Portfolio (Quarterly)
Guide ↗
Triumph Capital Management
· CIK 0001730765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1521 | HAIL | SPDR SERIES TRUST | — | 67.0 | $3K | — | NEW | — | $39.94 | -7.7% |
| 1522 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 4.0 | $3K | — | NEW | — | $667.00 | -5.0% |
| 1523 | — | CORPAY INC | — | 8.0 | $3K | — | NEW | — | $333.25 | — |
| 1524 | BBJP | J P MORGAN EXCHANGE TRADED F | — | 35.0 | $3K | — | NEW | — | $75.31 | +1.1% |
| 1525 | HDB | HDFC BANK LTD | Financial Services | 102.0 | $3K | — | NEW | — | $25.83 | -9.7% |
| 1526 | — | PINNACLE FINL PARTNERS INC | — | 26.0 | $3K | — | NEW | — | $100.88 | — |
| 1527 | PHM | PULTE GROUP INC | Consumer Cyclical | 19.0 | $3K | — | NEW | — | $137.21 | -7.0% |
| 1528 | CDW | CDW CORP | Technology | 18.0 | $3K | — | NEW | — | $143.72 | -7.1% |
| 1529 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 60.0 | $3K | — | NEW | — | $42.68 | +15.7% |
| 1530 | JPIN | J P MORGAN EXCHANGE TRADED F | — | 35.0 | $3K | — | NEW | — | $72.31 | +5.5% |
| 1531 | PCAR | PACCAR INC | Industrials | 21.0 | $3K | — | NEW | — | $120.14 | +7.3% |
| 1532 | — | VANGUARD CALIF TAX FREE FDS | — | 25.0 | $3K | — | NEW | — | $100.60 | — |
| 1533 | USAR | USA RARE EARTH INC | Basic Materials | 115.0 | $2K | — | NEW | — | $21.58 | -20.7% |
| 1534 | ABR | ARBOR REALTY TRUST INC | Real Estate | 446.0 | $2K | — | NEW | — | $5.42 | -4.4% |
| 1535 | AIS | TIDAL TRUST III | — | 28.0 | $2K | — | NEW | — | $85.32 | -19.0% |
| 1536 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 24.0 | $2K | — | NEW | — | $99.29 | -10.5% |
| 1537 | GUTS | FRACTYL HEALTH INC | Healthcare | 3,000.0 | $2K | — | NEW | — | $0.79 | -13.8% |
| 1538 | HEAL | GLOBAL X FDS | — | 86.0 | $2K | — | NEW | — | $27.59 | +9.3% |
| 1539 | HUBS | HUBSPOT INC | Technology | 13.0 | $2K | — | NEW | — | $182.54 | +31.4% |
| 1540 | RWT | REDWOOD TRUST INC | Real Estate | 500.0 | $2K | — | NEW | — | $4.74 | +0.2% |
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
33.2%
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%