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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
SQM icon
501
Sociedad Química y Minera de Chile
SQM
$20.6B
$76.7K 0.02%
+1,115
New +$61.4K
RTX icon
502
RTX Corp
RTX
$301B
$75.9K 0.02%
+414
New +$71.9K
LULU icon
503
lululemon athletica
LULU
$14.6B
$75.6K 0.02%
+364
New +$65.9K
TRV icon
504
Travelers Companies
TRV
$80.2B
$75.5K 0.02%
+260
New +$73.2K
VTIP icon
505
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$75.4K 0.02%
+1,524
New +$76.2K
VIOG icon
506
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.08B
$75.3K 0.02%
+621
New +$75.5K
SHYG icon
507
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$74.8K 0.02%
+1,745
New +$74.9K
BAC icon
508
Bank of America
BAC
$442B
$74.7K 0.02%
+1,359
New +$71.8K
SPYD icon
509
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$8.78B
$74.2K 0.02%
+1,715
New +$74.3K
ONON icon
510
On Holding
ONON
$12.5B
$74K 0.02%
+1,593
New +$68.6K
MORT icon
511
VanEck Mortgage REIT Income ETF
MORT
$385M
$74K 0.02%
+7,043
New +$74.4K
OGN icon
512
Organon & Co
OGN
$3.57B
$73.9K 0.02%
10,311
-1,516
-13% -$12K
GM icon
513
General Motors
GM
$76.8B
$73.9K 0.02%
+908
New +$64K
RFLR
514
Innovator U.S. Small Cap Managed Floor ETF
RFLR
$94.4M
$73.7K 0.02%
+2,588
New +$73.1K
SLM icon
515
SLM Corp
SLM
$5.15B
$73.1K 0.02%
+2,700
New +$74K
COLB icon
516
Columbia Banking Systems
COLB
$8.84B
$73K 0.02%
+2,611
New +$70.7K
ISRG icon
517
Intuitive Surgical
ISRG
$134B
$72.5K 0.02%
+128
New +$68.1K
KBWD icon
518
Invesco KBW High Dividend Yield Financial ETF
KBWD
$428M
$72.4K 0.02%
5,295
-42,709
-89% -$581K
DDEC icon
519
FT Vest US Equity Deep Buffer ETF December
DDEC
$435M
$72.1K 0.02%
+1,600
New +$70.9K
VCR icon
520
Vanguard Consumer Discretionary ETF
VCR
$6.33B
$72.1K 0.02%
+183
New +$71.6K
SPSB icon
521
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
$72K 0.02%
+2,385
New +$72.1K
CLOU icon
522
Global X Cloud Computing ETF
CLOU
$263M
$71.8K 0.02%
+3,175
New +$73.6K
DHS icon
523
WisdomTree US High Dividend Fund
DHS
$1.58B
$71.3K 0.02%
+700
New +$70.5K
IEI icon
524
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$70.1K 0.02%
+588
New +$70.4K
ZIM icon
525
ZIM Integrated Shipping Services
ZIM
$3.24B
$69.6K 0.02%
+3,279
New +$55K
19 20
21
22 23

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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.