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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
(+24%)
Cap. Flow
+$87.6M
Cap. Flow
% of AUM
18.93%
Top 10 Holdings %
Top 10 Hldgs %
21.74%
Holding
1,776
New
1,457
Increased
139
Reduced
167
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.7M |
| 2 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$7.25M |
| 3 |
JPMorgan Chase
JPM
|
+$4.16M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.6M |
| 5 |
Wells Fargo
WFC
|
+$3.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UDEC
Innovator US Equity Ultra Buffer ETF December
UDEC
|
+$4.19M |
| 2 |
Eli Lilly
LLY
|
+$2.67M |
| 3 |
Snowflake
SNOW
|
+$1.67M |
| 4 |
Advanced Micro Devices
AMD
|
+$1.51M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
926
Atlassian
TEAM
$37.8B
| $16.5K | ﹤0.01% |
+102
| New | +$16K |
|
927
Fidelity Stocks for Inflation ETF
FCPI
$283M
| $16.5K | ﹤0.01% |
+334
| New | +$16.7K |
|
928
Deluxe
DLX
$1.15B
| $16.5K | ﹤0.01% |
+738
| New | +$14.9K |
|
929
National Grid
NGG
$81.3B
| $16.4K | ﹤0.01% |
+213
| New | +$16K |
|
930
The RMR Group
RMR
$332M
| $16.4K | ﹤0.01% |
+1,102
| New | +$16.8K |
|
931
Simplify Interest Rate Hedge ETF
PFIX
$174M
| $16.4K | ﹤0.01% |
+342
| New | +$16.3K |
|
932
Takeda Pharmaceutical
TAK
$55.7B
| $16.4K | ﹤0.01% |
+1,050
| New | +$15K |
|
933
Moody's
MCO
$82.7B
| $16.4K | ﹤0.01% |
+32
| New | +$15.6K |
|
934
Starwood Property Trust
STWD
$6.09B
| $16.2K | ﹤0.01% |
+902
| New | +$16.6K |
|
935
iShares US Medical Devices ETF
IHI
$3.37B
| $16.2K | ﹤0.01% |
+260
| New | +$16.1K |
|
936
ING
ING
$102B
| $15.9K | ﹤0.01% |
+568
| New | +$14.6K |
|
937
SLB Ltd
SLB
$75B
| $15.8K | ﹤0.01% |
+411
| New | +$14.9K |
|
938
Invesco Aerospace & Defense ETF
PPA
$8.7B
| $15.7K | ﹤0.01% |
+100
| New | +$15.4K |
|
939
Glacier Bancorp
GBCI
$6.35B
| $15.6K | ﹤0.01% |
+355
| New | +$15.6K |
|
|
JMTG
940
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.82B
| $15.5K | ﹤0.01% |
+304
| New | +$15.6K |
|
941
Gladstone Capital
GLAD
$446M
| $15.5K | ﹤0.01% |
+750
| New | +$15.2K |
|
942
American Electric Power
AEP
$68.4B
| $15.5K | ﹤0.01% |
+134
| New | +$15.8K |
|
943
Astoria US Quality Kings ETF
ROE
$279M
| $15.4K | ﹤0.01% |
+437
| New | +$15.2K |
|
944
Vitesse Energy
VTS
$665M
| $15.4K | ﹤0.01% |
+800
| New | +$17.1K |
|
945
Mizuho Financial
MFG
$130B
| $15.4K | ﹤0.01% |
+2,101
| New | +$14.4K |
|
946
iShares US Financials ETF
IYF
$4.39B
| $15.3K | ﹤0.01% |
+119
| New | +$14.9K |
|
947
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
| $15.3K | ﹤0.01% |
+300
| New | +$15.2K |
|
948
VanEck Bitcoin Trust
HODL
$1.08B
| $15.2K | ﹤0.01% |
+615
| New | +$17.4K |
|
949
Capital One
COF
$134B
| $15K | ﹤0.01% |
+62
| New | +$13.8K |
|
950
Kilroy Realty
KRC
$4.42B
| $14.9K | ﹤0.01% |
+400
| New | +$16.4K |
|
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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.