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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 86 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 NVT NVENT ELEC PLC Industrials 4.0 $678.0 NEW $169.50 -2.9%
1702 GEOS GEOSPACE TECHNOLOGIES CORP Energy 100.0 $677.0 NEW $6.77 -14.9%
1703 EVTC EVERTEC INC Technology 24.0 $667.0 NEW $27.79 +8.1%
1704 Q QNITY ELECTRONICS INC Technology 4.0 $653.0 NEW $163.25 -18.6%
1705 SBIO ALPS ETF TR 10.0 $646.0 NEW $64.60 +6.1%
1706 INSM INSMED INC Healthcare 6.0 $640.0 NEW $106.67 +20.4%
1707 NSC NORFOLK SOUTHN CORP Industrials 2.0 $629.0 NEW $314.50 +8.8%
1708 ITB ISHARES TR 6.0 $627.0 NEW $104.50 -7.2%
1709 CRCL CIRCLE INTERNET GROUP INC Financial Services 10.0 $626.0 NEW $62.60 +16.4%
1710 GROW U S GLOBAL INVS INC Financial Services 200.0 $624.0 NEW $3.12 +2.4%
1711 VLTO VERALTO CORP Industrials 7.0 $622.0 NEW $88.86 +9.1%
1712 WIT WIPRO LTD Technology 276.0 $621.0 NEW $2.25 -14.9%
1713 SYNA SYNAPTICS INC Technology 5.0 $621.0 NEW $124.20 -16.9%
1714 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 12.0 $612.0 NEW $51.00 -1.4%
1715 DTM DT MIDSTREAM INC Energy 4.0 $604.0 NEW $151.00 -9.6%
1716 ESNT ESSENT GROUP LTD Financial Services 9.0 $579.0 NEW $64.33 +7.9%
1717 MSFY KURV ETF TR 35.0 $575.0 NEW $16.43 +19.9%
1718 FLY FIREFLY AEROSPACE INC Industrials 19.0 $559.0 NEW $29.42 -8.6%
1719 SAIC SCIENCE APPLICATIONS INTL CO Technology 5.0 $552.0 NEW $110.40 +14.3%
1720 FDLO FIDELITY COVINGTON TRUST 8.0 $547.0 NEW $68.38 +6.2%
Page 86 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%