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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Frontline plc

FRO|M46528101

Shares:15.7K

Value:$233.5K

% of Portfolio:0.1% ($233.5K/$300.2M)

45783Y244

Shares:8.6K

Value:$233.3K

% of Portfolio:0.1% ($233.3K/$300.2M)

Barings BDC, Inc.

BBDC|06759L103

Shares:24.4K

Value:$232.5K

% of Portfolio:0.1% ($232.5K/$300.2M)

922908744

VTV|922908744

Shares:1.3K

Value:$231.7K

% of Portfolio:0.1% ($231.7K/$300.2M)

Nuveen S&P 500 BuyWrite Income Fund

BXMX|6706ER101

Shares:17.4K

Value:$228.7K

% of Portfolio:0.1% ($228.7K/$300.2M)

92189F601

Shares:3.1K

Value:$225.4K

% of Portfolio:0.1% ($225.4K/$300.2M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:410

Value:$224.0K

% of Portfolio:0.1% ($224.0K/$300.2M)

92204A405

VFH|92204A405

Shares:1.9K

Value:$223.2K

% of Portfolio:0.1% ($223.2K/$300.2M)

33739N108

Shares:4.4K

Value:$222.6K

% of Portfolio:0.1% ($222.6K/$300.2M)

69374H709

Shares:6.0K

Value:$220.7K

% of Portfolio:0.1% ($220.7K/$300.2M)

33740F474

Shares:6.0K

Value:$220.5K

% of Portfolio:0.1% ($220.5K/$300.2M)

00922R105

Shares:9.8K

Value:$219.9K

% of Portfolio:0.1% ($219.9K/$300.2M)

3M CO

MMM|88579Y101

Shares:1.5K

Value:$219.4K

% of Portfolio:0.1% ($219.4K/$300.2M)

PFIZER INC

PFE|717081103

Shares:8.6K

Value:$218.8K

% of Portfolio:0.1% ($218.8K/$300.2M)

Coupang, Inc.

CPNG|22266T109

Shares:9.8K

Value:$215.7K

% of Portfolio:0.1% ($215.7K/$300.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.0K

Value:$213.5K

% of Portfolio:0.1% ($213.5K/$300.2M)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:1.1K

Value:$212.8K

% of Portfolio:0.1% ($212.8K/$300.2M)

921908844

VIG|921908844

Shares:1.1K

Value:$212.0K

% of Portfolio:0.1% ($212.0K/$300.2M)

ICAHN ENTERPRISES L.P.

IEP|451100101

Shares:23.3K

Value:$211.5K

% of Portfolio:0.1% ($211.5K/$300.2M)

74348A467

Shares:2.1K

Value:$211.4K

% of Portfolio:0.1% ($211.4K/$300.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Frontline plc(FROcusipM46528101)	15.7K	QoQ +3.31% (+504) YoY NEW(+15.7K)	All Managers (Combined)	$233.5K	0.1% ($233.5K/$300.2M)	QoQ +8.11% (+$17.5K) YoY NEW(+$233.5K)
(cusip45783Y244)✕	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$233.3K	0.1% ($233.3K/$300.2M)	QoQ NEW(+$233.3K) YoY NEW(+$233.3K)
Barings BDC, Inc.(BBDCcusip06759L103)	24.4K	QoQ 0.00% (-0) YoY -0.26% (-65)	All Managers (Combined)	$232.5K	0.1% ($232.5K/$300.2M)	QoQ -0.31% (-$731) YoY +3.08% (-$7.0K)
(VTVcusip922908744)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$231.7K	0.1% ($231.7K/$300.2M)	QoQ NEW(+$231.7K) YoY NEW(+$231.7K)
Nuveen S&P 500 BuyWrite Income Fund(BXMXcusip6706ER101)	17.4K	QoQ +2.95% (-500) YoY +2.34% (+400)	All Managers (Combined)	$228.7K	0.1% ($228.7K/$300.2M)	QoQ -3.44% (-$8.2K) YoY +1.42% (+$3.2K)
(cusip92189F601)✕	3.1K	QoQ -69.91% (-7.1K) YoY NEW(+3.1K)	All Managers (Combined)	$225.4K	0.1% ($225.4K/$300.2M)	QoQ -72.89% (-$606.2K) YoY NEW(+$225.4K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	410	QoQ +9.04% (+34) YoY -21.15% (-110)	All Managers (Combined)	$224.0K	0.1% ($224.0K/$300.2M)	QoQ +4.02% (+$8.7K) YoY +4.14% (-$8.9K)
(VFHcusip92204A405)	1.9K	QoQ 0.00% (+0) YoY NEW(+1.9K)	All Managers (Combined)	$223.2K	0.1% ($223.2K/$300.2M)	QoQ +1.18% (+$2.6K) YoY NEW(+$223.2K)
(cusip33739N108)✕	4.4K	QoQ +5.07% (+213) YoY NEW(+4.4K)	All Managers (Combined)	$222.6K	0.1% ($222.6K/$300.2M)	QoQ +3.85% (+$8.3K) YoY NEW(+$222.6K)
(cusip69374H709)✕	6.0K	QoQ -16.01% (-1.1K) YoY -2.27% (-139)	All Managers (Combined)	$220.7K	0.1% ($220.7K/$300.2M)	QoQ -7.94% (-$19.1K) YoY +4.22% (-$8.9K)
(cusip33740F474)✕	6.0K	QoQ 0.00% (+0) YoY -83.33% (-30.0K)	All Managers (Combined)	$220.5K	0.1% ($220.5K/$300.2M)	QoQ +1.50% (+$3.3K) YoY -81.76% (-$988.8K)
(cusip00922R105)✕	9.8K	QoQ -13.27% (-1.5K) YoY -60.48% (-15.0K)	All Managers (Combined)	$219.9K	0.1% ($219.9K/$300.2M)	QoQ -11.45% (-$28.5K) YoY -33.42% (-$110.4K)
3M CO(MMMcusip88579Y101)	1.5K	QoQ -15.01% (-264) YoY -84.14% (-7.9K)	All Managers (Combined)	$219.4K	0.1% ($219.4K/$300.2M)	QoQ -3.31% (-$7.5K) YoY -75.23% (-$666.5K)
PFIZER INC(PFEcusip717081103)	8.6K	QoQ -16.01% (-1.6K) YoY -68.94% (-19.2K)	All Managers (Combined)	$218.8K	0.1% ($218.8K/$300.2M)	QoQ -19.78% (-$54.0K) YoY -71.60% (-$552.0K)
Coupang, Inc.(CPNGcusip22266T109)	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$215.7K	0.1% ($215.7K/$300.2M)	QoQ NEW(+$215.7K) YoY NEW(+$215.7K)
AbbVie Inc.(ABBVcusip00287Y109)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$213.5K	0.1% ($213.5K/$300.2M)	QoQ NEW(+$213.5K) YoY NEW(+$213.5K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$212.8K	0.1% ($212.8K/$300.2M)	QoQ NEW(+$212.8K) YoY NEW(+$212.8K)
(VIGcusip921908844)	1.1K	QoQ NEW(+1.1K) YoY -19.15% (-259)	All Managers (Combined)	$212.0K	0.1% ($212.0K/$300.2M)	QoQ NEW(+$212.0K) YoY -13.60% (-$33.4K)
ICAHN ENTERPRISES L.P.(IEPcusip451100101)	23.3K	QoQ +9.80% (+2.1K) YoY -52.32% (-25.6K)	All Managers (Combined)	$211.5K	0.1% ($211.5K/$300.2M)	QoQ +14.74% (+$27.2K) YoY -74.54% (-$619.3K)
(cusip74348A467)✕	2.1K	QoQ NEW(+2.1K) YoY -72.74% (-5.5K)	All Managers (Combined)	$211.4K	0.1% ($211.4K/$300.2M)	QoQ NEW(+$211.4K) YoY -72.34% (-$553.0K)