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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
(+24%)
Cap. Flow
+$87.6M
Cap. Flow
% of AUM
18.93%
Top 10 Holdings %
Top 10 Hldgs %
21.74%
Holding
1,776
New
1,457
Increased
139
Reduced
167
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.7M |
| 2 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$7.25M |
| 3 |
JPMorgan Chase
JPM
|
+$4.16M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.6M |
| 5 |
Wells Fargo
WFC
|
+$3.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UDEC
Innovator US Equity Ultra Buffer ETF December
UDEC
|
+$4.19M |
| 2 |
Eli Lilly
LLY
|
+$2.67M |
| 3 |
Snowflake
SNOW
|
+$1.67M |
| 4 |
Advanced Micro Devices
AMD
|
+$1.51M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
JMIA
1201
Jumia Technologies
JMIA
$767M
| $6.25K | ﹤0.01% |
+500
| New | +$5.78K |
|
1202
Mid Penn Bancorp
MPB
$952M
| $6.2K | ﹤0.01% |
+200
| New | +$5.91K |
|
1203
D.R. Horton
DHI
$42.3B
| $6.19K | ﹤0.01% |
+43
| New | +$6.55K |
|
1204
Nordic American Tanker
NAT
$1.37B
| $6.19K | ﹤0.01% |
+1,800
| New | +$6.36K |
|
1205
Santander
BSBR
$43.5B
| $6.11K | ﹤0.01% |
+1,000
| New | +$5.86K |
|
1206
Granite Ridge Resources
GRNT
$644M
| $6.11K | ﹤0.01% |
+1,300
| New | +$6.71K |
|
1207
Schwab US REIT ETF
SCHH
$11.4B
| $6.1K | ﹤0.01% |
+292
| New | +$6.19K |
|
1208
Karat Packaging
KRT
$940M
| $6.09K | ﹤0.01% |
+270
| New | +$6.25K |
|
1209
iShares US Utilities ETF
IDU
$1.4B
| $6.07K | ﹤0.01% |
+56
| New | +$6.26K |
|
1210
BHP
BHP
$230B
| $6.04K | ﹤0.01% |
+100
| New | +$5.68K |
|
1211
United States Lime & Minerals
USLM
$3.44B
| $5.99K | ﹤0.01% |
+50
| New | +$6.2K |
|
1212
Old Dominion Freight Line
ODFL
$44.9B
| $5.97K | ﹤0.01% |
+38
| New | +$5.45K |
|
1213
Chubb
CB
$135B
| $5.96K | ﹤0.01% |
+19
| New | +$5.56K |
|
1214
iShares US Transportation ETF
IYT
$2.29B
| $5.96K | ﹤0.01% |
+80
| New | +$5.81K |
|
1215
Vanguard S&P 500 Value ETF
VOOV
$6.71B
| $5.94K | ﹤0.01% |
+29
| New | +$5.87K |
|
1216
Banco Santander
SAN
$210B
| $5.9K | ﹤0.01% |
+503
| New | +$5.34K |
|
1217
Rocket Companies
RKT
$38.9B
| $5.81K | ﹤0.01% |
+300
| New | +$5.36K |
|
1218
VF Corp
VFC
$5.89B
| $5.79K | ﹤0.01% |
+320
| New | +$5.19K |
|
1219
Keurig Dr Pepper
KDP
$40.8B
| $5.71K | ﹤0.01% |
+204
| New | +$5.6K |
|
1220
Blackstone Mortgage Trust
BXMT
$2.38B
| $5.7K | ﹤0.01% |
+298
| New | +$5.65K |
|
1221
Jabil
JBL
$35.8B
| $5.7K | ﹤0.01% |
+25
| New | +$5.33K |
|
1222
VanEck Junior Gold Miners ETF
GDXJ
$8.46B
| $5.69K | ﹤0.01% |
+50
| New | +$5.17K |
|
1223
Vanguard US Quality Factor ETF
VFQY
$493M
| $5.68K | ﹤0.01% |
+37
| New | +$5.61K |
|
1224
Constellation Energy
CEG
$95.6B
| $5.67K | ﹤0.01% |
+16
| New | +$5.82K |
|
1225
KB Home
KBH
$3.59B
| $5.64K | ﹤0.01% |
+100
| New | +$6.15K |
|
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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.