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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 Miscellaneous 67.19%
2 Technology 11.61%
3 Financials 7.03%
4 Consumer Discretionary 3.33%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJS icon
801
iShares S&P Small-Cap 600 Value ETF
IJS
$7.89B
$32.2K 0.01%
236
+1
+0.4% +$129
FID icon
802
First Trust Exchange-Traded Fund VI First Trust S&P International Dividend Aristocrats ETF
FID
$170M
$32.2K 0.01%
1,500
– –
DVYA icon
803
iShares Asia/Pacific Dividend ETF
DVYA
$70.3M
$31.9K 0.01%
675
– –
GIS icon
804
General Mills
GIS
$19.7B
$31.8K 0.01%
915
+284
+45% +$9.81K
AMT icon
805
American Tower
AMT
$81.7B
$31.7K 0.01%
194
-16
-8% -$2.88K
DHR icon
806
Danaher
DHR
$148B
$31.6K 0.01%
166
+34
+26% +$6.17K
DGRO icon
807
iShares Core Dividend Growth ETF
DGRO
$42.3B
$31.5K 0.01%
416
+113
+37% +$8.34K
HEEM icon
808
iShares Currency Hedged MSCI Emerging Markets
HEEM
$292M
$31.3K 0.01%
700
– –
BALL icon
809
Ball Corp
BALL
$16.1B
$31.2K 0.01%
500
– –
CGGR icon
810
Capital Group Growth ETF
CGGR
$25.3B
$31.2K 0.01%
660
– –
SPBO icon
811
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.18B
$30.9K 0.01%
1,063
+928
+687% +$26.9K
ESGD icon
812
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
$30.7K 0.01%
299
– –
IDNA icon
813
iShares Genomics Immunology and Healthcare ETF
IDNA
$264M
$30.7K 0.01%
910
-7
-0.8% -$210
HYMB icon
814
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.41B
$30.7K 0.01%
+1,207
New +$30.3K
ETN icon
815
Eaton
ETN
$162B
$30.7K 0.01%
72
+14
+24% +$5.65K
HYXF icon
816
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$30.4K 0.01%
650
+159
+32% +$7.42K
ERIC icon
817
Ericsson
ERIC
$33.1B
$30.1K 0.01%
2,701
– –
AAL icon
818
American Airlines Group
AAL
$8.59B
$30.1K 0.01%
1,666
– –
FDD icon
819
First Trust STOXX European Select Dividend Income Fund
FDD
$924M
$29.7K 0.01%
1,600
– –
EBND icon
820
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
$29.6K 0.01%
1,416
+56
+4% +$1.17K
TWO
821
DELISTED
Two Harbors Investment
TWO
$29.5K 0.01%
2,379
-7
-0.3% -$84
BUSE icon
822
First Busey Corp
BUSE
$2.47B
$29.5K 0.01%
1,000
– –
MGK icon
823
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$29.4K 0.01%
334
-1
-0.3% -$85
EWN icon
824
iShares MSCI Netherlands ETF
EWN
$640M
$29.2K 0.01%
415
+14
+3% +$913
TIPX icon
825
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.02B
$29.2K 0.01%
1,540
+4
+0.3% +$77
31 32
33
34 35

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MWP
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GCGDR
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WAM
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GSIAS
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PRCP
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PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

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 Miscellaneous at 67% of assets, down from 67% a quarter earlier, followed by Technology and Financials.

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.