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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 2 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 28,759.0 $5.8M 1.04% NEW $200.09 +9.9%
22 AMZN AMAZON COM INC Consumer Cyclical 22,299.0 $5.3M 0.96% NEW $238.34 +9.5%
23 QFLR INNOVATOR ETFS TRUST 144,096.0 $5.3M 0.95% NEW $36.48 -2.9%
24 IWM ISHARES TR 16,870.0 $5.1M 0.92% NEW $300.45 +0.2%
25 JPM JPMORGAN CHASE & CO Financial Services 15,336.0 $5.0M 0.91% NEW $327.34 +9.9%
26 IWR ISHARES TR 43,905.0 $4.8M 0.88% NEW $110.32 +3.0%
27 MSFT MICROSOFT CORP Technology 12,758.0 $4.8M 0.86% NEW $373.02 +29.4%
28 ZALT INNOVATOR ETFS TRUST 139,149.0 $4.7M 0.85% NEW $33.87 +1.7%
29 QUAL ISHARES TR 19,290.0 $4.2M 0.77% NEW $219.43 +2.3%
30 IGV ISHARES TR 45,601.0 $4.1M 0.75% NEW $90.60 +13.4%
31 BERKSHIRE HATHAWAY INC DEL 7,943.0 $4.0M 0.72% NEW $500.41
32 CIBR FIRST TR EXCHANGE-TRADED FD 42,166.0 $3.8M 0.69% NEW $89.85 +8.8%
33 WFC WELLS FARGO & CO Financial Services 44,682.0 $3.7M 0.67% NEW $82.64 +5.4%
34 LLY ELI LILLY & CO Healthcare 3,038.0 $3.6M 0.66% NEW $1199.50 +1.4%
35 AIRR FIRST TR EXCHANGE TRADED FD 25,690.0 $3.4M 0.62% NEW $133.25 -9.1%
36 SFLO VICTORY PORTFOLIOS II 97,751.0 $3.3M 0.61% NEW $34.20 +14.7%
37 SPYM SPDR SERIES TRUST 37,615.0 $3.3M 0.60% NEW $87.88 +2.9%
38 META META PLATFORMS INC Communication Services 5,767.0 $3.2M 0.59% NEW $563.32 -1.7%
39 GRID FIRST TR EXCHANGE-TRADED FD 16,723.0 $3.2M 0.58% NEW $191.75 -4.2%
40 DFUV DIMENSIONAL ETF TRUST 57,405.0 $3.2M 0.57% NEW $55.01 +4.3%
Page 2 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%