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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 31 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CHICAGO ATLANTIC BDC INC 6,725.0 $66K 0.01% NEW $9.77
602 SYK STRYKER CORPORATION Healthcare 208.0 $66K 0.01% NEW $315.53 +3.9%
603 XLB SELECT SECTOR SPDR TR 1,289.0 $66K 0.01% NEW $50.83 +3.1%
604 FIRST TR EXCHANGE-TRADED FD 3,129.0 $65K 0.01% NEW $20.91
605 IJH ISHARES TR 847.0 $65K 0.01% NEW $77.15 -1.0%
606 FIRST TR EXCHNG TRADED FD VI 1,600.0 $65K 0.01% NEW $40.72
607 TOST TOAST INC Technology 2,335.0 $65K 0.01% NEW $27.82 +27.0%
608 FNB F N B CORP Financial Services 3,402.0 $65K 0.01% NEW $19.08 -2.9%
609 BTI BRITISH AMERN TOB PLC Consumer Defensive 1,045.0 $65K 0.01% NEW $61.76 -8.2%
610 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 1,005.0 $64K 0.01% NEW $64.01 +15.7%
611 FORTINET INC 417.0 $64K 0.01% NEW $153.62
612 CHRD CHORD ENERGY CORPORATION Energy 560.0 $64K 0.01% NEW $114.30 +30.2%
613 JMSI J P MORGAN EXCHANGE TRADED F 1,265.0 $64K 0.01% NEW $50.44 -1.9%
614 IJJ ISHARES TR 431.0 $64K 0.01% NEW $147.81 +0.1%
615 IYE ISHARES TR 1,125.0 $64K 0.01% NEW $56.59 +19.3%
616 CVMC MORGAN STANLEY ETF TRUST 825.0 $63K 0.01% NEW $76.13 +1.7%
617 RMR RMR GROUP INC Real Estate 3,052.0 $63K 0.01% NEW $20.53 -3.5%
618 ATI ATI INC Industrials 317.0 $62K 0.01% NEW $197.10 +6.1%
619 HLIO HELIOS TECHNOLOGIES INC Industrials 700.0 $62K 0.01% NEW $89.25 -14.5%
620 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 2,420.0 $62K 0.01% NEW $25.77 -2.4%
Page 31 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%