Triumph Capital Management

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 276Value: $300.2MLatest: 2025Q1

Triumph Capital Management is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 276 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 14

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33739Q408

Shares:272.9K

Value:$16.3M

% of Portfolio:5.4% ($16.3M/$300.2M)

33740F805

Shares:239.6K

Value:$10.5M

% of Portfolio:3.5% ($10.5M/$300.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:16.1K

Value:$9.0M

% of Portfolio:3.0% ($9.0M/$300.2M)

33734K109

Shares:82.5K

Value:$8.5M

% of Portfolio:2.8% ($8.5M/$300.2M)

33738R506

Shares:137.8K

Value:$8.1M

% of Portfolio:2.7% ($8.1M/$300.2M)

921937835

BND|921937835

Shares:106.2K

Value:$7.8M

% of Portfolio:2.6% ($7.8M/$300.2M)

33741X102

Shares:215.4K

Value:$7.2M

% of Portfolio:2.4% ($7.2M/$300.2M)

46641Q837

Shares:130.3K

Value:$6.6M

% of Portfolio:2.2% ($6.6M/$300.2M)

33739Q200

Shares:111.8K

Value:$5.5M

% of Portfolio:1.8% ($5.5M/$300.2M)

92203J407

BNDX|92203J407

Shares:106.4K

Value:$5.2M

% of Portfolio:1.7% ($5.2M/$300.2M)

464287499

IWR|464287499

Shares:59.8K

Value:$5.1M

% of Portfolio:1.7% ($5.1M/$300.2M)

464287655

IWM|464287655

Shares:24.8K

Value:$4.9M

% of Portfolio:1.6% ($4.9M/$300.2M)

33733E104

Shares:46.9K

Value:$4.2M

% of Portfolio:1.4% ($4.2M/$300.2M)

Apple Inc.

AAPL|037833100

Shares:16.4K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$300.2M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:7.8K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$300.2M)

45782C532

Shares:104.9K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$300.2M)

MICROSOFT CORP

MSFT|594918104

Shares:9.4K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$300.2M)

45783Y673

Shares:103.9K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$300.2M)

AMAZON COM INC

AMZN|023135106

Shares:17.1K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$300.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.8K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$300.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739Q408)✕	272.9K	QoQ +1.51% (+4.1K) YoY +2.72% (+7.2K)	All Managers (Combined)	$16.3M	5.4% ($16.3M/$300.2M)	QoQ +1.63% (+$262.1K) YoY +3.11% (+$494.1K)
(cusip33740F805)✕	239.6K	QoQ +1.25% (+3.0K) YoY +16.82% (+34.5K)	All Managers (Combined)	$10.5M	3.5% ($10.5M/$300.2M)	QoQ +3.30% (+$336.4K) YoY +18.44% (+$1.6M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	16.1K	QoQ +0.49% (-80) YoY +17.59% (+2.4K)	All Managers (Combined)	$9.0M	3.0% ($9.0M/$300.2M)	QoQ -4.07% (-$383.5K) YoY +25.98% (+$1.9M)
(cusip33734K109)✕	82.5K	QoQ +0.45% (-373) YoY +4.52% (+3.6K)	All Managers (Combined)	$8.5M	2.8% ($8.5M/$300.2M)	QoQ -1.31% (-$112.5K) YoY +8.34% (+$651.1K)
(cusip33738R506)✕	137.8K	QoQ +17.86% (+20.9K) YoY +42.93% (+41.4K)	All Managers (Combined)	$8.1M	2.7% ($8.1M/$300.2M)	QoQ +16.67% (+$1.2M) YoY +49.87% (+$2.7M)
(BNDcusip921937835)	106.2K	QoQ +2.23% (+2.3K) YoY +14.84% (+13.7K)	All Managers (Combined)	$7.8M	2.6% ($7.8M/$300.2M)	QoQ +4.42% (+$330.6K) YoY +16.93% (+$1.1M)
(cusip33741X102)✕	215.4K	QoQ +0.98% (-2.1K) YoY +588.26% (+184.1K)	All Managers (Combined)	$7.2M	2.4% ($7.2M/$300.2M)	QoQ -5.63% (-$431.2K) YoY +567.54% (+$6.1M)
(cusip46641Q837)✕	130.3K	QoQ +41.65% (+38.3K) YoY -33.94% (-67.0K)	All Managers (Combined)	$6.6M	2.2% ($6.6M/$300.2M)	QoQ +42.38% (+$2.0M) YoY -33.70% (-$3.4M)
(cusip33739Q200)✕	111.8K	QoQ +4.90% (+5.2K) YoY +411.53% (+89.9K)	All Managers (Combined)	$5.5M	1.8% ($5.5M/$300.2M)	QoQ +5.95% (+$309.1K) YoY +423.24% (+$4.4M)
(BNDXcusip92203J407)	106.4K	QoQ +3.26% (+3.4K) YoY +12.32% (+11.7K)	All Managers (Combined)	$5.2M	1.7% ($5.2M/$300.2M)	QoQ +2.78% (+$140.7K) YoY +11.97% (+$555.7K)
(IWRcusip464287499)	59.8K	QoQ +1.21% (-717) YoY +4.46% (+2.6K)	All Managers (Combined)	$5.1M	1.7% ($5.1M/$300.2M)	QoQ -2.59% (-$135.9K) YoY +6.38% (+$305.3K)
(IWMcusip464287655)	24.8K	QoQ -0.34% (-86) YoY -7.21% (-1.9K)	All Managers (Combined)	$4.9M	1.6% ($4.9M/$300.2M)	QoQ -10.02% (-$551.5K) YoY -11.14% (-$620.9K)
(cusip33733E104)✕	46.9K	QoQ +1.07% (+497) YoY -3.94% (-1.9K)	All Managers (Combined)	$4.2M	1.4% ($4.2M/$300.2M)	QoQ +3.16% (+$128.9K) YoY +1.31% (-$54.4K)
Apple Inc.(AAPLcusip037833100)	16.4K	QoQ +8.60% (-1.3K) YoY +19.37% (+2.7K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$300.2M)	QoQ -3.66% (-$138.8K) YoY +55.94% (+$1.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	7.8K	QoQ -11.23% (-983) YoY +36.26% (+2.1K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$300.2M)	QoQ -18.57% (-$831.3K) YoY +43.60% (+$1.1M)
(cusip45782C532)✕	104.9K	QoQ NEW(+104.9K) YoY NEW(+104.9K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$300.2M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
MICROSOFT CORP(MSFTcusip594918104)	9.4K	QoQ +12.12% (-1.0K) YoY +44.25% (+2.9K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$300.2M)	QoQ -0.15% (-$5.3K) YoY +27.53% (+$758.5K)
(cusip45783Y673)✕	103.9K	QoQ +8.93% (+8.5K) YoY +81.28% (+46.6K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$300.2M)	QoQ +4.73% (+$147.4K) YoY +90.57% (+$1.6M)
AMAZON COM INC(AMZNcusip023135106)	17.1K	QoQ +36.74% (+4.6K) YoY +666.11% (+14.9K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$300.2M)	QoQ +18.58% (+$510.4K) YoY +705.30% (+$2.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.8K	QoQ -8.57% (-548) YoY -4.61% (-283)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$300.2M)	QoQ +7.42% (-$215.2K) YoY +20.89% (-$538.1K)