.5%
SNOW -1,560 -75.2%
UNH -1,264 -60.6%
PLTR -1,257 -43.3%
PANW -1,143 -70.2%
VZ -1,130 -64.3%
BX -1,068 -66.3%
AVGO -1,067 -53.9%
AMD -874 -49.8%
Instrument mix + QoQ Δ (ex-options)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type