We are live on ! Find out more
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
OZEM
1551
Roundhill GLP-1 & Weight Loss ETF
OZEM
$64.9M
$1.2K ﹤0.01%
+35
New +$1.09K
USAR
1552
USA Rare Earth Inc
USAR
$4.73B
$1.19K ﹤0.01%
+100
New +$1.91K
ORLY icon
1553
O'Reilly Automotive
ORLY
$76.3B
$1.19K ﹤0.01%
+13
New +$1.27K
TJUL icon
1554
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$116M
$1.18K ﹤0.01%
40
-8,888
-100% -$262K
PSLV icon
1555
Sprott Physical Silver Trust
PSLV
$13.2B
$1.18K ﹤0.01%
+50
New +$916
TEM
1556
Tempus AI
TEM
$9.39B
$1.18K ﹤0.01%
+20
New +$1.56K
DTE icon
1557
DTE Energy
DTE
$29.1B
$1.18K ﹤0.01%
+9
New +$1.22K
KRP icon
1558
Kimbell Royalty Partners
KRP
$1.48B
$1.18K ﹤0.01%
+100
New +$1.28K
VGLT icon
1559
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$1.17K ﹤0.01%
+21
New +$1.2K
VSAT icon
1560
Viasat
VSAT
$11.1B
$1.14K ﹤0.01%
+33
New +$1.17K
VRSK icon
1561
Verisk Analytics
VRSK
$25B
$1.12K ﹤0.01%
+5
New +$1.13K
INMD icon
1562
InMode
INMD
$880M
$1.12K ﹤0.01%
+76
New +$1.12K
RGTI icon
1563
Rigetti Computing
RGTI
$5.99B
$1.11K ﹤0.01%
+50
New +$1.63K
KARS icon
1564
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$80.2M
$1.1K ﹤0.01%
+36
New +$1.11K
MGM icon
1565
MGM Resorts International
MGM
$11.2B
$1.09K ﹤0.01%
+30
New +$1.02K
HSY icon
1566
Hershey
HSY
$36.6B
$1.09K ﹤0.01%
+6
New +$1.1K
CHD icon
1567
Church & Dwight Co
CHD
$24.5B
$1.09K ﹤0.01%
+13
New +$1.11K
PLNT icon
1568
Planet Fitness
PLNT
$3.78B
$1.08K ﹤0.01%
+10
New +$1.03K
AMZU icon
1569
Direxion Daily AMZN Bull 2X ETF
AMZU
$384M
$1.08K ﹤0.01%
+31
New +$1.13K
GLXY
1570
Galaxy Digital Inc
GLXY
$3.93B
$1.07K ﹤0.01%
+48
New +$1.49K
GIL icon
1571
Gildan
GIL
$10.6B
$1.06K ﹤0.01%
+17
New +$1.01K
ET icon
1572
Energy Transfer Partners
ET
$69.3B
$1.05K ﹤0.01%
+64
New +$1.06K
WSC icon
1573
WillScot Mobile Mini Holdings
WSC
$4.41B
$1.04K ﹤0.01%
+56
New +$1.13K
STM icon
1574
STMicroelectronics
STM
$50B
$1.04K ﹤0.01%
+40
New +$1.03K
ON icon
1575
ON Semiconductor
ON
$31.6B
$1.03K ﹤0.01%
+19
New +$975
61 62
63
64 65

Similar funds

SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
TC
Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return
IQI
Integrated Quantitative Investments Bellevue, Washington $551M AUM 45.27% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

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.