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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
SYM icon
1651
Symbotic
SYM
$5.45B
$1.12K ﹤0.01%
+25
New +$1.27K
VAC icon
1652
Marriott Vacations Worldwide
VAC
$3.36B
$1.12K ﹤0.01%
11
– –
INMD icon
1653
InMode
INMD
$883M
$1.11K ﹤0.01%
76
– –
ICE icon
1654
Intercontinental Exchange
ICE
$78.4B
$1.11K ﹤0.01%
9
-88
-91% -$13.2K
CCEP icon
1655
Coca-Cola Europacific Partners
CCEP
$46.5B
$1.1K ﹤0.01%
11
– –
SG icon
1656
Sweetgreen
SG
$807M
$1.1K ﹤0.01%
125
-140
-53% -$1.07K
LAC
1657
Lithium Americas
LAC
$1.07B
$1.1K ﹤0.01%
285
-2
-0.7% -$10
AXIA.PRC
1658
AXIA Energia American Depositary Shares Preferred Class C
AXIA.PRC
$22.1B
$1.1K ﹤0.01%
104
– –
CSL icon
1659
Carlisle Companies
CSL
$13.2B
$1.09K ﹤0.01%
3
– –
NTRA icon
1660
Natera
NTRA
$37.6B
$1.09K ﹤0.01%
4
– –
DD icon
1661
DuPont de Nemours
DD
$18.3B
$1.08K ﹤0.01%
8
-2
-20% -$284
AGNT
1662
AGNT Inc
AGNT
$733M
$1.08K ﹤0.01%
200
– –
VNQI icon
1663
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$1.08K ﹤0.01%
24
-114
-83% -$5.25K
AOA icon
1664
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$1.07K ﹤0.01%
11
– –
TUR icon
1665
iShares MSCI Turkey ETF
TUR
$207M
$1.01K ﹤0.01%
26
-204
-89% -$8.3K
BL icon
1666
BlackLine
BL
$1.72B
$982 ﹤0.01%
35
– –
WDAY icon
1667
Workday
WDAY
$34.9B
$979 ﹤0.01%
8
-72
-90% -$9.12K
RMD icon
1668
ResMed
RMD
$28.8B
$974 ﹤0.01%
5
-7
-58% -$1.45K
CPSH icon
1669
CPS Technologies
CPSH
$91.1M
$966 ﹤0.01%
+175
New +$1.03K
RLGT icon
1670
Radiant Logistics
RLGT
$414M
$965 ﹤0.01%
102
– –
CRH icon
1671
CRH
CRH
$66.6B
$963 ﹤0.01%
9
-4
-31% -$440
BR icon
1672
Broadridge
BR
$16.8B
$959 ﹤0.01%
7
-44
-86% -$6.64K
PSLV icon
1673
Sprott Physical Silver Trust
PSLV
$12B
$944 ﹤0.01%
50
– –
CHIQ icon
1674
Global X MSCI China Consumer Discretionary ETF
CHIQ
$126M
$933 ﹤0.01%
59
– –
MOH icon
1675
Molina Healthcare
MOH
$12B
$915 ﹤0.01%
4
– –
65 66
67
68 69

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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.