We are live on ! Find out more
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
KOMP icon
1026
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.81B
$11.7K ﹤0.01%
+196
New +$12.2K
A icon
1027
Agilent Technologies
A
$41.2B
$11.7K ﹤0.01%
+86
New +$12.4K
SPHB icon
1028
Invesco S&P 500 High Beta ETF
SPHB
$1.02B
$11.7K ﹤0.01%
+100
New +$11.4K
DEHP icon
1029
Dimensional Emerging Markets High Profitability ETF
DEHP
$432M
$11.7K ﹤0.01%
+361
New +$11.4K
WDIV icon
1030
State Street SPDR S&P Global Dividend ETF
WDIV
$281M
$11.6K ﹤0.01%
+154
New +$11.4K
KIM icon
1031
Kimco Realty
KIM
$16.4B
$11.6K ﹤0.01%
+570
New +$11.8K
NZUS
1032
DELISTED
State Street SPDR MSCI USA Climate Paris Aligned ETF
NZUS
$11.5K ﹤0.01%
+320
New +$11.4K
ASHR icon
1033
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.6B
$11.5K ﹤0.01%
+350
New +$11.5K
KALU icon
1034
Kaiser Aluminum
KALU
$3.02B
$11.5K ﹤0.01%
+100
New +$9.52K
FCEF icon
1035
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$82.2M
$11.5K ﹤0.01%
+500
New +$11.4K
GUNR icon
1036
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.32B
$11.5K ﹤0.01%
+250
New +$11.1K
WMS icon
1037
Advanced Drainage Systems
WMS
$10.9B
$11.4K ﹤0.01%
+79
New +$11.4K
FJUN icon
1038
FT Vest US Equity Buffer ETF June
FJUN
$1.39B
$11.4K ﹤0.01%
+200
New +$11.3K
SMLF icon
1039
iShares US Small Cap Equity Factor ETF
SMLF
$4.27B
$11.4K ﹤0.01%
+152
New +$11.3K
TSME icon
1040
Thrivent Small-Mid Cap ESG ETF
TSME
$1.01B
$11.4K ﹤0.01%
+273
New +$11.3K
EPU icon
1041
iShares MSCI Peru and Global Exposure ETF
EPU
$567M
$11.4K ﹤0.01%
+157
New +$10.2K
XRX icon
1042
Xerox
XRX
$425M
$11.3K ﹤0.01%
+4,769
New +$14.1K
TEN
1043
Tsakos Energy Navigation Ltd
TEN
$1.18B
$11.2K ﹤0.01%
+500
New +$11.7K
STAG icon
1044
STAG Industrial
STAG
$7.19B
$11.2K ﹤0.01%
+305
New +$11.6K
VWOB icon
1045
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
$11.2K ﹤0.01%
+166
New +$11.2K
CCK icon
1046
Crown Holdings
CCK
$13.1B
$11.1K ﹤0.01%
+108
New +$10.5K
JLL icon
1047
Jones Lang LaSalle
JLL
$16.7B
$11.1K ﹤0.01%
+33
New +$10.3K
IVW icon
1048
iShares S&P 500 Growth ETF
IVW
$77.6B
$11.1K ﹤0.01%
+90
New +$11K
SYY icon
1049
Sysco
SYY
$40.3B
$11.1K ﹤0.01%
+150
New +$11.4K
LW icon
1050
Lamb Weston
LW
$7.19B
$11K ﹤0.01%
+263
New +$15.5K
40 41
42
43 44

Similar funds

SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
TC
Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return
IQI
Integrated Quantitative Investments Bellevue, Washington $551M AUM 45.27% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

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.