We are live on ! Find out more
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
HYGV icon
926
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.1B
$20.9K ﹤0.01%
518
– –
ZION icon
927
Zions Bancorporation
ZION
$10.2B
$20.8K ﹤0.01%
300
– –
JHSC icon
928
John Hancock Multifactor Small Cap ETF
JHSC
$702M
$20.8K ﹤0.01%
427
+1
+0.2% +$46
TRMK icon
929
Trustmark
TRMK
$2.71B
$20.7K ﹤0.01%
450
– –
FDBC icon
930
Fidelity D&D Bancorp
FDBC
$298M
$20.6K ﹤0.01%
400
+175
+78% +$8.17K
HYG icon
931
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
$20.6K ﹤0.01%
257
– –
FEMB icon
932
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$356M
$20.5K ﹤0.01%
700
– –
SMG icon
933
ScottsMiracle-Gro
SMG
$4B
$20.4K ﹤0.01%
300
– –
OVL icon
934
Overlay Shares Large Cap Equity ETF
OVL
$330M
$20.4K ﹤0.01%
+361
New +$20.1K
MTN icon
935
Vail Resorts
MTN
$5.16B
$20.4K ﹤0.01%
150
– –
IQQQ icon
936
ProShares Nasdaq-100 High Income ETF
IQQQ
$401M
$20.3K ﹤0.01%
400
– –
EMR icon
937
Emerson Electric
EMR
$78.2B
$20.2K ﹤0.01%
141
-76
-35% -$10.7K
GDE icon
938
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$446M
$20K ﹤0.01%
328
– –
CHAT icon
939
Roundhill Generative AI & Technology ETF
CHAT
$1.89B
$20K ﹤0.01%
203
– –
IAUM icon
940
iShares Gold Trust Micro
IAUM
$6.48B
$20K ﹤0.01%
500
– –
SYF icon
941
Synchrony
SYF
$23.7B
$20K ﹤0.01%
263
-2
-0.8% -$147
SUSB icon
942
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.29B
$20K ﹤0.01%
799
-26
-3% -$650
IGLB icon
943
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.6B
$20K ﹤0.01%
399
+105
+36% +$5.23K
AIQ icon
944
Global X Artificial Intelligence & Technology ETF
AIQ
$9.58B
$19.7K ﹤0.01%
300
– –
UNP icon
945
Union Pacific
UNP
$174B
$19.7K ﹤0.01%
72
+20
+38% +$5.25K
MLPA icon
946
Global X MLP ETF
MLPA
$2.26B
$19.6K ﹤0.01%
370
+195
+111% +$10.5K
TMUS icon
947
T-Mobile US
TMUS
$207B
$19.6K ﹤0.01%
117
+5
+4% +$947
PSK icon
948
State Street SPDR ICE Preferred Securities ETF
PSK
$696M
$19.6K ﹤0.01%
642
+100
+18% +$3.11K
JCI icon
949
Johnson Controls International
JCI
$86.9B
$19.6K ﹤0.01%
134
+29
+28% +$4.09K
KALU icon
950
Kaiser Aluminum
KALU
$2.69B
$19.6K ﹤0.01%
100
– –
36 37
38
39 40

Similar funds

DCM
Davidson Capital Management Corpus Christi, Texas $552M AUM 22.73% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $552M AUM 40.08% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
TC
Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return

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.