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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 23 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 FFIV F5 INC Technology 309.0 $129K 0.02% NEW $415.96 -8.0%
442 KMI KINDER MORGAN INC DEL Energy 4,013.0 $128K 0.02% NEW $31.97 +0.3%
443 FLOT ISHARES TR 2,500.0 $128K 0.02% NEW $51.05 -0.2%
444 ASML ASML HLDG NV Technology 63.0 $126K 0.02% NEW $2000.90 -12.5%
445 PECO PHILLIPS EDISON & CO INC Real Estate 3,000.0 $125K 0.02% NEW $41.62 -4.2%
446 COWZ PACER FDS TR 2,000.0 $124K 0.02% NEW $62.20 +15.2%
447 USA LIBERTY ALL STAR EQUITY FD Financial Services 21,146.0 $123K 0.02% NEW $5.81 +3.6%
448 ZS ZSCALER INC Technology 868.0 $123K 0.02% NEW $141.15 +30.8%
449 HDV ISHARES TR 4,428.0 $121K 0.02% NEW $27.41 +9.2%
450 VSAT VIASAT INC Technology 1,348.0 $121K 0.02% NEW $89.81 -14.6%
451 REM ISHARES TR 5,486.0 $121K 0.02% NEW $22.05 +1.4%
452 INTU INTUIT Technology 458.0 $120K 0.02% NEW $261.05 +38.9%
453 EAT BRINKER INTL INC Consumer Cyclical 710.0 $119K 0.02% NEW $168.00 +39.0%
454 IEP ICAHN ENTERPRISES LP Industrials 16,435.0 $118K 0.02% NEW $7.21 -7.8%
455 NVS NOVARTIS AG Healthcare 752.0 $118K 0.02% NEW $156.72 +2.3%
456 TD TORONTO DOMINION BK ONT Financial Services 969.0 $118K 0.02% NEW $121.43 -2.5%
457 TRIN TRINITY CAP INC Financial Services 6,548.0 $117K 0.02% NEW $17.89 +1.3%
458 IEMG ISHARES INC 1,408.0 $117K 0.02% NEW $82.82 -2.7%
459 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 4,470.0 $117K 0.02% NEW $26.08 +27.8%
460 BXP BXP INC Real Estate 1,753.0 $116K 0.02% NEW $66.31 +1.4%
Page 23 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%