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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
BAC icon
476
Bank of America
BAC
$432B
$106K 0.02%
1,856
+374
+25% +$19.9K
WM icon
477
Waste Management
WM
$94.9B
$105K 0.02%
470
+3
+0.6% +$667
IYY icon
478
iShares Dow Jones US ETF
IYY
$2.96B
$104K 0.02%
573
– –
VUG icon
479
Vanguard Growth ETF
VUG
$222B
$104K 0.02%
1,206
– –
STIP icon
480
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$102K 0.02%
1,001
– –
RKLB icon
481
Rocket Lab Corp
RKLB
$43.6B
$102K 0.02%
+1,005
New +$100K
HWM icon
482
Howmet Aerospace
HWM
$112B
$101K 0.02%
377
– –
VTEB icon
483
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$101K 0.02%
2,000
+603
+43% +$30.3K
BCSF icon
484
Bain Capital Specialty
BCSF
$815M
$101K 0.02%
8,057
-265
-3% -$3.46K
CIEN icon
485
Ciena
CIEN
$56.2B
$101K 0.02%
205
+27
+15% +$13.8K
MORT icon
486
VanEck Mortgage REIT Income ETF
MORT
$372M
$99.9K 0.02%
9,643
+1,100
+13% +$11.3K
FWD icon
487
AB Disruptors ETF
FWD
$3.08B
$99.8K 0.02%
+674
New +$89.4K
CELH icon
488
Celsius Holdings
CELH
$7.28B
$99.1K 0.02%
3,385
-587
-15% -$18.5K
VICI icon
489
VICI Properties
VICI
$29.3B
$99.1K 0.02%
3,733
-47
-1% -$1.32K
PRFZ icon
490
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
$98.9K 0.02%
1,773
– –
NWE icon
491
NorthWestern Energy
NWE
$4.46B
$98.8K 0.02%
1,380
– –
ITOT icon
492
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$98.7K 0.02%
601
-399
-40% -$63.3K
WPC icon
493
W.P. Carey
WPC
$16.8B
$98.3K 0.02%
1,375
– –
CAG icon
494
Conagra Brands
CAG
$7.1B
$97.5K 0.02%
7,246
+1,568
+28% +$21.9K
SPMO icon
495
Invesco S&P 500 Momentum ETF
SPMO
$21.6B
$96.4K 0.02%
597
-5
-0.8% -$705
AFL icon
496
Aflac
AFL
$62.9B
$95.7K 0.02%
816
+6
+0.7% +$691
KHC icon
497
Kraft Heinz
KHC
$30.8B
$95.5K 0.02%
4,042
+509
+14% +$11.7K
VIOG icon
498
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.05B
$95.3K 0.02%
621
– –
EWZ icon
499
iShares MSCI Brazil ETF
EWZ
$9.27B
$95K 0.02%
2,754
-59
-2% -$2.21K
TRV icon
500
Travelers Companies
TRV
$82.1B
$94.8K 0.02%
287
+21
+8% +$6.36K
18 19
20
21 22

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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.