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Brandon Drespling

Triumph Capital Management

Assets Managed
$491.249M
Holdings
1838
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
6.14%(2Q avg: 15.14%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Triumph Capital Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1838 positions.

Assets under management

The assets under management (AUM) of Triumph Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 491.249M in assets, with a quarterly growth rate of 6.14% and a 2-quarter average growth rate of 15.14%. The portfolio is managed by Brandon Drespling, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 6.64%
3.49%
$17.141M
67,542 shares@ $253.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.15%
2.09%
$10.247M
15,713 shares@ $652.17 avg price
FIXD
First Trust Tcw Opp Fixed In
Recent Activity
Decreased -0.53%
2.08%
$10.192M
233,818 shares@ $43.6 avg price
FTSM
First Trust Enh Short Mat Fd
Recent Activity
Decreased -31.01%
1.87%
$9.14M
152,324 shares@ $60.01 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -0.02%
1.84%
$8.996M
131,756 shares@ $68.28 avg price
FTCS
First Trust Capital Strength
Recent Activity
Increased 0.27%
1.71%
$8.376M
90,300 shares@ $92.76 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Decreased -0.77%
1.66%
$8.141M
206,474 shares@ $39.43 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 9.14%
1.6%
$7.858M
164,121 shares@ $47.89 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -7.28%
1.57%
$7.697M
104,517 shares@ $73.64 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.7%
1.51%
$7.392M
11,316 shares@ $653.24 avg price

1-10 of 1838