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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
QMNV
851
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$57.6M
$26.3K ﹤0.01%
1,050
– –
HBAN icon
852
Huntington Bancshares
HBAN
$37B
$26.3K ﹤0.01%
1,485
– –
EUSB icon
853
iShares ESG Advanced Universal USD Bond ETF
EUSB
$712M
$26.3K ﹤0.01%
605
– –
DUK icon
854
Duke Energy
DUK
$99.7B
$26.2K ﹤0.01%
207
+25
+14% +$3.15K
DOGG icon
855
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$77.8M
$26.2K ﹤0.01%
1,231
+17
+1% +$363
TSSI
856
TSS Inc
TSSI
$285M
$26K ﹤0.01%
+2,112
New +$28.5K
UBS icon
857
UBS Group
UBS
$173B
$26K ﹤0.01%
524
+151
+40% +$6.88K
IDVO icon
858
Amplify International Enhanced Dividend Income ETF
IDVO
$1.34B
$26K ﹤0.01%
618
+15
+2% +$635
SNPE icon
859
Xtrackers S&P 500 ESG ETF
SNPE
$2.59B
$25.9K ﹤0.01%
376
+128
+52% +$8.5K
DRAM
860
Roundhill Memory ETF
DRAM
$25B
$25.8K ﹤0.01%
+350
New +$18.2K
GSG icon
861
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.01B
$25.7K ﹤0.01%
900
– –
CTAS icon
862
Cintas
CTAS
$80.6B
$25.7K ﹤0.01%
151
+7
+5% +$1.21K
MUFG icon
863
Mitsubishi UFJ Financial
MUFG
$253B
$25.6K ﹤0.01%
1,288
+17
+1% +$320
SUSA icon
864
iShares ESG Optimized MSCI USA ETF
SUSA
$4.02B
$25.6K ﹤0.01%
166
– –
CVSA
865
Covista Inc
CVSA
$3.81B
$25.4K ﹤0.01%
+204
New +$24.6K
EOG icon
866
EOG Resources
EOG
$76.7B
$25.4K ﹤0.01%
196
– –
LRGF icon
867
iShares US Equity Factor ETF
LRGF
$3.56B
$25.4K ﹤0.01%
336
– –
NUMG icon
868
Nuveen ESG Mid-Cap Growth ETF
NUMG
$347M
$25.4K ﹤0.01%
540
– –
NOVM
869
FT Vest U.S. Equity Max Buffer ETF - November
NOVM
$27.9M
$25.3K ﹤0.01%
750
– –
GLAD icon
870
Gladstone Capital
GLAD
$432M
$25.2K ﹤0.01%
1,300
– –
PFG icon
871
Principal Financial Group
PFG
$23.4B
$25.1K ﹤0.01%
233
+3
+1% +$305
SNSR icon
872
Global X Internet of Things ETF
SNSR
$224M
$25K ﹤0.01%
500
– –
ECC
873
Eagle Point Credit Company
ECC
$490M
$24.9K ﹤0.01%
6,701
-517
-7% -$2.06K
AEP icon
874
American Electric Power
AEP
$72.4B
$24.6K ﹤0.01%
180
+17
+10% +$2.24K
HYTI
875
FT Vest High Yield & Target Income ETF
HYTI
$88.4M
$24.6K ﹤0.01%
1,287
+26
+2% +$500
33 34
35
36 37

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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.