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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
GEV icon
576
GE Vernova
GEV
$265B
$70.5K 0.01%
60
+6
+11% +$6.12K
TMFC icon
577
Motley Fool 100 Index ETF
TMFC
$2.04B
$70.4K 0.01%
924
+38
+4% +$2.84K
VNQ icon
578
Vanguard Real Estate ETF
VNQ
$39.2B
$70.1K 0.01%
727
-19
-3% -$1.82K
XLF icon
579
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$70.1K 0.01%
1,307
+20
+2% +$1.04K
SLM icon
580
SLM Corp
SLM
$4.76B
$70K 0.01%
2,700
– –
IXN icon
581
iShares Global Tech ETF
IXN
$8.95B
$69.4K 0.01%
481
– –
SHW icon
582
Sherwin-Williams
SHW
$78.9B
$68.9K 0.01%
200
+10
+5% +$3.19K
KAPR icon
583
Innovator US Small Cap Power Buffer ETF April
KAPR
$214M
$68.3K 0.01%
1,716
– –
STCE icon
584
Schwab Crypto Thematic ETF
STCE
$247M
$68.2K 0.01%
975
+52
+6% +$3.66K
SLQD icon
585
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$68.1K 0.01%
1,351
+2
+0.1% +$101
HIG icon
586
Hartford Financial Services
HIG
$38.6B
$67.7K 0.01%
511
-14
-3% -$1.87K
ETHA
587
iShares Ethereum Trust ETF
ETHA
$5.43B
$67.6K 0.01%
5,684
+1,972
+53% +$30.6K
XLY icon
588
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$67.6K 0.01%
576
+49
+9% +$5.72K
EMEQ
589
Nomura Focused Emerging Markets Equity ETF
EMEQ
$606M
$67.2K 0.01%
922
-140
-13% -$8.63K
SSRM icon
590
SSR Mining
SSRM
$5.83B
$67.1K 0.01%
2,372
-11,414
-83% -$348K
IYH icon
591
iShares US Healthcare ETF
IYH
$3.05B
$67K 0.01%
1,000
– –
NHI icon
592
National Health Investors
NHI
$3.88B
$66.8K 0.01%
875
-50
-5% -$3.83K
VLO icon
593
Valero Energy
VLO
$92.3B
$66.8K 0.01%
256
+13
+5% +$3.2K
RCL icon
594
Royal Caribbean
RCL
$76.7B
$66.7K 0.01%
210
-1
-0.5% -$280
BLBD icon
595
Blue Bird Corp
BLBD
$2.54B
$66.5K 0.01%
842
+167
+25% +$11.3K
EAGG icon
596
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$66.2K 0.01%
1,396
+319
+30% +$15.1K
SCHD icon
597
Schwab US Dividend Equity ETF
SCHD
$101B
$66.1K 0.01%
2,084
+151
+8% +$4.79K
SO icon
598
Southern Company
SO
$108B
$66K 0.01%
689
-22
-3% -$2.07K
ACWV icon
599
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.24B
$65.9K 0.01%
548
-550
-50% -$66.5K
SAR icon
600
Saratoga Investment
SAR
$316M
$65.8K 0.01%
2,950
+1,175
+66% +$26.4K
22 23
24
25 26

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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.