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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
KBWB icon
1351
Invesco KBW Bank ETF
KBWB
$7.11B
$4.93K ﹤0.01%
53
– –
GDXJ icon
1352
VanEck Junior Gold Miners ETF
GDXJ
$7.26B
$4.91K ﹤0.01%
50
– –
NET icon
1353
Cloudflare
NET
$95.5B
$4.91K ﹤0.01%
20
-4
-17% -$875
RIG icon
1354
Transocean
RIG
$5.87B
$4.89K ﹤0.01%
1,000
– –
CFG icon
1355
Citizens Financial Group
CFG
$30.6B
$4.88K ﹤0.01%
70
+4
+6% +$258
XRN
1356
Chiron Real Estate Inc
XRN
$537M
$4.88K ﹤0.01%
130
– –
RIET icon
1357
Hoya Capital High Dividend Yield ETF
RIET
$109M
$4.88K ﹤0.01%
500
– –
NTAP icon
1358
NetApp
NTAP
$32.6B
$4.8K ﹤0.01%
31
+20
+182% +$2.61K
CURI icon
1359
CuriosityStream
CURI
$149M
$4.79K ﹤0.01%
1,800
– –
CLOZ icon
1360
Panagram BBB-B CLO ETF
CLOZ
$772M
$4.78K ﹤0.01%
181
+31
+21% +$813
PCN
1361
PIMCO Corporate & Income Strategy Fund
PCN
$870M
$4.78K ﹤0.01%
400
– –
QFIN icon
1362
Qfin Holdings
QFIN
$1.6B
$4.78K ﹤0.01%
302
-100
-25% -$1.4K
NI icon
1363
NiSource
NI
$22.3B
$4.75K ﹤0.01%
100
– –
OXSQ icon
1364
Oxford Square Capital
OXSQ
$153M
$4.75K ﹤0.01%
3,600
– –
GNW icon
1365
Genworth Financial
GNW
$3.83B
$4.74K ﹤0.01%
500
– –
PFS icon
1366
Provident Financial Services
PFS
$3.13B
$4.73K ﹤0.01%
200
– –
RKT icon
1367
Rocket Companies
RKT
$38B
$4.72K ﹤0.01%
300
– –
ZG icon
1368
Zillow
ZG
$7.17B
$4.71K ﹤0.01%
150
– –
PSI icon
1369
Invesco Semiconductors ETF
PSI
$2.59B
$4.7K ﹤0.01%
+25
New +$3.6K
SPFF icon
1370
Global X SuperIncome Preferred ETF
SPFF
$140M
$4.69K ﹤0.01%
500
-60
-11% -$564
ACM icon
1371
Aecom
ACM
$8.67B
$4.68K ﹤0.01%
67
– –
UBSI icon
1372
United Bankshares
UBSI
$6.46B
$4.67K ﹤0.01%
102
– –
DGX icon
1373
Quest Diagnostics
DGX
$23.2B
$4.66K ﹤0.01%
22
– –
NNN icon
1374
NNN REIT
NNN
$9.32B
$4.65K ﹤0.01%
100
-150
-60% -$6.7K
IYK icon
1375
iShares US Consumer Staples ETF
IYK
$1.39B
$4.65K ﹤0.01%
64
-2
-3% -$143
53 54
55
56 57

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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.