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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
SUSL icon
651
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$43.7K 0.01%
+360
New +$43K
XFLT
652
XAI Floating Rate & Alternative Income Trust
XFLT
$289M
$43.2K 0.01%
1,799
-23,630
-93% -$568K
CIG icon
653
CEMIG Preferred Shares
CIG
$6.01B
$42.9K 0.01%
21,440
– –
SKYW icon
654
Skywest
SKYW
$4.34B
$42.7K 0.01%
425
-3,426
-89% -$343K
MNST icon
655
Monster Beverage
MNST
$88.5B
$42.3K 0.01%
+552
New +$39.5K
VNO icon
656
Vornado Realty Trust
VNO
$7.38B
$42.1K 0.01%
+1,266
New +$46.3K
NTSK
657
Netskope Inc
NTSK
$6.01B
$42.1K 0.01%
+2,400
New +$50.1K
FTNT icon
658
Fortinet
FTNT
$117B
$42.1K 0.01%
+530
New +$44K
LUV icon
659
Southwest Airlines
LUV
$23B
$42.1K 0.01%
+1,018
New +$35.6K
LRCX icon
660
Lam Research
LRCX
$390B
$42K 0.01%
+245
New +$38.1K
ARLP icon
661
Alliance Resource Partners
ARLP
$3.17B
$41.8K 0.01%
+1,800
New +$43.7K
SCHI icon
662
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$41.3K 0.01%
+1,797
New +$41.4K
VEU icon
663
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$41.2K 0.01%
+560
New +$40.7K
RACE icon
664
Ferrari
RACE
$72.5B
$40.7K 0.01%
+110
New +$44K
UOCT icon
665
Innovator US Equity Ultra Buffer ETF October
UOCT
$181M
$40.2K 0.01%
+1,030
New +$39.8K
VALE icon
666
Vale
VALE
$62.6B
$40.2K 0.01%
+3,085
New +$37.5K
CPRT icon
667
Copart
CPRT
$27.5B
$39.8K 0.01%
+1,017
New +$42.2K
AZN icon
668
AstraZeneca
AZN
$250B
$39.5K 0.01%
+215
New +$37.7K
QBTS icon
669
D-Wave Quantum Inc. Common Stock
QBTS
$7.73B
$39.2K 0.01%
+1,500
New +$43.7K
KVUE icon
670
Kenvue
KVUE
$36.9B
$39.1K 0.01%
+2,268
New +$37.1K
BANC icon
671
Banc of California
BANC
$2.97B
$39.1K 0.01%
+2,025
New +$36.3K
IAU icon
672
iShares Gold Trust
IAU
$67.5B
$39K 0.01%
+480
New +$37.5K
EWW icon
673
iShares MSCI Mexico ETF
EWW
$1.99B
$38.9K 0.01%
+561
New +$37.9K
LAZ icon
674
Lazard
LAZ
$4.31B
$38.8K 0.01%
+800
New +$39.9K
VXF icon
675
Vanguard Extended Market ETF
VXF
$31.7B
$38.5K 0.01%
+184
New +$38.6K
25 26
27
28 29

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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.