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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 82 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 AMP AMERIPRISE FINL INC Financial Services 3.0 $1K NEW $458.67 +22.6%
1622 AI C3 AI INC Technology 150.0 $1K NEW $9.09 +8.5%
1623 SCHO SCHWAB STRATEGIC TR 56.0 $1K NEW $24.14 -0.1%
1624 JD JD.COM INC Consumer Cyclical 53.0 $1K NEW $25.47 +13.1%
1625 MJ AMPLIFY ETF TR 52.0 $1K NEW $25.75 -2.8%
1626 PEJ INVESCO EXCHANGE TRADED FD T 20.0 $1K NEW $66.55 +1.8%
1627 BHF BRIGHTHOUSE FINL INC Financial Services 21.0 $1K NEW $63.29 -15.2%
1628 OSIS OSI SYSTEMS INC Technology 6.0 $1K NEW $218.67 +0.0%
1629 SPIRE GLOBAL INC 70.0 $1K NEW $18.60
1630 SOUN SOUNDHOUND AI INC Technology 201.0 $1K NEW $6.47 +8.1%
1631 SUSC ISHARES TR 56.0 $1K NEW $23.14 -2.2%
1632 APTIV PLC 21.0 $1K NEW $61.38
1633 ITUB ITAU UNIBANCO HLDG S A Financial Services 157.0 $1K NEW $8.17 -11.0%
1634 LVO LIVEONE INC Communication Services 200.0 $1K NEW $6.40 -43.4%
1635 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 60.0 $1K NEW $21.12 -16.6%
1636 UAUG INNOVATOR ETFS TRUST 30.0 $1K NEW $42.10 +1.9%
1637 VRSK VERISK ANALYTICS INC Industrials 7.0 $1K NEW $179.57 -0.4%
1638 BKUI BNY MELLON ETF TRUST 25.0 $1K NEW $49.76 -0.2%
1639 FANG DIAMONDBACK ENERGY INC Energy 7.0 $1K NEW $175.71 +19.5%
1640 ET ENERGY TRANSFER L P Energy 64.0 $1K NEW $19.12 +12.0%
Page 82 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%