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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
+1.33%
1 Year Est. Return
+20.75%
3 Year Est. Return
+48.64%
5 Year Est. Return
+27.72%
10 Year Est. Return
–
AUM
$463M
AUM Growth
+$90M
Cap. Flow
+$87.6M
Cap. Flow %
18.93%
Top 10 Hldgs %
21.74%
Holding
1,776
New
1,457
Increased
139
Reduced
167
Closed
7

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$12.7M
2
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$7.25M
3
JPM icon
JPMorgan Chase
JPM
+$4.16M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
WFC icon
Wells Fargo
WFC
+$3.2M

Top Sells

Rank Stock Value
1
UDEC
Innovator US Equity Ultra Buffer ETF December
UDEC
+$4.19M
2
LLY icon
Eli Lilly
LLY
+$2.67M
3
SNOW icon
Snowflake
SNOW
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.51M
5
PLTR icon
Palantir
PLTR
+$1.2M

Sector Composition

Rank Sector Weight
1 Technology 10.28%
2 Financials 8.08%
3 Consumer Discretionary 3.76%
4 Healthcare 1.81%
5 Communication Services 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XEL icon
251
Xcel Energy
XEL
$48.8B
$301K 0.07%
4,082
+10
+0.2% +$789
STRL icon
252
Sterling Infrastructure
STRL
$16.7B
$297K 0.06%
971
-491
-34% -$169K
MET icon
253
MetLife
MET
$62.1B
$293K 0.06%
3,712
+142
+4% +$11.2K
TROW icon
254
T. Rowe Price
TROW
$24.3B
$292K 0.06%
2,848
+14
+0.5% +$1.45K
BOTZ icon
255
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.51B
$291K 0.06%
8,027
+2,100
+35% +$76.1K
BNS icon
256
Scotiabank
BNS
$108B
$288K 0.06%
3,902
+92
+2% +$6.25K
SILA
257
DELISTED
Sila Realty Trust
SILA
$287K 0.06%
12,321
-1,373
-10% -$32.3K
PARR icon
258
Par Pacific Holdings
PARR
$3.32B
$286K 0.06%
+8,152
New +$324K
FDN icon
259
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
$286K 0.06%
1,064
-400
-27% -$110K
PSP icon
260
Invesco Global Listed Private Equity ETF
PSP
$246M
$284K 0.06%
4,235
+100
+2% +$6.7K
ZS icon
261
Zscaler
ZS
$27.3B
$281K 0.06%
1,248
+482
+63% +$136K
REGN icon
262
Regeneron Pharmaceuticals
REGN
$80.8B
$279K 0.06%
361
-104
-22% -$70.6K
ETV
263
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.76B
$278K 0.06%
19,385
-190
-1% -$2.72K
ONT
264
Onterris Inc
ONT
$580M
$278K 0.06%
11,209
– –
INTU icon
265
Intuit
INTU
$89B
$273K 0.06%
412
+12
+3% +$7.93K
VIG icon
266
Vanguard Dividend Appreciation ETF
VIG
$114B
$273K 0.06%
1,240
+116
+10% +$25.3K
ABBV icon
267
AbbVie
ABBV
$435B
$272K 0.06%
+1,190
New +$271K
FNX icon
268
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
$269K 0.06%
2,134
+533
+33% +$66.7K
ECO
269
Okeanis Eco Tankers
ECO
$2.42B
$267K 0.06%
7,900
-1,757
-18% -$59.6K
JOET icon
270
Virtus Terranova US Quality Momentum ETF
JOET
$247M
$267K 0.06%
6,354
-1,281
-17% -$54.3K
BXMX
271
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$267K 0.06%
18,132
+700
+4% +$10.1K
DVY icon
272
iShares Select Dividend ETF
DVY
$23.6B
$259K 0.06%
1,836
+10
+0.5% +$1.41K
RMIF
273
DELISTED
LHA Risk-Managed Income ETF
RMIF
$257K 0.06%
10,385
-562
-5% -$14K
VDE icon
274
Vanguard Energy ETF
VDE
$9.74B
$255K 0.06%
2,029
-56
-3% -$7.03K
WMT icon
275
Walmart Inc
WMT
$890B
$251K 0.05%
+2,255
New +$242K
9 10
11
12 13

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Triumph Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Triumph Capital Management held 1,776 positions worth $463M, up 24% from $373M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Triumph Capital Management deployed $87.6M of net new capital in Q4 2025, opening 1,457 new positions and adding to 139 existing holdings. Its largest new stake was Dimensional Short-Duration Fixed Income ETF: 150,385 shares worth $7.21M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, up from 9.8% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Innovator US Equity Ultra Buffer ETF December, an estimated $4.19M trimmed.

  • Triumph Capital Management's largest Q4 2025 buy was Dimensional Short-Duration Fixed Income ETF: 150,385 shares worth $7.21M.
  • Triumph Capital Management added most to Apple in Q4 2025, an estimated $12.7M increase.
  • Triumph Capital Management's biggest Q4 2025 reduction was Innovator US Equity Ultra Buffer ETF December, cutting an estimated $4.19M.
  • Triumph Capital Management fully exited Covista Inc in Q4 2025, selling an estimated $496K.
  • Triumph Capital Management's ten largest holdings make up 22% of its $463M portfolio in Q4 2025.
  • Triumph Capital Management opened 1,457 new positions and closed 7 in Q4 2025.
  • Triumph Capital Management's portfolio value rose 24% quarter-over-quarter to $463M.

Based on Triumph Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.