Portfolio (Quarterly)
Guide ↗
Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | ZIM | ZIM INTEGRATED SHIPPING SERV | Industrials | 3,379.0 | $88K | 0.02% | NEW | — | $26.00 | +5.4% |
| 522 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 1,125.0 | $88K | 0.02% | NEW | — | $78.03 | +0.1% |
| 523 | SPLB | SPDR SERIES TRUST | — | 3,913.0 | $88K | 0.02% | NEW | — | $22.40 | -3.9% |
| 524 | TCHI | ISHARES TR | — | 3,290.0 | $87K | 0.02% | NEW | — | $26.50 | -11.1% |
| 525 | FHN | FIRST HORIZON CORPORATION | Financial Services | 3,400.0 | $87K | 0.02% | NEW | — | $25.64 | -3.0% |
| 526 | FDIS | FIDELITY COVINGTON TRUST | — | 845.0 | $87K | 0.02% | NEW | — | $102.84 | +0.8% |
| 527 | YYY | AMPLIFY ETF TR | — | 7,527.0 | $87K | 0.02% | NEW | — | $11.53 | -0.4% |
| 528 | COLB | COLUMBIA BKG SYS INC | Financial Services | 2,681.0 | $86K | 0.02% | NEW | — | $32.05 | -3.1% |
| 529 | RNP | COHEN & STEERS REIT & PFD & | Financial Services | 4,225.0 | $86K | 0.02% | NEW | — | $20.30 | +1.1% |
| 530 | PSA | PUBLIC STORAGE | Real Estate | 268.0 | $85K | 0.01% | NEW | — | $318.02 | +2.2% |
| 531 | RFLR | INNOVATOR ETFS TRUST | — | 2,592.0 | $85K | 0.01% | NEW | — | $32.78 | +1.5% |
| 532 | FITB | FIFTH THIRD BANCORP | Financial Services | 1,500.0 | $85K | 0.01% | NEW | — | $56.37 | -2.5% |
| 533 | IEI | ISHARES TR | — | 719.0 | $84K | 0.01% | NEW | — | $117.45 | -0.6% |
| 534 | NTSI | WISDOMTREE TR | — | 1,810.0 | $84K | 0.01% | NEW | — | $46.60 | +4.1% |
| 535 | NOC | NORTHROP GRUMMAN CORP | Industrials | 165.0 | $84K | 0.01% | NEW | — | $510.32 | +14.2% |
| 536 | SLF | SUN LIFE FINANCIAL INC. | Financial Services | 1,073.0 | $84K | 0.01% | NEW | — | $78.42 | +1.4% |
| 537 | JSML | JANUS DETROIT STR TR | — | 900.0 | $84K | 0.01% | NEW | — | $93.06 | -2.1% |
| 538 | CLOU | GLOBAL X FDS | — | 3,675.0 | $84K | 0.01% | NEW | — | $22.74 | +22.5% |
| 539 | RAAX | VANECK ETF TRUST | — | 2,099.0 | $83K | 0.01% | NEW | — | $39.67 | +4.8% |
| 540 | IPKW | INVESCO EXCH TRADED FD TR II | — | 1,468.0 | $83K | 0.01% | NEW | — | $56.33 | +8.6% |
① 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%