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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 8 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LQD ISHARES TR 7,971.0 $869K 0.16% NEW $109.07 -3.2%
142 FOUR SHIFT4 PMTS INC Technology 17,861.0 $869K 0.16% NEW $48.64 -2.1%
143 KQQQ KURV ETF TR 27,968.0 $849K 0.15% NEW $30.37 -5.5%
144 NU NU HLDGS LTD Financial Services 63,279.0 $845K 0.15% NEW $13.36 +10.6%
145 IREN IREN LIMITED Financial Services 18,364.0 $840K 0.15% NEW $45.73 -5.0%
146 OKTA OKTA INC Technology 6,098.0 $832K 0.15% NEW $136.45 +5.4%
147 HYBI NEOS ETF TRUST 16,779.0 $826K 0.15% NEW $49.25 -0.8%
148 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 103,070.0 $812K 0.15% NEW $7.88 -3.0%
149 FIRST TR EXCHANGE TRADED FD 36,455.0 $805K 0.15% NEW $22.09
150 AGG ISHARES TR 7,948.0 $787K 0.14% NEW $98.98 -1.7%
151 AGNC AGNC INVT CORP Real Estate 72,006.0 $785K 0.14% NEW $10.90 +0.4%
152 UNH UNITEDHEALTH GROUP INC Healthcare 1,878.0 $781K 0.14% NEW $415.63 -4.5%
153 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,862.0 $778K 0.14% NEW $271.95 -6.2%
154 NTSK NETSKOPE INC Technology 70,505.0 $771K 0.14% NEW $10.94 +40.2%
155 INCY INCYTE CORP Healthcare 6,801.0 $771K 0.14% NEW $113.36 +9.5%
156 GLDM WORLD GOLD TR Financial Services 9,698.0 $770K 0.14% NEW $79.42 +9.4%
157 TWLO TWILIO INC Communication Services 3,727.0 $769K 0.14% NEW $206.33 +14.8%
158 PARR PAR PAC HOLDINGS INC Energy 13,397.0 $751K 0.14% NEW $56.08 +45.2%
159 JAAA JANUS DETROIT STR TR 14,840.0 $749K 0.14% NEW $50.49 +0.2%
160 XLSR SSGA ACTIVE TR 11,451.0 $743K 0.14% NEW $64.86 +2.1%
Page 8 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%