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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
GROW icon
1651
US Global Investors
GROW
$38.5M
$482 ﹤0.01%
+200
New +$498
WING icon
1652
Wingstop
WING
$3.18B
$477 ﹤0.01%
+2
New +$495
COHU icon
1653
Cohu
COHU
$2.5B
$465 ﹤0.01%
+20
New +$458
CAE icon
1654
CAE Inc. Common Shares
CAE
$8.74B
$456 ﹤0.01%
+15
New +$421
FANG icon
1655
Diamondback Energy
FANG
$52.7B
$451 ﹤0.01%
+3
New +$443
MIDD icon
1656
Middleby
MIDD
$6.08B
$446 ﹤0.01%
+3
New +$394
BC icon
1657
Brunswick
BC
$5.28B
$445 ﹤0.01%
+6
New +$407
VOOG icon
1658
Vanguard S&P 500 Growth ETF
VOOG
$27.2B
$445 ﹤0.01%
+6
New +$442
CNX icon
1659
CNX Resources
CNX
$5.2B
$441 ﹤0.01%
+12
New +$430
M icon
1660
Macy's
M
$6.68B
$441 ﹤0.01%
+20
New +$409
EXE
1661
Expand Energy Corp
EXE
$21.5B
$441 ﹤0.01%
+4
New +$444
KR icon
1662
Kroger
KR
$34.8B
$437 ﹤0.01%
+7
New +$458
PALL icon
1663
abrdn Physical Palladium Shares ETF
PALL
$667M
$436 ﹤0.01%
+15
New +$404
EFX icon
1664
Equifax
EFX
$21.4B
$434 ﹤0.01%
+2
New +$438
CVNA icon
1665
Carvana
CVNA
$77.9B
$422 ﹤0.01%
+5
New +$372
ITUB icon
1666
Itaú Unibanco
ITUB
$87.5B
$422 ﹤0.01%
+59
New +$420
MDB icon
1667
MongoDB
MDB
$32.1B
$420 ﹤0.01%
+1
New +$364
CHTR icon
1668
Charter Communications
CHTR
$18.2B
$418 ﹤0.01%
+2
New +$450
XHB icon
1669
State Street SPDR S&P Homebuilders ETF
XHB
$1.56B
$412 ﹤0.01%
+4
New +$425
CNQ icon
1670
Canadian Natural Resources
CNQ
$93.8B
$406 ﹤0.01%
+12
New +$389
KURA icon
1671
Kura Oncology
KURA
$850M
$405 ﹤0.01%
+39
New +$409
J icon
1672
Jacobs Solutions
J
$17B
$397 ﹤0.01%
+3
New +$440
JVA icon
1673
Coffee Holding Co
JVA
$20M
$388 ﹤0.01%
+100
New +$396
SBAC icon
1674
SBA Communications
SBAC
$19.5B
$387 ﹤0.01%
+2
New +$386
WAT icon
1675
Waters Corp
WAT
$39.9B
$380 ﹤0.01%
+1
New +$368
65 66
67
68 69

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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.