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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 39 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 7,870.0 $36K 0.01% NEW $4.62 -23.6%
762 NTRS NORTHERN TR CORP Financial Services 209.0 $36K 0.01% NEW $173.84 +5.8%
763 IAU ISHARES GOLD TR Financial Services 480.0 $36K 0.01% NEW $75.51 +14.9%
764 MBB ISHARES TR 383.0 $36K 0.01% NEW $94.52 -1.5%
765 IYW ISHARES TR 143.0 $36K 0.01% NEW $252.72 -2.2%
766 FDX FEDEX CORP Industrials 115.0 $36K 0.01% NEW $313.83 +3.6%
767 AZN ASTRAZENECA PLC Healthcare 190.0 $36K 0.01% NEW $189.62 -12.5%
768 BTAL AGF INVTS TR 3,220.0 $36K 0.01% NEW $11.15 +7.6%
769 VIGI VANGUARD WHITEHALL FDS 383.0 $36K 0.01% NEW $93.39 +5.6%
770 UNM UNUM GROUP Financial Services 400.0 $36K 0.01% NEW $89.41 -1.8%
771 EWW ISHARES INC 473.0 $36K 0.01% NEW $75.27 +2.8%
772 BGR BLACKROCK ENERGY & RES TR Financial Services 2,400.0 $36K 0.01% NEW $14.82 +17.6%
773 BKNG BOOKING HOLDINGS INC Consumer Cyclical 198.0 $35K 0.01% NEW $178.24 +17.6%
774 FTSL FIRST TR EXCHANGE-TRADED FD 788.0 $35K 0.01% NEW $44.75 +0.0%
775 EBAY EBAY INC. Consumer Cyclical 315.0 $35K 0.01% NEW $111.89 -6.9%
776 AFRM AFFIRM HLDGS INC Technology 428.0 $35K 0.01% NEW $81.55 -5.5%
777 IWS ISHARES TR 211.0 $35K 0.01% NEW $164.60 +4.5%
778 BNDX VANGUARD CHARLOTTE FDS 711.0 $34K 0.01% NEW $48.44 -1.6%
779 LOW LOWES COS INC Consumer Cyclical 156.0 $34K 0.01% NEW $220.74 -2.1%
780 PNC PNC FINL SVCS GROUP INC Financial Services 137.0 $34K 0.01% NEW $247.01 -1.6%
Page 39 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%