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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
STE icon
1576
Steris
STE
$20.6B
$1.9K ﹤0.01%
9
-41
-82% -$8.79K
RYAAY icon
1577
Ryanair
RYAAY
$30.5B
$1.88K ﹤0.01%
29
– –
DOL icon
1578
WisdomTree True Developed International Fund
DOL
$816M
$1.86K ﹤0.01%
25
– –
PGY icon
1579
Pagaya Technologies
PGY
$1.45B
$1.82K ﹤0.01%
100
– –
ECG
1580
Everus Construction Group
ECG
$6.94B
$1.82K ﹤0.01%
11
– –
EXPD icon
1581
Expeditors International
EXPD
$23.4B
$1.79K ﹤0.01%
11
– –
ASIX icon
1582
AdvanSix
ASIX
$551M
$1.79K ﹤0.01%
90
– –
IYF icon
1583
iShares US Financials ETF
IYF
$4.36B
$1.78K ﹤0.01%
14
– –
OFS icon
1584
OFS Capital
OFS
$46.5M
$1.77K ﹤0.01%
500
– –
PFEB icon
1585
Innovator US Equity Power Buffer ETF February
PFEB
$918M
$1.76K ﹤0.01%
41
– –
STRK
1586
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$458M
$1.76K ﹤0.01%
30
– –
TTWO icon
1587
Take-Two Interactive
TTWO
$43.8B
$1.75K ﹤0.01%
7
+1
+17% +$221
KKR icon
1588
KKR & Co
KKR
$87.2B
$1.74K ﹤0.01%
19
– –
ZWS icon
1589
Zurn Elkay Water Solutions
ZWS
$7.98B
$1.74K ﹤0.01%
34
– –
PSEC icon
1590
Prospect Capital
PSEC
$1.08B
$1.73K ﹤0.01%
750
-1
-0.1% -$2
GWRE icon
1591
Guidewire Software
GWRE
$11.9B
$1.72K ﹤0.01%
14
– –
FNGD icon
1592
MicroSectors FANG+ Index -3X Inverse Leveraged ETNs due January 8, 2038
FNGD
$403M
$1.67K ﹤0.01%
+45
New +$1.91K
GNT
1593
GAMCO Natural Resources, Gold & Income Trust
GNT
$137M
$1.63K ﹤0.01%
+200
New +$1.68K
BBH icon
1594
VanEck Biotech ETF
BBH
$396M
$1.63K ﹤0.01%
8
– –
CRK icon
1595
Comstock Resources
CRK
$3.9B
$1.63K ﹤0.01%
109
– –
DBX icon
1596
Dropbox
DBX
$6.86B
$1.62K ﹤0.01%
59
– –
SIDU icon
1597
Sidus Space
SIDU
$200M
$1.62K ﹤0.01%
+575
New +$2.2K
CMPS
1598
Compass Pathways
CMPS
$1.64B
$1.61K ﹤0.01%
114
+11
+11% +$112
WSC icon
1599
WillScot Mobile Mini Holdings
WSC
$4.8B
$1.61K ﹤0.01%
56
– –
RL icon
1600
Ralph Lauren
RL
$22.4B
$1.61K ﹤0.01%
4
– –
62 63
64
65 66

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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.