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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
PSA icon
526
Public Storage
PSA
$61.3B
$69.3K 0.02%
+267
New +$74.7K
HIG icon
527
Hartford Financial Services
HIG
$39.3B
$69.1K 0.01%
+501
New +$66.1K
REG icon
528
Regency Centers
REG
$14.1B
$69K 0.01%
+1,000
New +$70.1K
BRSP
529
BrightSpire Capital
BRSP
$648M
$68.9K 0.01%
12,300
– –
EEMS icon
530
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$373M
$68.7K 0.01%
+1,018
New +$69.1K
DFAI
531
Dimensional International Core Equity Market ETF
DFAI
$18B
$68.4K 0.01%
+1,795
New +$66.5K
QTEC icon
532
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.83B
$68.4K 0.01%
+297
New +$69.2K
PAUG icon
533
Innovator US Equity Power Buffer ETF August
PAUG
$867M
$68.3K 0.01%
+1,580
New +$67.6K
CMA
534
DELISTED
Comerica
CMA
$67.6K 0.01%
+778
New +$62.6K
ADP icon
535
Automatic Data Processing
ADP
$108B
$67.4K 0.01%
+262
New +$69.7K
PWRD
536
TCW Transform Systems ETF
PWRD
$1.5B
$67.1K 0.01%
+698
New +$68.6K
PRF icon
537
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$67K 0.01%
+1,427
New +$65.7K
SLF icon
538
Sun Life Financial
SLF
$45.4B
$67K 0.01%
+1,073
New +$64.8K
NHI icon
539
National Health Investors
NHI
$3.65B
$66.9K 0.01%
+875
New +$67.1K
GOCT icon
540
FT Vest US Equity Moderate Buffer ETF October
GOCT
$266M
$66.6K 0.01%
1,694
-14,141
-89% -$550K
TIP icon
541
iShares TIPS Bond ETF
TIP
$14.5B
$66.5K 0.01%
+605
New +$67.1K
BCE icon
542
BCE
BCE
$21.2B
$66.2K 0.01%
2,780
-14,742
-84% -$343K
JSML icon
543
Janus Henderson Small Cap Growth Alpha ETF
JSML
$379M
$66.2K 0.01%
+900
New +$66.8K
DEM icon
544
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$66.2K 0.01%
+1,417
New +$65.6K
VNQ icon
545
Vanguard Real Estate ETF
VNQ
$39B
$66K 0.01%
+746
New +$67K
LYB icon
546
LyondellBasell Industries
LYB
$19.2B
$65.9K 0.01%
+1,521
New +$68.9K
IYH icon
547
iShares US Healthcare ETF
IYH
$3.54B
$65.1K 0.01%
+1,000
New +$63.1K
CLX icon
548
Clorox
CLX
$12.7B
$65K 0.01%
+645
New +$70K
EAT icon
549
Brinker International
EAT
$9.66B
$64.6K 0.01%
450
-2,245
-83% -$294K
RQI icon
550
Cohen & Steers Quality Income Realty Fund
RQI
$1.69B
$64.3K 0.01%
+5,631
New +$67K
20 21
22
23 24

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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.