Portfolio (Quarterly)
Guide ↗
Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 | FIG | FIGMA INC | Technology | 235.0 | $4K | 0.00% | NEW | — | $18.09 | +49.8% |
| 1402 | EBF | ENNIS INC | Industrials | 200.0 | $4K | 0.00% | NEW | — | $21.25 | +1.5% |
| 1403 | EWO | ISHARES INC | — | 100.0 | $4K | 0.00% | NEW | — | $42.32 | +3.2% |
| 1404 | NUE | NUCOR CORP | Basic Materials | 19.0 | $4K | 0.00% | NEW | — | $222.74 | +9.4% |
| 1405 | LRN | STRIDE INC | Consumer Defensive | 49.0 | $4K | 0.00% | NEW | — | $86.24 | -2.2% |
| 1406 | EWG | ISHARES INC | — | 102.0 | $4K | 0.00% | NEW | — | $41.36 | +6.9% |
| 1407 | LYV | LIVE NATION ENTERTAINMENT IN | Communication Services | 23.0 | $4K | 0.00% | NEW | — | $183.13 | -0.7% |
| 1408 | — | TEMA ETF TRUST | — | 100.0 | $4K | 0.00% | NEW | — | $41.89 | — |
| 1409 | UPWK | UPWORK INC | Industrials | 500.0 | $4K | 0.00% | NEW | — | $8.36 | +3.0% |
| 1410 | SMMV | ISHARES TR | — | 90.0 | $4K | 0.00% | NEW | — | $46.04 | +3.6% |
| 1411 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 50.0 | $4K | 0.00% | NEW | — | $82.66 | -3.6% |
| 1412 | XE | X-ENERGY INC | Industrials | 225.0 | $4K | 0.00% | NEW | — | $18.36 | +1.7% |
| 1413 | IYM | ISHARES TR | — | 23.0 | $4K | 0.00% | NEW | — | $179.52 | +8.7% |
| 1414 | — | ABRDN AUSTRALIA EQUITY FD IN | — | 333.0 | $4K | 0.00% | NEW | — | $12.38 | — |
| 1415 | STM | STMICROELECTRONICS N V | Technology | 55.0 | $4K | 0.00% | NEW | — | $74.89 | -32.5% |
| 1416 | CRI | CARTERS INC | Consumer Cyclical | 100.0 | $4K | 0.00% | NEW | — | $41.16 | -13.1% |
| 1417 | IWC | ISHARES TR | — | 20.0 | $4K | 0.00% | NEW | — | $204.45 | -3.0% |
| 1418 | RRX | REGAL REXNORD CORPORATION | Industrials | 17.0 | $4K | 0.00% | NEW | — | $240.29 | -30.9% |
| 1419 | RFFC | ALPS ETF TR | — | 54.0 | $4K | 0.00% | NEW | — | $75.44 | +1.6% |
| 1420 | LOAN | MANHATTAN BRDG CAP INC | Real Estate | 900.0 | $4K | 0.00% | NEW | — | $4.52 | -9.7% |
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%