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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 70 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 PANL PANGAEA LOGISTICS SOLUTION L Industrials 700.0 $5K 0.00% NEW $6.50 +20.3%
1382 EYLD CAMBRIA ETF TR 100.0 $5K 0.00% NEW $45.41 +5.6%
1383 FLEX FLEX LTD Technology 28.0 $5K 0.00% NEW $162.07 -30.3%
1384 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 15.0 $5K 0.00% NEW $300.73 +0.8%
1385 BROOKFIELD ASSET MANAGMT LTD 100.0 $4K 0.00% NEW $44.85
1386 GNL GLOBAL NET LEASE INC Real Estate 500.0 $4K 0.00% NEW $8.94 +0.8%
1387 JBND J P MORGAN EXCHANGE TRADED F 83.0 $4K 0.00% NEW $53.49 -1.1%
1388 SWX SOUTHWEST GAS HLDGS INC Utilities 50.0 $4K 0.00% NEW $88.68 +3.5%
1389 IYG ISHARES TR 49.0 $4K 0.00% NEW $90.47 +7.0%
1390 KSS KOHLS CORP Consumer Cyclical 250.0 $4K 0.00% NEW $17.72 +6.3%
1391 SNY SANOFI SA Healthcare 103.0 $4K 0.00% NEW $42.66 +7.4%
1392 DLTR DOLLAR TREE INC Consumer Defensive 36.0 $4K 0.00% NEW $120.94 +9.0%
1393 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 49.0 $4K 0.00% NEW $88.61 -35.3%
1394 KASPI KZ JSC 50.0 $4K 0.00% NEW $86.64
1395 FSTA FIDELITY COVINGTON TRUST 82.0 $4K 0.00% NEW $52.54 +4.0%
1396 LOPE GRAND CANYON ED INC Consumer Defensive 30.0 $4K 0.00% NEW $143.10 +2.7%
1397 MCHP MICROCHIP TECHNOLOGY INC. Technology 47.0 $4K 0.00% NEW $91.19 -15.5%
1398 USFR WISDOMTREE TR 85.0 $4K 0.00% NEW $50.35 +0.3%
1399 LYG LLOYDS BANKING GROUP PLC Financial Services 733.0 $4K 0.00% NEW $5.83 +1.9%
1400 NAVI NAVIENT CORPORATION Financial Services 500.0 $4K 0.00% NEW $8.51 +8.7%
Page 70 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%