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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 84 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 DUPONT DE NEMOURS INC 8.0 $1K NEW $135.62
1662 EXPI AGNT INC Real Estate 200.0 $1K NEW $5.41 -12.6%
1663 VNQI VANGUARD INTL EQUITY INDEX F 24.0 $1K NEW $44.83 +0.6%
1664 AOA ISHARES TR 11.0 $1K NEW $97.64 +1.1%
1665 TUR ISHARES INC 26.0 $1K NEW $38.88 +1.9%
1666 BL BLACKLINE INC Technology 35.0 $982.0 NEW $28.06 +9.5%
1667 WDAY WORKDAY INC Technology 8.0 $979.0 NEW $122.38 +57.5%
1668 RMD RESMED INC Healthcare 5.0 $974.0 NEW $194.80 +13.5%
1669 CPSH CPS TECHNOLOGIES CORP Technology 175.0 $966.0 NEW $5.52 -23.6%
1670 RLGT RADIANT LOGISTICS INC Industrials 102.0 $965.0 NEW $9.46 -8.3%
1671 CRH PLC 9.0 $963.0 NEW $107.00
1672 BR BROADRIDGE FINL SOLUTIONS IN Technology 7.0 $959.0 NEW $137.00 +25.1%
1673 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 50.0 $944.0 NEW $18.88 +10.0%
1674 CHIQ GLOBAL X FDS 59.0 $933.0 NEW $15.81 +11.7%
1675 MOH MOLINA HEALTHCARE INC Healthcare 4.0 $915.0 NEW $228.75 -9.8%
1676 FEDEX FGHT HLDG CO INC 6.0 $906.0 NEW $151.00
1677 PBR PETROLEO BRASILEIRO S A Energy 55.0 $889.0 NEW $16.16 +12.7%
1678 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 17.0 $877.0 NEW $51.59 +8.6%
1679 CANADIAN PACIFIC KANSAS CITY 10.0 $866.0 NEW $86.60
1680 ATO ATMOS ENERGY CORP Utilities 5.0 $861.0 NEW $172.20 -0.7%
Page 84 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%