Portfolio (Quarterly)
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Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1341 | KRBN | KRANESHARES TRUST | — | 153.0 | $5K | 0.00% | NEW | — | $33.16 | +4.3% |
| 1342 | FSYD | FIDELITY COVINGTON TRUST | — | 104.0 | $5K | 0.00% | NEW | — | $48.67 | -0.4% |
| 1343 | DNOV | FIRST TR EXCHNG TRADED FD VI | — | 98.0 | $5K | 0.00% | NEW | — | $51.35 | +1.7% |
| 1344 | MMTM | SPDR SERIES TRUST | — | 16.0 | $5K | 0.00% | NEW | — | $312.94 | -2.9% |
| 1345 | TREX | TREX INC | Industrials | 100.0 | $5K | 0.00% | NEW | — | $50.04 | -6.4% |
| 1346 | KRMN | KARMAN HLDGS INC | Industrials | 100.0 | $5K | 0.00% | NEW | — | $49.92 | +7.0% |
| 1347 | DEA | EASTERLY GOVT PPTYS INC | Real Estate | 200.0 | $5K | 0.00% | NEW | — | $24.93 | -1.3% |
| 1348 | BBHY | J P MORGAN EXCHANGE TRADED F | — | 108.0 | $5K | 0.00% | NEW | — | $46.09 | -0.6% |
| 1349 | IQHI | NEW YORK LIFE INVTS ACTIVE E | — | 191.0 | $5K | 0.00% | NEW | — | $25.83 | +1.0% |
| 1350 | SPIP | SPDR SERIES TRUST | — | 192.0 | $5K | 0.00% | NEW | — | $25.68 | -2.3% |
| 1351 | KBWB | INVESCO EXCH TRADED FD TR II | — | 53.0 | $5K | 0.00% | NEW | — | $92.98 | +2.8% |
| 1352 | GDXJ | VANECK ETF TRUST | — | 50.0 | $5K | 0.00% | NEW | — | $98.24 | +35.0% |
| 1353 | NET | CLOUDFLARE INC | Technology | 20.0 | $5K | 0.00% | NEW | — | $245.30 | +19.5% |
| 1354 | RIG | TRANSOCEAN LTD | Energy | 1,000.0 | $5K | 0.00% | NEW | — | $4.89 | +21.1% |
| 1355 | CFG | CITIZENS FINL GROUP INC | Financial Services | 70.0 | $5K | 0.00% | NEW | — | $69.69 | +0.3% |
| 1356 | XRN | CHIRON REAL ESTATE INC | Financial Services | 130.0 | $5K | 0.00% | NEW | — | $37.52 | -1.0% |
| 1357 | RIET | ETF SER SOLUTIONS | — | 500.0 | $5K | 0.00% | NEW | — | $9.75 | -2.8% |
| 1358 | NTAP | NETAPP INC | Technology | 31.0 | $5K | 0.00% | NEW | — | $154.77 | +24.2% |
| 1359 | CURI | CURIOSITYSTREAM INC | Communication Services | 1,800.0 | $5K | 0.00% | NEW | — | $2.66 | +3.8% |
| 1360 | CLOZ | SERIES PORTFOLIOS TR | — | 181.0 | $5K | 0.00% | NEW | — | $26.42 | -0.6% |
① 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%