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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
S icon
701
SentinelOne
S
$6.25B
$45.7K 0.01%
2,691
-10,412
-79% -$160K
MAC icon
702
Macerich
MAC
$7.19B
$45.5K 0.01%
1,807
– –
PDBC icon
703
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.77B
$45.3K 0.01%
2,850
+2,829
+13,471% +$49.7K
CIG icon
704
CEMIG Preferred Shares
CIG
$6.32B
$45K 0.01%
21,440
– –
ACWI icon
705
iShares MSCI ACWI ETF
ACWI
$33B
$44.6K 0.01%
284
+24
+9% +$3.67K
MLPD
706
Global X MLP & Energy Infrastructure Covered Call ETF
MLPD
$29.3M
$44.3K 0.01%
1,775
+625
+54% +$15.7K
EVRG icon
707
Evergy
EVRG
$20B
$43.9K 0.01%
508
– –
HON icon
708
Honeywell
HON
$73.8B
$43.9K 0.01%
196
-267
-58% -$59.6K
WSM icon
709
Williams-Sonoma
WSM
$26.2B
$43.8K 0.01%
188
– –
JHMB icon
710
John Hancock Mortgage-Backed Securities ETF
JHMB
$202M
$43.8K 0.01%
1,996
– –
MAR icon
711
Marriott International
MAR
$97.5B
$43.7K 0.01%
118
+3
+3% +$1.11K
KMB icon
712
Kimberly-Clark
KMB
$36.1B
$43.7K 0.01%
398
-25
-6% -$2.48K
LIN icon
713
Linde
LIN
$235B
$43.6K 0.01%
84
-40
-32% -$20.3K
SFL icon
714
SFL Corp
SFL
$1.51B
$43.4K 0.01%
4,250
-100
-2% -$1.14K
HONA
715
Honeywell Aerospace
HONA
$65.9B
$43.3K 0.01%
+196
New +$43.2K
MRVL icon
716
Marvell Technology
MRVL
$189B
$43.2K 0.01%
145
-118
-45% -$23.7K
ARLP icon
717
Alliance Resource Partners
ARLP
$3.2B
$43.2K 0.01%
1,800
– –
LUMN icon
718
Lumen
LUMN
$6.9B
$43.1K 0.01%
5,614
+5,360
+2,110% +$47K
ECAT icon
719
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.53B
$42.8K 0.01%
2,725
-725
-21% -$10.9K
OSCR icon
720
Oscar Health
OSCR
$8.89B
$42.8K 0.01%
1,500
– –
CL icon
721
Colgate-Palmolive
CL
$73.3B
$42.6K 0.01%
465
+48
+12% +$4.2K
OMC icon
722
Omnicom Group
OMC
$22.6B
$42K 0.01%
576
+240
+71% +$18.1K
WRB icon
723
W.R. Berkley
WRB
$26.9B
$41.8K 0.01%
592
+111
+23% +$7.44K
SOXX icon
724
iShares Semiconductor ETF
SOXX
$46.6B
$41.7K 0.01%
65
+20
+44% +$10.2K
CSWC icon
725
Capital Southwest
CSWC
$1.47B
$41.6K 0.01%
1,750
+350
+25% +$8.19K
27 28
29
30 31

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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.