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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
CRCT icon
1326
Cricut
CRCT
$1.22B
$3.96K ﹤0.01%
+800
New +$4.08K
IONS icon
1327
Ionis Pharmaceuticals
IONS
$9.4B
$3.96K ﹤0.01%
+50
New +$3.77K
PFS icon
1328
Provident Financial Services
PFS
$3.19B
$3.95K ﹤0.01%
+200
New +$3.87K
NET icon
1329
Cloudflare
NET
$107B
$3.94K ﹤0.01%
+20
New +$4.23K
GTX icon
1330
Garrett Motion
GTX
$5.57B
$3.92K ﹤0.01%
+225
New +$3.58K
UBSI icon
1331
United Bankshares
UBSI
$6.62B
$3.92K ﹤0.01%
+102
New +$3.8K
KSPI icon
1332
Kaspi.kz JSC
KSPI
$17.2B
$3.91K ﹤0.01%
+50
New +$3.78K
SMMV icon
1333
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$292M
$3.9K ﹤0.01%
+90
New +$3.86K
ELV icon
1334
Elevance Health
ELV
$85.5B
$3.9K ﹤0.01%
+11
New +$3.72K
EQT icon
1335
EQT Corp
EQT
$32.3B
$3.86K ﹤0.01%
+72
New +$4.05K
EYLD icon
1336
Cambria Emerging Shareholder Yield ETF
EYLD
$874M
$3.83K ﹤0.01%
+100
New +$3.82K
EQIX icon
1337
Equinix
EQIX
$103B
$3.83K ﹤0.01%
+5
New +$3.92K
UAE icon
1338
iShares MSCI UAE ETF
UAE
$321M
$3.82K ﹤0.01%
+200
New +$3.86K
DGX icon
1339
Quest Diagnostics
DGX
$26.3B
$3.82K ﹤0.01%
+22
New +$4.01K
CBRL icon
1340
Cracker Barrel
CBRL
$1.29B
$3.81K ﹤0.01%
+150
New +$4.8K
XCCC icon
1341
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$273M
$3.8K ﹤0.01%
+100
New +$3.84K
SBRA icon
1342
Sabra Healthcare REIT
SBRA
$5.37B
$3.79K ﹤0.01%
+200
New +$3.71K
SNPS icon
1343
Synopsys
SNPS
$79.7B
$3.76K ﹤0.01%
+8
New +$3.55K
HOOD icon
1344
Robinhood
HOOD
$83.9B
$3.73K ﹤0.01%
+33
New +$4.29K
LOAN
1345
Manhattan Bridge Capital
LOAN
$47.1M
$3.72K ﹤0.01%
+800
New +$3.96K
VGIT icon
1346
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$3.72K ﹤0.01%
+62
New +$3.73K
WELL icon
1347
Welltower
WELL
$171B
$3.71K ﹤0.01%
+20
New +$3.74K
KREF
1348
KKR Real Estate Finance Trust
KREF
$499M
$3.7K ﹤0.01%
+450
New +$3.81K
ARKW icon
1349
ARK Web x.0 ETF
ARKW
$1.76B
$3.69K ﹤0.01%
+25
New +$4.05K
AXIA
1350
AXIA Energia
AXIA
$3.66K ﹤0.01%
+400
New +$3.46K
52 53
54
55 56

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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.