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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 30 of 94  ·  1,861 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 IXN ISHARES TR 481.0 $69K 0.01% NEW $144.37 -3.4%
582 SHW SHERWIN WILLIAMS CO Basic Materials 200.0 $69K 0.01% NEW $344.62 +0.6%
583 KAPR INNOVATOR ETFS TRUST 1,716.0 $68K 0.01% NEW $39.80 +1.4%
584 STCE SCHWAB STRATEGIC TR 975.0 $68K 0.01% NEW $69.95 -5.8%
585 SLQD ISHARES TR 1,351.0 $68K 0.01% NEW $50.38 -0.4%
586 HIG HARTFORD INSURANCE GROUP INC Financial Services 511.0 $68K 0.01% NEW $132.44 +2.8%
587 ETHA ISHARES ETHEREUM TR Financial Services 5,684.0 $68K 0.01% NEW $11.89 +53.4%
588 XLY SELECT SECTOR SPDR TR 576.0 $68K 0.01% NEW $117.28 +0.6%
589 EMEQ NOMURA ETF TR 922.0 $67K 0.01% NEW $72.86 -9.7%
590 SSRM SSR MINING IN Basic Materials 2,372.0 $67K 0.01% NEW $28.28 +33.6%
591 IYH ISHARES TR 1,000.0 $67K 0.01% NEW $67.01 +10.3%
592 NHI NATIONAL HEALTH INVS INC Real Estate 875.0 $67K 0.01% NEW $76.29 -3.8%
593 VLO VALERO ENERGY CORP Energy 256.0 $67K 0.01% NEW $260.76 +33.8%
594 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 210.0 $67K 0.01% NEW $317.53 -8.0%
595 BLBD BLUE BIRD CORP Consumer Cyclical 842.0 $66K 0.01% NEW $78.96 -21.6%
596 EAGG ISHARES TR 1,396.0 $66K 0.01% NEW $47.41 -1.6%
597 SCHD SCHWAB STRATEGIC TR 2,084.0 $66K 0.01% NEW $31.71 +10.7%
598 SO SOUTHERN CO Utilities 689.0 $66K 0.01% NEW $95.74 -7.1%
599 ACWV ISHARES INC 548.0 $66K 0.01% NEW $120.23 +5.8%
600 SAR SARATOGA INVT CORP Financial Services 2,950.0 $66K 0.01% NEW $22.31 -17.4%
Page 30 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 33.4%
Technology 31.8%
Consumer Cyclical 8.8%
Healthcare 7.2%
Communication Services 4.6%
Industrials 2.7%
Real Estate 2.7%
Energy 2.7%
Consumer Defensive 2.4%
Basic Materials 2.2%