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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OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:1.3K

Value:$209.8K

% of Portfolio:0.1% ($209.8K/$300.2M)

HARLEY-DAVIDSON, INC.

HOG|412822108

Shares:8.2K

Value:$207.4K

% of Portfolio:0.1% ($207.4K/$300.2M)

Franklin BSP Realty Trust, Inc.

FBRT|35243J101

Shares:16.0K

Value:$203.8K

% of Portfolio:0.1% ($203.8K/$300.2M)

464287168

DVY|464287168

Shares:1.5K

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$300.2M)

00162Q361

Shares:4.6K

Value:$200.4K

% of Portfolio:0.1% ($200.4K/$300.2M)

33738R407

Shares:10.2K

Value:$191.6K

% of Portfolio:0.1% ($191.6K/$300.2M)

Heritage Insurance Holdings, Inc.

HRTG|42727J102

Shares:10.2K

Value:$146.7K

% of Portfolio:0.0% ($146.7K/$300.2M)

92189F452

Shares:13.0K

Value:$145.4K

% of Portfolio:0.0% ($145.4K/$300.2M)

G4R20B107

Shares:19.9K

Value:$109.1K

% of Portfolio:0.0% ($109.1K/$300.2M)

AMC ENTERTAINMENT HOLDINGS, INC.

AMC|00165C302

Shares:37.5K

Value:$107.5K

% of Portfolio:0.0% ($107.5K/$300.2M)

MARINE PRODUCTS CORP

MPX|568427108

Shares:11.8K

Value:$98.8K

% of Portfolio:0.0% ($98.8K/$300.2M)

BrightSpire Capital, Inc.

BRSP|10949T109

Shares:12.7K

Value:$70.3K

% of Portfolio:0.0% ($70.3K/$300.2M)

abrdn Global Premier Properties Fund

AWP|00302L108

Shares:14.1K

Value:$54.9K

% of Portfolio:0.0% ($54.9K/$300.2M)

CLOVER HEALTH INVESTMENTS, CORP. /DE

CLOV|18914F103

Shares:11.9K

Value:$42.8K

% of Portfolio:0.0% ($42.8K/$300.2M)

ENERGY CO OF MINAS GERAIS

CIG|204409601

Shares:21.4K

Value:$37.7K

% of Portfolio:0.0% ($37.7K/$300.2M)

Sana Biotechnology, Inc.

SANA|799566104

Shares:21.7K

Value:$36.4K

% of Portfolio:0.0% ($36.4K/$300.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	1.3K	QoQ +9.40% (+109) YoY NEW(+1.3K)	All Managers (Combined)	$209.8K	0.1% ($209.8K/$300.2M)	QoQ +2.61% (+$5.3K) YoY NEW(+$209.8K)
HARLEY-DAVIDSON, INC.(HOGcusip412822108)	8.2K	QoQ +7.03% (-540) YoY NEW(+8.2K)	All Managers (Combined)	$207.4K	0.1% ($207.4K/$300.2M)	QoQ -10.29% (-$23.8K) YoY NEW(+$207.4K)
Franklin BSP Realty Trust, Inc.(FBRTcusip35243J101)	16.0K	QoQ -1.64% (-268) YoY -17.81% (-3.5K)	All Managers (Combined)	$203.8K	0.1% ($203.8K/$300.2M)	QoQ -0.07% (-$161) YoY -20.19% (-$51.6K)
(DVYcusip464287168)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$201.4K	0.1% ($201.4K/$300.2M)	QoQ NEW(+$201.4K) YoY NEW(+$201.4K)
(cusip00162Q361)✕	4.6K	QoQ +2.33% (-105) YoY -32.21% (-2.2K)	All Managers (Combined)	$200.4K	0.1% ($200.4K/$300.2M)	QoQ -3.01% (-$6.2K) YoY -23.18% (-$60.5K)
(cusip33738R407)✕	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$191.6K	0.1% ($191.6K/$300.2M)	QoQ NEW(+$191.6K) YoY NEW(+$191.6K)
Heritage Insurance Holdings, Inc.(HRTGcusip42727J102)	10.2K	QoQ +1.52% (+153) YoY NEW(+10.2K)	All Managers (Combined)	$146.7K	0.0% ($146.7K/$300.2M)	QoQ +20.99% (+$25.4K) YoY NEW(+$146.7K)
(cusip92189F452)✕	13.0K	QoQ 0.00% (+0) YoY NEW(+13.0K)	All Managers (Combined)	$145.4K	0.0% ($145.4K/$300.2M)	QoQ +5.17% (+$7.2K) YoY NEW(+$145.4K)
(cusipG4R20B107)✕	19.9K	QoQ +1.02% (+202) YoY NEW(+19.9K)	All Managers (Combined)	$109.1K	0.0% ($109.1K/$300.2M)	QoQ +31.19% (+$25.9K) YoY NEW(+$109.1K)
AMC ENTERTAINMENT HOLDINGS, INC.(AMCcusip00165C302)	37.5K	QoQ -2.79% (-1.1K) YoY NEW(+37.5K)	All Managers (Combined)	$107.5K	0.0% ($107.5K/$300.2M)	QoQ -29.90% (-$45.8K) YoY NEW(+$107.5K)
MARINE PRODUCTS CORP(MPXcusip568427108)	11.8K	QoQ -27.29% (-4.4K) YoY -14.66% (-2.0K)	All Managers (Combined)	$98.8K	0.0% ($98.8K/$300.2M)	QoQ -33.48% (-$49.7K) YoY -38.43% (-$61.7K)
BrightSpire Capital, Inc.(BRSPcusip10949T109)	12.7K	QoQ NEW(+12.7K) YoY NEW(+12.7K)	All Managers (Combined)	$70.3K	0.0% ($70.3K/$300.2M)	QoQ NEW(+$70.3K) YoY NEW(+$70.3K)
abrdn Global Premier Properties Fund(AWPcusip00302L108)	14.1K	QoQ +17.97% (+2.2K) YoY NEW(+14.1K)	All Managers (Combined)	$54.9K	0.0% ($54.9K/$300.2M)	QoQ +18.58% (+$8.6K) YoY NEW(+$54.9K)
CLOVER HEALTH INVESTMENTS, CORP. /DE(CLOVcusip18914F103)	11.9K	QoQ -16.13% (-2.3K) YoY NEW(+11.9K)	All Managers (Combined)	$42.8K	0.0% ($42.8K/$300.2M)	QoQ -4.42% (-$2.0K) YoY NEW(+$42.8K)
ENERGY CO OF MINAS GERAIS(CIGcusip204409601)	21.4K	QoQ 0.00% (-0) YoY +29.76% (-4.9K)	All Managers (Combined)	$37.7K	0.0% ($37.7K/$300.2M)	QoQ -0.56% (-$215) YoY -7.90% (-$3.2K)
Sana Biotechnology, Inc.(SANAcusip799566104)	21.7K	QoQ NEW(+21.7K) YoY NEW(+21.7K)	All Managers (Combined)	$36.4K	0.0% ($36.4K/$300.2M)	QoQ NEW(+$36.4K) YoY NEW(+$36.4K)