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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 38 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 LHX L3HARRIS TECHNOLOGIES INC Industrials 136.0 $39K 0.01% NEW $289.68 -7.9%
742 ISRG INTUITIVE SURGICAL INC Healthcare 99.0 $39K 0.01% NEW $397.68 -4.7%
743 ESGU ISHARES TR 240.0 $39K 0.01% NEW $163.67 +2.5%
744 ITA ISHARES TR 162.0 $39K 0.01% NEW $242.42 -2.1%
745 FPS FORGENT POWER SOLUTIONS INC Industrials 700.0 $39K 0.01% NEW $55.86 -40.6%
746 IGRO ISHARES TR 438.0 $39K 0.01% NEW $87.93 +5.5%
747 DAPR FIRST TR EXCHNG TRADED FD VI 940.0 $38K 0.01% NEW $40.88 +1.6%
748 NULV NUSHARES ETF TR 766.0 $38K 0.01% NEW $49.99 +6.8%
749 OXLC OXFORD LANE CAP CORP Financial Services 4,336.0 $38K 0.01% NEW $8.76 +5.9%
750 SCHQ SCHWAB STRATEGIC TR 1,203.0 $38K 0.01% NEW $31.30 -4.4%
751 PBI PITNEY BOWES INC Industrials 2,149.0 $38K 0.01% NEW $17.52 -5.9%
752 AUGO AURA MINERALS INC Basic Materials 596.0 $38K 0.01% NEW $62.95 +38.6%
753 VYMI VANGUARD WHITEHALL FDS 382.0 $38K 0.01% NEW $98.20 +7.2%
754 SKYW SKYWEST INC Industrials 375.0 $37K 0.01% NEW $99.33 +1.8%
755 SUSL ISHARES TR 280.0 $37K 0.01% NEW $132.76 +3.6%
756 CMI CUMMINS INC Industrials 52.0 $37K 0.01% NEW $713.21 -17.6%
757 CGDV CAPITAL GROUP DIVIDEND VALUE 750.0 $37K 0.01% NEW $49.28 +1.9%
758 DVYE ISHARES INC 1,145.0 $37K 0.01% NEW $32.23 +10.0%
759 VST VISTRA CORP Utilities 230.0 $36K 0.01% NEW $158.51 -14.1%
760 SNDK SANDISK CORP Technology 16.0 $36K 0.01% NEW $2273.75 -29.8%
Page 38 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 33.4%
Technology 31.8%
Consumer Cyclical 8.8%
Healthcare 7.2%
Communication Services 4.6%
Industrials 2.7%
Real Estate 2.7%
Energy 2.7%
Consumer Defensive 2.4%
Basic Materials 2.2%