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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 56 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 SAN BANCO SANTANDER SA Financial Services 879.0 $12K 0.00% NEW $13.80 +5.8%
1102 IDA IDACORP INC Utilities 80.0 $12K 0.00% NEW $151.30 -8.7%
1103 WMS ADVANCED DRAIN SYS INC DEL Industrials 77.0 $12K 0.00% NEW $156.96 -8.7%
1104 FCEF FIRST TR EXCHNG TRADED FD VI 500.0 $12K 0.00% NEW $24.05 +0.2%
1105 EXC EXELON CORP Utilities 258.0 $12K 0.00% NEW $46.58 -5.4%
1106 FJUN FIRST TR EXCHNG TRADED FD VI 200.0 $12K 0.00% NEW $59.95 +1.9%
1107 LYFT LYFT INC Technology 818.0 $12K 0.00% NEW $14.61 +19.1%
1108 WHR WHIRLPOOL CORP Consumer Cyclical 300.0 $12K 0.00% NEW $39.42 +3.3%
1109 RB GLOBAL INC 101.0 $12K 0.00% NEW $116.45
1110 TRMD TORM PLC Energy 450.0 $12K 0.00% NEW $26.06 +22.0%
1111 PPC PILGRIMS PRIDE CORP Consumer Defensive 415.0 $12K 0.00% NEW $28.11 +14.2%
1112 REZI RESIDEO TECHNOLOGIES INC Industrials 375.0 $12K 0.00% NEW $31.10 -34.9%
1113 CCK CROWN HLDGS INC Consumer Cyclical 104.0 $12K 0.00% NEW $111.82 +6.8%
1114 FIBK FIRST INTST BANCSYSTEM INC Financial Services 300.0 $12K 0.00% NEW $38.56 -1.8%
1115 LW LAMB WESTON HLDGS INC Consumer Defensive 267.0 $12K 0.00% NEW $43.20 +24.0%
1116 PEBO PEOPLES BANCORP INC Financial Services 300.0 $12K 0.00% NEW $38.41 +4.6%
1117 CCJ CAMECO CORP Energy 113.0 $12K 0.00% NEW $101.86 -0.7%
1118 BGRN ISHARES TR 242.0 $11K 0.00% NEW $47.47 -1.3%
1119 KBWD INVESCO EXCH TRADED FD TR II 924.0 $11K 0.00% NEW $12.42 +1.3%
1120 CARNIVAL CORP LTD 401.0 $11K 0.00% NEW $28.57
Page 56 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%