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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
ZFEB
726
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$155M
$41.6K 0.01%
1,600
– –
EIS icon
727
iShares MSCI Israel ETF
EIS
$880M
$41.5K 0.01%
344
+36
+12% +$4.6K
BANC icon
728
Banc of California
BANC
$3.29B
$41.4K 0.01%
2,025
– –
ITT icon
729
ITT
ITT
$17.3B
$41.1K 0.01%
208
– –
VOE icon
730
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$41.1K 0.01%
208
+15
+8% +$2.9K
RACE icon
731
Ferrari
RACE
$65.4B
$41K 0.01%
110
– –
DUHP icon
732
Dimensional US High Profitability ETF
DUHP
$12.3B
$40.8K 0.01%
977
-596
-38% -$23.8K
MTB icon
733
M&T Bank
MTB
$36.3B
$40.5K 0.01%
170
– –
THQ
734
abrdn Healthcare Opportunities Fund
THQ
$779M
$40.2K 0.01%
2,144
+273
+15% +$4.98K
LMT icon
735
Lockheed Martin
LMT
$119B
$40.1K 0.01%
79
+12
+18% +$6.49K
IWP icon
736
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$40.1K 0.01%
274
– –
VPC icon
737
Virtus Private Credit Strategy ETF
VPC
$30.3M
$40K 0.01%
2,675
+100
+4% +$1.56K
IWD icon
738
iShares Russell 1000 Value ETF
IWD
$81.7B
$39.8K 0.01%
164
-43
-21% -$10K
BCE icon
739
BCE
BCE
$20B
$39.8K 0.01%
1,848
-217
-11% -$5.21K
TER icon
740
Teradyne
TER
$57.8B
$39.7K 0.01%
82
– –
LHX icon
741
L3Harris
LHX
$53.1B
$39.4K 0.01%
136
-1
-0.7% -$318
ISRG icon
742
Intuitive Surgical
ISRG
$122B
$39.4K 0.01%
99
+4
+4% +$1.75K
ESGU icon
743
iShares ESG Aware MSCI USA ETF
ESGU
$17.8B
$39.3K 0.01%
240
+8
+3% +$1.26K
ITA icon
744
iShares US Aerospace & Defense ETF
ITA
$13.6B
$39.3K 0.01%
162
-14
-8% -$3.19K
FPS
745
Forgent Power Solutions
FPS
$10.1B
$39.1K 0.01%
700
– –
IGRO icon
746
iShares International Dividend Growth ETF
IGRO
$1.28B
$38.5K 0.01%
438
+14
+3% +$1.23K
DAPR icon
747
FT Vest US Equity Deep Buffer ETF April
DAPR
$308M
$38.4K 0.01%
940
– –
NULV icon
748
Nuveen ESG Large-Cap Value ETF
NULV
$2.15B
$38.3K 0.01%
766
– –
OXLC
749
Oxford Lane Capital
OXLC
$861M
$38K 0.01%
4,336
-255
-6% -$2.47K
SCHQ
750
Schwab Long-Term US Treasury ETF
SCHQ
$782M
$37.7K 0.01%
1,203
-5,125
-81% -$160K
28 29
30
31 32

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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.