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
MPT
1126
Medical Properties Trust
MPT
$2.81B
$8.57K ﹤0.01%
+1,715
New +$8.93K
RIGL icon
1127
Rigel Pharmaceuticals
RIGL
$750M
$8.57K ﹤0.01%
+200
New +$7.54K
WAB icon
1128
Wabtec
WAB
$49.3B
$8.54K ﹤0.01%
+40
New +$8.22K
ANET icon
1129
Arista Networks
ANET
$238B
$8.52K ﹤0.01%
+65
New +$8.95K
PGF icon
1130
Invesco Financial Preferred ETF
PGF
$674M
$8.48K ﹤0.01%
+600
New +$8.61K
MQY icon
1131
BlackRock MuniYield Quality Fund
MQY
$817M
$8.45K ﹤0.01%
+748
New +$8.59K
RAL
1132
Ralliant Corp
RAL
$7.46B
$8.45K ﹤0.01%
+166
New +$7.78K
HNI icon
1133
HNI Corp
HNI
$3.59B
$8.41K ﹤0.01%
+200
New +$8.45K
GL icon
1134
Globe Life
GL
$14.3B
$8.39K ﹤0.01%
+60
New +$8.13K
IYK icon
1135
iShares US Consumer Staples ETF
IYK
$1.41B
$8.37K ﹤0.01%
+125
New +$8.48K
RFFC icon
1136
ALPS Active Equity Opportunity ETF
RFFC
$30.8M
$8.32K ﹤0.01%
+124
New +$8.16K
EMLP icon
1137
First Trust North American Energy Infrastructure Fund
EMLP
$4.08B
$8.29K ﹤0.01%
+219
New +$8.35K
PSCF icon
1138
Invesco S&P SmallCap Financials ETF
PSCF
$27.3M
$8.28K ﹤0.01%
+144
New +$8.16K
FITE
1139
State Street SPDR S&P Kensho Future Security ETF
FITE
$155M
$8.28K ﹤0.01%
+97
New +$8.34K
AMBP icon
1140
Ardagh Metal Packaging
AMBP
$3.01B
$8.2K ﹤0.01%
+2,000
New +$7.59K
CME icon
1141
CME Group
CME
$94.8B
$8.19K ﹤0.01%
+30
New +$8.15K
XYZ
1142
Block Inc
XYZ
$47.5B
$8.14K ﹤0.01%
+125
New +$8.62K
BST icon
1143
BlackRock Science and Technology Trust
BST
$1.69B
$8.11K ﹤0.01%
+200
New +$8.22K
ACCO icon
1144
Acco Brands
ACCO
$407M
$8.04K ﹤0.01%
+2,156
New +$8K
JIVE icon
1145
JPMorgan International Value ETF
JIVE
$3.53B
$8.03K ﹤0.01%
+100
New +$7.77K
TX icon
1146
Ternium
TX
$10.6B
$8.02K ﹤0.01%
+210
New +$7.72K
NFG icon
1147
National Fuel Gas
NFG
$7.65B
$8.01K ﹤0.01%
+100
New +$8.24K
LVHD icon
1148
Franklin US Low Volatility High Dividend Index ETF
LVHD
$624M
$7.98K ﹤0.01%
+200
New +$8.1K
CALF icon
1149
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.82B
$7.94K ﹤0.01%
+179
New +$7.87K
CTBI icon
1150
Community Trust Bancorp
CTBI
$1.41B
$7.91K ﹤0.01%
+140
New +$7.74K
44 45
46
47 48

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.