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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
VIOV icon
501
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.87B
$94.7K 0.02%
807
– –
IAT icon
502
iShares US Regional Banks ETF
IAT
$686M
$94K 0.02%
1,511
+43
+3% +$2.5K
TGT icon
503
Target
TGT
$62.9B
$93.9K 0.02%
719
-104
-13% -$13.2K
PRU icon
504
Prudential Financial
PRU
$41.2B
$93.8K 0.02%
869
-143
-14% -$14.5K
EWT icon
505
iShares MSCI Taiwan ETF
EWT
$10.4B
$93.7K 0.02%
863
+19
+2% +$1.78K
VIS icon
506
Vanguard Industrials ETF
VIS
$8.13B
$93.7K 0.02%
260
– –
GLW icon
507
Corning
GLW
$135B
$93.5K 0.02%
366
+22
+6% +$4K
DMB
508
BNY Mellon Municipal Bond Infrastructure Fund
DMB
$201M
$93.3K 0.02%
8,450
+1,275
+18% +$13.9K
GOF icon
509
Guggenheim Strategic Opportunities Fund
GOF
$2.24B
$92.1K 0.02%
8,435
+700
+9% +$7.82K
UPS icon
510
United Parcel Service
UPS
$99B
$92K 0.02%
856
-74
-8% -$7.69K
WDC icon
511
Western Digital
WDC
$192B
$92K 0.02%
144
+28
+24% +$13.6K
OGN icon
512
Organon & Co
OGN
$3.55B
$91K 0.02%
6,724
-3,417
-34% -$40.9K
IHAK icon
513
iShares Cybersecurity and Tech ETF
IHAK
$997M
$90.6K 0.02%
1,493
-536
-26% -$27.7K
PWRD
514
TCW Transform Systems ETF
PWRD
$1.48B
$90.6K 0.02%
737
+78
+12% +$8.71K
EPR icon
515
EPR Properties
EPR
$4.77B
$90K 0.02%
1,551
+20
+1% +$1.14K
NKE icon
516
Nike
NKE
$62.2B
$89.4K 0.02%
2,178
-621
-22% -$27.3K
HR icon
517
Healthcare Realty
HR
$7.38B
$89.2K 0.02%
4,420
-812
-16% -$15.8K
SM icon
518
SM Energy
SM
$8.01B
$88.9K 0.02%
3,408
+2,937
+624% +$88.2K
JNK icon
519
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.27B
$88.8K 0.02%
921
+102
+12% +$9.82K
CPA icon
520
Copa Holdings
CPA
$5.7B
$88.7K 0.02%
570
+120
+27% +$15.6K
ZIM icon
521
ZIM Integrated Shipping Services
ZIM
$3.01B
$87.9K 0.02%
3,379
+100
+3% +$2.58K
JMEE icon
522
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.86B
$87.8K 0.02%
1,125
-1,131
-50% -$82.9K
SPLB icon
523
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$87.7K 0.02%
3,913
+942
+32% +$21K
TCHI icon
524
iShares MSCI China Multisector Tech ETF
TCHI
$45M
$87.2K 0.02%
3,290
+1,676
+104% +$40.9K
FHN icon
525
First Horizon
FHN
$12.1B
$87.2K 0.02%
3,400
– –
19 20
21
22 23

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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.