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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
EUFN icon
626
iShares MSCI Europe Financials ETF
EUFN
$4.29B
$47.8K 0.01%
+1,290
New +$44.8K
KQQQ
627
Kurv Technology Titans Select ETF
KQQQ
$129M
$47.8K 0.01%
+1,702
New +$49.4K
KB icon
628
KB Financial Group
KB
$43.5B
$47.7K 0.01%
+554
New +$46.7K
AMAT icon
629
Applied Materials
AMAT
$428B
$47.6K 0.01%
+185
New +$44.4K
IYLD icon
630
iShares Morningstar Multi-Asset Income ETF
IYLD
$126M
$47.6K 0.01%
+2,223
New +$47.4K
SLV icon
631
iShares Silver Trust
SLV
$30.7B
$47.6K 0.01%
+739
New +$37K
OUSM icon
632
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$907M
$47.5K 0.01%
+1,087
New +$47.8K
PENN icon
633
PENN Entertainment
PENN
$2.71B
$47.2K 0.01%
+3,200
New +$49.9K
GSK icon
634
GSK
GSK
$106B
$47.2K 0.01%
+962
New +$44.9K
RIO icon
635
Rio Tinto
RIO
$164B
$47.1K 0.01%
+589
New +$42.4K
USMV icon
636
iShares MSCI USA Min Vol Factor ETF
USMV
$24.2B
$47.1K 0.01%
+500
New +$47.1K
PAMC icon
637
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$54.9M
$47K 0.01%
+1,009
New +$46.9K
MUB icon
638
iShares National Muni Bond ETF
MUB
$45.5B
$46.8K 0.01%
+437
New +$46.8K
USXF icon
639
iShares ESG Advanced MSCI USA ETF
USXF
$1.49B
$46.2K 0.01%
+803
New +$46.2K
WTPI
640
WisdomTree Equity Premium Income Fund
WTPI
$504M
$46.2K 0.01%
+1,400
New +$46.7K
ZFEB
641
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$152M
$46.1K 0.01%
+1,818
New +$45.7K
DRI icon
642
Darden Restaurants
DRI
$24.4B
$46K 0.01%
+250
New +$45.6K
VPC icon
643
Virtus Private Credit Strategy ETF
VPC
$32.3M
$45.8K 0.01%
+2,575
New +$47.7K
FXU icon
644
First Trust Utilities AlphaDEX Fund
FXU
$825M
$45.7K 0.01%
+1,016
New +$46.8K
FNDE icon
645
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.81B
$45.7K 0.01%
+1,266
New +$46.2K
DB icon
646
Deutsche Bank
DB
$71.5B
$45K 0.01%
+1,167
New +$42.1K
SPYG icon
647
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.5B
$45K 0.01%
+421
New +$44.6K
ENB icon
648
Enbridge
ENB
$112B
$44.3K 0.01%
+926
New +$44.2K
JHMB icon
649
John Hancock Mortgage-Backed Securities ETF
JHMB
$206M
$44.2K 0.01%
+1,996
New +$44.5K
SHY icon
650
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$44.1K 0.01%
+532
New +$44.1K
24 25
26
27 28

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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.