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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 75 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 EAOR ISHARES TR 86.0 $3K 0.00% NEW $37.91 +0.3%
1482 CPRT COPART INC Industrials 115.0 $3K 0.00% NEW $28.19 +19.0%
1483 FNOV FIRST TR EXCHNG TRADED FD VI 55.0 $3K 0.00% NEW $58.49 +2.2%
1484 VTR VENTAS INC Real Estate 36.0 $3K 0.00% NEW $88.81 +3.2%
1485 TAIL CAMBRIA ETF TR 300.0 $3K 0.00% NEW $10.63 -2.5%
1486 FTRI FIRST TR EXCHANGE-TRADED FD 200.0 $3K 0.00% NEW $15.87 +14.7%
1487 FAUG FIRST TR EXCHNG TRADED FD VI 56.0 $3K 0.00% NEW $56.50 +1.8%
1488 LQDW ISHARES TR 131.0 $3K 0.00% NEW $24.02 -2.6%
1489 KREF KKR REAL ESTATE FIN TR INC Real Estate 450.0 $3K 0.00% NEW $6.84 +11.3%
1490 RSSB TIDAL TRUST II 100.0 $3K 0.00% NEW $30.76 +1.5%
1491 SIMS SPDR SERIES TRUST 65.0 $3K 0.00% NEW $47.08 -4.8%
1492 PBE INVESCO EXCHANGE TRADED FD T 34.0 $3K 0.00% NEW $89.65 +8.8%
1493 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 33.0 $3K 0.00% NEW $92.09 -1.2%
1494 NWBI NORTHWEST BANCSHARES INC Financial Services 200.0 $3K 0.00% NEW $15.16 +1.8%
1495 CW CURTISS WRIGHT CORP Industrials 4.0 $3K 0.00% NEW $757.75 -10.5%
1496 SCI SERVICE CORP INTL Consumer Cyclical 40.0 $3K 0.00% NEW $75.62 +9.4%
1497 IUSG ISHARES TR 16.0 $3K 0.00% NEW $188.06 +1.8%
1498 HAS HASBRO INC Consumer Cyclical 36.0 $3K 0.00% NEW $82.58 +13.5%
1499 DASH DOORDASH INC Communication Services 16.0 $3K 0.00% NEW $184.50 +19.7%
1500 ALGT ALLEGIANT TRAVEL CO Industrials 25.0 $3K 0.00% NEW $117.60 -32.2%
Page 75 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%