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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 17 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CAT CATERPILLAR INC Industrials 253.0 $269K 0.05% NEW $1064.08 -21.0%
322 SILA SILA REALTY TRUST INC Real Estate 8,807.0 $267K 0.05% NEW $30.36 +0.0%
323 REGN REGENERON PHARMACEUTICALS Healthcare 414.0 $258K 0.05% NEW $623.93 +29.9%
324 FISR SSGA ACTIVE TR 10,040.0 $258K 0.05% NEW $25.65 -1.8%
325 XMAR FIRST TR EXCHNG TRADED FD VI 6,000.0 $256K 0.05% NEW $42.73 +1.2%
326 DFEB FIRST TR EXCHNG TRADED FD VI 4,998.0 $252K 0.05% NEW $50.49 +1.6%
327 FIRST TR EXCHNG TRADED FD VI 7,914.0 $247K 0.04% NEW $31.22
328 HUM HUMANA INC Healthcare 621.0 $247K 0.04% NEW $397.22 -3.8%
329 V VISA INC Financial Services 708.0 $243K 0.04% NEW $343.10 +6.2%
330 FIRST TR EXCHNG TRADED FD VI 6,674.0 $242K 0.04% NEW $36.24
331 SPG SIMON PPTY GROUP INC NEW Real Estate 1,077.0 $241K 0.04% NEW $223.65 -1.4%
332 PDI PIMCO DYNAMIC INCOME FD Financial Services 14,386.0 $240K 0.04% NEW $16.70 -9.3%
333 JAJL INNOVATOR ETFS TRUST 8,000.0 $239K 0.04% NEW $29.91 +1.0%
334 ITAN EA SERIES TRUST 5,553.0 $232K 0.04% NEW $41.83 +5.9%
335 SMCI SUPER MICRO COMPUTER INC Technology 7,905.0 $232K 0.04% NEW $29.33 +27.5%
336 ARKQ ARK ETF TR 1,749.0 $231K 0.04% NEW $132.22 -4.1%
337 SPTL SPDR SERIES TRUST 8,671.0 $227K 0.04% NEW $26.23 -4.8%
338 VEU VANGUARD INTL EQUITY INDEX F 2,639.0 $221K 0.04% NEW $83.75 +0.8%
339 TMO THERMO FISHER SCIENTIFIC INC Healthcare 439.0 $220K 0.04% NEW $501.40 +17.5%
340 EGGY TIDAL TRUST III 5,089.0 $220K 0.04% NEW $43.25 -19.7%
Page 17 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%