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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 7 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRWD CROWDSTRIKE HLDGS INC Technology 1,319.0 $1.0M 0.18% NEW $190.79 +10.2%
122 NLR VANECK ETF TRUST 8,675.0 $1.0M 0.18% NEW $115.98 -1.1%
123 HQH ABRDN HEALTHCARE INVESTORS Financial Services 45,512.0 $1.0M 0.18% NEW $21.98 +7.7%
124 GDEC FIRST TR EXCHNG TRADED FD VI 25,000.0 $995K 0.18% NEW $39.80 +1.8%
125 PYPL PAYPAL HLDGS INC Financial Services 22,829.0 $986K 0.18% NEW $43.18 +42.2%
126 INTC INTEL CORP Technology 7,026.0 $981K 0.18% NEW $139.63 -30.8%
127 XYLD GLOBAL X FDS 23,925.0 $976K 0.18% NEW $40.79 +2.1%
128 UNOV INNOVATOR ETFS TRUST 23,944.0 $962K 0.17% NEW $40.16 +2.1%
129 ISHARES TR 19,159.0 $949K 0.17% NEW $49.55
130 PFFD GLOBAL X FDS 50,783.0 $949K 0.17% NEW $18.69 -1.3%
131 JMOM J P MORGAN EXCHANGE TRADED F 10,784.0 $922K 0.17% NEW $85.46 -1.4%
132 IDMO INVESCO EXCH TRADED FD TR II 15,183.0 $915K 0.17% NEW $60.29 +3.9%
133 SPDW SPDR INDEX SHS FDS 18,133.0 $914K 0.17% NEW $50.39 +2.2%
134 GAMESTOP CORP 41,063.0 $907K 0.16% NEW $22.08
135 GOOG ALPHABET INC Communication Services 2,560.0 $905K 0.16% NEW $353.37 -3.5%
136 AVGO BROADCOM INC Technology 2,373.0 $896K 0.16% NEW $377.76 +0.3%
137 FCX FREEPORT MCMORAN INC Basic Materials 14,115.0 $888K 0.16% NEW $62.89 +5.9%
138 EIX EDISON INTL Utilities 11,885.0 $885K 0.16% NEW $74.45 -0.9%
139 VCIT VANGUARD SCOTTSDALE FDS 10,560.0 $873K 0.16% NEW $82.65 -2.0%
140 NEM NEWMONT CORP Basic Materials 9,322.0 $871K 0.16% NEW $93.40 +26.0%
Page 7 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%