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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
HST icon
1201
Host Hotels & Resorts
HST
$16.8B
$8.39K ﹤0.01%
354
-200
-36% -$4.46K
ESEA icon
1202
Euroseas
ESEA
$520M
$8.36K ﹤0.01%
126
– –
ODFL icon
1203
Old Dominion Freight Line
ODFL
$48.4B
$8.26K ﹤0.01%
38
+1
+3% +$216
PGF icon
1204
Invesco Financial Preferred ETF
PGF
$679M
$8.23K ﹤0.01%
600
– –
UTES icon
1205
Virtus Reaves Utilities ETF
UTES
$1.4B
$8.17K ﹤0.01%
100
– –
GTX icon
1206
Garrett Motion
GTX
$5.97B
$8.15K ﹤0.01%
225
– –
HOOD icon
1207
Robinhood
HOOD
$93.8B
$8.12K ﹤0.01%
81
+44
+119% +$3.68K
APH icon
1208
Amphenol
APH
$194B
$8.11K ﹤0.01%
46
+10
+28% +$1.44K
HNI icon
1209
HNI Corp
HNI
$2.97B
$8.08K ﹤0.01%
200
– –
SJNK icon
1210
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.9B
$7.96K ﹤0.01%
318
+17
+6% +$426
CUBE icon
1211
CubeSmart
CUBE
$9.31B
$7.95K ﹤0.01%
200
-200
-50% -$7.96K
LB
1212
LandBridge Co
LB
$2.17B
$7.92K ﹤0.01%
100
-2
-2% -$137
MPT
1213
Medical Properties Trust
MPT
$2.88B
$7.92K ﹤0.01%
1,715
– –
PWR icon
1214
Quanta Services
PWR
$96.5B
$7.92K ﹤0.01%
11
+7
+175% +$4.79K
SPTS icon
1215
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.06B
$7.92K ﹤0.01%
+273
New +$7.93K
XYZ
1216
Block Inc
XYZ
$46.1B
$7.9K ﹤0.01%
104
+4
+4% +$281
EL icon
1217
Estee Lauder
EL
$29.9B
$7.89K ﹤0.01%
100
– –
SCHH icon
1218
Schwab US REIT ETF
SCHH
$11.5B
$7.86K ﹤0.01%
332
– –
INDA icon
1219
iShares MSCI India ETF
INDA
$6.73B
$7.85K ﹤0.01%
159
-85
-35% -$4.14K
CAVA icon
1220
CAVA Group
CAVA
$7.26B
$7.85K ﹤0.01%
100
-1,284
-93% -$108K
RIGL icon
1221
Rigel Pharmaceuticals
RIGL
$699M
$7.82K ﹤0.01%
+200
New +$6.17K
WAB icon
1222
Wabtec
WAB
$49B
$7.82K ﹤0.01%
29
-3
-9% -$793
TEAM icon
1223
Atlassian
TEAM
$21.7B
$7.78K ﹤0.01%
100
– –
AZZ icon
1224
AZZ Inc
AZZ
$4.53B
$7.75K ﹤0.01%
50
– –
THFF icon
1225
First Financial Corp
THFF
$896M
$7.74K ﹤0.01%
100
– –
47 48
49
50 51

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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.