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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
ICSH icon
376
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$182K 0.03%
3,600
+1,350
+60% +$68.2K
SHYG icon
377
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$182K 0.03%
4,293
+955
+29% +$40.5K
VFH icon
378
Vanguard Financials ETF
VFH
$13.3B
$179K 0.03%
1,363
– –
CERY
379
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1B
$179K 0.03%
5,342
-23
-0.4% -$829
SPMD icon
380
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$177K 0.03%
2,622
+16
+0.6% +$1.03K
EFV icon
381
iShares MSCI EAFE Value ETF
EFV
$27.5B
$176K 0.03%
2,300
-41
-2% -$3.17K
F icon
382
Ford
F
$56.9B
$175K 0.03%
12,573
+287
+2% +$3.87K
CMCSA icon
383
Comcast
CMCSA
$85.1B
$171K 0.03%
6,981
+741
+12% +$19.1K
GFEB icon
384
FT Vest US Equity Moderate Buffer ETF February
GFEB
$379M
$170K 0.03%
3,871
– –
KO icon
385
Coca-Cola
KO
$353B
$168K 0.03%
2,066
+235
+13% +$18.6K
LNC icon
386
Lincoln National
LNC
$7.96B
$166K 0.03%
4,693
+140
+3% +$5.03K
PPL
387
PPL Corp
PPL
$26.6B
$165K 0.03%
4,551
– –
FJAN icon
388
FT Vest US Equity Buffer ETF January
FJAN
$1.42B
$165K 0.03%
3,000
– –
ILDR icon
389
First Trust Innovation Leaders ETF
ILDR
$305M
$165K 0.03%
4,200
– –
O icon
390
Realty Income
O
$60.6B
$165K 0.03%
2,656
+295
+12% +$18.4K
IDV icon
391
iShares International Select Dividend ETF
IDV
$8.21B
$164K 0.03%
3,968
-8
-0.2% -$350
CHKP icon
392
Check Point Software Technologies
CHKP
$13.6B
$164K 0.03%
1,249
+144
+13% +$18.7K
ED icon
393
Consolidated Edison
ED
$40.9B
$163K 0.03%
1,473
-1
-0.1% -$109
MSI icon
394
Motorola Solutions
MSI
$67.4B
$162K 0.03%
391
-5
-1% -$2.09K
TXN icon
395
Texas Instruments
TXN
$265B
$162K 0.03%
543
+22
+4% +$6.1K
VOX icon
396
Vanguard Communication Services ETF
VOX
$5.77B
$161K 0.03%
873
+19
+2% +$3.64K
VWO icon
397
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$160K 0.03%
2,684
+44
+2% +$2.59K
NJUN
398
Innovator Growth-100 Power Buffer ETF - June
NJUN
$171M
$160K 0.03%
+4,860
New +$158K
GLD icon
399
SPDR Gold Trust
GLD
$132B
$159K 0.03%
432
+39
+10% +$16.2K
LMND icon
400
Lemonade
LMND
$5.27B
$158K 0.03%
2,436
+405
+20% +$23.7K
14 15
16
17 18

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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.