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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
ANF icon
801
Abercrombie & Fitch
ANF
$5B
$25.2K 0.01%
+200
New +$17.5K
HYTI
802
FT Vest High Yield & Target Income ETF
HYTI
$89.2M
$25.2K 0.01%
+1,272
New +$25.1K
QUBT icon
803
Quantum Computing Inc
QUBT
$2.07B
$25.1K 0.01%
+2,450
New +$34.9K
DFIC icon
804
Dimensional International Core Equity 2 ETF
DFIC
$15.2B
$25K 0.01%
+725
New +$24.2K
THC icon
805
Tenet Healthcare
THC
$21.1B
$24.8K 0.01%
+125
New +$25.3K
IRS
806
IRSA Inversiones y Representaciones
IRS
$1.26B
$24.8K 0.01%
+1,500
New +$21.5K
VITL icon
807
Vital Farms
VITL
$525M
$24.8K 0.01%
+775
New +$27.3K
IDMO icon
808
Invesco S&P International Developed Momentum ETF
IDMO
$4.23B
$24.7K 0.01%
+444
New +$24.1K
NOVM
809
FT Vest U.S. Equity Max Buffer ETF - November
NOVM
$28.1M
$24.7K 0.01%
+750
New +$24.4K
QMNV
810
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$58.4M
$24.5K 0.01%
+1,050
New +$24K
DAUG icon
811
FT Vest US Equity Deep Buffer ETF August
DAUG
$374M
$24.4K 0.01%
+550
New +$24.1K
HEEM icon
812
iShares Currency Hedged MSCI Emerging Markets
HEEM
$282M
$24.3K 0.01%
+700
New +$24.2K
MAYM
813
FT Vest U.S. Equity Max Buffer ETF - May
MAYM
$39M
$24.1K 0.01%
+750
New +$24K
BUSE icon
814
First Busey Corp
BUSE
$2.56B
$23.8K 0.01%
+1,000
New +$23.5K
MLPD
815
Global X MLP & Energy Infrastructure Covered Call ETF
MLPD
$30.4M
$23.7K 0.01%
+950
New +$23.9K
EMR icon
816
Emerson Electric
EMR
$88.3B
$23.5K 0.01%
+177
New +$23.5K
SCHE icon
817
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$23.5K 0.01%
+718
New +$23.9K
EWZS icon
818
iShares MSCI Brazil Small-Cap ETF
EWZS
$221M
$23.4K 0.01%
+1,808
New +$24.4K
LRGF icon
819
iShares US Equity Factor ETF
LRGF
$3.71B
$23.3K 0.01%
+336
New +$23.3K
EWN icon
820
iShares MSCI Netherlands ETF
EWN
$637M
$23.2K 0.01%
+406
New +$23.6K
SUSA icon
821
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$23.1K 0.01%
+166
New +$22.9K
CTA icon
822
Simplify Managed Futures Strategy ETF
CTA
$1.47B
$23K 0.01%
+845
New +$23.2K
MTUM icon
823
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$23K 0.01%
+92
New +$23.1K
ROP icon
824
Roper Technologies
ROP
$39.8B
$22.7K ﹤0.01%
+51
New +$23.6K
EGAN icon
825
eGain
EGAN
$201M
$22.7K ﹤0.01%
+2,205
New +$26.4K
31 32
33
34 35

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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.