Portfolio (Quarterly)
Guide ↗
Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1021 | DMAR | FIRST TR EXCHNG TRADED FD VI | — | 345.0 | $15K | 0.00% | NEW | — | $44.73 | +1.5% |
| 1022 | MTUM | ISHARES TR | — | 45.0 | $15K | 0.00% | NEW | — | $342.82 | -11.0% |
| 1023 | JMTG | J P MORGAN EXCHANGE TRADED F | — | 304.0 | $15K | 0.00% | NEW | — | $50.68 | -1.2% |
| 1024 | ESGG | FLEXSHARES TR | — | 66.0 | $15K | 0.00% | NEW | — | $233.14 | +2.5% |
| 1025 | DLX | DELUXE CORP MEDIUM TERM NTS | Communication Services | 644.0 | $15K | 0.00% | NEW | — | $23.88 | -1.1% |
| 1026 | — | BEACON FINANCIAL CORP. | — | 504.0 | $15K | 0.00% | NEW | — | $30.45 | — |
| 1027 | VPL | VANGUARD INTL EQUITY INDEX F | — | 132.0 | $15K | 0.00% | NEW | — | $115.69 | -0.5% |
| 1028 | XRX | XEROX HOLDINGS CORP | Technology | 4,859.0 | $15K | 0.00% | NEW | — | $3.13 | -7.4% |
| 1029 | GL | GLOBE LIFE INC | Financial Services | 85.0 | $15K | 0.00% | NEW | — | $178.68 | -4.3% |
| 1030 | NMRK | NEWMARK GROUP INC | Real Estate | 1,000.0 | $15K | 0.00% | NEW | — | $15.11 | +7.3% |
| 1031 | EMXC | ISHARES INC | — | 147.0 | $15K | 0.00% | NEW | — | $102.30 | -4.4% |
| 1032 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 186.0 | $15K | 0.00% | NEW | — | $80.56 | +2.8% |
| 1033 | — | SOUTH BOW CORP | — | 425.0 | $15K | 0.00% | NEW | — | $35.24 | — |
| 1034 | SLB | SLB LIMITED | Energy | 321.0 | $15K | 0.00% | NEW | — | $46.49 | +15.9% |
| 1035 | SFY | TIDAL TRUST I | — | 100.0 | $15K | 0.00% | NEW | — | $148.87 | +2.0% |
| 1036 | SDOG | ALPS ETF TR | — | 218.0 | $15K | 0.00% | NEW | — | $68.22 | +8.6% |
| 1037 | PFIX | SIMPLIFY EXCHANGE TRADED FUN | — | 342.0 | $15K | 0.00% | NEW | — | $43.36 | +22.9% |
| 1038 | KARO | KAROOOOO LTD | Technology | 300.0 | $15K | 0.00% | NEW | — | $49.36 | +29.6% |
| 1039 | PSTL | POSTAL REALTY TRUST INC | Real Estate | 600.0 | $15K | 0.00% | NEW | — | $24.64 | -7.1% |
| 1040 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 193.0 | $15K | 0.00% | NEW | — | $76.57 | +4.9% |
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%