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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
VOO icon
76
Vanguard S&P 500 ETF
VOO
$973B
$1.66M 0.3%
2,414
-19
-0.8% -$12.7K
AON icon
77
Aon
AON
$77.5B
$1.64M 0.3%
4,953
+1
+0% +$323
FTHI icon
78
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.37B
$1.61M 0.29%
67,475
+3,401
+5% +$80.6K
VTI icon
79
Vanguard Total Stock Market ETF
VTI
$657B
$1.59M 0.29%
4,287
-2,643
-38% -$945K
MELI icon
80
Mercado Libre
MELI
$92.9B
$1.55M 0.28%
915
+72
+9% +$123K
IBM icon
81
IBM
IBM
$200B
$1.53M 0.28%
5,444
+3,867
+245% +$974K
FPX icon
82
First Trust US Equity Opportunities ETF
FPX
$1.52B
$1.51M 0.27%
7,321
+3,932
+116% +$728K
NBIS
83
Nebius Group N.V.
NBIS
$46.4B
$1.51M 0.27%
5,461
+5,408
+10,204% +$1.07M
VBIL
84
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.38B
$1.49M 0.27%
19,664
+3,866
+24% +$292K
PLTR icon
85
Palantir
PLTR
$323B
$1.48M 0.27%
12,721
-6,649
-34% -$907K
OMF icon
86
OneMain Financial
OMF
$6.95B
$1.48M 0.27%
24,266
+2,940
+14% +$166K
HTGC icon
87
Hercules Capital
HTGC
$3.01B
$1.46M 0.26%
92,379
+10,517
+13% +$164K
FNX icon
88
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.37B
$1.46M 0.26%
9,945
+504
+5% +$69.9K
PFE icon
89
Pfizer
PFE
$141B
$1.45M 0.26%
60,207
+3,798
+7% +$99.3K
ORCL icon
90
Oracle
ORCL
$350B
$1.44M 0.26%
9,840
-1,425
-13% -$258K
BKLN icon
91
Invesco Senior Loan ETF
BKLN
$7.1B
$1.41M 0.26%
69,264
+7,056
+11% +$145K
NJAN icon
92
Innovator Growth-100 Power Buffer ETF January
NJAN
$351M
$1.39M 0.25%
23,471
-6,570
-22% -$378K
JPIE icon
93
JPMorgan Income ETF
JPIE
$10B
$1.37M 0.25%
29,769
-955
-3% -$44K
GJAN icon
94
FT Vest US Equity Moderate Buffer ETF January
GJAN
$437M
$1.37M 0.25%
30,328
+156
+0.5% +$6.9K
CHPY
95
YieldMax Semiconductor Portfolio Option Income ETF
CHPY
$1.06B
$1.35M 0.24%
+15,308
New +$1.13M
PG icon
96
Procter & Gamble
PG
$347B
$1.35M 0.24%
9,178
-2,178
-19% -$317K
MDY icon
97
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$1.34M 0.24%
1,907
-203
-10% -$136K
UBER icon
98
Uber
UBER
$147B
$1.32M 0.24%
18,266
+5,607
+44% +$411K
CLOA icon
99
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.15B
$1.3M 0.24%
25,029
+943
+4% +$48.9K
FYX icon
100
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
$1.3M 0.24%
9,001
-2,300
-20% -$305K
2 3
4
5 6

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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.