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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
SAFT icon
426
Safety Insurance
SAFT
$1.52B
$108K 0.02%
+1,383
New +$102K
GOF icon
427
Guggenheim Strategic Opportunities Fund
GOF
$2.26B
$107K 0.02%
+8,285
New +$108K
EFAV icon
428
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
$107K 0.02%
+1,237
New +$106K
STIP icon
429
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$106K 0.02%
+1,034
New +$106K
ABT icon
430
Abbott
ABT
$187B
$105K 0.02%
+836
New +$107K
BKLC icon
431
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.67B
$105K 0.02%
+2,400
New +$104K
HR icon
432
Healthcare Realty
HR
$6.84B
$103K 0.02%
6,093
-8,118
-57% -$144K
VICI icon
433
VICI Properties
VICI
$29.4B
$103K 0.02%
3,655
-8,152
-69% -$242K
CVLC icon
434
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$944M
$103K 0.02%
+1,220
New +$102K
INDA icon
435
iShares MSCI India ETF
INDA
$6.63B
$102K 0.02%
+1,896
New +$102K
AUGM
436
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$31.8M
$102K 0.02%
+3,000
New +$101K
KXI icon
437
iShares Global Consumer Staples ETF
KXI
$1.07B
$101K 0.02%
+1,563
New +$101K
PRU icon
438
Prudential Financial
PRU
$41.8B
$100K 0.02%
+889
New +$95.3K
VUG icon
439
Vanguard Morningstar Growth ETF
VUG
$231B
$98.1K 0.02%
+1,206
New +$97.9K
GE icon
440
GE Aerospace
GE
$384B
$96.7K 0.02%
+314
New +$94.6K
KMB icon
441
Kimberly-Clark
KMB
$36.5B
$96.2K 0.02%
+953
New +$104K
TRIN icon
442
Trinity Capital Inc.
TRIN
$1.71B
$96.1K 0.02%
+6,559
New +$97.7K
JMST icon
443
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.1B
$96K 0.02%
+1,885
New +$96K
CRDO icon
444
Credo Technology Group
CRDO
$46.6B
$95.7K 0.02%
+665
New +$102K
IYY icon
445
iShares Dow Jones US ETF
IYY
$3.06B
$95K 0.02%
+573
New +$94.3K
SCHX icon
446
Schwab US Large- Cap ETF
SCHX
$74.5B
$94.7K 0.02%
+3,518
New +$94K
LRNZ icon
447
TrueShares Technology AI & Deep Learning ETF
LRNZ
$41.3M
$94.3K 0.02%
+1,979
New +$95.9K
NOC icon
448
Northrop Grumman
NOC
$81.2B
$94.2K 0.02%
+165
New +$95.8K
EPR icon
449
EPR Properties
EPR
$4.77B
$93.9K 0.02%
1,881
-4,853
-72% -$253K
NVS icon
450
Novartis
NVS
$297B
$93.2K 0.02%
+676
New +$88.5K
16 17
18
19 20

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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.