We are live on ! Find out more
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
FNB icon
576
FNB Corp
FNB
$6.75B
$58.2K 0.01%
+3,402
New +$55.6K
IJR icon
577
iShares Core S&P Small-Cap ETF
IJR
$112B
$57.9K 0.01%
+482
New +$57.6K
IBND icon
578
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$463M
$57.7K 0.01%
+1,796
New +$57.4K
CPA icon
579
Copa Holdings
CPA
$5.8B
$57.3K 0.01%
+475
New +$58.1K
RCL icon
580
Royal Caribbean
RCL
$85.6B
$57.2K 0.01%
+205
New +$57.9K
BEP icon
581
Brookfield Renewable
BEP
$9.96B
$57.2K 0.01%
+2,120
New +$60.3K
JSMD icon
582
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$1.1B
$57.1K 0.01%
+700
New +$58K
CVS icon
583
CVS Health
CVS
$122B
$57K 0.01%
+718
New +$56.6K
BTAL icon
584
AGF US Market Neutral Anti-Beta Fund
BTAL
$300M
$56.6K 0.01%
+3,932
New +$59.1K
SHW icon
585
Sherwin-Williams
SHW
$89.8B
$56.4K 0.01%
+174
New +$58.2K
IJJ icon
586
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.97B
$56.4K 0.01%
+428
New +$55.7K
NAPR icon
587
Innovator Growth-100 Power Buffer ETF April
NAPR
$212M
$56.1K 0.01%
+1,044
New +$55.4K
FNDF icon
588
Schwab Fundamental International Large Company Index ETF
FNDF
$25.5B
$55.7K 0.01%
+1,233
New +$54.6K
AWP
589
abrdn Global Premier Properties Fund
AWP
$367M
$55.4K 0.01%
4,813
-435
-8% -$5.08K
KOF icon
590
Coca-Cola Femsa
KOF
$23.2B
$55.4K 0.01%
+585
New +$51.6K
QUS icon
591
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.58B
$55.4K 0.01%
+318
New +$54.8K
IXN icon
592
iShares Global Tech ETF
IXN
$8.83B
$54.8K 0.01%
+522
New +$55.1K
IXJ icon
593
iShares Global Healthcare ETF
IXJ
$4.18B
$54.7K 0.01%
+562
New +$53.2K
CCD
594
Calamos Dynamic Convertible & Income Fund
CCD
$742M
$54.7K 0.01%
+2,620
New +$56K
EWT icon
595
iShares MSCI Taiwan ETF
EWT
$10.7B
$54.6K 0.01%
+860
New +$55.4K
IWY icon
596
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$54.6K 0.01%
+197
New +$54.6K
EWJ icon
597
iShares MSCI Japan ETF
EWJ
$23B
$53.9K 0.01%
+667
New +$54.8K
FDND icon
598
FT Vest Dow Jones Internet & Target Income ETF
FDND
$10.2M
$53.6K 0.01%
+2,382
New +$55.2K
ECAT icon
599
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.56B
$53.1K 0.01%
+3,450
New +$55.3K
CVMC icon
600
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$109M
$52.9K 0.01%
+825
New +$52.6K
22 23
24
25 26

Similar funds

SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
TC
Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return
IQI
Integrated Quantitative Investments Bellevue, Washington $551M AUM 45.27% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

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.