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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
TUGN icon
1001
STF Tactical Growth & Income ETF
TUGN
$83M
$12.7K ﹤0.01%
+500
New +$13K
NBOS icon
1002
Neuberger Option Strategy ETF
NBOS
$495M
$12.7K ﹤0.01%
+464
New +$12.6K
VTRS icon
1003
Viatris
VTRS
$18.9B
$12.6K ﹤0.01%
+1,016
New +$11K
RDIV icon
1004
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.38B
$12.6K ﹤0.01%
+243
New +$12.7K
VFMV icon
1005
Vanguard US Minimum Volatility ETF
VFMV
$440M
$12.6K ﹤0.01%
+97
New +$12.7K
SG icon
1006
Sweetgreen
SG
$642M
$12.6K ﹤0.01%
1,865
-100,454
-98% -$690K
DON icon
1007
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$12.5K ﹤0.01%
+243
New +$12.5K
EMB icon
1008
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$12.5K ﹤0.01%
+130
New +$12.5K
TT icon
1009
Trane Technologies
TT
$106B
$12.5K ﹤0.01%
+32
New +$13.2K
PULS icon
1010
PGIM Ultra Short Bond ETF
PULS
$18.3B
$12.4K ﹤0.01%
+250
New +$12.4K
DES icon
1011
WisdomTree US SmallCap Dividend Fund
DES
$2.22B
$12.3K ﹤0.01%
+369
New +$12.3K
BBUS icon
1012
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.21B
$12.3K ﹤0.01%
+100
New +$12.2K
MCHP icon
1013
Microchip Technology
MCHP
$46B
$12.3K ﹤0.01%
+193
New +$11.9K
NOK icon
1014
Nokia
NOK
$52.3B
$12.3K ﹤0.01%
+1,900
New +$11.8K
CALY
1015
Callaway Golf Company
CALY
$3.14B
$12.2K ﹤0.01%
+1,044
New +$11K
TMDX icon
1016
Transmedics
TMDX
$2.91B
$12.2K ﹤0.01%
+100
New +$12.5K
LCII icon
1017
LCI Industries
LCII
$2.65B
$12.1K ﹤0.01%
+100
New +$10.6K
LEG icon
1018
Leggett & Platt
LEG
$1.31B
$12.1K ﹤0.01%
+1,100
New +$10.8K
INCE
1019
Franklin Income Equity Focus ETF
INCE
$138M
$12K ﹤0.01%
+197
New +$11.8K
CHAT icon
1020
Roundhill Generative AI & Technology ETF
CHAT
$1.92B
$12K ﹤0.01%
+203
New +$12.6K
EBAY icon
1021
eBay
EBAY
$49.8B
$12K ﹤0.01%
+137
New +$11.9K
MOMO
1022
Hello Group
MOMO
$866M
$11.9K ﹤0.01%
+1,821
New +$12.5K
ESGG icon
1023
FlexShares STOXX Global ESG Select Index Fund
ESGG
$115M
$11.9K ﹤0.01%
+58
New +$11.7K
BITW
1024
Bitwise 10 Crypto Index ETF
BITW
$622M
$11.8K ﹤0.01%
+200
New +$11.9K
DFAE icon
1025
Dimensional Emerging Core Equity Market ETF
DFAE
$9.62B
$11.8K ﹤0.01%
+361
New +$11.6K
39 40
41
42 43

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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.