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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
REM icon
451
iShares Mortgage Real Estate ETF
REM
$547M
$121K 0.02%
5,486
+264
+5% +$5.84K
INTU icon
452
Intuit
INTU
$78.7B
$120K 0.02%
458
-71
-13% -$24.7K
EAT icon
453
Brinker International
EAT
$8.08B
$119K 0.02%
710
-2,116
-75% -$313K
IEP icon
454
Icahn Enterprises
IEP
$5.18B
$118K 0.02%
16,435
+1,900
+13% +$14.6K
NVS icon
455
Novartis
NVS
$293B
$118K 0.02%
752
+10
+1% +$1.5K
TD icon
456
Toronto Dominion Bank
TD
$199B
$118K 0.02%
969
+11
+1% +$1.2K
TRIN icon
457
Trinity Capital
TRIN
$1.59B
$117K 0.02%
6,548
-811
-11% -$13.4K
IEMG icon
458
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
$117K 0.02%
1,408
+131
+10% +$10.4K
HRTG icon
459
Heritage Insurance Holdings
HRTG
$795M
$117K 0.02%
4,470
+224
+5% +$5.58K
BXP icon
460
Boston Properties
BXP
$10.8B
$116K 0.02%
1,753
+63
+4% +$3.77K
ARGT icon
461
Global X MSCI Argentina ETF
ARGT
$866M
$115K 0.02%
1,264
-123
-9% -$11.4K
CVLC icon
462
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$873M
$115K 0.02%
1,220
– –
FLGB icon
463
Franklin FTSE United Kingdom ETF
FLGB
$890M
$115K 0.02%
3,259
+113
+4% +$4.04K
FBRT
464
Franklin BSP Realty Trust
FBRT
$605M
$115K 0.02%
14,100
– –
BKLC icon
465
BNY Mellon US Large Cap Core Equity ETF
BKLC
$1.82B
$115K 0.02%
2,400
– –
GSY icon
466
Invesco Ultra Short Duration ETF
GSY
$3.82B
$114K 0.02%
2,280
-8,082
-78% -$405K
SQM icon
467
Sociedad Química y Minera de Chile
SQM
$19.9B
$112K 0.02%
1,515
– –
SAFT icon
468
Safety Insurance
SAFT
$1.06B
$111K 0.02%
1,483
+50
+3% +$3.65K
KLAC icon
469
KLA
KLAC
$283B
$110K 0.02%
365
+15
+4% +$2.98K
NRG icon
470
NRG Energy
NRG
$28.9B
$110K 0.02%
753
– –
EFAV icon
471
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
$108K 0.02%
1,233
-4
-0.3% -$363
CORP icon
472
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
$108K 0.02%
1,115
-266
-19% -$25.8K
EFA icon
473
iShares MSCI EAFE ETF
EFA
$77.2B
$108K 0.02%
1,037
-125
-11% -$12.9K
BIZD icon
474
VanEck BDC Income ETF
BIZD
$1.6B
$106K 0.02%
8,396
-437
-5% -$5.53K
B
475
Barrick Mining
B
$62.7B
$106K 0.02%
2,881
-6,501
-69% -$266K
17 18
19
20 21

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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.