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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 60 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 FLKR FRANKLIN TEMPLETON ETF TR 135.0 $9K 0.00% NEW $66.08 -11.3%
1182 DJIA GLOBAL X FDS 400.0 $9K 0.00% NEW $22.14 +3.1%
1183 DDOG DATADOG INC Technology 34.0 $9K 0.00% NEW $260.35 -10.7%
1184 GPC GENUINE PARTS CO Consumer Cyclical 75.0 $9K 0.00% NEW $117.97 +12.7%
1185 ESML ISHARES TR 158.0 $9K 0.00% NEW $55.93 -0.8%
1186 LVHD LEGG MASON ETF INVT 200.0 $9K 0.00% NEW $44.01 +1.2%
1187 BWXT BWX TECHNOLOGIES INC Industrials 45.0 $9K 0.00% NEW $194.93 -19.7%
1188 CXSE WISDOMTREE TR 225.0 $9K 0.00% NEW $38.88 -1.3%
1189 VTWO VANGUARD SCOTTSDALE FDS 72.0 $9K 0.00% NEW $121.42 -0.9%
1190 EMLP FIRST TR EXCHANGE-TRADED FD 200.0 $9K 0.00% NEW $43.50 +2.1%
1191 STZ CONSTELLATION BRANDS INC Consumer Defensive 62.0 $9K 0.00% NEW $140.06 -4.2%
1192 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 748.0 $9K 0.00% NEW $11.60 -4.1%
1193 YUM YUM BRANDS INC Consumer Cyclical 54.0 $9K 0.00% NEW $159.85 -4.7%
1194 CME CME GROUP INC Financial Services 39.0 $9K 0.00% NEW $220.82 +22.7%
1195 FTEC FIDELITY COVINGTON TRUST 30.0 $9K 0.00% NEW $285.57 -1.1%
1196 CALF PACER FDS TR 169.0 $9K 0.00% NEW $50.61 +13.2%
1197 VRSN VERISIGN INC Technology 34.0 $9K 0.00% NEW $251.56 +10.1%
1198 ENSG ENSIGN GROUP INC Healthcare 53.0 $8K 0.00% NEW $160.30 +12.2%
1199 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 2,517.0 $8K 0.00% NEW $3.36 +19.9%
1200 MSCI MSCI INC Financial Services 15.0 $8K 0.00% NEW $560.07 +1.6%
Page 60 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%