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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 Miscellaneous 67.19%
2 Technology 11.61%
3 Financials 7.03%
4 Consumer Discretionary 3.33%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NZUS
1901
DELISTED
State Street SPDR MSCI USA Climate Paris Aligned ETF
NZUS
– –
-320
Closed -$10.5K
ONDS icon
1902
Ondas Inc
ONDS
$4.3B
– –
-2,858
Closed -$25.8K
ONON icon
1903
On Holding
ONON
$9.13B
– –
-2,552
Closed -$86.8K
PATH icon
1904
UiPath
PATH
$7.17B
– –
-12
Closed -$133
PKST
1905
DELISTED
Peakstone Realty Trust
PKST
– –
-186
Closed -$3.89K
PLDR
1906
DELISTED
Putnam Sustainable Leaders ETF
PLDR
– –
-411
Closed -$13.9K
POWL icon
1907
Powell Industries
POWL
$6.44B
– –
-21
Closed -$3.79K
RELX icon
1908
RELX
RELX
$59.8B
– –
-11
Closed -$365
ROBT icon
1909
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$771M
– –
-90
Closed -$4.15K
SBAC icon
1910
SBA Communications
SBAC
$19.2B
– –
-1
Closed -$172
SIGA icon
1911
SIGA Technologies
SIGA
$219M
– –
-25
Closed -$134
SPOT icon
1912
Spotify
SPOT
$109B
– –
-1
Closed -$485
SVOL icon
1913
Simplify Volatility Premium ETF
SVOL
$530M
– –
-520
Closed -$7.98K
TCHP icon
1914
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.16B
– –
-542
Closed -$23.9K
TMC icon
1915
TMC The Metals Company
TMC
$1.65B
– –
-600
Closed -$2.8K
TQQQ icon
1916
ProShares UltraPro QQQ
TQQQ
$35.8B
– –
-20
Closed -$834
TRIB
1917
Trinity Biotech
TRIB
$5.9M
– –
-33
Closed -$542
XSD icon
1918
State Street SPDR S&P Semiconductor ETF
XSD
$2.7B
– –
-13
Closed -$4.24K
Z icon
1919
Zillow
Z
$6.77B
– –
-150
Closed -$6.21K
ZETA icon
1920
Zeta Global
ZETA
$7.62B
– –
-79
Closed -$1.26K
DJT icon
1921
Trump Media & Technology Group
DJT
$2.41B
– –
-1
Closed -$9
JULM
1922
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$30.5M
– –
-1,545
Closed -$51.8K
APOC
1923
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$70.4M
– –
-2,000
Closed -$51.1K
ONEZ
1924
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$347M
– –
-50
Closed -$1.25K
GMEU
1925
T-REX 2X Long GME Daily Target ETF
GMEU
$24.7M
– –
-4,445
Closed -$45.3K
74 75 76
77
78

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PRCP
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PWMG
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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 Miscellaneous at 67% of assets, down from 67% a quarter earlier, followed by Technology and Financials.

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.