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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
EEM icon
676
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$38.5K 0.01%
+703
New +$38.2K
VLO icon
677
Valero Energy
VLO
$85.9B
$38.3K 0.01%
+235
New +$39.8K
FNDA icon
678
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
$38.2K 0.01%
+1,212
New +$37.8K
SCHA icon
679
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$38.2K 0.01%
+1,341
New +$37.9K
MBB icon
680
iShares MBS ETF
MBB
$39.1B
$37.7K 0.01%
+396
New +$37.8K
BABA icon
681
Alibaba
BABA
$308B
$37.5K 0.01%
+256
New +$41.7K
IWP icon
682
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$37.5K 0.01%
+274
New +$38.3K
BKNG icon
683
Booking.com
BKNG
$161B
$37.5K 0.01%
+175
New +$36K
HLIO icon
684
Helios Technologies
HLIO
$2.76B
$37.4K 0.01%
+700
New +$37.7K
DAPR icon
685
FT Vest US Equity Deep Buffer ETF April
DAPR
$313M
$37K 0.01%
+940
New +$36.6K
EIS icon
686
iShares MSCI Israel ETF
EIS
$909M
$36.9K 0.01%
+335
New +$35K
EVRG icon
687
Evergy
EVRG
$19.2B
$36.8K 0.01%
+508
New +$38.5K
VOE icon
688
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$36.7K 0.01%
+207
New +$36.2K
CCI icon
689
Crown Castle
CCI
$32.2B
$36.7K 0.01%
+413
New +$38K
AMT icon
690
American Tower
AMT
$80.4B
$36.2K 0.01%
+206
New +$37.5K
ITT icon
691
ITT
ITT
$19.1B
$36.1K 0.01%
+208
New +$37.3K
SLG icon
692
SL Green Realty
SLG
$3.99B
$36.1K 0.01%
+786
New +$38.8K
TPR icon
693
Tapestry
TPR
$32.8B
$35.9K 0.01%
+281
New +$32.1K
SCHD icon
694
Schwab US Dividend Equity ETF
SCHD
$105B
$35.7K 0.01%
+1,301
New +$35.4K
IRM icon
695
Iron Mountain
IRM
$36.1B
$35.5K 0.01%
+428
New +$40.1K
FISV
696
Fiserv Inc
FISV
$27.9B
$35.5K 0.01%
+528
New +$44.2K
EBND icon
697
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.29B
$35.3K 0.01%
+1,654
New +$35.2K
KLAC icon
698
KLA
KLAC
$259B
$35.2K 0.01%
+290
New +$34K
MAR icon
699
Marriott International
MAR
$92.3B
$35.1K 0.01%
+113
New +$32.3K
VIGI icon
700
Vanguard International Dividend Appreciation ETF
VIGI
$9.3B
$35K 0.01%
+383
New +$34.6K
26 27
28
29 30

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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.