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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
PFLT icon
951
PennantPark Floating Rate Capital
PFLT
$746M
$14.8K ﹤0.01%
+1,600
New +$14.5K
SAP icon
952
SAP
SAP
$238B
$14.8K ﹤0.01%
+61
New +$15.5K
CBL
953
CBL Properties
CBL
$1.75B
$14.8K ﹤0.01%
+400
New +$13.1K
PSK icon
954
State Street SPDR ICE Preferred Securities ETF
PSK
$685M
$14.7K ﹤0.01%
+464
New +$15K
SPGI icon
955
S&P Global
SPGI
$120B
$14.7K ﹤0.01%
+28
New +$13.9K
BETZ icon
956
Roundhill Sports Betting & iGaming ETF
BETZ
$49.6M
$14.7K ﹤0.01%
+700
New +$15.2K
SNPE icon
957
Xtrackers S&P 500 ESG ETF
SNPE
$2.75B
$14.7K ﹤0.01%
+235
New +$14.4K
TSCO icon
958
Tractor Supply
TSCO
$18B
$14.6K ﹤0.01%
+292
New +$15.7K
AU icon
959
AngloGold Ashanti
AU
$48.7B
$14.6K ﹤0.01%
+171
New +$13.3K
VAW icon
960
Vanguard Materials ETF
VAW
$3.13B
$14.5K ﹤0.01%
+70
New +$14.1K
CUBE icon
961
CubeSmart
CUBE
$9.41B
$14.4K ﹤0.01%
+400
New +$15.2K
VTWV icon
962
Vanguard Russell 2000 Value ETF
VTWV
$1.31B
$14.4K ﹤0.01%
+90
New +$14.2K
SJM icon
963
J.M. Smucker
SJM
$12.8B
$14.4K ﹤0.01%
+147
New +$15.2K
DMAR icon
964
FT Vest US Equity Deep Buffer ETF March
DMAR
$459M
$14.4K ﹤0.01%
+345
New +$14.2K
EPS icon
965
WisdomTree US LargeCap Fund
EPS
$1.65B
$14.2K ﹤0.01%
+200
New +$14K
VTWG icon
966
Vanguard Russell 2000 Growth ETF
VTWG
$1.55B
$14.2K ﹤0.01%
+60
New +$14.3K
NVO
967
Novo Nordisk
NVO
$209B
$14.1K ﹤0.01%
+278
New +$14.2K
EALT icon
968
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$172M
$14.1K ﹤0.01%
+400
New +$14K
OBTC
969
Osprey Bitcoin Trust
OBTC
$14.1K ﹤0.01%
+500
New +$14.1K
CASS icon
970
Cass Information Systems
CASS
$743M
$14K ﹤0.01%
+338
New +$13.8K
NWFL icon
971
Norwood Financial Corp
NWFL
$368M
$14K ﹤0.01%
+500
New +$13.6K
DGRO icon
972
iShares Core Dividend Growth ETF
DGRO
$43.5B
$14K ﹤0.01%
+202
New +$13.9K
ETN icon
973
Eaton
ETN
$174B
$14K ﹤0.01%
+44
New +$15.6K
FLTR icon
974
VanEck IG Floating Rate ETF
FLTR
$2.97B
$14K ﹤0.01%
+550
New +$14K
MKC icon
975
McCormick & Company Non-Voting
MKC
$14.2B
$13.9K ﹤0.01%
+204
New +$13.6K
37 38
39
40 41

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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.