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TCM

Triumph Capital Management Portfolio holdings

AUM $552M
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
+15.61%
1 Year Est. Return
+20.75%
3 Year Est. Return
+48.64%
5 Year Est. Return
+27.72%
10 Year Est. Return
–
AUM
$552M
AUM Growth
+$60.8M
Cap. Flow
+$17M
Cap. Flow %
3.07%
Top 10 Hldgs %
18.33%
Holding
1,929
New
94
Increased
562
Reduced
448
Closed
68

Top Buys

Rank Stock Value
1
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$5.88M
2
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.84M
3
SFLO icon
VictoryShares Small Cap Free Cash Flow ETF
SFLO
+$2.77M
4
SPCX
SpaceX
SPCX
+$1.69M
5
GFLW
VictoryShares Free Cash Flow Growth ETF
GFLW
+$1.59M

Top Sells

Rank Stock Value
1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.01M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.69M
3
AMD icon
Advanced Micro Devices
AMD
+$1.63M
4
AMZN icon
Amazon
AMZN
+$1.44M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.32M

Sector Composition

Rank Sector Weight
1 Technology 11.61%
2 Financials 7.03%
3 Consumer Discretionary 3.33%
4 Healthcare 2.61%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KGC icon
251
Kinross Gold
KGC
$26.9B
$407K 0.07%
17,244
+17,160
+20,429% +$504K
TYLG icon
252
Global X Information Technology Covered Call & Growth ETF
TYLG
$14.6M
$407K 0.07%
9,554
+472
+5% +$18.8K
JOET icon
253
Virtus Terranova US Quality Momentum ETF
JOET
$240M
$406K 0.07%
8,782
+4,143
+89% +$180K
FDN icon
254
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.06B
$405K 0.07%
1,529
+63
+4% +$16.6K
BTO
255
John Hancock Financial Opportunities Fund
BTO
$798M
$404K 0.07%
10,250
-52
-0.5% -$1.93K
GS icon
256
Goldman Sachs
GS
$311B
$403K 0.07%
398
– –
SPTM icon
257
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$401K 0.07%
4,414
-304
-6% -$26.8K
CVX icon
258
Chevron
CVX
$381B
$400K 0.07%
2,411
+100
+4% +$18.6K
NEXA icon
259
Nexa Resources
NEXA
$1.7B
$395K 0.07%
+32,273
New +$449K
TSM icon
260
TSMC
TSM
$2.2T
$394K 0.07%
825
+150
+22% +$60.9K
DSL
261
DoubleLine Income Solutions Fund
DSL
$1.23B
$385K 0.07%
34,777
+879
+3% +$9.63K
VTV icon
262
Vanguard Value ETF
VTV
$187B
$383K 0.07%
1,759
+63
+4% +$13.2K
VV icon
263
Vanguard Large-Cap ETF
VV
$52.6B
$377K 0.07%
1,095
+387
+55% +$129K
ETV
264
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.73B
$373K 0.07%
25,046
+1,518
+6% +$22.1K
NJUL icon
265
Innovator Growth-100 Power Buffer ETF July
NJUL
$249M
$372K 0.07%
4,802
+45
+0.9% +$3.42K
GOVT icon
266
iShares US Treasury Bond ETF
GOVT
$43.7B
$369K 0.07%
16,181
+281
+2% +$6.4K
SPHY icon
267
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$365K 0.07%
15,575
+8,270
+113% +$194K
ALB icon
268
Albemarle
ALB
$13.9B
$365K 0.07%
2,701
+1,901
+238% +$335K
ALTY icon
269
Global X Alternative Income ETF
ALTY
$45.9M
$364K 0.07%
29,308
+80
+0.3% +$985
FAX
270
abrdn Asia-Pacific Income Fund
FAX
$599M
$362K 0.07%
24,602
+12
+0% +$176
XLE icon
271
State Street Energy Select Sector SPDR ETF
XLE
$38.7B
$355K 0.06%
6,691
+177
+3% +$10.1K
COIN icon
272
Coinbase
COIN
$46.3B
$355K 0.06%
2,425
-100
-4% -$18.1K
IWO icon
273
iShares Russell 2000 Growth ETF
IWO
$14.9B
$354K 0.06%
899
-163
-15% -$59.5K
TROW icon
274
T. Rowe Price
TROW
$25B
$353K 0.06%
3,107
-1,408
-31% -$144K
CRM icon
275
Salesforce
CRM
$139B
$349K 0.06%
2,229
+246
+12% +$43.3K
9 10
11
12 13

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Triumph Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Triumph Capital Management held 1,929 positions worth $552M, up 12% from $491M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Triumph Capital Management deployed $17M of net new capital in Q2 2026, opening 94 new positions and adding to 562 existing holdings. Its largest new stake was First Trust Preferred Securities and Income ETF: 326,283 shares worth $5.83M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was iShares Expanded Tech-Software Sector ETF, an estimated $2.01M trimmed.

  • Triumph Capital Management's largest Q2 2026 buy was First Trust Preferred Securities and Income ETF: 326,283 shares worth $5.83M.
  • Triumph Capital Management added most to VictoryShares Free Cash Flow ETF in Q2 2026, an estimated $3.84M increase.
  • Triumph Capital Management's biggest Q2 2026 reduction was iShares Expanded Tech-Software Sector ETF, cutting an estimated $2.01M.
  • Triumph Capital Management fully exited Onterris Inc in Q2 2026, selling an estimated $245K.
  • Triumph Capital Management's ten largest holdings make up 18% of its $552M portfolio in Q2 2026.
  • Triumph Capital Management opened 94 new positions and closed 68 in Q2 2026.
  • Triumph Capital Management's portfolio value rose 12% quarter-over-quarter to $552M.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.