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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
EFG icon
951
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$19.3K ﹤0.01%
155
– –
TSLX icon
952
Sixth Street Specialty
TSLX
$1.59B
$19.1K ﹤0.01%
1,110
+1,010
+1,010% +$18K
LDP icon
953
Cohen & Steers Duration Preferred & Income Fund
LDP
$607M
$19K ﹤0.01%
900
– –
DLR icon
954
Digital Realty Trust
DLR
$66B
$19K ﹤0.01%
106
– –
TEVA icon
955
Teva Pharmaceuticals
TEVA
$35.1B
$19K ﹤0.01%
560
+10
+2% +$333
IGBH icon
956
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$200M
$18.9K ﹤0.01%
770
– –
NGG icon
957
National Grid
NGG
$83.5B
$18.9K ﹤0.01%
228
-20
-8% -$1.7K
JBL icon
958
Jabil
JBL
$33.4B
$18.9K ﹤0.01%
49
+1
+2% +$345
SCHG icon
959
Schwab US Large-Cap Growth ETF
SCHG
$59.6B
$18.8K ﹤0.01%
555
– –
CALY
960
Callaway Golf Company
CALY
$3.3B
$18.8K ﹤0.01%
999
-16
-2% -$251
KRC icon
961
Kilroy Realty
KRC
$4.49B
$18.7K ﹤0.01%
500
+100
+25% +$3.4K
WEC icon
962
WEC Energy
WEC
$37B
$18.4K ﹤0.01%
158
– –
FCPI icon
963
Fidelity Stocks for Inflation ETF
FCPI
$279M
$18.4K ﹤0.01%
336
+1
+0.3% +$53
TX icon
964
Ternium
TX
$9.08B
$18.4K ﹤0.01%
430
+20
+5% +$901
EWS icon
965
iShares MSCI Singapore ETF
EWS
$1.03B
$18.4K ﹤0.01%
620
– –
GBCI icon
966
Glacier Bancorp
GBCI
$6.66B
$18.3K ﹤0.01%
355
– –
FNDF icon
967
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$18.3K ﹤0.01%
347
-200
-37% -$10.5K
ROE icon
968
Astoria US Quality Kings ETF
ROE
$258M
$18.2K ﹤0.01%
426
-11
-3% -$441
CAFG icon
969
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$29.8M
$18.2K ﹤0.01%
534
– –
DRD
970
DRDGold
DRD
$1.88B
$18.1K ﹤0.01%
850
+150
+21% +$4.05K
CI icon
971
Cigna
CI
$75.4B
$18K ﹤0.01%
65
+7
+12% +$1.98K
XP icon
972
XP
XP
$8.94B
$17.9K ﹤0.01%
1,100
– –
NXST icon
973
Nexstar Media Group
NXST
$5.55B
$17.9K ﹤0.01%
100
– –
UUUU icon
974
Energy Fuels
UUUU
$3.08B
$17.9K ﹤0.01%
1,231
– –
FALN icon
975
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
$17.7K ﹤0.01%
650
– –
37 38
39
40 41

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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.