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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 29 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 COHR COHERENT CORP Technology 189.0 $75K 0.01% NEW $394.47 -26.1%
562 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 1,409.0 $74K 0.01% NEW $52.65 +27.4%
563 ELF E L F BEAUTY INC Consumer Defensive 1,000.0 $74K 0.01% NEW $74.00 +32.4%
564 BEP BROOKFIELD RENEWABLE ENERGY Utilities 2,120.0 $74K 0.01% NEW $34.73 -3.5%
565 PXF INVESCO EXCH TRADED FD TR II 973.0 $74K 0.01% NEW $75.65 +4.2%
566 SCHE SCHWAB STRATEGIC TR 2,010.0 $73K 0.01% NEW $36.26 +0.7%
567 VCR VANGUARD WORLD FD 183.0 $73K 0.01% NEW $396.61 -0.6%
568 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,174.0 $72K 0.01% NEW $33.29 +22.3%
569 GTY GETTY RLTY CORP NEW Real Estate 2,169.0 $72K 0.01% NEW $33.36 -1.2%
570 PAUG INNOVATOR ETFS TRUST 1,580.0 $72K 0.01% NEW $45.64 +2.0%
571 SPSB SPDR SERIES TRUST 2,385.0 $72K 0.01% NEW $30.01 -0.3%
572 MFC MANULIFE FINL CORP Financial Services 1,753.0 $71K 0.01% NEW $40.51 +7.1%
573 JSMD JANUS DETROIT STR TR 700.0 $71K 0.01% NEW $101.24 -6.1%
574 QTEC FIRST TR EXCHANGE-TRADED FD 211.0 $71K 0.01% NEW $334.69 -6.5%
575 VTIP VANGUARD MALVERN FDS 1,404.0 $71K 0.01% NEW $50.23 -0.9%
576 GEV GE VERNOVA INC Utilities 60.0 $71K 0.01% NEW $1175.05 -16.0%
577 TMFC RBB FD INC 924.0 $70K 0.01% NEW $76.16 +3.2%
578 VNQ VANGUARD INDEX FDS 727.0 $70K 0.01% NEW $96.42 +2.2%
579 XLF SELECT SECTOR SPDR TR 1,307.0 $70K 0.01% NEW $53.61 +7.1%
580 SLM SLM CORP Financial Services 2,700.0 $70K 0.01% NEW $25.94 +2.4%
Page 29 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%