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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
AWP
551
abrdn Global Premier Properties Fund
AWP
$379M
$77K 0.01%
6,507
+368
+6% +$4.33K
JQUA icon
552
JPMorgan US Quality Factor ETF
JQUA
$8.11B
$76.3K 0.01%
1,056
-177
-14% -$12K
DEM icon
553
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.91B
$76.2K 0.01%
1,417
– –
ABT icon
554
Abbott
ABT
$175B
$76.2K 0.01%
840
-152
-15% -$13.9K
UAL icon
555
United Airlines
UAL
$38.1B
$76.2K 0.01%
560
-181
-24% -$18.7K
GREK
556
Global X MSCI Greece ETF
GREK
$288M
$75.9K 0.01%
1,005
+90
+10% +$6.5K
DDEC icon
557
FT Vest US Equity Deep Buffer ETF December
DDEC
$428M
$75.8K 0.01%
1,600
– –
DJUL icon
558
FT Vest US Equity Deep Buffer ETF July
DJUL
$411M
$75.2K 0.01%
1,500
-1,095
-42% -$53.9K
IJR icon
559
iShares Core S&P Small-Cap ETF
IJR
$110B
$75.2K 0.01%
507
+25
+5% +$3.43K
REET icon
560
iShares Global REIT ETF
REET
$5.03B
$74.7K 0.01%
2,703
-174
-6% -$4.72K
COHR icon
561
Coherent
COHR
$61.1B
$74.6K 0.01%
189
+31
+20% +$11K
LYB icon
562
LyondellBasell Industries
LYB
$20.1B
$74.2K 0.01%
1,409
-65
-4% -$4.49K
ELF icon
563
e.l.f. Beauty
ELF
$4.66B
$74K 0.01%
+1,000
New +$60.8K
BEP icon
564
Brookfield Renewable
BEP
$9.77B
$73.6K 0.01%
2,120
– –
PXF icon
565
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.86B
$73.6K 0.01%
973
– –
SCHE icon
566
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$72.9K 0.01%
2,010
+70
+4% +$2.5K
VCR icon
567
Vanguard Consumer Discretionary ETF
VCR
$6.07B
$72.6K 0.01%
183
– –
IBIT icon
568
iShares Bitcoin Trust
IBIT
$48.4B
$72.4K 0.01%
2,174
+63
+3% +$2.56K
GTY
569
Getty Realty Corp
GTY
$2.17B
$72.4K 0.01%
+2,169
New +$72K
PAUG icon
570
Innovator US Equity Power Buffer ETF August
PAUG
$858M
$72.1K 0.01%
1,580
– –
SPSB icon
571
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$71.6K 0.01%
2,385
– –
MFC icon
572
Manulife Financial
MFC
$71.5B
$71K 0.01%
1,753
+10
+0.6% +$387
JSMD icon
573
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.07B
$70.9K 0.01%
700
– –
QTEC icon
574
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.56B
$70.6K 0.01%
211
-2,735
-93% -$783K
VTIP icon
575
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$70.5K 0.01%
1,404
-120
-8% -$6.03K
21 22
23
24 25

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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.