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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
ATHM icon
1451
Autohome
ATHM
$2.62B
$2.23K ﹤0.01%
+100
New +$2.5K
KSA icon
1452
iShares MSCI Saudi Arabia ETF
KSA
$621M
$2.22K ﹤0.01%
+61
New +$2.36K
XRT icon
1453
State Street SPDR S&P Retail ETF
XRT
$327M
$2.22K ﹤0.01%
+26
New +$2.18K
FLO icon
1454
Flowers Foods
FLO
$1.57B
$2.18K ﹤0.01%
+200
New +$2.32K
TSLX icon
1455
Sixth Street Specialty
TSLX
$1.81B
$2.17K ﹤0.01%
+100
New +$2.18K
SFM icon
1456
Sprouts Farmers Market
SFM
$8.01B
$2.15K ﹤0.01%
+27
New +$2.42K
MBI icon
1457
MBIA
MBI
$260M
$2.15K ﹤0.01%
+300
New +$2.17K
FCX icon
1458
Freeport-McMoran
FCX
$97.5B
$2.13K ﹤0.01%
+42
New +$1.82K
MSOS icon
1459
AdvisorShares Pure US Cannabis ETF
MSOS
$880M
$2.13K ﹤0.01%
+451
New +$2.01K
BBAI icon
1460
BigBear.ai
BBAI
$1.57B
$2.12K ﹤0.01%
+393
New +$2.57K
PGY icon
1461
Pagaya Technologies
PGY
$1.78B
$2.09K ﹤0.01%
+100
New +$2.55K
BIV icon
1462
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$2.09K ﹤0.01%
+27
New +$2.11K
EMBD icon
1463
Global X Emerging Markets Bond ETF
EMBD
$250M
$2.09K ﹤0.01%
+87
New +$2.08K
FOXA icon
1464
Fox Class A
FOXA
$26.9B
$2.05K ﹤0.01%
+28
New +$1.83K
TDY icon
1465
Teledyne Technologies
TDY
$32B
$2.04K ﹤0.01%
+4
New +$2.11K
NIO icon
1466
NIO
NIO
$11.9B
$2.04K ﹤0.01%
+400
New +$2.47K
AI icon
1467
C3.ai
AI
$1.59B
$2.02K ﹤0.01%
+150
New +$2.39K
JCPI icon
1468
JPMorgan Inflation Managed Bond ETF
JCPI
$871M
$1.98K ﹤0.01%
+41
New +$1.99K
LUMN icon
1469
Lumen
LUMN
$6.44B
$1.97K ﹤0.01%
+254
New +$2.09K
TPVG icon
1470
TriplePoint Venture Growth BDC
TPVG
$211M
$1.96K ﹤0.01%
+300
New +$1.8K
ES icon
1471
Eversource Energy
ES
$27.2B
$1.95K ﹤0.01%
+29
New +$2.04K
RYAAY icon
1472
Ryanair
RYAAY
$31.3B
$1.95K ﹤0.01%
+27
New +$1.75K
SDY icon
1473
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$1.95K ﹤0.01%
+14
New +$1.95K
PSEC icon
1474
Prospect Capital
PSEC
$1.17B
$1.95K ﹤0.01%
+751
New +$2.01K
ICE icon
1475
Intercontinental Exchange
ICE
$84.4B
$1.94K ﹤0.01%
+12
New +$1.88K
57 58
59
60 61

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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.