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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
HD icon
376
Home Depot
HD
$355B
$131K 0.03%
+380
New +$139K
RSP icon
377
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$131K 0.03%
+683
New +$130K
PNC icon
378
PNC Financial Services
PNC
$101B
$130K 0.03%
+622
New +$120K
JAVA icon
379
JPMorgan Active Value ETF
JAVA
$7.15B
$129K 0.03%
+1,803
New +$126K
KEY icon
380
KeyCorp
KEY
$24.4B
$129K 0.03%
+6,242
New +$116K
ARGT icon
381
Global X MSCI Argentina ETF
ARGT
$826M
$128K 0.03%
+1,402
New +$120K
GWX icon
382
State Street SPDR S&P International Small Cap ETF
GWX
$913M
$128K 0.03%
+3,124
New +$126K
FLOT icon
383
iShares Floating Rate Bond ETF
FLOT
$10.3B
$127K 0.03%
+2,504
New +$128K
GRNY
384
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.41B
$126K 0.03%
+5,088
New +$128K
RAMP icon
385
LiveRamp
RAMP
$2.3B
$126K 0.03%
+4,282
New +$123K
VWO icon
386
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$124K 0.03%
+2,315
New +$126K
DJUL icon
387
FT Vest US Equity Deep Buffer ETF July
DJUL
$451M
$123K 0.03%
+2,595
New +$122K
DOW icon
388
Dow Inc
DOW
$21.2B
$123K 0.03%
+5,277
New +$121K
ADM icon
389
Archer Daniels Midland
ADM
$36.9B
$123K 0.03%
+2,143
New +$128K
SLQD icon
390
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$123K 0.03%
+2,427
New +$123K
PAVE icon
391
Global X US Infrastructure Development ETF
PAVE
$15.2B
$123K 0.03%
+2,570
New +$123K
AHR icon
392
American Healthcare REIT
AHR
$10.9B
$123K 0.03%
+2,609
New +$121K
COWZ icon
393
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$122K 0.03%
2,032
-5,871
-74% -$345K
NEE icon
394
NextEra Energy
NEE
$177B
$122K 0.03%
+1,520
New +$126K
QCOC
395
FT Vest Nasdaq-100 Conservative Buffer ETF - October
QCOC
$65.3M
$122K 0.03%
+5,426
New +$121K
SPTL icon
396
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
$121K 0.03%
+4,568
New +$123K
ACWV icon
397
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$121K 0.03%
+1,016
New +$121K
NRG icon
398
NRG Energy
NRG
$24.8B
$120K 0.03%
+753
New +$125K
XMAR icon
399
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$158M
$120K 0.03%
3,000
-3,000
-50% -$119K
NOW icon
400
ServiceNow
NOW
$129B
$119K 0.03%
+775
New +$133K
14 15
16
17 18

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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.