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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 74 of 94  ·  1,861 positions
# 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%
Page 74 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%