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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 19 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 OKE ONEOK INC NEW Energy 2,276.0 $198K 0.04% NEW $86.94 +11.7%
362 COWG PACER FDS TR 4,918.0 $197K 0.04% NEW $40.15 -1.3%
363 NOBL PROSHARES TR 3,488.0 $196K 0.04% NEW $56.16 +3.5%
364 PEP PEPSICO INC Consumer Defensive 1,444.0 $195K 0.04% NEW $135.38 +3.5%
365 CDNS CADENCE DESIGN SYSTEM INC Technology 519.0 $195K 0.04% NEW $375.32 -15.7%
366 XME SPDR SERIES TRUST 1,819.0 $195K 0.04% NEW $106.93 +6.3%
367 PSIX POWER SOLUTIONS INTL INC Industrials 4,924.0 $191K 0.04% NEW $38.89 -4.3%
368 AXON AXON ENTERPRISE INC Industrials 339.0 $190K 0.03% NEW $560.61 +10.6%
369 FIIG FIRST TR EXCHANGE-TRADED FD 9,030.0 $187K 0.03% NEW $20.71 -1.5%
370 DAUG FIRST TR EXCHNG TRADED FD VI 3,942.0 $185K 0.03% NEW $46.85 +1.4%
371 BLK BLACKROCK INC Financial Services 192.0 $185K 0.03% NEW $961.82 +20.0%
372 ILF ISHARES TR 5,444.0 $184K 0.03% NEW $33.75 -1.5%
373 MCK MCKESSON CORP Healthcare 243.0 $184K 0.03% NEW $755.85 +15.0%
374 INNOVATOR ETFS TRUST 6,200.0 $183K 0.03% NEW $29.49
375 GAUG FIRST TR EXCHNG TRADED FD VI 4,399.0 $182K 0.03% NEW $41.42 +1.4%
376 ICSH ISHARES TR 3,600.0 $182K 0.03% NEW $50.58 -0.1%
377 SHYG ISHARES TR 4,293.0 $182K 0.03% NEW $42.41 -0.5%
378 VFH VANGUARD WORLD FD 1,363.0 $179K 0.03% NEW $131.60 +7.6%
379 CERY SPDR SERIES TRUST 5,342.0 $179K 0.03% NEW $33.43 +12.3%
380 SPMD SPDR SERIES TRUST 2,622.0 $177K 0.03% NEW $67.56 +0.2%
Page 19 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%