Portfolio (Quarterly)
Guide ↗
Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1441 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 100.0 | $4K | 0.00% | NEW | — | $37.58 | +33.4% |
| 1442 | DIHP | DIMENSIONAL ETF TRUST | — | 110.0 | $4K | 0.00% | NEW | — | $34.13 | +4.7% |
| 1443 | SKM | SK TELECOM CO LTD | Communication Services | 116.0 | $4K | 0.00% | NEW | — | $32.16 | +25.3% |
| 1444 | NE | NOBLE CORP PLC | Energy | 100.0 | $4K | 0.00% | NEW | — | $37.30 | +24.0% |
| 1445 | VVX | V2X INC | Industrials | 50.0 | $4K | 0.00% | NEW | — | $74.56 | +5.3% |
| 1446 | SDEM | GLOBAL X FDS | — | 116.0 | $4K | 0.00% | NEW | — | $32.12 | +4.9% |
| 1447 | EPD | ENTERPRISE PRODS PARTNERS L | — | 101.0 | $4K | 0.00% | NEW | — | $36.85 | — |
| 1448 | AGIO | AGIOS PHARMACEUTICALS INC | Healthcare | 100.0 | $4K | 0.00% | NEW | — | $37.11 | -10.8% |
| 1449 | PR | PERMIAN RESOURCES CORP | Energy | 200.0 | $4K | 0.00% | NEW | — | $18.41 | +29.0% |
| 1450 | SWK | STANLEY BLACK & DECKER INC | Industrials | 39.0 | $4K | 0.00% | NEW | — | $94.13 | +6.3% |
| 1451 | SID | COMPANHIA SIDERURGICA NACION | Basic Materials | 4,000.0 | $4K | 0.00% | NEW | — | $0.92 | +6.8% |
| 1452 | XCCC | BONDBLOXX ETF TRUST | — | 100.0 | $4K | 0.00% | NEW | — | $36.56 | -2.1% |
| 1453 | — | MIDCAP FINANCIAL INVSTMNT CO | — | 360.0 | $4K | 0.00% | NEW | — | $10.08 | — |
| 1454 | ARKW | ARK ETF TR | — | 25.0 | $4K | 0.00% | NEW | — | $144.88 | +7.3% |
| 1455 | — | AMERICAN STRATEGIC INVEST CO | — | 375.0 | $4K | 0.00% | NEW | — | $9.64 | — |
| 1456 | FIVE | FIVE BELOW INC | Consumer Cyclical | 20.0 | $4K | 0.00% | NEW | — | $179.80 | +39.2% |
| 1457 | UIVM | VICTORY PORTFOLIOS II | — | 50.0 | $4K | 0.00% | NEW | — | $71.88 | +8.4% |
| 1458 | FENY | FIDELITY COVINGTON TRUST | — | 121.0 | $4K | 0.00% | NEW | — | $29.56 | +19.5% |
| 1459 | AIR | AAR CORP | Industrials | 25.0 | $4K | 0.00% | NEW | — | $142.92 | -5.7% |
| 1460 | CSX | CSX CORP | Industrials | 75.0 | $4K | 0.00% | NEW | — | $47.53 | +8.5% |
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%