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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
LMND icon
476
Lemonade
LMND
$4.1B
$84.8K 0.02%
+1,191
New +$80K
CAG icon
477
Conagra Brands
CAG
$7.23B
$84.5K 0.02%
4,879
-21,098
-81% -$375K
IAT icon
478
iShares US Regional Banks ETF
IAT
$678M
$84.2K 0.02%
+1,526
New +$79.3K
IBIT icon
479
iShares Bitcoin Trust
IBIT
$48.4B
$84K 0.02%
+1,692
New +$96.1K
VHT icon
480
Vanguard Health Care ETF
VHT
$18.7B
$83.2K 0.02%
+289
New +$80.7K
VEA icon
481
Vanguard FTSE Developed Markets ETF
VEA
$237B
$81.8K 0.02%
+1,309
New +$80.2K
PRFZ icon
482
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.88B
$81.4K 0.02%
+1,774
New +$81.1K
FHN icon
483
First Horizon
FHN
$12.1B
$81.3K 0.02%
+3,400
New +$75.8K
REET icon
484
iShares Global REIT ETF
REET
$5.11B
$80.8K 0.02%
+3,239
New +$81.8K
SPMO icon
485
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$80.1K 0.02%
+671
New +$80.4K
UAL icon
486
United Airlines
UAL
$42.1B
$80K 0.02%
+715
New +$72.3K
OXLC
487
Oxford Lane Capital
OXLC
$898M
$79K 0.02%
+5,397
New +$80.7K
DSI icon
488
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$79K 0.02%
+613
New +$78.3K
VIOV icon
489
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.9B
$78.9K 0.02%
+807
New +$77.8K
XLU icon
490
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$78.9K 0.02%
+1,848
New +$81.8K
CAVA icon
491
CAVA Group
CAVA
$7.27B
$78.8K 0.02%
+1,342
New +$74.8K
FFIV icon
492
F5
FFIV
$22.7B
$78.6K 0.02%
+308
New +$82.9K
FSIG icon
493
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.52B
$78.4K 0.02%
+4,087
New +$78.5K
HWM icon
494
Howmet Aerospace
HWM
$112B
$78.1K 0.02%
+381
New +$75.8K
KT icon
495
KT
KT
$8.81B
$77.8K 0.02%
+4,100
New +$76.5K
FJAN icon
496
FT Vest US Equity Buffer ETF January
FJAN
$1.46B
$77.6K 0.02%
+1,500
New +$76.1K
VIS icon
497
Vanguard Industrials ETF
VIS
$8.48B
$77.6K 0.02%
+260
New +$77.2K
UPS icon
498
United Parcel Service
UPS
$88.9B
$77.6K 0.02%
782
-3,956
-83% -$370K
IXC icon
499
iShares Global Energy ETF
IXC
$2.62B
$77K 0.02%
+1,836
New +$77.1K
IEMG icon
500
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$76.8K 0.02%
+1,142
New +$76.6K
18 19
20
21 22

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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.