Triumph Capital Management

Q1 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
1,838
Total value ($000)
$491,249
Net value change ($000)
+28,412 (6.1%)
New positions
138
Sold out positions
70
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
USIG 5,828 524.1%
FPE 4,714 599.0%
UCON 4,582 2399.0%
IGV 3,937 259.0%
TLT 1,718 37.6%
GM 1,317 1779.7%
GPIQ 1,224 612.0%
EIX 1,199 503.8%
PLTR 1,187 72.1%
ZALT 1,140 32.2%
Top Reduces (Value $000, Stocks/ETFs)
FDL -4,737 -68.5%
XLP -4,636 -96.2%
FTSM -4,092 -30.9%
BNDX -4,049 -81.4%
JPST -1,260 -16.9%
SOFI -1,037 -31.8%
DE -1,009 -98.6%
MINT -881 -71.6%
MBLY -842 -80.9%
TGT -840 -89.4%
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.
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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