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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 51 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 SAP SAP SE Technology 107.0 $16K 0.00% NEW $154.11 +41.9%
1002 HHH HOWARD HUGHES HOLDINGS INC Real Estate 229.0 $16K 0.00% NEW $71.49 -7.0%
1003 HYDR GLOBAL X FDS 308.0 $16K 0.00% NEW $53.07 -19.4%
1004 NOG NORTHERN OIL & GAS INC Energy 900.0 $16K 0.00% NEW $18.15 +50.6%
1005 QWLD SPDR INDEX SHS FDS 107.0 $16K 0.00% NEW $151.92 +4.5%
1006 NWFL NORWOOD FINANCIAL CORP Financial Services 500.0 $16K 0.00% NEW $32.15 +5.0%
1007 STT STATE STR CORP Financial Services 95.0 $16K 0.00% NEW $168.73 +10.9%
1008 VAW VANGUARD WORLD FD 70.0 $16K 0.00% NEW $228.79 +4.7%
1009 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 407.0 $16K 0.00% NEW $39.02 +1.2%
1010 HPQ HP INC Technology 721.0 $16K 0.00% NEW $21.94 +35.4%
1011 RF REGIONS FINANCIAL CORP NEW Financial Services 523.0 $16K 0.00% NEW $30.20 +0.7%
1012 IRM IRON MTN INC DEL Real Estate 125.0 $16K 0.00% NEW $126.31 -3.4%
1013 AMCOR PLC 364.0 $16K 0.00% NEW $43.35
1014 PSTG EVERPURE INC 200.0 $16K 0.00% NEW $78.79
1015 RVTY REVVITY INC Healthcare 141.0 $16K 0.00% NEW $111.26 +12.1%
1016 SR SPIRE INC Utilities 200.0 $16K 0.00% NEW $78.09 +3.6%
1017 SPHB INVESCO EXCH TRADED FD TR II 100.0 $16K 0.00% NEW $156.09 -4.9%
1018 TSME THRIVENT ETF TRUST 298.0 $16K 0.00% NEW $52.37 -7.2%
1019 EPS WISDOMTREE TR 200.0 $16K 0.00% NEW $77.79 +3.5%
1020 DEHP DIMENSIONAL ETF TRUST 363.0 $16K 0.00% NEW $42.81 -3.7%
Page 51 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%