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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
PNFP icon
1526
Pinnacle Financial Partners Inc
PNFP
$14.7B
$2.62K ﹤0.01%
26
– –
PHM icon
1527
Pultegroup
PHM
$24.1B
$2.61K ﹤0.01%
19
-1
-5% -$121
CDW icon
1528
CDW
CDW
$16.4B
$2.59K ﹤0.01%
18
– –
BSX icon
1529
Boston Scientific
BSX
$63.8B
$2.56K ﹤0.01%
60
-43
-42% -$2.33K
JPIN icon
1530
JPMorgan Diversified Return International Equity ETF
JPIN
$363M
$2.53K ﹤0.01%
35
– –
PCAR icon
1531
PACCAR
PCAR
$68.9B
$2.52K ﹤0.01%
21
-1
-5% -$118
VTEC icon
1532
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.81B
$2.52K ﹤0.01%
25
– –
USAR
1533
USA Rare Earth Inc
USAR
$3.87B
$2.48K ﹤0.01%
115
– –
ABR icon
1534
Arbor Realty Trust
ABR
$960M
$2.42K ﹤0.01%
446
+13
+3% +$84
AIS
1535
VistaShares Artificial Intelligence Supercycle ETF
AIS
$898M
$2.39K ﹤0.01%
28
+25
+833% +$1.67K
DECK icon
1536
Deckers Outdoor
DECK
$14.2B
$2.38K ﹤0.01%
24
-60
-71% -$6.32K
GUTS icon
1537
Fractyl Health
GUTS
$121M
$2.38K ﹤0.01%
3,000
– –
HUBS icon
1538
HubSpot
HUBS
$10.4B
$2.37K ﹤0.01%
13
– –
HEAL
1539
Global X Funds Global X HealthTech ETF
HEAL
$28.3M
$2.37K ﹤0.01%
86
– –
RWT
1540
Redwood Trust
RWT
$636M
$2.37K ﹤0.01%
500
– –
FSLR icon
1541
First Solar
FSLR
$22.5B
$2.36K ﹤0.01%
10
– –
FOXA icon
1542
Fox Class A
FOXA
$23.7B
$2.35K ﹤0.01%
45
+26
+137% +$1.61K
RSG icon
1543
Republic Services
RSG
$66.5B
$2.34K ﹤0.01%
11
-9
-45% -$1.88K
SU icon
1544
Suncor Energy
SU
$76.5B
$2.31K ﹤0.01%
43
-33
-43% -$2.09K
TDIV icon
1545
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.13B
$2.3K ﹤0.01%
+20
New +$2.22K
MSOS icon
1546
AdvisorShares Pure US Cannabis ETF
MSOS
$889M
$2.29K ﹤0.01%
451
– –
XRT icon
1547
State Street SPDR S&P Retail ETF
XRT
$372M
$2.28K ﹤0.01%
26
– –
LEN icon
1548
Lennar Class A
LEN
$19.7B
$2.26K ﹤0.01%
+25
New +$2.23K
ASX icon
1549
ASE Group
ASX
$89B
$2.26K ﹤0.01%
50
– –
TRP icon
1550
TC Energy
TRP
$72.8B
$2.25K ﹤0.01%
34
+1
+3% +$66
60 61
62
63 64

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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.