Portfolio (Quarterly)
Guide ↗
Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1561 | EMBD | GLOBAL X FDS | — | 87.0 | $2K | — | NEW | — | $23.95 | -1.7% |
| 1562 | AMLP | ALPS ETF TR | — | 40.0 | $2K | — | NEW | — | $51.85 | +6.7% |
| 1563 | STLD | STEEL DYNAMICS INC | Basic Materials | 9.0 | $2K | — | NEW | — | $229.44 | +8.9% |
| 1564 | VMC | VULCAN MATLS CO | Basic Materials | 7.0 | $2K | — | NEW | — | $295.00 | -7.9% |
| 1565 | — | CRITICAL METALS CORP | — | 200.0 | $2K | — | NEW | — | $10.25 | — |
| 1566 | FTGC | FIRST TR EXCHANGE TRAD FD VI | — | 75.0 | $2K | — | NEW | — | $27.05 | +10.7% |
| 1567 | VOD | VODAFONE GROUP PLC | Communication Services | 151.0 | $2K | — | NEW | — | $13.23 | +22.0% |
| 1568 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | — | 85.0 | $2K | — | NEW | — | $23.42 | +0.1% |
| 1569 | MBI | MBIA INC | Financial Services | 300.0 | $2K | — | NEW | — | $6.52 | -23.8% |
| 1570 | ADT | ADT INC DEL | Industrials | 300.0 | $2K | — | NEW | — | $6.50 | +11.1% |
| 1571 | MDIV | FIRST TR EXCHANGE TRADED FD | — | 117.0 | $2K | — | NEW | — | $16.52 | +2.4% |
| 1572 | PD | PAGERDUTY INC | Technology | 200.0 | $2K | — | NEW | — | $9.65 | +22.9% |
| 1573 | VIOO | VANGUARD ADMIRAL FDS INC | — | 14.0 | $2K | — | NEW | — | $137.57 | -0.5% |
| 1574 | TFLR | T ROWE PRICE EXCHANGE-TRADED | — | 38.0 | $2K | — | NEW | — | $50.42 | +0.6% |
| 1575 | ATHM | AUTOHOME INC | Communication Services | 100.0 | $2K | — | NEW | — | $19.03 | +15.4% |
| 1576 | STE | STERIS PLC | Healthcare | 9.0 | $2K | — | NEW | — | $210.56 | +10.4% |
| 1577 | — | RYANAIR HOLDINGS PLC | — | 29.0 | $2K | — | NEW | — | $64.76 | — |
| 1578 | DOL | WISDOMTREE TR | — | 25.0 | $2K | — | NEW | — | $74.36 | +2.5% |
| 1579 | — | PAGAYA TECHNOLOGIES LTD | — | 100.0 | $2K | — | NEW | — | $18.25 | — |
| 1580 | ECG | EVERUS CONSTR GROUP | Industrials | 11.0 | $2K | — | NEW | — | $165.91 | -22.1% |
① 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%