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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
+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
TIP icon
676
iShares TIPS Bond ETF
TIP
$14.5B
$50.4K 0.01%
461
– –
EUFN icon
677
iShares MSCI Europe Financials ETF
EUFN
$3.9B
$50.3K 0.01%
1,290
– –
SPAB icon
678
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.79B
$50.3K 0.01%
1,970
+933
+90% +$23.8K
FXU icon
679
First Trust Utilities AlphaDEX Fund
FXU
$836M
$49.8K 0.01%
1,010
-8
-0.8% -$391
CSHI icon
680
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.48B
$49.8K 0.01%
1,000
– –
VNO icon
681
Vornado Realty Trust
VNO
$7.24B
$49.7K 0.01%
1,266
– –
HCA icon
682
HCA Healthcare
HCA
$82.5B
$49.6K 0.01%
127
-17
-12% -$7.19K
EEM icon
683
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$49.5K 0.01%
723
+14
+2% +$914
MAYM
684
FT Vest U.S. Equity Max Buffer ETF - May
MAYM
$37.9M
$49.4K 0.01%
1,500
+750
+100% +$24.6K
OUSA icon
685
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$732M
$49.2K 0.01%
844
+3
+0.4% +$173
VALE icon
686
Vale
VALE
$63.2B
$49.2K 0.01%
3,269
– –
IYLD icon
687
iShares Morningstar Multi-Asset Income ETF
IYLD
$125M
$48.8K 0.01%
2,205
-18
-0.8% -$398
USMV icon
688
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$48.2K 0.01%
500
– –
IRS
689
IRSA Inversiones y Representaciones
IRS
$1.32B
$47.9K 0.01%
+3,100
New +$47.2K
KB icon
690
KB Financial Group
KB
$41.8B
$47.7K 0.01%
454
-100
-18% -$10.6K
FJUL icon
691
FT Vest US Equity Buffer ETF July
FJUL
$1.2B
$47.6K 0.01%
800
– –
KVUE icon
692
Kenvue
KVUE
$36.7B
$47.1K 0.01%
2,464
-4
-0.2% -$70
MINV icon
693
Matthews Asia Innovators Active ETF
MINV
$162M
$47K 0.01%
+813
New +$40.9K
SLG icon
694
SL Green Realty
SLG
$3.56B
$47K 0.01%
907
+75
+9% +$3.35K
DVN icon
695
Devon Energy
DVN
$51.8B
$46.8K 0.01%
1,132
+1,006
+798% +$46.6K
BABA icon
696
Alibaba
BABA
$279B
$46.6K 0.01%
486
-296
-38% -$37.1K
TPR icon
697
Tapestry
TPR
$29B
$46.3K 0.01%
316
-71
-18% -$10.2K
RTX icon
698
RTX Corp
RTX
$262B
$45.9K 0.01%
242
-25
-9% -$4.58K
WTPI
699
WisdomTree Equity Premium Income Fund
WTPI
$496M
$45.9K 0.01%
1,400
– –
MRSH
700
Marsh
MRSH
$84.8B
$45.7K 0.01%
274
-5
-2% -$836
26 27
28
29 30

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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.