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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
PBI icon
751
Pitney Bowes
PBI
$2.44B
$37.6K 0.01%
2,149
-118
-5% -$1.8K
AUGO
752
Aura Minerals Inc
AUGO
$4.67B
$37.5K 0.01%
596
+146
+32% +$11.5K
VYMI icon
753
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$37.5K 0.01%
382
– –
SKYW icon
754
Skywest
SKYW
$3.8B
$37.2K 0.01%
375
-50
-12% -$4.45K
SUSL icon
755
iShares ESG MSCI USA Leaders ETF
SUSL
$1.14B
$37.2K 0.01%
280
-80
-22% -$10.2K
CMI icon
756
Cummins
CMI
$91.2B
$37.1K 0.01%
52
– –
CGDV icon
757
Capital Group Dividend Value ETF
CGDV
$36.7B
$37K 0.01%
750
– –
DVYE icon
758
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
$36.9K 0.01%
1,145
– –
VST icon
759
Vistra
VST
$56.2B
$36.5K 0.01%
230
+33
+17% +$5.12K
SNDK
760
Sandisk
SNDK
$237B
$36.4K 0.01%
16
+11
+220% +$15.7K
OPEN icon
761
Opendoor
OPEN
$4.23B
$36.4K 0.01%
+7,870
New +$37.7K
NTRS icon
762
Northern Trust
NTRS
$33.1B
$36.3K 0.01%
209
– –
IAU icon
763
iShares Gold Trust
IAU
$64.2B
$36.2K 0.01%
480
– –
MBB icon
764
iShares MBS ETF
MBB
$39B
$36.2K 0.01%
383
– –
IYW icon
765
iShares US Technology ETF
IYW
$24.5B
$36.1K 0.01%
143
– –
FDX icon
766
FedEx
FDX
$76.6B
$36.1K 0.01%
115
+1
+0.9% +$363
AZN icon
767
AstraZeneca
AZN
$263B
$36K 0.01%
190
-2
-1% -$376
BTAL icon
768
AGF US Market Neutral Anti-Beta Fund
BTAL
$298M
$35.9K 0.01%
3,220
-712
-18% -$8.66K
VIGI icon
769
Vanguard International Dividend Appreciation ETF
VIGI
$8.86B
$35.8K 0.01%
383
– –
UNM icon
770
Unum
UNM
$14B
$35.8K 0.01%
400
– –
EWW icon
771
iShares MSCI Mexico ETF
EWW
$1.92B
$35.6K 0.01%
473
-57
-11% -$4.42K
BGR icon
772
BlackRock Energy and Resources Trust
BGR
$418M
$35.6K 0.01%
2,400
– –
BKNG icon
773
Booking.com
BKNG
$138B
$35.3K 0.01%
198
-77
-28% -$13.1K
FTSL icon
774
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$35.3K 0.01%
788
– –
EBAY icon
775
eBay
EBAY
$49.3B
$35.2K 0.01%
315
+19
+6% +$2.03K
29 30
31
32 33

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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.