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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
BL icon
1476
BlackLine
BL
$1.72B
$1.94K ﹤0.01%
+35
New +$1.93K
HRZN icon
1477
Horizon Technology Finance
HRZN
$311M
$1.94K ﹤0.01%
+300
New +$1.92K
PI icon
1478
Impinj
PI
$5.6B
$1.91K ﹤0.01%
+11
New +$1.96K
VCSH icon
1479
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.91K ﹤0.01%
+24
New +$1.92K
FTGC icon
1480
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3B
$1.88K ﹤0.01%
+81
New +$2.1K
AMLP icon
1481
Alerian MLP ETF
AMLP
$12.8B
$1.88K ﹤0.01%
+40
New +$1.87K
YUM icon
1482
Yum! Brands
YUM
$41.1B
$1.81K ﹤0.01%
+12
New +$1.78K
AGNT
1483
AGNT Inc
AGNT
$734M
$1.81K ﹤0.01%
+200
New +$2.11K
MSTY icon
1484
YieldMax MSTR Option Income Strategy ETF
MSTY
$763M
$1.78K ﹤0.01%
+60
New +$2.8K
MP icon
1485
MP Materials
MP
$9.1B
$1.77K ﹤0.01%
+35
New +$2.22K
APH icon
1486
Amphenol
APH
$209B
$1.76K ﹤0.01%
+13
New +$1.74K
RKLB icon
1487
Rocket Lab Corp
RKLB
$51.8B
$1.74K ﹤0.01%
+25
New +$1.43K
LAC
1488
Lithium Americas
LAC
$1.17B
$1.73K ﹤0.01%
+397
New +$2.29K
VOD icon
1489
Vodafone
VOD
$37.4B
$1.73K ﹤0.01%
+131
New +$1.58K
HLT icon
1490
Hilton Worldwide
HLT
$71.5B
$1.72K ﹤0.01%
+6
New +$1.63K
DLTR icon
1491
Dollar Tree
DLTR
$25.2B
$1.72K ﹤0.01%
+14
New +$1.5K
VRSN icon
1492
VeriSign
VRSN
$26.6B
$1.7K ﹤0.01%
+7
New +$1.76K
SOLS
1493
Solstice Advanced Materials
SOLS
$9.68B
$1.7K ﹤0.01%
+35
New +$1.65K
RNRG icon
1494
Global X Renewable Energy Producers ETF
RNRG
$26.2M
$1.7K ﹤0.01%
+51
New +$1.7K
GEOS icon
1495
Geospace Technologies
GEOS
$75.7M
$1.69K ﹤0.01%
+100
New +$2.01K
PFEB icon
1496
Innovator US Equity Power Buffer ETF February
PFEB
$927M
$1.67K ﹤0.01%
+41
New +$1.64K
PHYS icon
1497
Sprott Physical Gold
PHYS
$15.7B
$1.65K ﹤0.01%
+50
New +$1.58K
DBX icon
1498
Dropbox
DBX
$8.12B
$1.64K ﹤0.01%
+59
New +$1.72K
SU icon
1499
Suncor Energy
SU
$70.3B
$1.6K ﹤0.01%
+36
New +$1.52K
ZWS icon
1500
Zurn Elkay Water Solutions
ZWS
$8.53B
$1.59K ﹤0.01%
+34
New +$1.6K
58 59
60
61 62

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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.