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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
ORI icon
1551
Old Republic International
ORI
$10.1B
$2.25K ﹤0.01%
55
– –
WAT icon
1552
Waters Corp
WAT
$36.4B
$2.25K ﹤0.01%
6
– –
JCPI icon
1553
JPMorgan Inflation Managed Bond ETF
JCPI
$866M
$2.25K ﹤0.01%
47
+6
+15% +$290
ASC icon
1554
Ardmore Shipping
ASC
$654M
$2.24K ﹤0.01%
+160
New +$2.71K
MAA icon
1555
Mid-America Apartment Communities
MAA
$15.3B
$2.22K ﹤0.01%
+16
New +$2.09K
BN icon
1556
Brookfield
BN
$102B
$2.21K ﹤0.01%
52
– –
PTGX icon
1557
Protagonist Therapeutics
PTGX
$8.71B
$2.21K ﹤0.01%
18
– –
XRMI icon
1558
Global X S&P 500 Risk Managed Income ETF
XRMI
$49.9M
$2.15K ﹤0.01%
125
– –
VCSH icon
1559
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$2.13K ﹤0.01%
27
+3
+13% +$237
SFM icon
1560
Sprouts Farmers Market
SFM
$6.95B
$2.11K ﹤0.01%
25
– –
EMBD icon
1561
Global X Emerging Markets Bond ETF
EMBD
$250M
$2.08K ﹤0.01%
87
– –
AMLP icon
1562
Alerian MLP ETF
AMLP
$12.9B
$2.07K ﹤0.01%
40
– –
STLD icon
1563
Steel Dynamics
STLD
$34.4B
$2.06K ﹤0.01%
9
– –
VMC icon
1564
Vulcan Materials
VMC
$36B
$2.06K ﹤0.01%
7
+1
+17% +$287
CRML icon
1565
Critical Metals Corp
CRML
$958M
$2.05K ﹤0.01%
+200
New +$2.14K
FTGC icon
1566
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3B
$2.03K ﹤0.01%
75
– –
VOD icon
1567
Vodafone
VOD
$35.7B
$2K ﹤0.01%
151
– –
BUCK icon
1568
Simplify Stable Income ETF
BUCK
$479M
$1.99K ﹤0.01%
85
-190
-69% -$4.47K
MBI icon
1569
MBIA
MBI
$306M
$1.96K ﹤0.01%
300
– –
ADT icon
1570
ADT
ADT
$5.06B
$1.95K ﹤0.01%
300
– –
MDIV icon
1571
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$430M
$1.93K ﹤0.01%
117
+94
+409% +$1.55K
PD icon
1572
PagerDuty
PD
$680M
$1.93K ﹤0.01%
200
– –
VIOO icon
1573
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.16B
$1.93K ﹤0.01%
14
– –
TFLR icon
1574
T. Rowe Price Floating Rate ETF
TFLR
$668M
$1.92K ﹤0.01%
38
+31
+443% +$1.57K
ATHM icon
1575
Autohome
ATHM
$2.48B
$1.9K ﹤0.01%
100
– –
61 62
63
64 65

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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.