Portfolio (Quarterly)
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Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1461 | — | ACRES COMMERCIAL REALTY CORP | — | 200.0 | $4K | 0.00% | NEW | — | $17.79 | — |
| 1462 | ROL | ROLLINS INC | Consumer Cyclical | 85.0 | $4K | 0.00% | NEW | — | $41.74 | -13.1% |
| 1463 | TFSL | TFS FINL CORP | Financial Services | 200.0 | $4K | 0.00% | NEW | — | $17.72 | -2.3% |
| 1464 | VGIT | VANGUARD SCOTTSDALE FDS | — | 60.0 | $4K | 0.00% | NEW | — | $58.98 | -0.8% |
| 1465 | GDXY | TIDAL TRUST II | — | 350.0 | $4K | 0.00% | NEW | — | $10.10 | +14.8% |
| 1466 | JMIA | JUMIA TECHNOLOGIES AG | Consumer Cyclical | 500.0 | $4K | 0.00% | NEW | — | $7.05 | -4.5% |
| 1467 | CRCT | CRICUT INC | Technology | 800.0 | $4K | 0.00% | NEW | — | $4.39 | +23.7% |
| 1468 | SANA | SANA BIOTECHNOLOGY INC | Healthcare | 1,000.0 | $3K | 0.00% | NEW | — | $3.49 | +17.5% |
| 1469 | OVV | OVINTIV INC | Energy | 66.0 | $3K | 0.00% | NEW | — | $52.65 | +24.5% |
| 1470 | VCRB | VANGUARD MALVERN FDS | — | 45.0 | $3K | 0.00% | NEW | — | $77.22 | -1.2% |
| 1471 | DXJ | WISDOMTREE TR | — | 20.0 | $3K | 0.00% | NEW | — | $173.50 | +0.7% |
| 1472 | TRN | TRINITY INDS INC | Industrials | 100.0 | $3K | 0.00% | NEW | — | $34.58 | -14.3% |
| 1473 | FDRR | FIDELITY COVINGTON TRUST | — | 52.0 | $3K | 0.00% | NEW | — | $64.88 | +7.4% |
| 1474 | JKS | JINKOSOLAR HLDG CO LTD | Energy | 200.0 | $3K | 0.00% | NEW | — | $16.80 | +1.0% |
| 1475 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 55.0 | $3K | 0.00% | NEW | — | $60.98 | +2.1% |
| 1476 | DFII | FIRST TR EXCHANGE-TRADED FD | — | 300.0 | $3K | 0.00% | NEW | — | $11.12 | +10.5% |
| 1477 | WSO | WATSCO INC | Industrials | 8.0 | $3K | 0.00% | NEW | — | $416.75 | -23.3% |
| 1478 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 10.0 | $3K | 0.00% | NEW | — | $330.50 | +1.3% |
| 1479 | TXT | TEXTRON INC | Industrials | 36.0 | $3K | 0.00% | NEW | — | $91.81 | -6.0% |
| 1480 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 127.0 | $3K | 0.00% | NEW | — | $25.95 | +16.6% |
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
33.2%
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%