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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
SMFG icon
1376
Sumitomo Mitsui Financial
SMFG
$164B
$3.23K ﹤0.01%
+167
New +$2.9K
SID icon
1377
Companhia Siderúrgica Nacional
SID
$1.23B
$3.2K ﹤0.01%
+2,000
New +$3.25K
EMN icon
1378
Eastman Chemical
EMN
$8.42B
$3.19K ﹤0.01%
+50
New +$3.08K
SCZ icon
1379
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$3.18K ﹤0.01%
+41
New +$3.14K
FDRR icon
1380
Fidelity Dividend ETF for Rising Rates
FDRR
$761M
$3.17K ﹤0.01%
+52
New +$3.12K
LAMR icon
1381
Lamar Advertising Co
LAMR
$16.3B
$3.16K ﹤0.01%
+25
New +$3.13K
EPD icon
1382
Enterprise Products Partners
EPD
$81.7B
$3.16K ﹤0.01%
+99
New +$3.13K
CMRE icon
1383
Costamare
CMRE
$1.77B
$3.16K ﹤0.01%
+200
New +$2.76K
TXT icon
1384
Textron
TXT
$15.4B
$3.14K ﹤0.01%
+36
New +$3.01K
LYV icon
1385
Live Nation Entertainment
LYV
$42.1B
$3.13K ﹤0.01%
+22
New +$3.16K
FTRI icon
1386
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$131M
$3.13K ﹤0.01%
+200
New +$3.04K
HPE icon
1387
Hewlett Packard
HPE
$70.5B
$3.12K ﹤0.01%
+130
New +$3.06K
FFEB icon
1388
FT Vest US Equity Buffer ETF February
FFEB
$1.41B
$3.11K ﹤0.01%
+55
New +$3.06K
NYC
1389
American Strategic Investment Co
NYC
$27.6M
$3.11K ﹤0.01%
+375
New +$3.25K
NUE icon
1390
Nucor
NUE
$62.1B
$3.1K ﹤0.01%
+19
New +$2.85K
HEAL
1391
Global X Funds Global X HealthTech ETF
HEAL
$30.3M
$3.1K ﹤0.01%
+106
New +$3.31K
SCI icon
1392
Service Corp International
SCI
$11.6B
$3.08K ﹤0.01%
+39
New +$3.12K
REFI
1393
Chicago Atlantic Real Estate Finance
REFI
$261M
$3.06K ﹤0.01%
+250
New +$3.19K
IWC icon
1394
iShares Micro-Cap ETF
IWC
$1.52B
$3.05K ﹤0.01%
+19
New +$2.96K
EAOR icon
1395
iShares ESG Aware Growth Allocation ETF
EAOR
$33.4M
$3.04K ﹤0.01%
+86
New +$3.03K
FNOV icon
1396
FT Vest US Equity Buffer ETF November
FNOV
$1.23B
$3.02K ﹤0.01%
+55
New +$2.96K
EC icon
1397
Ecopetrol
EC
$34.5B
$3.01K ﹤0.01%
+300
New +$2.86K
FMAY icon
1398
FT Vest US Equity Buffer ETF May
FMAY
$1.44B
$2.99K ﹤0.01%
+56
New +$2.95K
WCN
1399
Waste Connections
WCN
$42B
$2.98K ﹤0.01%
+17
New +$2.94K
FAUG icon
1400
FT Vest US Equity Buffer ETF August
FAUG
$1.2B
$2.96K ﹤0.01%
+56
New +$2.93K
54 55
56
57 58

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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.