Portfolio (Quarterly)
Guide ↗
Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1161 | SDY | SPDR SERIES TRUST | — | 64.0 | $10K | 0.00% | NEW | — | $152.19 | +4.1% |
| 1162 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 250.0 | $10K | 0.00% | NEW | — | $38.73 | +59.8% |
| 1163 | EMN | EASTMAN CHEM CO | Basic Materials | 144.0 | $10K | 0.00% | NEW | — | $66.98 | +10.6% |
| 1164 | FPEI | FIRST TR EXCH TRADED FD III | — | 500.0 | $10K | 0.00% | NEW | — | $19.29 | -1.3% |
| 1165 | CB | CHUBB LIMITED | Financial Services | 28.0 | $10K | 0.00% | NEW | — | $343.25 | -0.7% |
| 1166 | EGAN | EGAIN CORP | Technology | 1,505.0 | $9K | 0.00% | NEW | — | $6.30 | +15.9% |
| 1167 | AMBP | ARDAGH METAL PACKAGING S A | Consumer Cyclical | 2,000.0 | $9K | 0.00% | NEW | — | $4.74 | +13.1% |
| 1168 | IDXX | IDEXX LABS INC | Healthcare | 18.0 | $9K | 0.00% | NEW | — | $526.44 | +5.8% |
| 1169 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 39.0 | $9K | 0.00% | NEW | — | $242.67 | +23.9% |
| 1170 | CEVA | CEVA INC | Technology | 200.0 | $9K | 0.00% | NEW | — | $47.16 | -40.6% |
| 1171 | PSCF | INVESCO EXCH TRADED FD TR II | — | 144.0 | $9K | 0.00% | NEW | — | $65.07 | +2.5% |
| 1172 | SMFG | SUMITOMO MITSUI FIN GRP INC | Financial Services | 393.0 | $9K | 0.00% | NEW | — | $23.58 | +6.2% |
| 1173 | JIVE | J P MORGAN EXCHANGE TRADED F | — | 100.0 | $9K | 0.00% | NEW | — | $91.95 | +6.7% |
| 1174 | DWX | SPDR INDEX SHS FDS | — | 200.0 | $9K | 0.00% | NEW | — | $45.96 | +4.8% |
| 1175 | FNDX | SCHWAB STRATEGIC TR | — | 295.0 | $9K | 0.00% | NEW | — | $31.10 | +4.6% |
| 1176 | VFC | V F CORP | Consumer Cyclical | 545.0 | $9K | 0.00% | NEW | — | $16.68 | -13.9% |
| 1177 | DFAE | DIMENSIONAL ETF TRUST | — | 225.0 | $9K | 0.00% | NEW | — | $40.27 | -1.9% |
| 1178 | PSF | COHEN & STEERS SELECT PFD & | Financial Services | 450.0 | $9K | 0.00% | NEW | — | $20.13 | -4.1% |
| 1179 | ANF | ABERCROMBIE & FITCH CO | Consumer Cyclical | 100.0 | $9K | 0.00% | NEW | — | $90.01 | +21.1% |
| 1180 | FNCL | FIDELITY COVINGTON TRUST | — | 117.0 | $9K | 0.00% | NEW | — | $76.56 | +7.0% |
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%