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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
PICK icon
1426
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.36B
$2.57K ﹤0.01%
+50
New +$2.36K
CRK icon
1427
Comstock Resources
CRK
$3.94B
$2.53K ﹤0.01%
+109
New +$2.4K
ORI icon
1428
Old Republic International
ORI
$10.4B
$2.51K ﹤0.01%
+55
New +$2.39K
SNV
1429
DELISTED
Synovus
SNV
$2.5K ﹤0.01%
+50
New +$2.4K
APLD icon
1430
Applied Digital
APLD
$8.41B
$2.5K ﹤0.01%
+102
New +$2.94K
DHT icon
1431
DHT Holdings
DHT
$3.02B
$2.44K ﹤0.01%
+200
New +$2.52K
ADT icon
1432
ADT
ADT
$5.58B
$2.42K ﹤0.01%
+300
New +$2.49K
MLPA icon
1433
Global X MLP ETF
MLPA
$2.26B
$2.42K ﹤0.01%
+50
New +$2.41K
NWBI icon
1434
Northwest Bancshares
NWBI
$2.28B
$2.4K ﹤0.01%
+200
New +$2.43K
RRX icon
1435
Regal Rexnord
RRX
$11.9B
$2.4K ﹤0.01%
+17
New +$2.42K
JPIN icon
1436
JPMorgan Diversified Return International Equity ETF
JPIN
$377M
$2.38K ﹤0.01%
+35
New +$2.37K
PLOW icon
1437
Douglas Dynamics
PLOW
$1.02B
$2.38K ﹤0.01%
+73
New +$2.31K
PFG icon
1438
Principal Financial Group
PFG
$24.3B
$2.38K ﹤0.01%
+27
New +$2.28K
SKM icon
1439
SK Telecom
SKM
$13.2B
$2.38K ﹤0.01%
+116
New +$2.38K
OFS icon
1440
OFS Capital
OFS
$51.9M
$2.38K ﹤0.01%
+500
New +$2.88K
MPX
1441
DELISTED
Marine Products Corp
MPX
$2.37K ﹤0.01%
+271
New +$2.35K
STRK
1442
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$489M
$2.36K ﹤0.01%
+30
New +$2.58K
FXN icon
1443
First Trust Energy AlphaDEX Fund
FXN
$368M
$2.35K ﹤0.01%
+143
New +$2.33K
FSLR icon
1444
First Solar
FSLR
$26.9B
$2.35K ﹤0.01%
+9
New +$2.27K
OVV icon
1445
Ovintiv
OVV
$16.4B
$2.35K ﹤0.01%
+60
New +$2.33K
RSG icon
1446
Republic Services
RSG
$65.7B
$2.33K ﹤0.01%
+11
New +$2.37K
BBJP icon
1447
JPMorgan BetaBuilders Japan ETF
BBJP
$18.8B
$2.31K ﹤0.01%
+35
New +$2.38K
XRMI icon
1448
Global X S&P 500 Risk Managed Income ETF
XRMI
$50.3M
$2.23K ﹤0.01%
+125
New +$2.23K
BR icon
1449
Broadridge
BR
$19B
$2.23K ﹤0.01%
+10
New +$2.28K
HAIL icon
1450
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$20M
$2.23K ﹤0.01%
+67
New +$2.34K
56 57
58
59 60

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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.