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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
SID icon
1451
Companhia Siderúrgica Nacional
SID
$1.45B
$3.66K ﹤0.01%
4,000
+2,000
+100% +$2.5K
XCCC icon
1452
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$318M
$3.66K ﹤0.01%
100
– –
MFIC icon
1453
MidCap Financial Investment
MFIC
$782M
$3.63K ﹤0.01%
360
– –
ARKW icon
1454
ARK Web x.0 ETF
ARKW
$1.72B
$3.62K ﹤0.01%
25
– –
NYC
1455
American Strategic Investment Co
NYC
$24.4M
$3.62K ﹤0.01%
375
– –
FIVE icon
1456
Five Below
FIVE
$11.3B
$3.6K ﹤0.01%
20
– –
UIVM icon
1457
VictoryShares International Value Momentum ETF
UIVM
$335M
$3.59K ﹤0.01%
+50
New +$3.6K
FENY icon
1458
Fidelity MSCI Energy Index ETF
FENY
$2.01B
$3.58K ﹤0.01%
121
– –
AIR icon
1459
AAR Corp
AIR
$5.07B
$3.57K ﹤0.01%
25
– –
CSX icon
1460
CSX Corp
CSX
$92.8B
$3.56K ﹤0.01%
75
-77
-51% -$3.48K
ACR
1461
ACRES Commercial Realty
ACR
$125M
$3.56K ﹤0.01%
200
– –
ROL icon
1462
Rollins
ROL
$20.9B
$3.55K ﹤0.01%
85
– –
TFSL icon
1463
TFS Financial
TFSL
$5.12B
$3.54K ﹤0.01%
200
– –
VGIT icon
1464
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$3.54K ﹤0.01%
60
– –
GDXY
1465
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$212M
$3.54K ﹤0.01%
350
+50
+17% +$628
JMIA
1466
Jumia Technologies
JMIA
$744M
$3.52K ﹤0.01%
500
– –
CRCT icon
1467
Cricut
CRCT
$934M
$3.51K ﹤0.01%
800
– –
SANA icon
1468
Sana Biotechnology
SANA
$868M
$3.49K ﹤0.01%
1,000
– –
OVV icon
1469
Ovintiv
OVV
$17B
$3.48K ﹤0.01%
66
– –
VCRB icon
1470
Vanguard Core Bond ETF
VCRB
$7.2B
$3.48K ﹤0.01%
45
– –
DXJ icon
1471
WisdomTree Japan Hedged Equity Fund
DXJ
$7.21B
$3.47K ﹤0.01%
20
– –
TRN icon
1472
Trinity Industries
TRN
$2.87B
$3.46K ﹤0.01%
100
– –
FDRR icon
1473
Fidelity Dividend ETF for Rising Rates
FDRR
$730M
$3.37K ﹤0.01%
52
– –
JKS
1474
JinkoSolar
JKS
$844M
$3.36K ﹤0.01%
200
– –
FFEB icon
1475
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
$3.35K ﹤0.01%
55
– –
57 58
59
60 61

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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.