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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
FDXF
1676
FedEx Freight
FDXF
$22.4B
$906 ﹤0.01%
+6
New +$983
PBR icon
1677
Petrobras
PBR
$119B
$889 ﹤0.01%
55
-99
-64% -$1.93K
GIL icon
1678
Gildan
GIL
$10.1B
$877 ﹤0.01%
17
– –
CP icon
1679
Canadian Pacific Kansas City
CP
$81.4B
$866 ﹤0.01%
10
+5
+100% +$428
ATO icon
1680
Atmos Energy
ATO
$29.6B
$861 ﹤0.01%
5
– –
VIAV icon
1681
Viavi Solutions
VIAV
$10.6B
$860 ﹤0.01%
18
– –
PDD icon
1682
Pinduoduo
PDD
$121B
$839 ﹤0.01%
11
-19
-63% -$1.75K
ECL icon
1683
Ecolab
ECL
$75.6B
$836 ﹤0.01%
3
-25
-89% -$6.58K
APO icon
1684
Apollo Global Management
APO
$68.2B
$828 ﹤0.01%
7
-22
-76% -$2.77K
GTBP icon
1685
GT Biopharma
GTBP
$12.3M
$810 ﹤0.01%
1,655
– –
DOX icon
1686
Amdocs
DOX
$5.65B
$809 ﹤0.01%
16
– –
BBLU icon
1687
EA Bridgeway Blue Chip ETF
BBLU
$438M
$808 ﹤0.01%
49
+9
+23% +$145
HUT
1688
Hut 8
HUT
$12.3B
$808 ﹤0.01%
7
-7
-50% -$679
ACIW icon
1689
ACI Worldwide
ACIW
$5.76B
$805 ﹤0.01%
16
– –
INTR icon
1690
Inter&Co
INTR
$2.46B
$798 ﹤0.01%
147
-70
-32% -$470
MBS icon
1691
Angel Oak Mortgage-Backed Securities ETF
MBS
$148M
$785 ﹤0.01%
91
+76
+507% +$659
QQQH
1692
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$383M
$782 ﹤0.01%
14
– –
MSTY icon
1693
YieldMax MSTR Option Income Strategy ETF
MSTY
$784M
$734 ﹤0.01%
60
– –
EXR icon
1694
Extra Space Storage
EXR
$31.1B
$726 ﹤0.01%
5
-1
-17% -$143
LDOS icon
1695
Leidos
LDOS
$13.5B
$721 ﹤0.01%
7
– –
PAMC icon
1696
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$54.3M
$721 ﹤0.01%
13
– –
PKG icon
1697
Packaging Corp of America
PKG
$20.3B
$715 ﹤0.01%
3
-2
-40% -$438
PPLT
1698
abrdn Physical Platinum Shares ETF
PPLT
$1.86B
$706 ﹤0.01%
50
– –
AJG icon
1699
Arthur J. Gallagher & Co
AJG
$65.2B
$689 ﹤0.01%
3
– –
PTC icon
1700
PTC
PTC
$14.4B
$682 ﹤0.01%
6
-19
-76% -$2.56K
66 67
68
69 70

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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.