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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 22 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ALLY ALLY FINL INC Financial Services 3,133.0 $144K 0.03% NEW $45.95 -6.2%
422 KEY KEYCORP Financial Services 6,180.0 $142K 0.03% NEW $23.05 -4.1%
423 IEFA ISHARES TR 1,475.0 $142K 0.03% NEW $96.57 +4.0%
424 ANET ARISTA NETWORKS INC Technology 838.0 $142K 0.03% NEW $169.88 +9.8%
425 AMAT APPLIED MATLS INC Technology 195.0 $141K 0.03% NEW $724.40 -31.5%
426 IVE ISHARES TR 621.0 $141K 0.03% NEW $227.06 +5.0%
427 GBDC GOLUB CAP BDC INC Financial Services 10,533.0 $136K 0.03% NEW $12.88 +2.3%
428 COP CONOCOPHILLIPS Energy 1,303.0 $135K 0.03% NEW $103.95 +25.6%
429 LRCX LAM RESEARCH CORP Technology 310.0 $134K 0.02% NEW $433.78 -29.2%
430 MGV VANGUARD WORLD FD 822.0 $134K 0.02% NEW $163.45 +3.2%
431 INNOVATOR ETFS TRUST 4,900.0 $134K 0.02% NEW $27.40
432 GALAXY DIGITAL INC. 4,893.0 $134K 0.02% NEW $27.34
433 PAVE GLOBAL X FDS 2,244.0 $132K 0.02% NEW $58.92 -3.6%
434 DFP FLAHERTY & CRUMRINE DYNAMIC Financial Services 6,375.0 $132K 0.02% NEW $20.67 +1.1%
435 DOW DOW HLDGS INC Basic Materials 4,768.0 $130K 0.02% NEW $27.36 +16.0%
436 LRNZ ELEVATION SERIES TRUST 2,015.0 $130K 0.02% NEW $64.53 -2.7%
437 USB US BANCORP Financial Services 2,150.0 $130K 0.02% NEW $60.40 +4.0%
438 JHG JANUS HENDERSON GROUP PLC Financial Services 2,489.0 $129K 0.02% NEW $51.95 -0.0%
439 RY ROYAL BK CDA Financial Services 622.0 $129K 0.02% NEW $206.97 +0.3%
440 GWX SPDR INDEX SHS FDS 2,940.0 $129K 0.02% NEW $43.76 +5.0%
Page 22 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%