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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
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
GRMN
1576
Garmin
GRMN
$60B
$1.01K ﹤0.01%
+5
New +$1.09K
AOA icon
1577
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.28B
$985 ﹤0.01%
+11
New +$979
HEI icon
1578
HEICO Corp
HEI
$51.4B
$971 ﹤0.01%
+3
New +$948
RJF icon
1579
Raymond James Financial
RJF
$34B
$964 ﹤0.01%
+6
New +$969
RMD icon
1580
ResMed
RMD
$30.7B
$963 ﹤0.01%
+4
New +$1.02K
CSL icon
1581
Carlisle Companies
CSL
$15.4B
$960 ﹤0.01%
+3
New +$972
HNRG icon
1582
Hallador Energy
HNRG
$696M
$952 ﹤0.01%
+50
New +$1.01K
LVO icon
1583
LiveOne
LVO
$58.2M
$944 ﹤0.01%
+200
New +$947
ECG
1584
Everus Construction Group
ECG
$6.99B
$941 ﹤0.01%
+11
New +$984
PHM icon
1585
Pultegroup
PHM
$25.3B
$938 ﹤0.01%
+8
New +$981
PPLT
1586
abrdn Physical Platinum Shares ETF
PPLT
$2.02B
$932 ﹤0.01%
+50
New +$770
MICC
1587
The Magnum Ice Cream Company N.V.
MICC
$11.8B
$919 ﹤0.01%
+58
New +$909
TEL icon
1588
TE Connectivity
TEL
$62.6B
$910 ﹤0.01%
+4
New +$925
AXIA.PRC
1589
AXIA Energia American Depositary Shares Preferred Class C
AXIA.PRC
$896 ﹤0.01%
+104
New +$898
MATV icon
1590
Mativ Holdings
MATV
$711M
$863 ﹤0.01%
+71
New +$837
TMQ
1591
Trilogy Metals
TMQ
$656M
$862 ﹤0.01%
+200
New +$942
GPZ
1592
VanEck Alternative Asset Manager ETF
GPZ
$259M
$842 ﹤0.01%
+31
New +$821
ATO icon
1593
Atmos Energy
ATO
$28.8B
$838 ﹤0.01%
+5
New +$864
CCEP icon
1594
Coca-Cola Europacific Partners
CCEP
$47.9B
$816 ﹤0.01%
+9
New +$813
ASX icon
1595
ASE Group
ASX
$82.2B
$805 ﹤0.01%
+50
New +$711
CBRE icon
1596
CBRE Group
CBRE
$42.9B
$804 ﹤0.01%
+5
New +$786
NLOP
1597
Net Lease Office Properties
NLOP
$171M
$799 ﹤0.01%
+31
New +$877
CRCL
1598
Circle Internet Group
CRCL
$16.9B
$793 ﹤0.01%
+10
New +$1.03K
TRIB
1599
Trinity Biotech
TRIB
$8.39M
$791 ﹤0.01%
+33
New +$973
ECL icon
1600
Ecolab
ECL
$79.9B
$788 ﹤0.01%
+3
New +$799
62 63
64
65 66

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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.