We are live on ! Find out more
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
MARA icon
1726
Marathon Digital Holdings
MARA
$3.9B
$180 ﹤0.01%
+20
New +$295
DUOL icon
1727
Duolingo
DUOL
$6.12B
$176 ﹤0.01%
+1
New +$236
H icon
1728
Hyatt Hotels
H
$16.7B
$160 ﹤0.01%
+1
New +$153
SIGA icon
1729
SIGA Technologies
SIGA
$219M
$153 ﹤0.01%
+25
New +$178
SLVM icon
1730
Sylvamo
SLVM
$1.63B
$147 ﹤0.01%
+3
New +$137
EQH icon
1731
Equitable Holdings
EQH
$14.1B
$143 ﹤0.01%
+3
New +$142
PLUG icon
1732
Plug Power
PLUG
$3.04B
$142 ﹤0.01%
+72
New +$188
TEI
1733
Templeton Emerging Markets Income Fund
TEI
$321M
$142 ﹤0.01%
+22
New +$140
DXCM icon
1734
DexCom
DXCM
$32B
$133 ﹤0.01%
+2
New +$129
MBS icon
1735
Angel Oak Mortgage-Backed Securities ETF
MBS
$147M
$131 ﹤0.01%
+15
New +$132
EMLC icon
1736
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.84B
$129 ﹤0.01%
+5
New +$128
DXC icon
1737
DXC Technology
DXC
$1.73B
$117 ﹤0.01%
+8
New +$110
LCID icon
1738
Lucid Motors
LCID
$2.77B
$106 ﹤0.01%
+10
New +$160
FLGT icon
1739
Fulgent Genetics
FLGT
$527M
$105 ﹤0.01%
+4
New +$104
NE.WS.A icon
1740
Noble Corporation PLC Tranche 2 Warrants
NE.WS.A
$100 ﹤0.01%
+12
New +$103
EXEEL
1741
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$100 ﹤0.01%
+1
New +$102
DRIV icon
1742
Global X Autonomous & Electric Vehicles ETF
DRIV
$440M
$89 ﹤0.01%
+3
New +$89
NOV icon
1743
NOV
NOV
$7B
$78 ﹤0.01%
+5
New +$74
CNDT icon
1744
Conduent
CNDT
$264M
$77 ﹤0.01%
+40
New +$88
LGO
1745
Largo
LGO
$70.9M
$70 ﹤0.01%
+75
New +$89
IYZ icon
1746
iShares US Telecommunications ETF
IYZ
$1.26B
$68 ﹤0.01%
+2
New +$66
INSG icon
1747
Inseego
INSG
$90.5M
$62 ﹤0.01%
+6
New +$78
HAIN icon
1748
Hain Celestial
HAIN
$53.7M
$54 ﹤0.01%
+50
New +$62
EVGO icon
1749
EVgo
EVGO
$229M
$49 ﹤0.01%
+17
New +$62
KBWY icon
1750
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$310M
$46 ﹤0.01%
+3
New +$46
68 69
70
71 72

Similar funds

SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
TC
Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return
IQI
Integrated Quantitative Investments Bellevue, Washington $551M AUM 45.27% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

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.