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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
AFRM icon
776
Affirm
AFRM
$24.8B
$34.9K 0.01%
428
– –
IWS icon
777
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$34.7K 0.01%
211
– –
BNDX icon
778
Vanguard Total International Bond ETF
BNDX
$82B
$34.4K 0.01%
711
-18,582
-96% -$894K
LOW icon
779
Lowe's Companies
LOW
$115B
$34.4K 0.01%
156
+5
+3% +$1.14K
PNC icon
780
PNC Financial Services
PNC
$101B
$33.8K 0.01%
137
-499
-78% -$112K
CCI icon
781
Crown Castle
CCI
$33.8B
$33.8K 0.01%
446
-42
-9% -$3.69K
SUN icon
782
Sunoco
SUN
$14.3B
$33.8K 0.01%
500
– –
DX
783
Dynex Capital
DX
$2.79B
$33.7K 0.01%
2,568
– –
LAZ icon
784
Lazard
LAZ
$4.29B
$33.6K 0.01%
800
– –
GBTC icon
785
Grayscale Bitcoin Trust
GBTC
$9.91B
$33.5K 0.01%
737
– –
VWOB icon
786
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.17B
$33.4K 0.01%
496
+330
+199% +$22.1K
SPYV icon
787
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$33.3K 0.01%
548
– –
DBEF icon
788
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
$33.3K 0.01%
609
+70
+13% +$3.67K
ICLN icon
789
iShares Global Clean Energy ETF
ICLN
$2.48B
$33.2K 0.01%
1,621
– –
CTVA icon
790
Corteva
CTVA
$59.2B
$33.2K 0.01%
392
-39
-9% -$3.13K
VNM icon
791
VanEck Vietnam ETF
VNM
$491M
$32.9K 0.01%
1,783
-4,464
-71% -$83K
SHLD icon
792
Global X Defense Tech ETF
SHLD
$6.82B
$32.9K 0.01%
551
-50
-8% -$3.33K
OKLO
793
Oklo
OKLO
$7.74B
$32.9K 0.01%
629
+50
+9% +$3.12K
NXPI icon
794
NXP Semiconductors
NXPI
$70.4B
$32.9K 0.01%
117
– –
SPH icon
795
Suburban Propane Partners
SPH
$1.23B
$32.8K 0.01%
1,920
-715
-27% -$13.7K
IGSB icon
796
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$32.7K 0.01%
624
+154
+33% +$8.07K
VISN
797
Vistance Networks Inc
VISN
$2.72B
$32.3K 0.01%
2,530
-646
-20% -$9.12K
BGS icon
798
B&G Foods
BGS
$291M
$32.3K 0.01%
8,118
– –
OMAB icon
799
Grupo Aeroportuario Centro Norte
OMAB
$5.09B
$32.2K 0.01%
285
– –
XLRE icon
800
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.51B
$32.2K 0.01%
732
-102
-12% -$4.49K
30 31
32
33 34

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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.