Triumph-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "NLY",
  "HUM",
  "SMCI",
  "BCE",
  "ARI",
  "ARM",
  "SNOW",
  "MU",
  null,
  "JXN",
  "ZS",
  null,
  "MMM",
  "ABBV",
  "OBDC",
  "RVT",
  "MAIN",
  "GOOGL",
  null,
  "ATGE",
  "VDE",
  null,
  "AIG",
  "MODG",
  "T",
  "AWP",
  "AVGO",
  "CLS",
  "ARCC",
  "BBDC",
  "GME",
  "UTF",
  null,
  null,
  "CTO",
  "USA",
  "PTY",
  "UTG",
  "PDI",
  null,
  "SKYW",
  null,
  "THQ",
  null,
  "XFLT",
  null,
  "CION",
  "MPX",
  null,
  "ECC",
  "SLRC",
  null,
  null,
  "FAX",
  null,
  "GILD",
  "GIS",
  null,
  "BRSP",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "FRO",
  null,
  null,
  null,
  null,
  null,
  "SANA",
  "FBRT",
  "BTO",
  null,
  "RIVN",
  "BCSF",
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "OXLC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SILA",
  "MSFT",
  null,
  "NU",
  "OXY",
  "ODFL",
  null,
  "BX",
  "KKR",
  "ORCL",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  null,
  null,
  "HTGC",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KB",
  "JPC",
  null,
  "PDO",
  "REGN",
  "IOT",
  null,
  null,
  null,
  "SHOP",
  "SPDW",
  null,
  null,
  null,
  null,
  "IBM",
  "TMO",
  "TWLO",
  "UBER",
  "AGNC",
  "MBLY",
  "SCHW",
  "PPC",
  null,
  "TCPC",
  "ETV",
  "BXMX",
  null,
  "HR",
  null,
  "TWO",
  "CGBD",
  null,
  "VCIT",
  null,
  "DSL",
  null,
  "VIG",
  null,
  "TOST",
  null,
  null,
  "IWO",
  null,
  null,
  "VYM",
  null,
  "AON",
  "SFM",
  "ALB",
  "AMD",
  "IWR",
  "FOUR",
  null,
  "TRIN",
  null,
  "AMZN",
  null,
  "CLF",
  "IVE",
  null,
  "HOG",
  "DKS",
  "AMC",
  null,
  "VFH",
  "BNDX",
  "BND",
  "VOO",
  "VTV",
  "WFC",
  "XEL",
  null,
  "HRTG",
  null,
  "SOFI",
  null,
  "DVY",
  "EIX",
  "MFC",
  "IEP",
  null,
  "HQH",
  "OKTA",
  "THW",
  "CRM",
  null,
  "S",
  "DIA",
  null,
  null,
  null,
  null,
  null,
  "GEV",
  "MELI",
  null,
  null,
  null,
  "SYF",
  null,
  "FDX",
  null,
  "BRK-B",
  "BA",
  "BCX",
  "OWL",
  "EAT",
  "BMY",
  "CM",
  "CELH",
  "CVX",
  "CIG",
  "CLOV",
  "CMCSA",
  "CAG",
  "COP",
  "CFLT",
  "COST",
  "CPNG",
  "CRWD",
  null,
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "APO",
  "XLK",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 276
Total Value: 300237760
Accession Number: 0001730765-25-000004
Form Type: 13F-HR
CIK: triumph-capital-management
Manager Name: Triumph-Capital-Management

Data Enrichment

62% identified

172 identified104 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

276 positions • $300.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92204A306

VDE|92204A306

Shares:2.5K

Value:$330.0K

% of Portfolio:0.1% ($330.0K/$300.2M)

EDISON INTERNATIONAL

EIX|281020107

Shares:5.6K

Value:$329.5K

% of Portfolio:0.1% ($329.5K/$300.2M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:3.6K

Value:$329.0K

% of Portfolio:0.1% ($329.0K/$300.2M)

46435U135

Shares:7.0K

Value:$328.3K

% of Portfolio:0.1% ($328.3K/$300.2M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.9K

Value:$323.8K

% of Portfolio:0.1% ($323.8K/$300.2M)

Jackson Financial Inc.

JXN|46817M107

Shares:3.9K

Value:$322.7K

% of Portfolio:0.1% ($322.7K/$300.2M)

PILGRIMS PRIDE CORP

PPC|72147K108

Shares:5.9K

Value:$321.4K

% of Portfolio:0.1% ($321.4K/$300.2M)

Healthcare Realty Trust Inc

HR|42226K105

Shares:18.9K

Value:$320.2K

% of Portfolio:0.1% ($320.2K/$300.2M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:9.3K

Value:$319.1K

% of Portfolio:0.1% ($319.1K/$300.2M)

CTO Realty Growth, Inc.

CTO|22948Q101

Shares:15.6K

Value:$301.8K

% of Portfolio:0.1% ($301.8K/$300.2M)

CELESTICA INC

CLS|15101Q207

Shares:3.8K

Value:$300.5K

% of Portfolio:0.1% ($300.5K/$300.2M)

abrdn World Healthcare Fund

THW|87911L108

Shares:26.1K

Value:$300.4K

% of Portfolio:0.1% ($300.4K/$300.2M)

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

ETV|27828Y108

Shares:22.5K

Value:$297.1K

% of Portfolio:0.1% ($297.1K/$300.2M)

45783Y160

Shares:11.1K

Value:$292.8K

% of Portfolio:0.1% ($292.8K/$300.2M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:35.4K

Value:$291.1K

% of Portfolio:0.1% ($291.1K/$300.2M)

464287812

Shares:4.1K

Value:$290.9K

% of Portfolio:0.1% ($290.9K/$300.2M)

78464A755

Shares:5.2K

Value:$290.6K

% of Portfolio:0.1% ($290.6K/$300.2M)

45782C342

Shares:9.3K

Value:$286.3K

% of Portfolio:0.1% ($286.3K/$300.2M)

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

Shares:5.1K

Value:$285.6K

% of Portfolio:0.1% ($285.6K/$300.2M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:3.6K

Value:$285.5K

% of Portfolio:0.1% ($285.5K/$300.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VDEcusip92204A306)	2.5K	QoQ +0.67% (+17) YoY NEW(+2.5K)	All Managers (Combined)	$330.0K	0.1% ($330.0K/$300.2M)	QoQ +7.64% (+$23.4K) YoY NEW(+$330.0K)
EDISON INTERNATIONAL(EIXcusip281020107)	5.6K	QoQ +5.52% (-293) YoY -3.83% (-223)	All Managers (Combined)	$329.5K	0.1% ($329.5K/$300.2M)	QoQ -22.12% (-$93.6K) YoY -19.55% (-$80.1K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	3.6K	QoQ +17.14% (-524) YoY NEW(+3.6K)	All Managers (Combined)	$329.0K	0.1% ($329.0K/$300.2M)	QoQ -4.83% (-$16.7K) YoY NEW(+$329.0K)
(cusip46435U135)✕	7.0K	QoQ -15.40% (-1.3K) YoY -40.26% (-4.7K)	All Managers (Combined)	$328.3K	0.1% ($328.3K/$300.2M)	QoQ -18.54% (-$74.8K) YoY -39.83% (-$217.3K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.9K	QoQ -5.86% (-180) YoY -63.54% (-5.0K)	All Managers (Combined)	$323.8K	0.1% ($323.8K/$300.2M)	QoQ +14.19% (-$40.2K) YoY -43.95% (-$254.0K)
Jackson Financial Inc.(JXNcusip46817M107)	3.9K	QoQ +8.20% (+292) YoY -31.49% (-1.8K)	All Managers (Combined)	$322.7K	0.1% ($322.7K/$300.2M)	QoQ +4.10% (+$12.7K) YoY -13.23% (-$49.2K)
PILGRIMS PRIDE CORP(PPCcusip72147K108)	5.9K	QoQ -27.18% (-2.2K) YoY NEW(+5.9K)	All Managers (Combined)	$321.4K	0.1% ($321.4K/$300.2M)	QoQ -12.55% (-$46.2K) YoY NEW(+$321.4K)
Healthcare Realty Trust Inc(HRcusip42226K105)	18.9K	QoQ +9.97% (+1.7K) YoY NEW(+18.9K)	All Managers (Combined)	$320.2K	0.1% ($320.2K/$300.2M)	QoQ +9.65% (+$28.2K) YoY NEW(+$320.2K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	9.3K	QoQ -5.85% (-580) YoY NEW(+9.3K)	All Managers (Combined)	$319.1K	0.1% ($319.1K/$300.2M)	QoQ +5.75% (-$17.4K) YoY NEW(+$319.1K)
CTO Realty Growth, Inc.(CTOcusip22948Q101)	15.6K	QoQ +9.74% (+1.4K) YoY NEW(+15.6K)	All Managers (Combined)	$301.8K	0.1% ($301.8K/$300.2M)	QoQ +7.52% (+$21.1K) YoY NEW(+$301.8K)
CELESTICA INC(CLScusip15101Q207)	3.8K	QoQ -19.53% (-926) YoY NEW(+3.8K)	All Managers (Combined)	$300.5K	0.1% ($300.5K/$300.2M)	QoQ -31.29% (-$136.9K) YoY NEW(+$300.5K)
abrdn World Healthcare Fund(THWcusip87911L108)	26.1K	QoQ +7.38% (+1.8K) YoY NEW(+26.1K)	All Managers (Combined)	$300.4K	0.1% ($300.4K/$300.2M)	QoQ +12.46% (+$33.3K) YoY NEW(+$300.4K)
Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETVcusip27828Y108)	22.5K	QoQ +9.02% (-1.9K) YoY -38.03% (-13.8K)	All Managers (Combined)	$297.1K	0.1% ($297.1K/$300.2M)	QoQ -0.05% (-$156) YoY -36.59% (-$171.4K)
(cusip45783Y160)✕	11.1K	QoQ -50.61% (-11.4K) YoY NEW(+11.1K)	All Managers (Combined)	$292.8K	0.1% ($292.8K/$300.2M)	QoQ -50.55% (-$299.3K) YoY NEW(+$292.8K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	35.4K	QoQ NEW(+35.4K) YoY NEW(+35.4K)	All Managers (Combined)	$291.1K	0.1% ($291.1K/$300.2M)	QoQ NEW(+$291.1K) YoY NEW(+$291.1K)
(cusip464287812)✕	4.1K	QoQ -0.41% (-17) YoY NEW(+4.1K)	All Managers (Combined)	$290.9K	0.1% ($290.9K/$300.2M)	QoQ +8.66% (-$23.2K) YoY NEW(+$290.9K)
(cusip78464A755)✕	5.2K	QoQ -17.57% (-1.1K) YoY -24.60% (-1.7K)	All Managers (Combined)	$290.6K	0.1% ($290.6K/$300.2M)	QoQ -18.68% (-$66.8K) YoY -30.59% (-$128.1K)
(cusip45782C342)✕	9.3K	QoQ -48.47% (-8.7K) YoY NEW(+9.3K)	All Managers (Combined)	$286.3K	0.1% ($286.3K/$300.2M)	QoQ -51.39% (-$302.7K) YoY NEW(+$286.3K)
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/(CMcusip136069101)	5.1K	QoQ -2.12% (-110) YoY -6.10% (-330)	All Managers (Combined)	$285.6K	0.1% ($285.6K/$300.2M)	QoQ -12.84% (-$42.1K) YoY +4.92% (-$13.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	3.6K	QoQ -8.75% (-350) YoY +19.65% (+599)	All Managers (Combined)	$285.5K	0.1% ($285.5K/$300.2M)	QoQ -3.49% (-$10.3K) YoY +29.42% (+$64.9K)