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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
VRTX icon
601
Vertex Pharmaceuticals
VRTX
$126B
$52.6K 0.01%
+116
New +$50K
APOC
602
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$70.1M
$52.4K 0.01%
+2,000
New +$52.1K
QCJL
603
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$76.9M
$52K 0.01%
+2,190
New +$51.4K
JULM
604
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$29.7M
$51.9K 0.01%
+1,545
New +$51.5K
CHRD icon
605
Chord Energy
CHRD
$7.39B
$51.9K 0.01%
+560
New +$51.9K
JNK icon
606
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.92B
$51.7K 0.01%
+532
New +$51.7K
EMHC icon
607
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$286M
$51.7K 0.01%
+2,030
New +$51.7K
DTH icon
608
WisdomTree International High Dividend Fund
DTH
$663M
$51.6K 0.01%
+1,000
New +$49.8K
HEFA icon
609
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.71B
$51.4K 0.01%
+1,243
New +$50.9K
IWD icon
610
iShares Russell 1000 Value ETF
IWD
$83.7B
$51.2K 0.01%
+243
New +$50.2K
MRSH
611
Marsh
MRSH
$91.5B
$51.1K 0.01%
+275
New +$51.4K
BP icon
612
BP
BP
$107B
$51K 0.01%
+1,470
New +$51.6K
EAGG icon
613
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$50.8K 0.01%
+1,062
New +$51.1K
IGLD icon
614
FT Vest Gold Strategy Target Income ETF
IGLD
$533M
$50.6K 0.01%
+2,023
New +$50.5K
ECC
615
Eagle Point Credit Company
ECC
$513M
$50.6K 0.01%
8,777
-32,111
-79% -$195K
GBTC icon
616
Grayscale Bitcoin Trust
GBTC
$9.76B
$50.4K 0.01%
+737
New +$57.8K
SO icon
617
Southern Company
SO
$107B
$50K 0.01%
+573
New +$52.3K
CSHI icon
618
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.54B
$49.7K 0.01%
+1,000
New +$49.8K
SPH icon
619
Suburban Propane Partners
SPH
$1.18B
$48.9K 0.01%
+2,635
New +$49.4K
IJH icon
620
iShares Core S&P Mid-Cap ETF
IJH
$127B
$48.8K 0.01%
+739
New +$48.4K
GSLC icon
621
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
$48.4K 0.01%
+366
New +$48K
OUSA icon
622
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$764M
$48.4K 0.01%
+839
New +$47.6K
STCE icon
623
Schwab Crypto Thematic Natural Language Processing ETF
STCE
$225M
$48.3K 0.01%
+805
New +$64.3K
DVYE icon
624
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
$48.1K 0.01%
+1,545
New +$47.3K
VDC icon
625
Vanguard Consumer Staples ETF
VDC
$7.99B
$48K 0.01%
+227
New +$48.3K
23 24
25
26 27

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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.