Triumph Capital Management

Q3 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
1,906
Total value ($000)
$573,344
Net value change ($000)
+21,318 (3.9%)
New positions
76
Sold out positions
42
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
LQD 5,281 607.7%
IFLO 3,964 324.7%
XLU 3,669 4764.9%
GFLW 3,433 150.8%
VFLO 3,017 35.0%
TLTW 2,701 108.5%
AAPL 2,361 12.1%
EXXONMOBIL HOLDINGS CORP 2,276 NEW
SFLO 2,069 61.9%
ICHR 1,274 NEW
Top Reduces (Value $000, Stocks/ETFs)
BND -6,218 -74.7%
FPE -4,614 -79.1%
IWM -4,224 -83.3%
FTCS -4,110 -48.2%
XOM -1,897 -100.0%
IWR -1,434 -29.6%
FTSM -1,306 -16.1%
FN -1,155 -95.1%
SDVY -1,065 -13.7%
LMBS -993 -14.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 10,290 (1.8% 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