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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
FMX icon
1076
Fomento Económico Mexicano
FMX
$41.7B
$10.1K ﹤0.01%
+100
New +$9.71K
AEG icon
1077
Aegon
AEG
$14.1B
$10K ﹤0.01%
+1,300
New +$9.94K
EPRT icon
1078
Essential Properties Realty Trust
EPRT
$6.62B
$10K ﹤0.01%
+337
New +$10.3K
FEZ icon
1079
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$9.98K ﹤0.01%
+155
New +$9.78K
CWEN icon
1080
Clearway Energy Class C
CWEN
$6.7B
$9.98K ﹤0.01%
+300
New +$9.98K
SCHM icon
1081
Schwab US Mid-Cap ETF
SCHM
$15.1B
$9.95K ﹤0.01%
+331
New +$9.87K
UPWK icon
1082
Upwork
UPWK
$1.19B
$9.91K ﹤0.01%
+500
New +$9.17K
NNN icon
1083
NNN REIT
NNN
$8.99B
$9.91K ﹤0.01%
+250
New +$10.2K
HST icon
1084
Host Hotels & Resorts
HST
$16B
$9.82K ﹤0.01%
+554
New +$9.56K
GT icon
1085
Goodyear
GT
$1.85B
$9.81K ﹤0.01%
+1,120
New +$8.83K
FDBC icon
1086
Fidelity D&D Bancorp
FDBC
$317M
$9.79K ﹤0.01%
+225
New +$9.98K
BDX icon
1087
Becton Dickinson
BDX
$48.2B
$9.7K ﹤0.01%
+50
New +$9.52K
FPEI icon
1088
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
$9.7K ﹤0.01%
+500
New +$9.7K
PSTL
1089
Postal Realty Trust
PSTL
$699M
$9.68K ﹤0.01%
+600
New +$9.22K
DOC icon
1090
Healthpeak Properties
DOC
$14.8B
$9.65K ﹤0.01%
+600
New +$10.6K
FAST icon
1091
Fastenal
FAST
$59.5B
$9.59K ﹤0.01%
+239
New +$10.1K
QFIN icon
1092
Qfin Holdings
QFIN
$1.61B
$9.58K ﹤0.01%
+497
New +$11.2K
HYDR icon
1093
Global X Hydrogen ETF
HYDR
$99.3M
$9.54K ﹤0.01%
+300
New +$11.7K
ARKF icon
1094
ARK Blockchain & Fintech Innovation ETF
ARKF
$769M
$9.53K ﹤0.01%
+200
New +$10.4K
MGK icon
1095
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.2B
$9.49K ﹤0.01%
+115
New +$9.45K
CLOV icon
1096
Clover Health Investments
CLOV
$2.51B
$9.42K ﹤0.01%
+4,008
New +$11K
MCY icon
1097
Mercury Insurance
MCY
$6.07B
$9.41K ﹤0.01%
+100
New +$8.68K
NWN icon
1098
Northwest Natural Holdings
NWN
$2.12B
$9.35K ﹤0.01%
+200
New +$9.33K
SPAB icon
1099
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
$9.35K ﹤0.01%
+363
New +$9.39K
TMUS icon
1100
T-Mobile US
TMUS
$190B
$9.34K ﹤0.01%
+46
New +$9.75K
42 43
44
45 46

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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.