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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 58 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 JPLD J P MORGAN EXCHANGE TRADED F 200.0 $10K 0.00% NEW $52.19 -0.2%
1142 SCIO FIRST TR EXCHANGE-TRADED FD 500.0 $10K 0.00% NEW $20.67 -0.2%
1143 PSCD INVESCO EXCH TRADED FD TR II 87.0 $10K 0.00% NEW $118.38 -0.1%
1144 PII POLARIS INC Consumer Cyclical 150.0 $10K 0.00% NEW $68.44 -5.9%
1145 CWEN CLEARWAY ENERGY INC Utilities 300.0 $10K 0.00% NEW $34.18 -4.5%
1146 JLL JONES LANG LASALLE INC Real Estate 33.0 $10K 0.00% NEW $309.94 +24.0%
1147 AQWA GLOBAL X FDS 522.0 $10K 0.00% NEW $19.57 -2.1%
1148 WELL WELLTOWER INC Real Estate 45.0 $10K 0.00% NEW $226.98 +4.6%
1149 EVTR MORGAN STANLEY ETF TRUST 200.0 $10K 0.00% NEW $50.71 -1.1%
1150 CTBI COMMUNITY TR BANCORP INC Financial Services 140.0 $10K 0.00% NEW $72.36 +5.3%
1151 IXC ISHARES TR 206.0 $10K 0.00% NEW $49.13 +19.2%
1152 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 800.0 $10K 0.00% NEW $12.63 -1.5%
1153 MKC MCCORMICK & CO INC Consumer Defensive 200.0 $10K 0.00% NEW $50.42 +9.5%
1154 BBD BANCO BRADESCO S A Financial Services 2,900.0 $10K 0.00% NEW $3.47 -14.1%
1155 VONV VANGUARD SCOTTSDALE FDS 94.0 $10K 0.00% NEW $106.31 +5.7%
1156 NAT NORDIC AMERICAN TANKERS LIMI Industrials 1,800.0 $10K 0.00% NEW $5.54 +26.2%
1157 OPRA OPERA LTD Communication Services 500.0 $10K 0.00% NEW $19.83 -7.8%
1158 WLDN WILLDAN GROUP INC Industrials 125.0 $10K 0.00% NEW $79.10 +8.2%
1159 NWN NORTHWEST NAT HLDG CO Utilities 200.0 $10K 0.00% NEW $49.06 +3.1%
1160 UNILEVER PLC 163.0 $10K 0.00% NEW $60.12
Page 58 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 33.2%
Technology 31.6%
Consumer Cyclical 8.7%
Healthcare 7.2%
Communication Services 5.1%
Real Estate 2.8%
Industrials 2.7%
Energy 2.7%
Consumer Defensive 2.4%
Basic Materials 2.2%