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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Triumph-Capital-Management
Data Enrichment
62% identified172 identified104 unidentified
Holdings
276 positions • $300.2M total value
Manager:
Search and click to pin securities to the top
Page 3 of 14
33740F771
Shares:38.9K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$300.2M)
33739Q705
Shares:31.2K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$300.2M)
92189F643
Shares:16.6K
Value:$1.5M
% of Portfolio:0.5% ($1.5M/$300.2M)
092528504
Shares:27.4K
Value:$1.4M
% of Portfolio:0.5% ($1.4M/$300.2M)
47103U845
Shares:27.9K
Value:$1.4M
% of Portfolio:0.5% ($1.4M/$300.2M)
Shares:4.8K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$300.2M)
464287515
Shares:12.3K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$300.2M)
Shares:53.6K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$300.2M)
464287226
Shares:10.9K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$300.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33740F771)✕ | 38.9K | QoQ NEW(+38.9K) YoY NEW(+38.9K) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$300.2M) | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
| 26.2K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$300.2M) | |||
(cusip33739Q705)✕ | 31.2K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$300.2M) | ||
| 4.4K | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$300.2M) | |||
| 325.0K | YoY NEW(+325.0K) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$300.2M) | YoY NEW(+$1.5M) | |
| 41.4K | QoQ +2.35% (+951)YoY NEW(+41.4K) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$300.2M) | YoY NEW(+$1.5M) | |
(cusip92189F643)✕ | 16.6K | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$300.2M) | ||
(cusip092528504)✕ | 27.4K | YoY NEW(+27.4K) | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$300.2M) | YoY NEW(+$1.4M) |
(cusip47103U845)✕ | 27.9K | YoY NEW(+27.9K) | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$300.2M) | YoY NEW(+$1.4M) |
| 8.3K | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$300.2M) | |||
Tesla, Inc.(TSLAcusip88160R101) | 5.3K | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$300.2M) | ||
Blackstone Inc.(BXcusip09260D107) | 9.3K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$300.2M) | ||
| 4.8K | QoQ NEW(+4.8K) YoY NEW(+4.8K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$300.2M) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) | |
| 6.9K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$300.2M) | |||
| 17.6K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$300.2M) | |||
| 2.0K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$300.2M) | |||
Confluent, Inc.(CFLTcusip20717M103) | 46.5K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$300.2M) | ||
(cusip464287515)✕ | 12.3K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$300.2M) | ||
| 53.6K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$300.2M) | |||
(cusip464287226)✕ | 10.9K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$300.2M) |