$231 Million is the total value of Triumph Capital Management's 210 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $846,000 | +9.4% | 2,831 | 0.0% | 0.37% | +1.1% | |
CS | CREDIT SUISSE GROUP SPONSORED ADRadr | $389,000 | -2.3% | 40,350 | 0.0% | 0.17% | -9.7% | |
VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $255,000 | +11.8% | 1,485 | 0.0% | 0.11% | +2.8% | |
QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDetf | $101,000 | +9.8% | 10,886 | 0.0% | 0.04% | +2.3% | |
CIG | CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFDadr | $27,000 | -3.6% | 11,149 | 0.0% | 0.01% | -7.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO QQQ TRUST SERIES I | 10 | Q3 2023 | 9.9% |
SPDR S&P 500 ETF TRUST | 10 | Q3 2023 | 6.9% |
FIRST TRUST CAPITAL STRENGTH ETF | 10 | Q3 2023 | 6.2% |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 10 | Q3 2023 | 4.9% |
MICROSOFT CORP COM | 10 | Q3 2023 | 1.6% |
FIRST TRUST NASDAQ CYBERSECURITY ETF | 10 | Q3 2023 | 1.9% |
ISHARES CORE S&P 500 ETF | 10 | Q3 2023 | 2.4% |
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | 10 | Q3 2023 | 2.2% |
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 10 | Q3 2023 | 1.4% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 10 | Q3 2023 | 1.3% |
View Triumph Capital Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-02-05 |
13F-HR | 2023-10-31 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-01 |
13F-HR | 2022-08-02 |
13F-HR | 2022-05-03 |
13F-HR | 2022-02-11 |
View Triumph Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.