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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
SAN icon
1101
Banco Santander
SAN
$189B
$12.1K ﹤0.01%
879
+377
+75% +$4.67K
IDA icon
1102
Idacorp
IDA
$8.28B
$12.1K ﹤0.01%
80
– –
WMS icon
1103
Advanced Drainage Systems
WMS
$10.7B
$12.1K ﹤0.01%
77
– –
FCEF icon
1104
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$80.8M
$12K ﹤0.01%
500
– –
EXC icon
1105
Exelon
EXC
$48.4B
$12K ﹤0.01%
258
-101
-28% -$4.67K
FJUN icon
1106
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$12K ﹤0.01%
200
– –
LYFT icon
1107
Lyft
LYFT
$5.3B
$12K ﹤0.01%
818
-41,615
-98% -$582K
WHR icon
1108
Whirlpool
WHR
$2.31B
$11.8K ﹤0.01%
300
– –
RBA icon
1109
RB Global
RBA
$20.4B
$11.8K ﹤0.01%
101
+3
+3% +$316
TRMD icon
1110
TORM
TRMD
$3.09B
$11.7K ﹤0.01%
+450
New +$13.6K
PPC icon
1111
Pilgrim's Pride
PPC
$6.6B
$11.7K ﹤0.01%
415
-110
-21% -$3.38K
REZI icon
1112
Resideo Technologies
REZI
$5.18B
$11.7K ﹤0.01%
375
– –
CCK icon
1113
Crown Holdings
CCK
$12.5B
$11.6K ﹤0.01%
104
-1
-1% -$101
FIBK icon
1114
First Interstate BancSystem
FIBK
$3.67B
$11.6K ﹤0.01%
300
– –
LW icon
1115
Lamb Weston
LW
$6.71B
$11.5K ﹤0.01%
267
+2
+0.8% +$86
PEBO icon
1116
Peoples Bancorp
PEBO
$1.42B
$11.5K ﹤0.01%
300
– –
CCJ icon
1117
Cameco
CCJ
$38.9B
$11.5K ﹤0.01%
113
– –
BGRN icon
1118
iShares USD Green Bond ETF
BGRN
$497M
$11.5K ﹤0.01%
242
– –
KBWD icon
1119
Invesco KBW High Dividend Yield Financial ETF
KBWD
$404M
$11.5K ﹤0.01%
924
-1,728
-65% -$22K
CCL icon
1120
Carnival Corporation Ltd
CCL
$34.9B
$11.5K ﹤0.01%
+401
New +$11K
AME icon
1121
Ametek
AME
$55B
$11.4K ﹤0.01%
47
– –
AM icon
1122
Antero Midstream
AM
$10.9B
$11.4K ﹤0.01%
500
– –
SRET icon
1123
Global X SuperDividend REIT ETF
SRET
$234M
$11.3K ﹤0.01%
500
– –
FINV
1124
FinVolution Group
FINV
$1.12B
$11.3K ﹤0.01%
2,350
– –
AWK icon
1125
American Water Works
AWK
$26.2B
$11.2K ﹤0.01%
85
+1
+1% +$128
43 44
45
46 47

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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.