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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
MUFG icon
976
Mitsubishi UFJ Financial
MUFG
$254B
$13.8K ﹤0.01%
+869
New +$13.4K
TCPC icon
977
BlackRock TCP Capital
TCPC
$345M
$13.8K ﹤0.01%
2,517
-24,287
-91% -$140K
KARO icon
978
Karooooo
KARO
$2B
$13.7K ﹤0.01%
+300
New +$14.1K
RVTY icon
979
Revvity
RVTY
$12.8B
$13.6K ﹤0.01%
+141
New +$13.5K
AXON
980
Axon Enterprise
AXON
$46.4B
$13.6K ﹤0.01%
+24
New +$14.9K
THFF icon
981
First Financial Corp
THFF
$969M
$13.6K ﹤0.01%
+225
New +$13K
ENFR icon
982
Alerian Energy Infrastructure ETF
ENFR
$506M
$13.6K ﹤0.01%
+431
New +$13.4K
BCS icon
983
Barclays
BCS
$94.1B
$13.5K ﹤0.01%
+532
New +$11.8K
P
984
Everpure Inc
P
$29.9B
$13.4K ﹤0.01%
+200
New +$16.7K
CWB icon
985
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.69B
$13.4K ﹤0.01%
+150
New +$13.6K
BBT
986
Beacon Financial Corp
BBT
$2.66B
$13.3K ﹤0.01%
+504
New +$12.8K
VCLT icon
987
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.85B
$13.3K ﹤0.01%
+175
New +$13.5K
SFY icon
988
SoFi Select 500 ETF
SFY
$690M
$13.2K ﹤0.01%
+100
New +$13.2K
PSF icon
989
Cohen & Steers Select Preferred & Income Fund
PSF
$236M
$13.2K ﹤0.01%
+650
New +$13.4K
REZI icon
990
Resideo Technologies
REZI
$3.95B
$13.2K ﹤0.01%
+375
New +$13.9K
CAFG icon
991
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$31M
$13.1K ﹤0.01%
+516
New +$13.2K
XP icon
992
XP
XP
$8.39B
$13.1K ﹤0.01%
+800
New +$14.1K
FINV
993
FinVolution Group
FINV
$1.15B
$13.1K ﹤0.01%
+2,500
New +$14.7K
RF icon
994
Regions Financial
RF
$26.8B
$13K ﹤0.01%
+481
New +$12.3K
WU icon
995
Western Union
WU
$2.21B
$13K ﹤0.01%
+1,400
New +$12.4K
PLDR
996
DELISTED
Putnam Sustainable Leaders ETF
PLDR
$12.9K ﹤0.01%
+348
New +$12.8K
AVK
997
Advent Convertible and Income Fund
AVK
$563M
$12.9K ﹤0.01%
+1,026
New +$13K
VOT icon
998
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$12.8K ﹤0.01%
+46
New +$13.2K
DHR icon
999
Danaher
DHR
$144B
$12.8K ﹤0.01%
+56
New +$12.3K
EELV icon
1000
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$428M
$12.7K ﹤0.01%
+462
New +$12.5K
38 39
40
41 42

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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.