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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
BGS icon
701
B&G Foods
BGS
$286M
$34.9K 0.01%
+8,118
New +$36.3K
APAM icon
702
Artisan Partners
APAM
$3.02B
$34.6K 0.01%
+850
New +$36.3K
ESGU icon
703
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$34.6K 0.01%
+232
New +$34.3K
BUG icon
704
Global X Cybersecurity ETF
BUG
$1.46B
$34.5K 0.01%
+1,134
New +$37.5K
NULV icon
705
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$34.5K 0.01%
+766
New +$34.2K
MSTR icon
706
Strategy Inc
MSTR
$38.4B
$34.5K 0.01%
+227
New +$52.3K
SOLV icon
707
Solventum
SOLV
$14.1B
$34.5K 0.01%
+435
New +$33.3K
SCHR
708
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$34.4K 0.01%
+1,371
New +$34.5K
VYMI icon
709
Vanguard International High Dividend Yield ETF
VYMI
$20.9B
$34.4K 0.01%
+382
New +$33.2K
CTRA
710
DELISTED
Coterra Energy
CTRA
$34.3K 0.01%
+1,303
New +$32.8K
SFL icon
711
SFL Corp
SFL
$1.61B
$34K 0.01%
+4,350
New +$33.4K
SONY icon
712
Sony
SONY
$138B
$33.8K 0.01%
+1,321
New +$37.1K
LOW icon
713
Lowe's Companies
LOW
$125B
$33.8K 0.01%
+140
New +$33.6K
BSJQ icon
714
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$890M
$33.8K 0.01%
+1,447
New +$33.8K
TPL icon
715
Texas Pacific Land
TPL
$23.5B
$33.6K 0.01%
+117
New +$35.7K
WSM icon
716
Williams-Sonoma
WSM
$29.6B
$33.6K 0.01%
+188
New +$35.2K
ASML icon
717
ASML
ASML
$669B
$33.6K 0.01%
+31
New +$32.3K
MTB icon
718
M&T Bank
MTB
$36.2B
$33.4K 0.01%
+166
New +$31.7K
PINE
719
Alpine Income Property Trust
PINE
$352M
$33.4K 0.01%
+2,000
New +$31.2K
MAC icon
720
Macerich
MAC
$6.92B
$33.4K 0.01%
+1,807
New +$31.8K
FDD icon
721
First Trust STOXX European Select Dividend Income Fund
FDD
$908M
$33.3K 0.01%
+1,900
New +$31.3K
XLRE icon
722
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.59B
$33.2K 0.01%
+823
New +$33.9K
DX
723
Dynex Capital
DX
$3.21B
$33.2K 0.01%
+2,368
New +$32K
RBRK icon
724
Rubrik
RBRK
$18.5B
$33.1K 0.01%
+433
New +$33.2K
IDNA icon
725
iShares Genomics Immunology and Healthcare ETF
IDNA
$205M
$33.1K 0.01%
+1,263
New +$32.5K
27 28
29
30 31

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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.