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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 72 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 SEVN SEVEN HILLS REALTY TRUST Real Estate 481.0 $4K 0.00% NEW $8.43 -8.9%
1422 TFLO ISHARES TR 80.0 $4K 0.00% NEW $50.62 -0.1%
1423 AGGH SIMPLIFY EXCHANGE TRADED FUN 200.0 $4K 0.00% NEW $20.17 -0.9%
1424 PCY INVESCO EXCH TRADED FD TR II 185.0 $4K 0.00% NEW $21.65 -2.2%
1425 IMTM ISHARES TR 75.0 $4K 0.00% NEW $53.33 +0.6%
1426 NOAH NOAH HLDGS LTD Financial Services 400.0 $4K 0.00% NEW $9.99 -11.5%
1427 LADR LADDER CAP CORP Real Estate 401.0 $4K 0.00% NEW $9.95 +1.6%
1428 IONS IONIS PHARMACEUTICALS INC Healthcare 50.0 $4K 0.00% NEW $79.28 -23.3%
1429 CNRG SPDR SERIES TRUST 35.0 $4K 0.00% NEW $113.09 -18.0%
1430 NEW HORIZON AIRCRAFT LTD 2,000.0 $4K 0.00% NEW $1.97
1431 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 73.0 $4K 0.00% NEW $53.95 -22.8%
1432 CNI CANADIAN NATL RY CO Industrials 33.0 $4K 0.00% NEW $119.24 +7.0%
1433 SBRA SABRA HEALTH CARE REIT INC Real Estate 200.0 $4K 0.00% NEW $19.51 +5.3%
1434 VKTX VIKING THERAPEUTICS INC Healthcare 100.0 $4K 0.00% NEW $39.01 -7.8%
1435 LAMR LAMAR ADVERTISING CO Real Estate 25.0 $4K 0.00% NEW $156.00 -1.3%
1436 DAPP VANECK ETF TRUST 200.0 $4K 0.00% NEW $19.38 -6.4%
1437 BAX BAXTER INTL INC Healthcare 181.0 $4K 0.00% NEW $21.32 +25.0%
1438 MPC MARATHON PETE CORP Energy 15.0 $4K 0.00% NEW $255.67 +41.1%
1439 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 44.0 $4K 0.00% NEW $87.05 +4.0%
1440 UAE ISHARES TR 200.0 $4K 0.00% NEW $19.01 +2.8%
Page 72 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%