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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
NOAH
1426
Noah Holdings
NOAH
$607M
$4K ﹤0.01%
400
– –
LADR
1427
Ladder Capital
LADR
$1.24B
$3.99K ﹤0.01%
401
+255
+175% +$2.59K
IONS icon
1428
Ionis Pharmaceuticals
IONS
$8.93B
$3.96K ﹤0.01%
50
– –
CNRG icon
1429
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$213M
$3.96K ﹤0.01%
35
-41
-54% -$4.38K
HOVR icon
1430
New Horizon Aircraft
HOVR
$128M
$3.94K ﹤0.01%
+2,000
New +$4.27K
PLOW icon
1431
Douglas Dynamics
PLOW
$1.08B
$3.94K ﹤0.01%
73
– –
CNI icon
1432
Canadian National Railway
CNI
$77.6B
$3.94K ﹤0.01%
33
– –
SBRA icon
1433
Sabra Healthcare REIT
SBRA
$5.54B
$3.9K ﹤0.01%
200
– –
VKTX icon
1434
Viking Therapeutics
VKTX
$4.33B
$3.9K ﹤0.01%
+100
New +$3.23K
LAMR icon
1435
Lamar Advertising Co
LAMR
$16.1B
$3.9K ﹤0.01%
25
– –
DAPP icon
1436
VanEck Digital Transformation ETF
DAPP
$255M
$3.88K ﹤0.01%
200
– –
BAX icon
1437
Baxter International
BAX
$11.2B
$3.86K ﹤0.01%
181
– –
MPC icon
1438
Marathon Petroleum
MPC
$92.2B
$3.83K ﹤0.01%
15
-1
-6% -$246
IBKR icon
1439
Interactive Brokers
IBKR
$41.7B
$3.83K ﹤0.01%
44
– –
UAE icon
1440
iShares MSCI UAE ETF
UAE
$306M
$3.8K ﹤0.01%
200
– –
BITW
1441
Bitwise 10 Crypto Index ETF
BITW
$635M
$3.76K ﹤0.01%
100
-800
-89% -$37.1K
DIHP icon
1442
Dimensional International High Profitability ETF
DIHP
$6.22B
$3.75K ﹤0.01%
110
– –
SKM icon
1443
SK Telecom
SKM
$13B
$3.73K ﹤0.01%
116
– –
NE icon
1444
Noble Corp
NE
$6.91B
$3.73K ﹤0.01%
100
– –
VVX icon
1445
V2X
VVX
$2.54B
$3.73K ﹤0.01%
50
– –
SDEM icon
1446
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$44.7M
$3.73K ﹤0.01%
116
– –
EPD icon
1447
Enterprise Products Partners
EPD
$84.1B
$3.72K ﹤0.01%
101
+1
+1% +$38
AGIO icon
1448
Agios Pharmaceuticals
AGIO
$2.14B
$3.71K ﹤0.01%
100
– –
PR
1449
Permian Resources
PR
$17.9B
$3.68K ﹤0.01%
200
– –
SWK icon
1450
Stanley Black & Decker
SWK
$13.9B
$3.67K ﹤0.01%
39
– –
56 57
58
59 60

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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.