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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
MMM icon
276
3M
MMM
$94.3B
$251K 0.05%
1,569
+4
+0.3% +$654
TMO icon
277
Thermo Fisher Scientific
TMO
$220B
$250K 0.05%
431
-32
-7% -$18.1K
OHI icon
278
Omega Healthcare
OHI
$14.7B
$245K 0.05%
5,515
+473
+9% +$20.4K
V icon
279
Visa
V
$677B
$242K 0.05%
+691
New +$235K
AIG icon
280
American International
AIG
$41.3B
$242K 0.05%
2,827
+95
+3% +$7.6K
BSV icon
281
Vanguard Short-Term Bond ETF
BSV
$44.6B
$241K 0.05%
+3,060
New +$241K
JMOM icon
282
JPMorgan US Momentum Factor ETF
JMOM
$2.61B
$240K 0.05%
3,522
-630
-15% -$42.9K
EIX icon
283
Edison International
EIX
$26.4B
$238K 0.05%
3,969
+275
+7% +$15.8K
HUM icon
284
Humana
HUM
$46.2B
$236K 0.05%
921
-69
-7% -$18.1K
ITOT icon
285
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$233K 0.05%
+1,565
New +$231K
JAJL
286
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$266M
$232K 0.05%
8,000
-588
-7% -$17K
HHH icon
287
Howard Hughes
HHH
$4.03B
$230K 0.05%
2,888
-369
-11% -$30.6K
GMEU
288
T-REX 2X Long GME Daily Target ETF
GMEU
$15.7M
$230K 0.05%
+26,420
New +$306K
CELH icon
289
Celsius Holdings
CELH
$7.03B
$230K 0.05%
5,021
-7
-0.1% -$353
OGIG icon
290
ALPS O'Shares Global Internet Giants ETF
OGIG
$113M
$226K 0.05%
4,303
-463
-10% -$25.4K
BBDC icon
291
Barings BDC
BBDC
$965M
$224K 0.05%
24,366
– –
LOUP
292
Innovator Deepwater Frontier Tech ETF
LOUP
$220M
$221K 0.05%
+2,896
New +$224K
XLB icon
293
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$220K 0.05%
4,850
+4
+0.1% +$177
CDX icon
294
Simplify High Yield ETF
CDX
$379M
$217K 0.05%
9,757
+295
+3% +$6.67K
DFEB icon
295
FT Vest US Equity Deep Buffer ETF February
DFEB
$466M
$216K 0.05%
4,522
-3,379
-43% -$159K
PFF icon
296
iShares Preferred and Income Securities ETF
PFF
$13.3B
$215K 0.05%
6,950
-102
-1% -$3.18K
NANR icon
297
State Street SPDR S&P North American Natural Resources ETF
NANR
$777M
$214K 0.05%
3,159
+2
+0.1% +$131
SDVD icon
298
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$927M
$212K 0.05%
9,887
-62
-0.6% -$1.33K
ABNB icon
299
Airbnb
ABNB
$107B
$211K 0.05%
+1,557
New +$194K
VTV icon
300
Vanguard Morningstar Value ETF
VTV
$191B
$210K 0.05%
+1,100
New +$207K
10 11
12
13 14

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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.