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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 46 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SPYG SPDR SERIES TRUST 193.0 $23K 0.00% NEW $119.24 +0.8%
902 UAPR INNOVATOR ETFS TRUST 653.0 $23K 0.00% NEW $35.11 +1.6%
903 GNOM GLOBAL X FDS 400.0 $23K 0.00% NEW $56.84 +17.5%
904 PBA PEMBINA PIPELINE CORP Energy 488.0 $23K 0.00% NEW $46.25 +5.4%
905 HOG HARLEY DAVIDSON INC Consumer Cyclical 920.0 $23K 0.00% NEW $24.46 +15.3%
906 QRMI GLOBAL X FDS 1,428.0 $22K 0.00% NEW $15.62 -2.1%
907 GLPI GAMING & LEISURE P Real Estate 500.0 $22K 0.00% NEW $44.53 -2.2%
908 ASTS AST SPACEMOBILE INC Technology 250.0 $22K 0.00% NEW $88.86 -22.7%
909 FAST FASTENAL CO Industrials 461.0 $22K 0.00% NEW $48.03 +6.7%
910 USHY ISHARES TR 598.0 $22K 0.00% NEW $37.02 -0.5%
911 PFFV GLOBAL X FDS 1,000.0 $22K 0.00% NEW $22.03 -0.2%
912 SPMB SPDR SERIES TRUST 984.0 $22K 0.00% NEW $22.31 -1.6%
913 CTA SIMPLIFY EXCHANGE TRADED FUN 845.0 $22K 0.00% NEW $25.94 +10.1%
914 CF CF INDUSTRIES HOLD Basic Materials 201.0 $22K 0.00% NEW $108.21 +19.8%
915 RGA REINSURANCE GROUP AMER INC Financial Services 102.0 $22K 0.00% NEW $212.65 +14.3%
916 SMLF ISHARES TR 242.0 $22K 0.00% NEW $89.14 +0.2%
917 HAL HALLIBURTON CO Energy 634.0 $22K 0.00% NEW $33.95 +4.1%
918 DVA DAVITA INC Healthcare 96.0 $21K 0.00% NEW $222.48 -21.9%
919 CBL CBL & ASSOC PPTYS INC Real Estate 400.0 $21K 0.00% NEW $53.09 +4.2%
920 DLS WISDOMTREE TR 252.0 $21K 0.00% NEW $83.79 +6.2%
Page 46 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%