Portfolio (Quarterly)
Guide ↗
Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 681 | VNO | VORNADO RLTY TR | Real Estate | 1,266.0 | $50K | 0.01% | NEW | — | $39.29 | -3.4% |
| 682 | HCA | HCA HEALTHCARE INC | Healthcare | 127.0 | $50K | 0.01% | NEW | — | $390.32 | +10.4% |
| 683 | EEM | ISHARES TR | — | 723.0 | $49K | 0.01% | NEW | — | $68.40 | -1.9% |
| 684 | — | FIRST TR EXCHNG TRADED FD VI | — | 1,500.0 | $49K | 0.01% | NEW | — | $32.91 | — |
| 685 | OUSA | ALPS ETF TR | — | 844.0 | $49K | 0.01% | NEW | — | $58.33 | +6.5% |
| 686 | VALE | VALE S A | Basic Materials | 3,269.0 | $49K | 0.01% | NEW | — | $15.04 | -2.9% |
| 687 | IYLD | ISHARES TR | — | 2,205.0 | $49K | 0.01% | NEW | — | $22.14 | +0.6% |
| 688 | USMV | ISHARES TR | — | 500.0 | $48K | 0.01% | NEW | — | $96.46 | +5.0% |
| 689 | — | IRSA INVERSIONES Y REP S A | — | 3,100.0 | $48K | 0.01% | NEW | — | $15.44 | — |
| 690 | KB | KB FINL GROUP INC | Financial Services | 454.0 | $48K | 0.01% | NEW | — | $104.96 | +12.4% |
| 691 | FJUL | FIRST TR EXCHNG TRADED FD VI | — | 800.0 | $48K | 0.01% | NEW | — | $59.54 | +2.6% |
| 692 | KVUE | KENVUE INC | Consumer Defensive | 2,464.0 | $47K | 0.01% | NEW | — | $19.11 | -0.1% |
| 693 | MINV | MATTHEWS ASIA FDS | — | 813.0 | $47K | 0.01% | NEW | — | $57.84 | -13.0% |
| 694 | SLG | SL GREEN RLTY CORP | Real Estate | 907.0 | $47K | 0.01% | NEW | — | $51.77 | +11.5% |
| 695 | DVN | DEVON ENERGY CORP NEW | Energy | 1,132.0 | $47K | 0.01% | NEW | — | $41.30 | +19.0% |
| 696 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 486.0 | $47K | 0.01% | NEW | — | $95.98 | +24.7% |
| 697 | TPR | TAPESTRY INC | Consumer Cyclical | 316.0 | $46K | 0.01% | NEW | — | $146.38 | -10.7% |
| 698 | RTX | RTX CORPORATION | Industrials | 242.0 | $46K | 0.01% | NEW | — | $189.73 | +11.0% |
| 699 | WTPI | WISDOMTREE TR | — | 1,400.0 | $46K | 0.01% | NEW | — | $32.79 | +1.6% |
| 700 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 274.0 | $46K | 0.01% | NEW | — | $166.89 | +14.7% |
① 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%