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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
LHX icon
751
L3Harris
LHX
$53.4B
$30.1K 0.01%
+102
New +$29.5K
DVYA icon
752
iShares Asia/Pacific Dividend ETF
DVYA
$72.2M
$29.9K 0.01%
+675
New +$29.4K
LITE icon
753
Lumentum
LITE
$69.3B
$29.9K 0.01%
+81
New +$20.8K
ACN icon
754
Accenture
ACN
$108B
$29.8K 0.01%
+111
New +$28.2K
IWS icon
755
iShares Russell Mid-Cap Value ETF
IWS
$16B
$29.8K 0.01%
+211
New +$29.5K
AMC icon
756
AMC Entertainment Holdings
AMC
$2.31B
$29.6K 0.01%
+19,000
New +$45.3K
TFC icon
757
Truist Financial
TFC
$64B
$29.5K 0.01%
+600
New +$27.6K
HASI icon
758
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.2B
$29.4K 0.01%
+935
New +$29.4K
ACRE
759
Ares Commercial Real Estate
ACRE
$270M
$29.4K 0.01%
+6,148
New +$29.9K
CGGR icon
760
Capital Group Growth ETF
CGGR
$25.3B
$29.4K 0.01%
+660
New +$29.1K
DMAY icon
761
FT Vest US Equity Deep Buffer ETF May
DMAY
$380M
$29K 0.01%
+642
New +$28.7K
PH icon
762
Parker-Hannifin
PH
$135B
$29K 0.01%
+33
New +$27K
MSTX
763
Defiance Daily Target 2x Long MSTR ETF
MSTX
$162M
$28.9K 0.01%
+750
New +$81.4K
ICLN icon
764
iShares Global Clean Energy ETF
ICLN
$2.4B
$28.9K 0.01%
+1,756
New +$29.3K
IYW icon
765
iShares US Technology ETF
IYW
$25.2B
$28.6K 0.01%
+143
New +$28.6K
MS icon
766
Morgan Stanley
MS
$340B
$28.6K 0.01%
+161
New +$26.9K
CDE icon
767
Coeur Mining
CDE
$17.9B
$28.5K 0.01%
+1,600
New +$27.8K
ESGD icon
768
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$28.4K 0.01%
+299
New +$28.2K
LIN icon
769
Linde
LIN
$226B
$28.1K 0.01%
+66
New +$28.3K
NTRS icon
770
Northern Trust
NTRS
$33.9B
$28.1K 0.01%
+206
New +$27K
ICSH icon
771
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.13B
$27.8K 0.01%
+550
New +$27.9K
PGX icon
772
Invesco Preferred ETF
PGX
$3.79B
$27.6K 0.01%
+2,459
New +$28K
B
773
Barrick Mining
B
$73.2B
$27.3K 0.01%
+626
New +$23.5K
ACWI icon
774
iShares MSCI ACWI ETF
ACWI
$33.5B
$27.2K 0.01%
+192
New +$26.9K
DUK icon
775
Duke Energy
DUK
$97.3B
$27K 0.01%
+231
New +$28.2K
29 30
31
32 33

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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.