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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
BUD icon
1076
AB InBev
BUD
$155B
$13.3K ﹤0.01%
162
+38
+31% +$2.99K
EELV icon
1077
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$426M
$13.3K ﹤0.01%
477
+26
+6% +$745
PGX icon
1078
Invesco Preferred ETF
PGX
$3.83B
$13.2K ﹤0.01%
1,219
-1,240
-50% -$13.7K
CEG icon
1079
Constellation Energy
CEG
$97.5B
$13.2K ﹤0.01%
53
-10
-16% -$2.82K
VBK icon
1080
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$13.2K ﹤0.01%
36
– –
A icon
1081
Agilent Technologies
A
$39B
$13.2K ﹤0.01%
99
– –
STWD icon
1082
Starwood Property Trust
STWD
$6.06B
$13.1K ﹤0.01%
800
-100
-11% -$1.74K
BETZ icon
1083
Roundhill Sports Betting & iGaming ETF
BETZ
$48.9M
$13.1K ﹤0.01%
700
– –
MLPX icon
1084
Global X MLP & Energy Infrastructure ETF
MLPX
$3.68B
$12.9K ﹤0.01%
175
+50
+40% +$3.68K
LEG icon
1085
Leggett & Platt
LEG
$1.45B
$12.9K ﹤0.01%
1,100
– –
DOC icon
1086
Healthpeak Properties
DOC
$15.2B
$12.8K ﹤0.01%
600
– –
SYY icon
1087
Sysco
SYY
$38.8B
$12.8K ﹤0.01%
153
– –
ATRO icon
1088
Astronics
ATRO
$3.56B
$12.8K ﹤0.01%
157
-59
-27% -$4.03K
LVDS
1089
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$108M
$12.7K ﹤0.01%
222
– –
INCE
1090
Franklin Income Equity Focus ETF
INCE
$131M
$12.7K ﹤0.01%
190
– –
VTS icon
1091
Vitesse Energy
VTS
$673M
$12.6K ﹤0.01%
800
– –
EMB icon
1092
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$12.5K ﹤0.01%
130
– –
ENFR icon
1093
Alerian Energy Infrastructure ETF
ENFR
$504M
$12.5K ﹤0.01%
328
-103
-24% -$3.93K
PULS icon
1094
PGIM Ultra Short Bond ETF
PULS
$17.7B
$12.4K ﹤0.01%
250
– –
IVW icon
1095
iShares S&P 500 Growth ETF
IVW
$73B
$12.4K ﹤0.01%
90
– –
WDIV icon
1096
State Street SPDR S&P Global Dividend ETF
WDIV
$274M
$12.3K ﹤0.01%
154
– –
SCHM icon
1097
Schwab US Mid-Cap ETF
SCHM
$14.7B
$12.3K ﹤0.01%
333
+1
+0.3% +$34
RAMP icon
1098
LiveRamp
RAMP
$2.29B
$12.2K ﹤0.01%
325
-3,957
-92% -$130K
RAL
1099
Ralliant Corp
RAL
$7.88B
$12.2K ﹤0.01%
166
– –
SPGI icon
1100
S&P Global
SPGI
$124B
$12.2K ﹤0.01%
30
-20
-40% -$8.45K
42 43
44
45 46

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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.