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Portfolio (Quarterly) Guide ↗

Triumph Capital Management

· CIK 0001730765
13F Portfolio $552M AUM 1,861 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1861 New
Page 13 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QTUM ETF SER SOLUTIONS 2,560.0 $423K 0.08% NEW $165.38 -8.0%
242 THW ABRDN WORLD HEALTHCARE FUND Financial Services 31,558.0 $423K 0.08% NEW $13.40 +5.5%
243 FSIG FIRST TR EXCHANGE-TRADED FD 22,361.0 $422K 0.08% NEW $18.86 -0.1%
244 ARKK ARK ETF TR 5,143.0 $416K 0.07% NEW $80.82 -2.1%
245 XLV SELECT SECTOR SPDR TR 2,617.0 $415K 0.07% NEW $158.66 +7.0%
246 MCD MCDONALDS CORP Consumer Cyclical 1,534.0 $415K 0.07% NEW $270.36 -1.2%
247 UNFI UNITED NAT FOODS INC Consumer Defensive 9,080.0 $415K 0.07% NEW $45.67 +2.6%
248 MISL FIRST TR EXCHANGE-TRADED FD 9,000.0 $412K 0.07% NEW $45.77 +3.9%
249 OHI OMEGA HEALTHCARE INVS INC Real Estate 8,614.0 $411K 0.07% NEW $47.68 -2.6%
250 LTC LTC PPTYS INC Real Estate 10,619.0 $408K 0.07% NEW $38.45 +4.0%
251 KGC KINROSS GOLD CORP Basic Materials 17,244.0 $407K 0.07% NEW $23.62 +14.8%
252 TYLG GLOBAL X FDS 9,554.0 $407K 0.07% NEW $42.56 -2.1%
253 JOET VIRTUS ETF TR II 8,782.0 $406K 0.07% NEW $46.29 +1.0%
254 FDN FIRST TR EXCHANGE-TRADED FD 1,529.0 $405K 0.07% NEW $264.72 +7.2%
255 BTO HANCOCK JOHN FINL OPPTYS Financial Services 10,250.0 $404K 0.07% NEW $39.42 +3.5%
256 GS GOLDMAN SACHS GROUP INC Financial Services 398.0 $403K 0.07% NEW $1012.10 +2.8%
257 SPTM SPDR SERIES TRUST 4,414.0 $401K 0.07% NEW $90.79 +2.6%
258 CVX CHEVRON CORPORATION Energy 2,411.0 $400K 0.07% NEW $165.78 +24.1%
259 NEXA NEXA RES S A Basic Materials 32,273.0 $395K 0.07% NEW $12.24 +10.2%
260 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 825.0 $394K 0.07% NEW $477.66 -13.5%
Page 13 of 94  ·  1,861 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.2%
Technology 31.6%
Consumer Cyclical 8.7%
Healthcare 7.2%
Communication Services 5.1%
Real Estate 2.8%
Industrials 2.7%
Energy 2.7%
Consumer Defensive 2.4%
Basic Materials 2.2%