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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
NVT icon
1701
nVent Electric
NVT
$25.6B
$678 ﹤0.01%
+4
New +$624
GEOS icon
1702
Geospace Technologies
GEOS
$91.8M
$677 ﹤0.01%
100
– –
EVTC icon
1703
Evertec
EVTC
$1.8B
$667 ﹤0.01%
24
– –
Q
1704
Qnity Electronics Inc
Q
$29B
$653 ﹤0.01%
4
– –
SBIO icon
1705
ALPS Medical Breakthroughs ETF
SBIO
$204M
$646 ﹤0.01%
+10
New +$548
INSM icon
1706
Insmed
INSM
$23.1B
$640 ﹤0.01%
6
– –
NSC icon
1707
Norfolk Southern
NSC
$74.3B
$629 ﹤0.01%
2
– –
ITB icon
1708
iShares US Home Construction ETF
ITB
$2.37B
$627 ﹤0.01%
6
– –
CRCL
1709
Circle Internet Group
CRCL
$16.4B
$626 ﹤0.01%
10
– –
GROW icon
1710
US Global Investors
GROW
$36.5M
$624 ﹤0.01%
200
– –
VLTO icon
1711
Veralto
VLTO
$22.4B
$622 ﹤0.01%
7
– –
SYNA icon
1712
Synaptics
SYNA
$4.71B
$621 ﹤0.01%
5
– –
WIT icon
1713
Wipro
WIT
$17.9B
$621 ﹤0.01%
276
– –
ATMU icon
1714
Atmus Filtration Technologies
ATMU
$4.29B
$612 ﹤0.01%
12
– –
DTM icon
1715
DT Midstream
DTM
$14.6B
$604 ﹤0.01%
4
– –
ESNT icon
1716
Essent Group
ESNT
$6B
$579 ﹤0.01%
9
– –
MSFY icon
1717
Kurv Yield Premium Strategy Microsoft (MSFT) ETF
MSFY
$11.2M
$575 ﹤0.01%
35
+25
+250% +$457
FLY
1718
Firefly Aerospace
FLY
$3.32B
$559 ﹤0.01%
+19
New +$711
SAIC icon
1719
Saic
SAIC
$4.9B
$552 ﹤0.01%
5
– –
FDLO icon
1720
Fidelity Low Volatility Factor ETF
FDLO
$1.4B
$547 ﹤0.01%
8
– –
DGXX
1721
Digi Power X Inc
DGXX
$388M
$545 ﹤0.01%
+100
New +$545
KD icon
1722
Kyndryl
KD
$2.57B
$543 ﹤0.01%
48
– –
ENTG icon
1723
Entegris
ENTG
$20.9B
$540 ﹤0.01%
3
– –
DXCM icon
1724
DexCom
DXCM
$27.6B
$539 ﹤0.01%
8
– –
MATV icon
1725
Mativ Holdings
MATV
$448M
$537 ﹤0.01%
71
– –
67 68
69
70 71

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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.