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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
(+24%)
Cap. Flow
+$87.6M
Cap. Flow
% of AUM
18.93%
Top 10 Holdings %
Top 10 Hldgs %
21.74%
Holding
1,776
New
1,457
Increased
139
Reduced
167
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$12.7M |
| 2 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$7.25M |
| 3 |
JPMorgan Chase
JPM
|
+$4.16M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.6M |
| 5 |
Wells Fargo
WFC
|
+$3.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UDEC
Innovator US Equity Ultra Buffer ETF December
UDEC
|
+$4.19M |
| 2 |
Eli Lilly
LLY
|
+$2.67M |
| 3 |
Snowflake
SNOW
|
+$1.67M |
| 4 |
Advanced Micro Devices
AMD
|
+$1.51M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1501
DoorDash
DASH
$93.7B
| $1.58K | ﹤0.01% |
+7
| New | +$1.64K |
|
1502
Protagonist Therapeutics
PTGX
$9.44B
| $1.57K | ﹤0.01% |
+18
| New | +$1.47K |
|
|
LADR
1503
Ladder Capital
LADR
$1.24B
| $1.57K | ﹤0.01% |
+143
| New | +$1.55K |
|
1504
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
| $1.56K | ﹤0.01% |
+64
| New | +$1.56K |
|
1505
AdvanSix
ASIX
$444M
| $1.56K | ﹤0.01% |
+90
| New | +$1.57K |
|
1506
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.25B
| $1.55K | ﹤0.01% |
+14
| New | +$1.56K |
|
1507
Western Digital
WDC
$150B
| $1.55K | ﹤0.01% |
+9
| New | +$1.36K |
|
1508
Amplify Alternative Harvest ETF
MJ
$105M
| $1.55K | ﹤0.01% |
+52
| New | +$1.65K |
|
1509
TJX Companies
TJX
$178B
| $1.54K | ﹤0.01% |
+10
| New | +$1.48K |
|
1510
SoundHound AI
SOUN
$3.49B
| $1.53K | ﹤0.01% |
+154
| New | +$2.22K |
|
|
DXYZ
1511
Destiny Tech100
DXYZ
$789M
| $1.53K | ﹤0.01% |
+50
| New | +$1.34K |
|
1512
OSI Systems
OSIS
$3.89B
| $1.53K | ﹤0.01% |
+6
| New | +$1.57K |
|
1513
Steel Dynamics
STLD
$37.6B
| $1.52K | ﹤0.01% |
+9
| New | +$1.43K |
|
1514
CSX Corp
CSX
$93.1B
| $1.52K | ﹤0.01% |
+42
| New | +$1.5K |
|
1515
VanEck Biotech ETF
BBH
$422M
| $1.51K | ﹤0.01% |
+8
| New | +$1.48K |
|
1516
International Paper
IP
$22B
| $1.5K | ﹤0.01% |
+38
| New | +$1.56K |
|
1517
Marathon Petroleum
MPC
$83.7B
| $1.46K | ﹤0.01% |
+9
| New | +$1.68K |
|
1518
Hims & Hers Health
HIMS
$7.31B
| $1.46K | ﹤0.01% |
+45
| New | +$1.93K |
|
1519
Factset
FDS
$10.2B
| $1.45K | ﹤0.01% |
+5
| New | +$1.4K |
|
1520
iShares US Home Construction ETF
ITB
$2.35B
| $1.44K | ﹤0.01% |
+15
| New | +$1.51K |
|
1521
ENI
E
$77.5B
| $1.44K | ﹤0.01% |
+38
| New | +$1.4K |
|
|
DOCU
1522
DocuSign
DOCU
$11.5B
| $1.44K | ﹤0.01% |
+21
| New | +$1.45K |
|
1523
PACCAR
PCAR
$70.1B
| $1.42K | ﹤0.01% |
+13
| New | +$1.33K |
|
1524
Ralph Lauren
RL
$23.6B
| $1.41K | ﹤0.01% |
+4
| New | +$1.36K |
|
1525
SS&C Technologies
SSNC
$18.6B
| $1.4K | ﹤0.01% |
+16
| New | +$1.36K |
|
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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.