Portfolio (Quarterly)
Guide ↗
Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 941 | SYF | SYNCHRONY FINANCIAL | Financial Services | 263.0 | $20K | 0.00% | NEW | — | $76.05 | +4.5% |
| 942 | SUSB | ISHARES TR | — | 799.0 | $20K | 0.00% | NEW | — | $24.99 | -0.6% |
| 943 | IGLB | ISHARES TR | — | 399.0 | $20K | 0.00% | NEW | — | $50.04 | -4.5% |
| 944 | AIQ | GLOBAL X FDS | — | 300.0 | $20K | 0.00% | NEW | — | $65.61 | -3.3% |
| 945 | UNP | UNION PAC CORP | Industrials | 72.0 | $20K | 0.00% | NEW | — | $273.31 | +12.7% |
| 946 | MLPA | GLOBAL X FDS | — | 370.0 | $20K | 0.00% | NEW | — | $53.08 | +6.2% |
| 947 | TMUS | T-MOBILE US INC | Communication Services | 117.0 | $20K | 0.00% | NEW | — | $167.73 | +9.1% |
| 948 | PSK | SPDR SERIES TRUST | — | 642.0 | $20K | 0.00% | NEW | — | $30.53 | -3.1% |
| 949 | JCI | JOHNSON CONTROLS INTERNATION | Industrials | 134.0 | $20K | 0.00% | NEW | — | $146.11 | -2.1% |
| 950 | KALU | KAISER ALUMINIUM CORPORATION | Basic Materials | 100.0 | $20K | 0.00% | NEW | — | $195.63 | -21.2% |
| 951 | EFG | ISHARES TR | — | 155.0 | $19K | 0.00% | NEW | — | $124.42 | +1.0% |
| 952 | TSLX | SIXTH STREET SPECIALTY LENDI | Financial Services | 1,110.0 | $19K | 0.00% | NEW | — | $17.17 | +9.4% |
| 953 | — | COHEN & STEERS LTD DURATION | — | 900.0 | $19K | 0.00% | NEW | — | $21.16 | — |
| 954 | DLR | DIGITAL RLTY TR INC | Real Estate | 106.0 | $19K | 0.00% | NEW | — | $179.58 | +6.2% |
| 955 | TEVA | TEVA PHARMACEUTICAL INDS LTD | Healthcare | 560.0 | $19K | 0.00% | NEW | — | $33.88 | +10.2% |
| 956 | IGBH | ISHARES U S ETF TR | — | 770.0 | $19K | 0.00% | NEW | — | $24.58 | -0.5% |
| 957 | NGG | NATIONAL GRID PLC | Utilities | 228.0 | $19K | 0.00% | NEW | — | $82.91 | -3.8% |
| 958 | JBL | JABIL INC | Technology | 49.0 | $19K | 0.00% | NEW | — | $385.49 | -18.8% |
| 959 | SCHG | SCHWAB STRATEGIC TR | — | 555.0 | $19K | 0.00% | NEW | — | $33.84 | +4.4% |
| 960 | CALY | CALLAWAY GOLF CO | Consumer Cyclical | 999.0 | $19K | 0.00% | NEW | — | $18.79 | -15.4% |
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%