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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 67 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 WMB WILLIAMS COS INC Energy 74.0 $6K 0.00% NEW $74.34 -3.6%
1322 ITW ILLINOIS TOOL WKS INC Industrials 20.0 $5K 0.00% NEW $274.50 +3.0%
1323 PCG PG&E CORP Utilities 325.0 $5K 0.00% NEW $16.82 +6.8%
1324 CRSP CRISPR THERAPEUTICS AG Healthcare 100.0 $5K 0.00% NEW $54.54 +6.5%
1325 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 319.0 $5K 0.00% NEW $16.95 -15.3%
1326 CWB SPDR SERIES TRUST 50.0 $5K 0.00% NEW $107.82 -3.9%
1327 WBD WARNER BROS DISCOVERY INC Communication Services 202.0 $5K 0.00% NEW $26.66 +5.9%
1328 BMVP INVESCO EXCHANGE TRADED FD T 105.0 $5K 0.00% NEW $51.28 +7.1%
1329 DHI D R HORTON INC Consumer Cyclical 33.0 $5K 0.00% NEW $162.88 -9.6%
1330 IVZ INVESCO LTD Financial Services 203.0 $5K 0.00% NEW $26.39 +18.8%
1331 LQDH ISHARES U S ETF TR 57.0 $5K 0.00% NEW $93.14 -0.8%
1332 BSBR BANCO SANTANDER BRASIL S A Financial Services 1,000.0 $5K 0.00% NEW $5.25 +6.1%
1333 SLDP SOLID POWER INC Industrials 2,025.0 $5K 0.00% NEW $2.59 -11.6%
1334 FNDC SCHWAB STRATEGIC TR 108.0 $5K 0.00% NEW $48.56 +4.5%
1335 DMLP DORCHESTER MINERALS L P Energy 207.0 $5K 0.00% NEW $25.25 +13.3%
1336 GIAX TIDAL TRUST II 300.0 $5K 0.00% NEW $17.25 -7.2%
1337 GSUS GOLDMAN SACHS ETF TR 50.0 $5K 0.00% NEW $103.10 +2.1%
1338 DXYZ DESTINY TECH100 INC 200.0 $5K 0.00% NEW $25.76 +34.5%
1339 SCHC SCHWAB STRATEGIC TR 107.0 $5K 0.00% NEW $48.12 +5.9%
1340 VCLT VANGUARD SCOTTSDALE FDS 68.0 $5K 0.00% NEW $75.25 -4.6%
Page 67 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%