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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 32 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ADP AUTOMATIC DATA PROCESSING IN Industrials 278.0 $62K 0.01% NEW $223.95 +24.7%
622 RIO RIO TINTO PLC Basic Materials 655.0 $62K 0.01% NEW $94.93 +7.6%
623 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 585.0 $62K 0.01% NEW $106.25 +6.6%
624 GSL GLOBAL SHIP LEASE INC Industrials 1,650.0 $62K 0.01% NEW $37.60 +15.4%
625 DHT DHT HOLDINGS INC Energy 3,697.0 $61K 0.01% NEW $16.53 +19.8%
626 SLV ISHARES SILVER TR Financial Services 1,139.0 $61K 0.01% NEW $53.47 +15.3%
627 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 11,150.0 $61K 0.01% NEW $5.45 -10.8%
628 RQI COHEN & STEERS QUALITY INCOM Financial Services 4,871.0 $60K 0.01% NEW $12.31 +0.2%
629 ENB ENBRIDGE INC Energy 1,103.0 $60K 0.01% NEW $54.21 -5.9%
630 DSI ISHARES TR 419.0 $60K 0.01% NEW $142.39 +2.3%
631 COKE COCA COLA CONS INC Consumer Defensive 312.0 $60K 0.01% NEW $190.92 -1.7%
632 BITO PROSHARES TR 7,447.0 $59K 0.01% NEW $7.98 +22.9%
633 QUS SPDR SERIES TRUST 318.0 $59K 0.01% NEW $186.86 +3.5%
634 IXJ ISHARES TR 604.0 $59K 0.01% NEW $98.38 +7.4%
635 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 1,135.0 $59K 0.01% NEW $52.17 -12.7%
636 NAPR INNOVATOR ETFS TRUST 1,000.0 $59K 0.01% NEW $59.20 +1.1%
637 KT KT CORP Communication Services 3,400.0 $59K 0.01% NEW $17.28 +8.0%
638 TSN TYSON FOODS INC Consumer Defensive 1,026.0 $59K 0.01% NEW $57.25 +2.0%
639 VHT VANGUARD WORLD FD 194.0 $58K 0.01% NEW $299.01 +8.3%
640 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 60.0 $58K 0.01% NEW $965.00 -11.9%
Page 32 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%