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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 49 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 KRC KILROY REALTY CORP Real Estate 500.0 $19K 0.00% NEW $37.47 -2.4%
962 WEC WEC ENERGY GROUP INC Utilities 158.0 $18K 0.00% NEW $116.77 -9.2%
963 FCPI FIDELITY COVINGTON TRUST 336.0 $18K 0.00% NEW $54.66 +4.8%
964 TX TERNIUM SA Basic Materials 430.0 $18K 0.00% NEW $42.70 +29.9%
965 EWS ISHARES INC 620.0 $18K 0.00% NEW $29.61 +14.1%
966 GBCI GLACIER BANCORP INC NEW Financial Services 355.0 $18K 0.00% NEW $51.58 -8.4%
967 FNDF SCHWAB STRATEGIC TR 347.0 $18K 0.00% NEW $52.76 +5.8%
968 ROE EA SERIES TRUST 426.0 $18K 0.00% NEW $42.63 +2.4%
969 CAFG PACER FDS TR 534.0 $18K 0.00% NEW $34.00 -1.1%
970 DRD DRDGOLD LIMITED Basic Materials 850.0 $18K 0.00% NEW $21.30 +44.1%
971 CI THE CIGNA GROUP Healthcare 65.0 $18K 0.00% NEW $277.52 -0.0%
972 XP XP INC Financial Services 1,100.0 $18K 0.00% NEW $16.26 +3.4%
973 NXST NEXSTAR MEDIA GROUP INC Communication Services 100.0 $18K 0.00% NEW $178.59 +4.2%
974 UUUU ENERGY FUELS INC Energy 1,231.0 $18K 0.00% NEW $14.50 +4.4%
975 FALN ISHARES TR 650.0 $18K 0.00% NEW $27.24 -0.9%
976 SAM BOSTON BEER INC Consumer Defensive 100.0 $18K 0.00% NEW $177.03 +5.0%
977 TSAKOS ENERGY NAVIGATION LTD 500.0 $18K 0.00% NEW $35.37
978 PPA INVESCO EXCHANGE TRADED FD T 100.0 $18K 0.00% NEW $176.84 -1.8%
979 ACN ACCENTURE PLC IRELAND Technology 142.0 $18K 0.00% NEW $124.44 +48.9%
980 CLX CLOROX CO DEL Consumer Defensive 185.0 $18K 0.00% NEW $95.44 +11.8%
Page 49 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%