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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
INTC icon
126
Intel
INTC
$530B
$981K 0.18%
7,026
-2,199
-24% -$222K
XYLD icon
127
Global X S&P 500 Covered Call ETF
XYLD
$3.21B
$976K 0.18%
23,925
+2,284
+11% +$92.1K
UNOV icon
128
Innovator US Equity Ultra Buffer ETF November
UNOV
$108M
$962K 0.17%
23,944
+1,763
+8% +$69.5K
IQLT icon
129
iShares MSCI Intl Quality Factor ETF
IQLT
$13.7B
$949K 0.17%
19,159
-10,578
-36% -$517K
PFFD icon
130
Global X US Preferred ETF
PFFD
$2.15B
$949K 0.17%
50,783
+3,815
+8% +$71.9K
JMOM icon
131
JPMorgan US Momentum Factor ETF
JMOM
$2.46B
$922K 0.17%
10,784
+5,686
+112% +$446K
IDMO icon
132
Invesco S&P International Developed Momentum ETF
IDMO
$4B
$915K 0.17%
15,183
-1,149
-7% -$68.2K
SPDW icon
133
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.1B
$914K 0.17%
18,133
+4,264
+31% +$211K
GME icon
134
GameStop
GME
$9.78B
$907K 0.16%
41,063
+5,370
+15% +$123K
GOOG icon
135
Alphabet (Google) Class C
GOOG
$4.22T
$905K 0.16%
2,560
-259
-9% -$92.6K
AVGO icon
136
Broadcom
AVGO
$1.84T
$896K 0.16%
2,373
-761
-24% -$305K
FCX icon
137
Freeport-McMoran
FCX
$89.9B
$888K 0.16%
14,115
+14,020
+14,758% +$901K
EIX icon
138
Edison International
EIX
$30.1B
$885K 0.16%
11,885
-7,746
-39% -$552K
VCIT icon
139
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$873K 0.16%
10,560
+1,245
+13% +$103K
NEM icon
140
Newmont
NEM
$98.7B
$871K 0.16%
9,322
+4,593
+97% +$500K
LQD icon
141
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.9B
$869K 0.16%
7,971
+2,207
+38% +$240K
FOUR icon
142
Shift4
FOUR
$3.9B
$869K 0.16%
17,861
+2,603
+17% +$113K
KQQQ
143
Kurv Technology Titans Select ETF
KQQQ
$127M
$849K 0.15%
27,968
+3,335
+14% +$97.4K
NU icon
144
Nu Holdings
NU
$69.5B
$845K 0.15%
63,279
-2,565
-4% -$34.6K
IREN icon
145
Iris Energy
IREN
$14.8B
$840K 0.15%
18,364
-22,047
-55% -$1.15M
OKTA icon
146
Okta
OKTA
$24.6B
$832K 0.15%
6,098
-5,892
-49% -$554K
HYBI
147
NEOS Enhanced Income Credit Select ETF
HYBI
$218M
$826K 0.15%
+16,779
New +$830K
JPC icon
148
Nuveen Preferred & Income Opportunities Fund
JPC
$2.93B
$812K 0.15%
103,070
+9,517
+10% +$74.8K
FTQI icon
149
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$928M
$805K 0.15%
36,455
+3,549
+11% +$76.1K
AGG icon
150
iShares Core US Aggregate Bond ETF
AGG
$138B
$787K 0.14%
7,948
+473
+6% +$46.8K
4 5
6
7 8

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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.