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
+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
EGP icon
1751
EastGroup Properties
EGP
$11.9B
$405 ﹤0.01%
2
– –
KRUS icon
1752
Kura Sushi USA
KRUS
$557M
$403 ﹤0.01%
7
– –
SNA icon
1753
Snap-on
SNA
$20.9B
$402 ﹤0.01%
1
– –
AMZU icon
1754
Direxion Daily AMZN Bull 2X ETF
AMZU
$327M
$399 ﹤0.01%
12
-30
-71% -$1.15K
CWH icon
1755
Camping World
CWH
$379M
$397 ﹤0.01%
52
– –
ESGV icon
1756
Vanguard ESG US Stock ETF
ESGV
$13.2B
$397 ﹤0.01%
3
– –
FSM icon
1757
Fortuna Silver Mines
FSM
$2.57B
$397 ﹤0.01%
+47
New +$456
TR icon
1758
Tootsie Roll Industries
TR
$2.92B
$396 ﹤0.01%
10
– –
MTCH icon
1759
Match Group
MTCH
$9.04B
$380 ﹤0.01%
10
– –
BOAT icon
1760
SonicShares Global Shipping ETF
BOAT
$75.6M
$379 ﹤0.01%
+10
New +$412
CAE icon
1761
CAE Inc
CAE
$7.86B
$376 ﹤0.01%
15
– –
POWW icon
1762
Outdoor Holding Co
POWW
$259M
$365 ﹤0.01%
160
+3
+2% +$6
UAMY icon
1763
United States Antimony
UAMY
$865M
$363 ﹤0.01%
50
-50
-50% -$452
HNRG icon
1764
Hallador Energy
HNRG
$783M
$348 ﹤0.01%
20
-30
-60% -$516
WING icon
1765
Wingstop
WING
$3.68B
$347 ﹤0.01%
2
– –
NLOP
1766
Net Lease Office Properties
NLOP
$175M
$345 ﹤0.01%
31
– –
JVA icon
1767
Coffee Holding Co
JVA
$19.9M
$334 ﹤0.01%
100
– –
PALL icon
1768
abrdn Physical Palladium Shares ETF
PALL
$622M
$331 ﹤0.01%
15
– –
PL icon
1769
Planet Labs
PL
$8.23B
$331 ﹤0.01%
+10
New +$370
CVNA icon
1770
Carvana
CVNA
$47B
$329 ﹤0.01%
5
– –
TSCO icon
1771
Tractor Supply
TSCO
$15.5B
$316 ﹤0.01%
10
-283
-97% -$9.78K
ETH
1772
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$316 ﹤0.01%
21
– –
AGYS icon
1773
Agilysys
AGYS
$2.84B
$314 ﹤0.01%
3
– –
SHE icon
1774
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$322M
$309 ﹤0.01%
2
– –
FLOW icon
1775
Global X US Cash Flow Kings 100 ETF
FLOW
$28.9M
$305 ﹤0.01%
8
– –
69 70
71
72 73

Similar funds

DCM
Davidson Capital Management Corpus Christi, Texas $552M AUM 22.73% 1-Year Est. Return
LF
Longbow Finance Lutry, Switzerland $552M AUM 40.08% 1-Year Est. Return
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
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return

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.