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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 83 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 KDP KEURIG DR PEPPER INC Consumer Defensive 37.0 $1K NEW $32.73 -5.1%
1642 TJUL INNOVATOR ETFS TRUST 40.0 $1K NEW $30.23 +1.1%
1643 PRFD PIMCO ETF TR 23.0 $1K NEW $51.35 -1.8%
1644 WDS WOODSIDE ENERGY GROUP LTD Energy 61.0 $1K NEW $19.33 +21.6%
1645 EW EDWARDS LIFESCIENCES CORP Healthcare 13.0 $1K NEW $90.46 +1.0%
1646 UNG UNITED STS NAT GAS FD LP Financial Services 100.0 $1K NEW $11.72 -14.0%
1647 ICMB INVESTCORP CR MGMT BDC INC Financial Services 1,000.0 $1K NEW $1.17 -28.9%
1648 VGLT VANGUARD SCOTTSDALE FDS 21.0 $1K NEW $55.19 -4.8%
1649 FDS FACTSET RESH SYS INC Financial Services 5.0 $1K NEW $230.00 +25.5%
1650 KARS KRANESHARES TRUST 36.0 $1K NEW $31.53 -3.3%
1651 SYM SYMBOTIC INC Industrials 25.0 $1K NEW $44.96 -10.1%
1652 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 11.0 $1K NEW $101.91 +14.1%
1653 INMD INMODE LTD Healthcare 76.0 $1K NEW $14.62 +2.7%
1654 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 9.0 $1K NEW $123.11 +27.9%
1655 SG SWEETGREEN INC Consumer Cyclical 125.0 $1K NEW $8.81 -33.8%
1656 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 11.0 $1K NEW $100.09 +7.4%
1657 AXIA ENERGIA SA 104.0 $1K NEW $10.55
1658 LITHIUM AMERS CORP NEW 285.0 $1K NEW $3.85
1659 CSL CARLISLE COS INC Industrials 3.0 $1K NEW $362.67 -1.8%
1660 NTRA NATERA INC Healthcare 4.0 $1K NEW $271.50 +15.0%
Page 83 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%