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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 5 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBM INTERNATIONAL BUSINESS MACHS Technology 5,444.0 $1.5M 0.28% NEW $281.21 -18.6%
82 FPX FIRST TR EXCHANGE-TRADED FD 7,321.0 $1.5M 0.27% NEW $206.18 -6.1%
83 NEBIUS GROUP N.V. 5,461.0 $1.5M 0.27% NEW $276.17
84 VBIL VANGUARD INSTL INDEX FD 19,664.0 $1.5M 0.27% NEW $75.68 -0.1%
85 PLTR PALANTIR TECHNOLOGIES INC Technology 12,721.0 $1.5M 0.27% NEW $116.67 +47.9%
86 OMF ONEMAIN HLDGS INC Financial Services 24,266.0 $1.5M 0.27% NEW $60.97 +6.9%
87 HTGC HERCULES CAPITAL INC Financial Services 92,379.0 $1.5M 0.26% NEW $15.77 +4.9%
88 FNX FIRST TR EXCHANGE-TRADED ALP 9,945.0 $1.5M 0.26% NEW $146.35 +0.8%
89 PFE PFIZER INC Healthcare 60,207.0 $1.4M 0.26% NEW $24.08 +11.6%
90 ORCL ORACLE CORP Technology 9,840.0 $1.4M 0.26% NEW $146.54 +0.1%
91 BKLN INVESCO EXCH TRADED FD TR II 69,264.0 $1.4M 0.26% NEW $20.37 +1.0%
92 NJAN INNOVATOR ETFS TRUST 23,471.0 $1.4M 0.25% NEW $59.02 +1.4%
93 JPIE J P MORGAN EXCHANGE TRADED F 29,769.0 $1.4M 0.25% NEW $46.05 -0.4%
94 GJAN FIRST TR EXCHNG TRADED FD VI 30,328.0 $1.4M 0.25% NEW $45.02 +1.8%
95 CHPY TIDAL TRUST II 15,308.0 $1.3M 0.24% NEW $88.14 -17.5%
96 PG PROCTER & GAMBLE CO Consumer Defensive 9,178.0 $1.3M 0.24% NEW $146.64 -2.4%
97 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,907.0 $1.3M 0.24% NEW $703.34 +1.7%
98 UBER UBER TECHNOLOGIES INC Technology 18,266.0 $1.3M 0.24% NEW $72.16 +3.9%
99 CLOA BLACKROCK ETF TRUST II 25,029.0 $1.3M 0.23% NEW $51.91 -0.1%
100 FYX FIRST TR EXCHANGE-TRADED ALP 9,001.0 $1.3M 0.23% NEW $144.30 +0.6%
Page 5 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%