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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
H icon
1801
Hyatt Hotels
H
$17.8B
$194 ﹤0.01%
1
– –
GMAB icon
1802
Genmab
GMAB
$17.4B
$192 ﹤0.01%
7
– –
SE icon
1803
Sea Limited
SE
$65.1B
$192 ﹤0.01%
2
– –
QRVO icon
1804
Qorvo
QRVO
$7.85B
$187 ﹤0.01%
2
– –
HHS icon
1805
Harte-Hanks
HHS
$18.2M
$186 ﹤0.01%
86
– –
SRE icon
1806
Sempra
SRE
$59.2B
$185 ﹤0.01%
2
-7
-78% -$651
ENLT icon
1807
Enlight Renewable Energy
ENLT
$12.5B
$178 ﹤0.01%
2
– –
VEEV icon
1808
Veeva Systems
VEEV
$30.7B
$177 ﹤0.01%
1
– –
FFLC icon
1809
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.2B
$177 ﹤0.01%
3
– –
ILMN icon
1810
Illumina
ILMN
$29.1B
$176 ﹤0.01%
1
– –
NE.WS.A icon
1811
Noble Corporation PLC Tranche 2 Warrants
NE.WS.A
$2.81B
$175 ﹤0.01%
12
– –
HLN icon
1812
Haleon
HLN
$43.7B
$168 ﹤0.01%
18
– –
TS icon
1813
Tenaris
TS
$28.8B
$166 ﹤0.01%
3
– –
PHG icon
1814
Philips
PHG
$25.8B
$163 ﹤0.01%
6
– –
LIFE
1815
Ethos Technologies Inc
LIFE
$1.19B
$163 ﹤0.01%
+9
New +$162
RJF icon
1816
Raymond James Financial
RJF
$32.7B
$152 ﹤0.01%
1
-1
-50% -$152
STAG icon
1817
STAG Industrial
STAG
$7.99B
$152 ﹤0.01%
4
– –
QS icon
1818
QuantumScape Corp
QS
$3.72B
$151 ﹤0.01%
20
– –
THO icon
1819
Thor Industries
THO
$3.92B
$150 ﹤0.01%
2
– –
TEI
1820
Templeton Emerging Markets Income Fund
TEI
$319M
$148 ﹤0.01%
22
– –
AER icon
1821
AerCap
AER
$23.9B
$146 ﹤0.01%
1
– –
SNN icon
1822
Smith & Nephew
SNN
$12.7B
$144 ﹤0.01%
5
– –
FER icon
1823
Ferrovial N.V. Ordinary Shares
FER
$45.5B
$137 ﹤0.01%
2
– –
SLVM icon
1824
Sylvamo
SLVM
$1.49B
$118 ﹤0.01%
3
– –
DRIV icon
1825
Global X Autonomous & Electric Vehicles ETF
DRIV
$395M
$116 ﹤0.01%
3
– –
71 72
73
74 75

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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.