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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 63 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 FRDM EA SERIES TRUST 101.0 $7K 0.00% NEW $72.94 -6.9%
1242 KRT KARAT PACKAGING INC Consumer Cyclical 220.0 $7K 0.00% NEW $33.46 +42.2%
1243 LIT GLOBAL X FDS 94.0 $7K 0.00% NEW $78.28 -4.7%
1244 EQIX EQUINIX INC Real Estate 7.0 $7K 0.00% NEW $1049.86 +3.1%
1245 CHRW C H ROBINSON WORLDWIDE IN Industrials 39.0 $7K 0.00% NEW $188.33 -23.6%
1246 RDW REDWIRE CORPORATION Industrials 600.0 $7K 0.00% NEW $12.23 -3.8%
1247 XSOE WISDOMTREE TR 149.0 $7K 0.00% NEW $49.18 -3.9%
1248 DHDG FIRST TR EXCHNG TRADED FD VI 200.0 $7K 0.00% NEW $36.56 +2.6%
1249 RISR TIDAL TRUST I 200.0 $7K 0.00% NEW $36.20 +1.5%
1250 DBB INVESCO DB MULTI-SECTOR COMM Financial Services 300.0 $7K 0.00% NEW $24.10 +4.4%
1251 VSNT VERSANT MEDIA GROUP INC Industrials 200.0 $7K 0.00% NEW $36.01 +7.3%
1252 IFRA ISHARES TR 113.0 $7K 0.00% NEW $63.04 -4.4%
1253 UPST UPSTART HLDGS INC Financial Services 200.0 $7K 0.00% NEW $35.43 -18.5%
1254 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 18.0 $7K 0.00% NEW $391.11 +1.3%
1255 UGI UGI CORP NEW Utilities 203.0 $7K 0.00% NEW $34.54 +9.7%
1256 MRNA MODERNA INC Healthcare 100.0 $7K 0.00% NEW $70.03 +90.4%
1257 NDAQ NASDAQ INC Financial Services 89.0 $7K 0.00% NEW $78.49 +24.3%
1258 MPB MID PENN BANCORP INC Financial Services 200.0 $7K 0.00% NEW $34.84 +6.8%
1259 IYT ISHARES TR 80.0 $7K 0.00% NEW $86.75 -0.6%
1260 ITRN ITURAN LOCATION AND CONTROL Technology 113.0 $7K 0.00% NEW $61.01 -17.1%
Page 63 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%