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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 34 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SCHX SCHWAB STRATEGIC TR 1,786.0 $53K 0.01% NEW $29.42 +2.6%
662 SPYD SPDR SERIES TRUST 1,099.0 $52K 0.01% NEW $47.71 +5.7%
663 HIMX HIMAX TECHNOLOGIES INC Technology 3,400.0 $52K 0.01% NEW $15.34 -9.6%
664 OUSM ALPS ETF TR 1,097.0 $52K 0.01% NEW $47.54 +4.9%
665 CTO CTO RLTY GROWTH INC NEW Real Estate 2,420.0 $52K 0.01% NEW $21.51 +1.8%
666 GSLC GOLDMAN SACHS ETF TR 366.0 $52K 0.01% NEW $141.89 +3.0%
667 MA MASTERCARD INCORPORATED Financial Services 101.0 $52K 0.01% NEW $514.08 +12.7%
668 DRI DARDEN RESTAURANTS INC Consumer Cyclical 252.0 $52K 0.01% NEW $206.01 +7.4%
669 CGBD CARLYLE SECURED LENDING INC Financial Services 4,917.0 $52K 0.01% NEW $10.53 +7.1%
670 GSK GSK PLC Healthcare 983.0 $52K 0.01% NEW $52.42 -0.0%
671 IWY ISHARES TR 177.0 $51K 0.01% NEW $290.62 -1.7%
672 PENN PENN ENTERTAINMENT INC Consumer Cyclical 2,400.0 $51K 0.01% NEW $21.36 -12.6%
673 TPL TEXAS PACIFIC LAND CORPORATI Energy 117.0 $51K 0.01% NEW $437.64 -12.1%
674 VDC VANGUARD WORLD FD 227.0 $51K 0.01% NEW $225.49 +2.6%
675 SPOK SPOK HLDGS INC Healthcare 4,971.0 $51K 0.01% NEW $10.24 +1.8%
676 TIP ISHARES TR 461.0 $50K 0.01% NEW $109.43 -2.1%
677 EUFN ISHARES TR 1,290.0 $50K 0.01% NEW $38.99 +8.3%
678 SPAB SPDR SERIES TRUST 1,970.0 $50K 0.01% NEW $25.52 -1.7%
679 FXU FIRST TR EXCHANGE-TRADED FD 1,010.0 $50K 0.01% NEW $49.34 -3.3%
680 CSHI NEOS ETF TRUST 1,000.0 $50K 0.01% NEW $49.81 -0.2%
Page 34 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 33.4%
Technology 31.8%
Consumer Cyclical 8.8%
Healthcare 7.2%
Communication Services 4.6%
Industrials 2.7%
Real Estate 2.7%
Energy 2.7%
Consumer Defensive 2.4%
Basic Materials 2.2%