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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 66 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 HFWA HERITAGE FINL CORP WASH Financial Services 200.0 $6K 0.00% NEW $29.62 -2.3%
1302 CHD CHURCH & DWIGHT CO INC Consumer Defensive 61.0 $6K 0.00% NEW $96.89 +1.6%
1303 PH PARKER-HANNIFIN CORP Industrials 6.0 $6K 0.00% NEW $978.17 +2.5%
1304 EBS EMERGENT BIOSOLUTIONS INC Healthcare 700.0 $6K 0.00% NEW $8.38 -42.1%
1305 AA ALCOA CORP Basic Materials 112.0 $6K 0.00% NEW $52.28 -4.0%
1306 MEDP MEDPACE HLDGS INC Healthcare 11.0 $6K 0.00% NEW $529.55 +16.5%
1307 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 200.0 $6K 0.00% NEW $29.01 -5.9%
1308 SNPS SYNOPSYS INC Technology 13.0 $6K 0.00% NEW $446.08 -11.4%
1309 CARR CARRIER GLOBAL CORPORATION Industrials 79.0 $6K 0.00% NEW $73.35 -18.1%
1310 HSY HERSHEY CO Consumer Defensive 33.0 $6K 0.00% NEW $175.45 +7.8%
1311 BKR BAKER HUGHES COMPANY Energy 104.0 $6K 0.00% NEW $55.50 +13.1%
1312 QQA INVESCO ACTIVELY MANAGED EXC 100.0 $6K 0.00% NEW $57.63 -2.6%
1313 GRNT GRANITE RIDGE RESOURCES INC Energy 1,300.0 $6K 0.00% NEW $4.41 +16.9%
1314 TIDAL TRUST II 200.0 $6K 0.00% NEW $28.54
1315 AIPO TIDAL TRUST II 170.0 $6K 0.00% NEW $33.41 -13.8%
1316 TUGN LISTED FDS TR 200.0 $6K 0.00% NEW $28.39 -3.9%
1317 QQMG INVESCO EXCH TRADED FD TR II 110.0 $6K 0.00% NEW $51.23 -3.5%
1318 RS RELIANCE INC Basic Materials 15.0 $6K 0.00% NEW $373.60 +2.3%
1319 XSHD INVESCO EXCH TRADED FD TR II 393.0 $6K 0.00% NEW $14.12 +2.5%
1320 ACGL ARCH CAP GROUP LTD Financial Services 57.0 $6K 0.00% NEW $97.05 +2.3%
Page 66 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%