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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 80 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 EXPD EXPEDITORS INTL WASH INC Industrials 11.0 $2K NEW $163.00 +14.1%
1582 ASIX ADVANSIX INC Basic Materials 90.0 $2K NEW $19.88 -16.7%
1583 IYF ISHARES TR 14.0 $2K NEW $127.50 +7.6%
1584 OFS OFS CAP CORP Financial Services 500.0 $2K NEW $3.54 +0.8%
1585 PFEB INNOVATOR ETFS TRUST 41.0 $2K NEW $43.05 +1.7%
1586 STRATEGY INC 30.0 $2K NEW $58.83
1587 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 7.0 $2K NEW $250.00 -3.0%
1588 KKR KKR & CO INC Financial Services 19.0 $2K NEW $91.79 +16.8%
1589 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 34.0 $2K NEW $51.12 -3.7%
1590 PSEC PROSPECT CAP CORP Financial Services 750.0 $2K NEW $2.31 -2.6%
1591 GWRE GUIDEWIRE SOFTWARE INC Technology 14.0 $2K NEW $123.07 +44.4%
1592 BANK MONTREAL MEDIUM 45.0 $2K NEW $37.16
1593 GNT GAMCO NAT RES GOLD & INCOME Financial Services 200.0 $2K NEW $8.15 +7.6%
1594 CRK COMSTOCK RES INC Energy 109.0 $2K NEW $14.92 -8.4%
1595 BBH VANECK ETF TRUST 8.0 $2K NEW $203.25 +10.4%
1596 DBX DROPBOX INC Technology 59.0 $2K NEW $27.47 +23.3%
1597 SIDUS SPACE INC 575.0 $2K NEW $2.81
1598 CMPS COMPASS PATHWAYS PLC Healthcare 114.0 $2K NEW $14.15 -1.8%
1599 WSC WILLSCOT HLDGS CORP Industrials 56.0 $2K NEW $28.79 -20.6%
1600 RL RALPH LAUREN CORP Consumer Cyclical 4.0 $2K NEW $401.50 -5.8%
Page 80 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%