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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
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
SPFF icon
1251
Global X SuperIncome Preferred ETF
SPFF
$142M
$5.22K ﹤0.01%
+560
New +$5.19K
HUBS icon
1252
HubSpot
HUBS
$10.5B
$5.22K ﹤0.01%
+13
New +$5.38K
AGCO icon
1253
AGCO
AGCO
$7.2B
$5.22K ﹤0.01%
+50
New +$5.32K
WEN icon
1254
Wendy's
WEN
$1.46B
$5.21K ﹤0.01%
+625
New +$5.39K
BROS icon
1255
Dutch Bros
BROS
$9.26B
$5.2K ﹤0.01%
+85
New +$4.83K
SAR icon
1256
Saratoga Investment
SAR
$322M
$5.19K ﹤0.01%
+225
New +$5.1K
NDAQ icon
1257
Nasdaq
NDAQ
$52.9B
$5.18K ﹤0.01%
+53
New +$4.77K
JKS
1258
JinkoSolar
JKS
$891M
$5.16K ﹤0.01%
+200
New +$5.1K
FRDM icon
1259
Freedom 100 Emerging Markets ETF
FRDM
$3.35B
$5.16K ﹤0.01%
+101
New +$4.83K
BUI icon
1260
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$715M
$5.14K ﹤0.01%
+200
New +$5.26K
BMVP icon
1261
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$106M
$5.13K ﹤0.01%
+105
New +$5.11K
PCN
1262
PIMCO Corporate & Income Strategy Fund
PCN
$885M
$5.1K ﹤0.01%
+400
New +$5.14K
KSS icon
1263
Kohl's
KSS
$2.19B
$5.1K ﹤0.01%
+250
New +$4.68K
FSYD icon
1264
Fidelity Sustainable High Yield ETF
FSYD
$145M
$5.04K ﹤0.01%
+104
New +$5.04K
OC icon
1265
Owens Corning
OC
$12.4B
$5.04K ﹤0.01%
+45
New +$5.28K
HPQ icon
1266
HP
HPQ
$27.5B
$5.04K ﹤0.01%
+226
New +$5.76K
XSHD icon
1267
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$73.3M
$5.03K ﹤0.01%
+393
New +$5.08K
IQHI icon
1268
IQ MacKay ESG High Income ETF
IQHI
$114M
$5K ﹤0.01%
+191
New +$5.04K
SPIP icon
1269
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$4.98K ﹤0.01%
+192
New +$5.03K
PSCI icon
1270
Invesco S&P SmallCap Industrials ETF
PSCI
$196M
$4.95K ﹤0.01%
+33
New +$4.93K
RNST icon
1271
Renasant Corp
RNST
$3.91B
$4.93K ﹤0.01%
+140
New +$4.96K
BTC
1272
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$4.92K ﹤0.01%
+127
New +$5.63K
LB
1273
LandBridge Co
LB
$2.1B
$4.9K ﹤0.01%
+100
New +$5.82K
CIO
1274
DELISTED
City Office REIT
CIO
$4.86K ﹤0.01%
+695
New +$4.81K
BBHY icon
1275
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$618M
$4.84K ﹤0.01%
+104
New +$4.84K
49 50
51
52 53

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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.