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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
FIG
1401
Figma
FIG
$11.3B
$4.25K ﹤0.01%
+235
New +$4.73K
EBF icon
1402
Ennis
EBF
$538M
$4.25K ﹤0.01%
200
– –
EWO icon
1403
iShares MSCI Austria ETF
EWO
$149M
$4.23K ﹤0.01%
100
– –
NUE icon
1404
Nucor
NUE
$53.7B
$4.23K ﹤0.01%
19
– –
LRN icon
1405
Stride
LRN
$3.58B
$4.23K ﹤0.01%
49
-2
-4% -$184
EWG icon
1406
iShares MSCI Germany ETF
EWG
$1.51B
$4.22K ﹤0.01%
+102
New +$4.29K
LYV icon
1407
Live Nation Entertainment
LYV
$41.4B
$4.21K ﹤0.01%
23
– –
VOLT
1408
Tema Electrification ETF
VOLT
$750M
$4.19K ﹤0.01%
+100
New +$3.92K
UPWK icon
1409
Upwork
UPWK
$1.11B
$4.18K ﹤0.01%
500
– –
SMMV icon
1410
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$286M
$4.14K ﹤0.01%
90
– –
WAL icon
1411
Western Alliance Bancorporation
WAL
$9.11B
$4.13K ﹤0.01%
50
– –
XE
1412
X-Energy Inc
XE
$4.73B
$4.13K ﹤0.01%
+225
New +$5.83K
IYM icon
1413
iShares US Basic Materials ETF
IYM
$1.16B
$4.13K ﹤0.01%
23
-111
-83% -$20.3K
IAF
1414
abrdn Australia Equity Fund
IAF
$120M
$4.12K ﹤0.01%
333
– –
STM icon
1415
STMicroelectronics
STM
$58.7B
$4.12K ﹤0.01%
55
– –
CRI icon
1416
Carter's
CRI
$1.41B
$4.12K ﹤0.01%
100
– –
IWC icon
1417
iShares Micro-Cap ETF
IWC
$1.45B
$4.09K ﹤0.01%
20
+1
+5% +$183
RRX icon
1418
Regal Rexnord
RRX
$14.3B
$4.08K ﹤0.01%
17
– –
RFFC icon
1419
ALPS Active Equity Opportunity ETF
RFFC
$29.8M
$4.07K ﹤0.01%
54
-50
-48% -$3.62K
LOAN
1420
Manhattan Bridge Capital
LOAN
$47.8M
$4.07K ﹤0.01%
900
+100
+13% +$437
SEVN
1421
Seven Hills Realty Trust
SEVN
$183M
$4.05K ﹤0.01%
481
– –
TFLO icon
1422
iShares Treasury Floating Rate Bond ETF
TFLO
$6.55B
$4.05K ﹤0.01%
80
– –
AGGH icon
1423
Simplify Aggregate Bond ETF
AGGH
$572M
$4.03K ﹤0.01%
200
– –
PCY icon
1424
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$4K ﹤0.01%
185
– –
IMTM icon
1425
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.16B
$4K ﹤0.01%
+75
New +$3.92K
55 56
57
58 59

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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.