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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 78 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 FSLR FIRST SOLAR INC Energy 10.0 $2K NEW $236.00 -6.8%
1542 FOXA FOX CORP Communication Services 45.0 $2K NEW $52.16 +32.4%
1543 RSG REPUBLIC SVCS INC Industrials 11.0 $2K NEW $213.09 +1.8%
1544 SU SUNCOR ENERGY INC NEW Energy 43.0 $2K NEW $53.67 +26.1%
1545 TDIV FIRST TR EXCHANGE TRADED FD 20.0 $2K NEW $114.90 -0.4%
1546 MSOS ADVISORSHARES TR 451.0 $2K NEW $5.08 -11.0%
1547 XRT SPDR SERIES TRUST 26.0 $2K NEW $87.73 -0.7%
1548 LEN LENNAR CORP Consumer Cyclical 25.0 $2K NEW $90.48 -6.1%
1549 ASX ASE TECHNOLOGY HLDG CO LTD Technology 50.0 $2K NEW $45.12 -19.3%
1550 TRP TC ENERGY CORP Energy 34.0 $2K NEW $66.29 -3.4%
1551 ORI OLD REP INTL CORP Financial Services 55.0 $2K NEW $40.93 +3.5%
1552 WAT WATERS CORP Healthcare 6.0 $2K NEW $375.00 +7.0%
1553 JCPI J P MORGAN EXCHANGE TRADED F 47.0 $2K NEW $47.85 -0.8%
1554 ASC ARDMORE SHIPPING CORP Industrials 160.0 $2K NEW $14.01 +28.5%
1555 MAA MID-AMER APT CMNTYS INC Real Estate 16.0 $2K NEW $138.94 -6.3%
1556 BN BROOKFIELD CORP Financial Services 52.0 $2K NEW $42.60 -1.1%
1557 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 18.0 $2K NEW $122.56 +28.4%
1558 XRMI GLOBAL X FDS 125.0 $2K NEW $17.19 +1.4%
1559 VCSH VANGUARD SCOTTSDALE FDS 27.0 $2K NEW $79.04 -0.5%
1560 SFM SPROUTS FMRS MKT INC Consumer Defensive 25.0 $2K NEW $84.56 -6.8%
Page 78 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%