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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
HSBC icon
826
HSBC
HSBC
$356B
$22.7K ﹤0.01%
+288
New +$20.6K
DOV icon
827
Dover
DOV
$28.4B
$22.5K ﹤0.01%
+115
New +$20.9K
AVEM icon
828
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
$22.5K ﹤0.01%
+292
New +$22.4K
XSW icon
829
State Street SPDR S&P Software & Services ETF
XSW
$493M
$22.5K ﹤0.01%
+120
New +$23.1K
NXPI icon
830
NXP Semiconductors
NXPI
$60.4B
$22.4K ﹤0.01%
+103
New +$22.1K
IQQQ icon
831
ProShares Nasdaq-100 High Income ETF
IQQQ
$410M
$22.2K ﹤0.01%
+500
New +$22.3K
PFFV icon
832
Global X Variable Rate Preferred ETF
PFFV
$305M
$22.2K ﹤0.01%
+1,000
New +$22.7K
USHY icon
833
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$21.9K ﹤0.01%
+586
New +$21.9K
DFIS icon
834
Dimensional International Small Cap ETF
DFIS
$5.88B
$21.8K ﹤0.01%
+663
New +$21.1K
ROBO icon
835
ROBO Global Robotics & Automation Index ETF
ROBO
$2.11B
$21.8K ﹤0.01%
+314
New +$21.5K
SPMB icon
836
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.06B
$21.7K ﹤0.01%
+969
New +$21.8K
XLI icon
837
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$21.7K ﹤0.01%
+140
New +$21.5K
DRD
838
DRDGold
DRD
$2.05B
$21.7K ﹤0.01%
+700
New +$20K
WHR icon
839
Whirlpool
WHR
$2.82B
$21.6K ﹤0.01%
+300
New +$22.1K
SPLB icon
840
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
$21.6K ﹤0.01%
+957
New +$22K
IAUM icon
841
iShares Gold Trust Micro
IAUM
$6.87B
$21.5K ﹤0.01%
+500
New +$20.7K
HOG icon
842
Harley-Davidson
HOG
$2.71B
$21.5K ﹤0.01%
1,048
-9,123
-90% -$224K
UAPR icon
843
Innovator US Equity Ultra Buffer ETF April
UAPR
$159M
$21.4K ﹤0.01%
+653
New +$21.1K
AAXJ icon
844
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.77B
$21.3K ﹤0.01%
+229
New +$21.3K
SCHC icon
845
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
$21.3K ﹤0.01%
+468
New +$21.2K
DLR icon
846
Digital Realty Trust
DLR
$71.7B
$21.2K ﹤0.01%
+137
New +$22.5K
PBI icon
847
Pitney Bowes
PBI
$2.39B
$21.2K ﹤0.01%
+2,005
New +$20.8K
HYGV icon
848
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.1B
$21.1K ﹤0.01%
+518
New +$21.1K
HMN icon
849
Horace Mann Educators
HMN
$2.11B
$21K ﹤0.01%
+454
New +$20.6K
HYLS icon
850
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$20.9K ﹤0.01%
+500
New +$20.9K
32 33
34
35 36

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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.