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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
IYJ icon
1126
iShares US Industrials ETF
IYJ
$1.97B
$11.2K ﹤0.01%
67
-139
-67% -$21.9K
ACCO icon
1127
Acco Brands
ACCO
$361M
$11.1K ﹤0.01%
2,660
+200
+8% +$734
BBVA icon
1128
Banco Bilbao Vizcaya Argentaria
BBVA
$140B
$11K ﹤0.01%
438
+276
+170% +$6.3K
WFC.PRL icon
1129
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.66B
$11K ﹤0.01%
+9
New +$10.6K
ROST icon
1130
Ross Stores
ROST
$74.6B
$10.9K ﹤0.01%
51
+6
+13% +$1.35K
FHLC icon
1131
Fidelity MSCI Health Care Index ETF
FHLC
$3.24B
$10.8K ﹤0.01%
140
– –
WU icon
1132
Western Union
WU
$2.59B
$10.8K ﹤0.01%
1,400
– –
BMO icon
1133
Bank of Montreal
BMO
$123B
$10.8K ﹤0.01%
61
+4
+7% +$629
E icon
1134
ENI
E
$75.6B
$10.7K ﹤0.01%
228
+190
+500% +$10.2K
MCY icon
1135
Mercury Insurance
MCY
$5.8B
$10.7K ﹤0.01%
100
– –
FEZ icon
1136
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.25B
$10.6K ﹤0.01%
155
– –
LCII icon
1137
LCI Industries
LCII
$2.54B
$10.6K ﹤0.01%
100
– –
SMR icon
1138
NuScale Power
SMR
$3.01B
$10.6K ﹤0.01%
1,055
+955
+955% +$10.8K
AXIA
1139
AXIA Energia
AXIA
$23B
$10.6K ﹤0.01%
1,000
– –
MOMO
1140
Hello Group
MOMO
$873M
$10.4K ﹤0.01%
1,800
-21
-1% -$125
JPLD icon
1141
JPMorgan Limited Duration Bond ETF
JPLD
$3.94B
$10.4K ﹤0.01%
200
– –
SCIO icon
1142
First Trust Structured Credit Income Opportunities ETF
SCIO
$482M
$10.3K ﹤0.01%
500
– –
PSCD icon
1143
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$22.9M
$10.3K ﹤0.01%
87
– –
PII icon
1144
Polaris
PII
$4.09B
$10.3K ﹤0.01%
150
– –
CWEN icon
1145
Clearway Energy Class C
CWEN
$5.21B
$10.3K ﹤0.01%
300
– –
JLL icon
1146
Jones Lang LaSalle
JLL
$14.8B
$10.2K ﹤0.01%
33
– –
AQWA icon
1147
Global X Clean Water ETF
AQWA
$21.8M
$10.2K ﹤0.01%
522
+228
+78% +$4.36K
WELL icon
1148
Welltower
WELL
$175B
$10.2K ﹤0.01%
45
+4
+10% +$846
EVTR icon
1149
Eaton Vance Total Return Bond ETF
EVTR
$5.59B
$10.1K ﹤0.01%
200
– –
CTBI icon
1150
Community Trust Bancorp
CTBI
$1.36B
$10.1K ﹤0.01%
140
– –
44 45
46
47 48

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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.