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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
WIT icon
1601
Wipro
WIT
$20B
$784 ﹤0.01%
+276
New +$754
AJG icon
1602
Arthur J. Gallagher & Co
AJG
$63.6B
$776 ﹤0.01%
+3
New +$794
TTWO icon
1603
Take-Two Interactive
TTWO
$46.1B
$768 ﹤0.01%
+3
New +$748
ACIW icon
1604
ACI Worldwide
ACIW
$5.42B
$765 ﹤0.01%
+16
New +$776
STE icon
1605
Steris
STE
$23.1B
$761 ﹤0.01%
+3
New +$753
QQQH
1606
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$384M
$760 ﹤0.01%
+14
New +$765
LQDW icon
1607
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
LQDW
$306M
$737 ﹤0.01%
30
-7,938
-100% -$198K
APO icon
1608
Apollo Global Management
APO
$73.4B
$724 ﹤0.01%
5
-5,195
-100% -$690K
LYG icon
1609
Lloyds Banking Group
LYG
$91.3B
$721 ﹤0.01%
+136
New +$658
IBN icon
1610
ICICI Bank
IBN
$108B
$715 ﹤0.01%
+24
New +$736
VLTO icon
1611
Veralto
VLTO
$24B
$699 ﹤0.01%
+7
New +$708
EVTC icon
1612
Evertec
EVTC
$1.78B
$698 ﹤0.01%
+24
New +$713
IVES
1613
Dan IVES Wedbush AI Revolution ETF
IVES
$1.07B
$695 ﹤0.01%
+22
New +$720
FWONK icon
1614
Liberty Media Series C
FWONK
$25.8B
$690 ﹤0.01%
+7
New +$687
PATH icon
1615
UiPath
PATH
$7.8B
$688 ﹤0.01%
+42
New +$654
WDS icon
1616
Woodside Energy
WDS
$42.6B
$686 ﹤0.01%
+44
New +$700
PDD icon
1617
Pinduoduo
PDD
$131B
$680 ﹤0.01%
+6
New +$745
HOLX
1618
DELISTED
Hologic
HOLX
$670 ﹤0.01%
+9
New +$658
EXR icon
1619
Extra Space Storage
EXR
$31.6B
$651 ﹤0.01%
+5
New +$682
RLGT icon
1620
Radiant Logistics
RLGT
$395M
$646 ﹤0.01%
+102
New +$633
WDAY icon
1621
Workday
WDAY
$44.4B
$644 ﹤0.01%
+3
New +$682
HUT
1622
Hut 8
HUT
$10.9B
$643 ﹤0.01%
+14
New +$617
DIOD icon
1623
Diodes
DIOD
$4.84B
$641 ﹤0.01%
+13
New +$658
VAC icon
1624
Marriott Vacations Worldwide
VAC
$4.25B
$635 ﹤0.01%
+11
New +$650
ATMU icon
1625
Atmus Filtration Technologies
ATMU
$4.18B
$623 ﹤0.01%
+12
New +$581
63 64
65
66 67

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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.