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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
FRO icon
451
Frontline
FRO
$8.85B
$93.1K 0.02%
+4,267
New +$99.7K
SYK icon
452
Stryker
SYK
$130B
$93K 0.02%
+265
New +$96.6K
TDVI icon
453
FT Vest Technology Dividend Target Income ETF
TDVI
$552M
$92.7K 0.02%
+3,343
New +$94.8K
RY icon
454
Royal Bank of Canada
RY
$293B
$92.6K 0.02%
+543
New +$83.4K
DFP
455
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$427M
$92.5K 0.02%
+4,450
New +$94.9K
DMB
456
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$196M
$92K 0.02%
+8,375
New +$89.7K
EWZ icon
457
iShares MSCI Brazil ETF
EWZ
$8.95B
$91.7K 0.02%
+2,886
New +$91.3K
YYY icon
458
Amplify CEF High Income ETF
YYY
$735M
$91.2K 0.02%
+7,927
New +$92.5K
SPHY icon
459
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.6B
$90.8K 0.02%
+3,835
New +$90.9K
MRVL icon
460
Marvell Technology
MRVL
$196B
$89.7K 0.02%
+1,056
New +$92.4K
VSS icon
461
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$89.3K 0.02%
+623
New +$88.7K
NWE icon
462
NorthWestern Energy
NWE
$4.43B
$89.1K 0.02%
+1,380
New +$87.4K
BHF icon
463
Brighthouse Financial
BHF
$3.5B
$88.9K 0.02%
+1,372
New +$80.6K
XLC icon
464
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$88.9K 0.02%
+755
New +$86.9K
DKNG icon
465
DraftKings
DKNG
$11.9B
$88.7K 0.02%
+2,573
New +$84.6K
WPC icon
466
W.P. Carey
WPC
$16.4B
$88.5K 0.02%
+1,375
New +$91.6K
TXN icon
467
Texas Instruments
TXN
$261B
$88.2K 0.02%
+508
New +$87K
RNP icon
468
Cohen & Steers REIT and Preferred and Income Fund
RNP
$989M
$87.9K 0.02%
+4,425
New +$91.8K
IPKW icon
469
Invesco International BuyBack Achievers ETF
IPKW
$563M
$87.7K 0.02%
+1,579
New +$84.4K
GEHC icon
470
GE HealthCare
GEHC
$32.4B
$86.9K 0.02%
+1,060
New +$82.6K
AFL icon
471
Aflac
AFL
$62.6B
$86.6K 0.02%
+785
New +$86.5K
TD icon
472
Toronto Dominion Bank
TD
$200B
$86.4K 0.02%
+917
New +$77.4K
CGBD icon
473
Carlyle Secured Lending
CGBD
$758M
$86K 0.02%
6,886
-31,926
-82% -$397K
KHC icon
474
Kraft Heinz
KHC
$30B
$85.4K 0.02%
+3,523
New +$87.6K
MDT icon
475
Medtronic
MDT
$112B
$85.2K 0.02%
+887
New +$86.2K
17 18
19
20 21

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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.