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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 15 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FIRST TR EXCHNG TRADED FD VI 9,603.0 $337K 0.06% NEW $35.05
282 XEL XCEL ENERGY INC Utilities 4,176.0 $335K 0.06% NEW $80.30 -1.4%
283 TBUX T ROWE PRICE EXCHANGE-TRADED 6,725.0 $335K 0.06% NEW $49.77 +0.3%
284 BNS BANK NOVA SCOTIA B C Financial Services 3,840.0 $333K 0.06% NEW $86.84 +3.8%
285 NOCT INNOVATOR ETFS TRUST 5,318.0 $333K 0.06% NEW $62.52 +1.5%
286 SCHW SCHWAB CHARLES CORP Financial Services 3,602.0 $332K 0.06% NEW $92.26 +21.1%
287 JMST J P MORGAN EXCHANGE TRADED F 6,515.0 $332K 0.06% NEW $51.00 -0.2%
288 SBUX STARBUCKS CORP Consumer Cyclical 3,233.0 $330K 0.06% NEW $102.19 +3.7%
289 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 11,860.0 $327K 0.06% NEW $27.59 -1.5%
290 W WAYFAIR INC Consumer Cyclical 3,498.0 $323K 0.06% NEW $92.42 +10.0%
291 EWJV ISHARES TR 7,350.0 $323K 0.06% NEW $43.96 +6.9%
292 OGIG ALPS ETF TR 7,102.0 $316K 0.06% NEW $44.52 +11.7%
293 FCFY FIRST TR EXCHANGE-TRADED FD 11,583.0 $313K 0.06% NEW $26.99 +11.2%
294 FRO FRONTLINE PLC Energy 8,931.0 $311K 0.06% NEW $34.79 +25.0%
295 MMM 3M CO Industrials 1,889.0 $306K 0.06% NEW $161.91 +11.8%
296 LOUP INNOVATOR ETFS TRUST 3,089.0 $304K 0.06% NEW $98.56 -6.0%
297 BCP INVESTMENT CORPORATION 41,562.0 $303K 0.06% NEW $7.28
298 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 30,988.0 $300K 0.05% NEW $9.68 -8.4%
299 BLUE OWL CAPITAL CORPORATION 27,235.0 $296K 0.05% NEW $10.87
300 MDT MEDTRONIC PLC Healthcare 3,750.0 $293K 0.05% NEW $78.23 +17.7%
Page 15 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%