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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 61 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 HST HOST HOTELS & RESORTS INC Real Estate 354.0 $8K 0.00% NEW $23.71 -2.6%
1202 ESEA EUROSEAS LTD Industrials 126.0 $8K 0.00% NEW $66.37 +13.0%
1203 ODFL OLD DOMINION FREIGHT LINE IN Industrials 38.0 $8K 0.00% NEW $217.37 -5.9%
1204 PGF INVESCO EXCHANGE TRADED FD T 600.0 $8K 0.00% NEW $13.71 -1.8%
1205 UTES ETFIS SER TR I 100.0 $8K 0.00% NEW $81.74 -7.6%
1206 GTX GARRETT MOTION INC Consumer Cyclical 225.0 $8K 0.00% NEW $36.23 -27.1%
1207 HOOD ROBINHOOD MKTS INC Financial Services 81.0 $8K 0.00% NEW $100.28 -5.2%
1208 APH AMPHENOL CORP Technology 46.0 $8K 0.00% NEW $176.33 -13.2%
1209 HNI HNI CORP Industrials 200.0 $8K 0.00% NEW $40.41 +18.3%
1210 SJNK SPDR SERIES TRUST 318.0 $8K 0.00% NEW $25.03 -0.7%
1211 CUBE CUBESMART Real Estate 200.0 $8K 0.00% NEW $39.77 +3.5%
1212 LANDBRIDGE COMPANY LLC 100.0 $8K 0.00% NEW $79.24
1213 MPT MEDICAL PROPERTIES TRUST INC Financial Services 1,715.0 $8K 0.00% NEW $4.62 -11.7%
1214 PWR QUANTA SVCS INC Industrials 11.0 $8K 0.00% NEW $720.00 -8.0%
1215 SPTS SPDR SERIES TRUST 273.0 $8K 0.00% NEW $29.01 -0.2%
1216 BLOCK INC 104.0 $8K 0.00% NEW $76.00
1217 EL LAUDER ESTEE COS INC Consumer Defensive 100.0 $8K 0.00% NEW $78.95 +21.8%
1218 SCHH SCHWAB STRATEGIC TR 332.0 $8K 0.00% NEW $23.68 +1.6%
1219 INDA ISHARES TR 159.0 $8K 0.00% NEW $49.39 +0.3%
1220 CAVA CAVA GROUP INC Consumer Cyclical 100.0 $8K 0.00% NEW $78.48 -8.2%
Page 61 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%