Portfolio (Quarterly)
Guide ↗
Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1081 | A | AGILENT TECHNOLOGIES INC | Healthcare | 99.0 | $13K | 0.00% | NEW | — | $132.83 | +19.7% |
| 1082 | STWD | STARWOOD PPTY TR INC | Real Estate | 800.0 | $13K | 0.00% | NEW | — | $16.38 | +0.0% |
| 1083 | BETZ | LISTED FDS TR | — | 700.0 | $13K | 0.00% | NEW | — | $18.69 | +5.1% |
| 1084 | MLPX | GLOBAL X FDS | — | 175.0 | $13K | 0.00% | NEW | — | $73.66 | +1.0% |
| 1085 | LEG | LEGGETT & PLATT INC | Consumer Cyclical | 1,100.0 | $13K | 0.00% | NEW | — | $11.71 | -19.6% |
| 1086 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 600.0 | $13K | 0.00% | NEW | — | $21.40 | +0.0% |
| 1087 | SYY | SYSCO CORP | Consumer Defensive | 153.0 | $13K | 0.00% | NEW | — | $83.58 | +0.6% |
| 1088 | ATRO | ASTRONICS CORP | Industrials | 157.0 | $13K | 0.00% | NEW | — | $81.26 | -4.0% |
| 1089 | LVDS | J P MORGAN EXCHANGE TRADED F | — | 222.0 | $13K | 0.00% | NEW | — | $57.29 | +5.7% |
| 1090 | INCE | FRANKLIN TEMPLETON ETF TR | — | 190.0 | $13K | 0.00% | NEW | — | $66.63 | +4.1% |
| 1091 | VTS | VITESSE ENERGY INC | Energy | 800.0 | $13K | 0.00% | NEW | — | $15.77 | +8.5% |
| 1092 | EMB | ISHARES TR | — | 130.0 | $13K | 0.00% | NEW | — | $96.44 | -1.8% |
| 1093 | ENFR | ALPS ETF TR | — | 328.0 | $12K | 0.00% | NEW | — | $38.10 | +3.4% |
| 1094 | PULS | PGIM ETF TR | — | 250.0 | $12K | 0.00% | NEW | — | $49.55 | +0.2% |
| 1095 | IVW | ISHARES TR | — | 90.0 | $12K | 0.00% | NEW | — | $137.53 | +0.9% |
| 1096 | WDIV | SPDR INDEX SHS FDS | — | 154.0 | $12K | 0.00% | NEW | — | $79.91 | +6.7% |
| 1097 | SCHM | SCHWAB STRATEGIC TR | — | 333.0 | $12K | 0.00% | NEW | — | $36.82 | -1.8% |
| 1098 | RAMP | LIVERAMP HLDGS INC | Technology | 325.0 | $12K | 0.00% | NEW | — | $37.64 | -0.2% |
| 1099 | — | RALLIANT CORP | — | 166.0 | $12K | 0.00% | NEW | — | $73.63 | — |
| 1100 | SPGI | S&P GLOBAL INC | Financial Services | 30.0 | $12K | 0.00% | NEW | — | $407.27 | +5.9% |
① 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%