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
+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
DMAY icon
651
FT Vest US Equity Deep Buffer ETF May
DMAY
$374M
$55K 0.01%
1,167
+525
+82% +$24.5K
QCJL
652
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$65.8M
$54.9K 0.01%
2,190
– –
AHR icon
653
American Healthcare REIT
AHR
$11B
$54.7K 0.01%
1,049
-907
-46% -$44.6K
HSBC icon
654
HSBC
HSBC
$354B
$54.2K 0.01%
570
+43
+8% +$3.92K
SRLN icon
655
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
$54.2K 0.01%
1,345
-165
-11% -$6.66K
DTH icon
656
WisdomTree International High Dividend Fund
DTH
$640M
$54.1K 0.01%
1,000
– –
BP icon
657
BP
BP
$112B
$53.3K 0.01%
1,442
+1
+0.1% +$44
VXF icon
658
Vanguard Extended Market ETF
VXF
$30.5B
$52.7K 0.01%
214
– –
KXI icon
659
iShares Global Consumer Staples ETF
KXI
$1.04B
$52.7K 0.01%
780
+42
+6% +$2.86K
ZM icon
660
Zoom
ZM
$25.2B
$52.6K 0.01%
610
– –
SCHX icon
661
Schwab US Large- Cap ETF
SCHX
$71.7B
$52.6K 0.01%
1,786
-247
-12% -$7.05K
SPYD icon
662
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.63B
$52.4K 0.01%
1,099
-608
-36% -$28.6K
HIMX
663
Himax Technologies
HIMX
$2.38B
$52.2K 0.01%
3,400
+250
+8% +$3.88K
OUSM icon
664
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$882M
$52.2K 0.01%
1,097
+5
+0.5% +$232
CTO
665
CTO Realty Growth
CTO
$749M
$52.1K 0.01%
2,420
-212
-8% -$4.29K
GSLC icon
666
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$51.9K 0.01%
366
– –
MA icon
667
Mastercard
MA
$470B
$51.9K 0.01%
101
-16
-14% -$7.98K
DRI icon
668
Darden Restaurants
DRI
$22.2B
$51.9K 0.01%
252
-14
-5% -$2.81K
CGBD icon
669
Carlyle Secured Lending
CGBD
$717M
$51.8K 0.01%
4,917
-362
-7% -$4.03K
GSK icon
670
GSK
GSK
$102B
$51.5K 0.01%
983
-34
-3% -$1.8K
IWY icon
671
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$51.4K 0.01%
177
+1
+0.6% +$282
PENN icon
672
PENN Entertainment
PENN
$2.8B
$51.3K 0.01%
2,400
-800
-25% -$14.3K
TPL icon
673
Texas Pacific Land
TPL
$29.9B
$51.2K 0.01%
117
– –
VDC icon
674
Vanguard Consumer Staples ETF
VDC
$7.88B
$51.2K 0.01%
227
– –
SPOK icon
675
Spok Holdings
SPOK
$222M
$50.9K 0.01%
4,971
-530
-10% -$5.77K
25 26
27
28 29

Similar funds

DCM
Davidson Capital Management Corpus Christi, Texas $552M AUM 22.73% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $552M AUM 40.08% 1-Year Est. Return
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
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return

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.