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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
RMIF icon
826
LHA Risk-Managed Income ETF
RMIF
$16.7M
$29K 0.01%
1,200
– –
XFLT
827
XAI Floating Rate & Alternative Income Trust
XFLT
$270M
$28.9K 0.01%
1,647
+278
+20% +$5.04K
ROBO icon
828
ROBO Global Robotics & Automation Index ETF
ROBO
$1.94B
$28.9K 0.01%
337
+16
+5% +$1.31K
SBLK icon
829
Star Bulk Carriers
SBLK
$2.99B
$28.7K 0.01%
1,150
+250
+28% +$6.46K
WPM icon
830
Wheaton Precious Metals
WPM
$50.6B
$28.6K 0.01%
255
– –
FMAY icon
831
FT Vest US Equity Buffer ETF May
FMAY
$1.41B
$28.4K 0.01%
506
+450
+804% +$24.9K
LUV icon
832
Southwest Airlines
LUV
$23.3B
$28.4K 0.01%
552
– –
TTE icon
833
TotalEnergies
TTE
$189B
$28.1K 0.01%
361
– –
ARES icon
834
Ares Management
ARES
$27B
$27.8K 0.01%
250
+140
+127% +$16.8K
COMT icon
835
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.18B
$27.7K 0.01%
911
+83
+10% +$2.8K
VONG icon
836
Vanguard Russell 1000 Growth ETF
VONG
$43.7B
$27.7K 0.01%
216
– –
APAM icon
837
Artisan Partners
APAM
$2.77B
$27.6K 0.01%
800
+100
+14% +$3.68K
ZSEP
838
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$124M
$27.6K 0.01%
1,000
– –
MFG icon
839
Mizuho Financial
MFG
$128B
$27.5K 0.01%
2,866
+319
+13% +$2.87K
TFC icon
840
Truist Financial
TFC
$63.2B
$27.5K 0.01%
551
+3
+0.5% +$148
DFIC icon
841
Dimensional International Core Equity 2 ETF
DFIC
$14.6B
$27.4K 0.01%
735
+9
+1% +$338
SOLV icon
842
Solventum
SOLV
$13.4B
$27.3K ﹤0.01%
354
-81
-19% -$5.91K
FSK icon
843
FS KKR Capital
FSK
$3.04B
$27K ﹤0.01%
2,575
+1,275
+98% +$13.7K
AAXJ icon
844
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.74B
$27K ﹤0.01%
226
+11
+5% +$1.24K
BWX icon
845
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$26.8K ﹤0.01%
+1,236
New +$27.2K
OGS icon
846
ONE Gas
OGS
$5.04B
$26.7K ﹤0.01%
347
– –
XLI icon
847
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$26.7K ﹤0.01%
144
+4
+3% +$695
BUG icon
848
Global X Cybersecurity ETF
BUG
$1.22B
$26.6K ﹤0.01%
696
-300
-30% -$9.25K
BBY icon
849
Best Buy
BBY
$18.4B
$26.6K ﹤0.01%
350
+50
+17% +$3.32K
AVEM icon
850
Avantis Emerging Markets Equity ETF
AVEM
$25.5B
$26.5K ﹤0.01%
275
+23
+9% +$2.12K
32 33
34
35 36

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SIAP
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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.