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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
FEMB icon
851
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$368M
$20.9K ﹤0.01%
+700
New +$20.7K
ISPO
852
DELISTED
Inspirato
ISPO
$20.9K ﹤0.01%
+5,000
New +$14.8K
CTSH icon
853
Cognizant
CTSH
$26B
$20.8K ﹤0.01%
+251
New +$18.8K
GSG icon
854
iShares S&P GSCI Commodity-Indexed Trust
GSG
$900M
$20.8K ﹤0.01%
+900
New +$20.7K
RGA icon
855
Reinsurance Group of America
RGA
$16.1B
$20.8K ﹤0.01%
+102
New +$19.7K
HYG icon
856
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$20.7K ﹤0.01%
+257
New +$20.7K
IYM icon
857
iShares US Basic Materials ETF
IYM
$1.02B
$20.6K ﹤0.01%
+134
New +$19.8K
COMT icon
858
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$20.6K ﹤0.01%
+828
New +$21.9K
NUMG icon
859
Nuveen ESG Mid-Cap Growth ETF
NUMG
$367M
$20.6K ﹤0.01%
+431
New +$20.6K
TER icon
860
Teradyne
TER
$59.3B
$20.5K ﹤0.01%
+106
New +$18.2K
AFG icon
861
American Financial Group
AFG
$12.1B
$20.5K ﹤0.01%
+150
New +$20.6K
PPC icon
862
Pilgrim's Pride
PPC
$6.54B
$20.5K ﹤0.01%
+525
New +$20.2K
DLS icon
863
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
$20.4K ﹤0.01%
+252
New +$19.9K
UBS icon
864
UBS Group
UBS
$176B
$20.3K ﹤0.01%
+439
New +$17.7K
HYXF icon
865
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
$20.3K ﹤0.01%
+430
New +$20.3K
NXST icon
866
Nexstar Media Group
NXST
$5.97B
$20.3K ﹤0.01%
+100
New +$19.5K
SOXX icon
867
iShares Semiconductor ETF
SOXX
$45.9B
$20.2K ﹤0.01%
+67
New +$19.8K
MTN icon
868
Vail Resorts
MTN
$5.3B
$20.1K ﹤0.01%
+151
New +$22.2K
AMZA icon
869
InfraCap MLP ETF
AMZA
$461M
$19.8K ﹤0.01%
+500
New +$19.7K
EOG icon
870
EOG Resources
EOG
$70.7B
$19.7K ﹤0.01%
+188
New +$20.2K
PGR icon
871
Progressive
PGR
$125B
$19.6K ﹤0.01%
+86
New +$19.4K
CI icon
872
Cigna
CI
$74.6B
$19.6K ﹤0.01%
+71
New +$19.9K
TTE icon
873
TotalEnergies
TTE
$190B
$19.6K ﹤0.01%
+299
New +$18.9K
SAM icon
874
Boston Beer
SAM
$1.92B
$19.5K ﹤0.01%
+100
New +$20.6K
BPRE
875
Bluerock Private Real Estate Fund
BPRE
$19.4K ﹤0.01%
+1,295
New +$20K
33 34
35
36 37

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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.