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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
DUOL icon
1826
Duolingo
DUOL
$5.81B
$115 ﹤0.01%
1
– –
HAFN icon
1827
Hafnia
HAFN
$3.77B
$113 ﹤0.01%
+17
New +$138
SETM icon
1828
Sprott Energy Transition Materials ETF
SETM
$542M
$93 ﹤0.01%
3
– –
RTO icon
1829
Rentokil
RTO
$15.1B
$86 ﹤0.01%
3
– –
IYZ icon
1830
iShares US Telecommunications ETF
IYZ
$1.21B
$85 ﹤0.01%
2
– –
FLGT icon
1831
Fulgent Genetics
FLGT
$565M
$82 ﹤0.01%
4
– –
FLZH
1832
Flash Sports & Media Holdings
FLZH
$91.6M
$76 ﹤0.01%
40
– –
ULTA icon
1833
Ulta Beauty
ULTA
$21B
– –
0
– –
ICL icon
1834
ICL Group
ICL
$6.78B
$75 ﹤0.01%
15
– –
DXC icon
1835
DXC Technology
DXC
$1.51B
$71 ﹤0.01%
8
– –
FMS icon
1836
Fresenius Medical Care
FMS
$13.3B
$68 ﹤0.01%
3
– –
LCID icon
1837
Lucid Motors
LCID
$2.86B
$67 ﹤0.01%
10
– –
INSG icon
1838
Inseego
INSG
$124M
$62 ﹤0.01%
+6
New +$80
SIRI icon
1839
SiriusXM
SIRI
$10.2B
$60 ﹤0.01%
2
+1
+100% +$27
CNDT icon
1840
Conduent
CNDT
$240M
$58 ﹤0.01%
40
– –
PERI icon
1841
Perion Network
PERI
$372M
$58 ﹤0.01%
6
– –
KEEL
1842
Keel Infrastructure Corp
KEEL
$2.81B
$57 ﹤0.01%
10
+9
+900% +$39
KBWY icon
1843
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$322M
$56 ﹤0.01%
3
– –
LGO
1844
Largo
LGO
$64.9M
$48 ﹤0.01%
75
– –
RR icon
1845
Richtech Robotics
RR
$369M
$42 ﹤0.01%
20
-60
-75% -$146
PLAB icon
1846
Photronics
PLAB
$1.85B
$33 ﹤0.01%
1
– –
EVGO icon
1847
EVgo
EVGO
$226M
$32 ﹤0.01%
17
– –
ONL
1848
Orion Office REIT
ONL
$152M
$29 ﹤0.01%
10
– –
CORZZ icon
1849
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.96B
$25 ﹤0.01%
1
– –
FNKO icon
1850
Funko
FNKO
$324M
$24 ﹤0.01%
4
– –
72 73
74
75 76

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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.