Triumph Capital Management Portfolio Holdings
Q3 2025•1,575 long positions•$400.6M portfolio value
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Holding1,575 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.2M 3.3% | -$2.3M Sold | — 220.7K shares | 259.3K → 220.7K −$2.3M | -14.89% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $10.2M 2.54% | -$552.1K Sold | — 229.1K shares | 241.5K → 229.1K −$552.1K | -5.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.1M 2.27% | -$615.5K Sold | — 135.5K shares | 144.6K → 135.5K −$615.5K | -6.33% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $8.5M 2.13% | +$3.9M Bought | — 91.0K shares | 49.5K → 91.0K +$3.9M | +83.89% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $8.3M 2.07% | +$164.7K Bought | — 111.3K shares | 109.1K → 111.3K +$164.7K | +2.03% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $8.1M 2.01% | -$601.1K Sold | — 212.1K shares | 227.9K → 212.1K −$601.1K | -6.94% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $7.0M 1.76% | -$2.8M Sold | — 10.6K shares | 14.8K → 10.6K −$2.8M | -28.31% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $6.9M 1.72% | +$244.6K Bought | — 136.1K shares | 131.2K → 136.1K +$244.6K | +3.67% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $6.9M 1.71% | -$591.4K Sold | — 11.4K shares | 12.4K → 11.4K −$591.4K | -7.93% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $6.6M 1.66% | +$216.2K Bought | — 9.9K shares | 9.6K → 9.9K +$216.2K | +3.36% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $6.5M 1.63% | +$4.5M Bought | — 150.5K shares | 47.8K → 150.5K +$4.5M | +214.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.5M 1.63% | +$762.6K Bought | — 131.1K shares | 115.8K → 131.1K +$762.6K | +13.23% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.2M 1.55% | -$3.5M Sold | — 53.2K shares | 83.0K → 53.2K −$3.5M | -35.89% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $5.7M 1.42% | -$1.7K Sold | 0.0% 30.5K shares | 30.5K → 30.5K −$1.7K | -0.03% | $4.54T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $5.6M 1.41% | -$306.5K Sold | — 58.3K shares | 61.5K → 58.3K −$306.5K | -5.16% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.6M 1.4% | +$191.5K Bought | — 113.8K shares | 109.9K → 113.8K +$191.5K | +3.52% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $5.0M 1.24% | -$1.3M Sold | — 20.5K shares | 25.8K → 20.5K −$1.3M | -20.52% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $4.9M 1.23% | +$4.4M Bought | — 62.8K shares | 7.1K → 62.8K +$4.4M | +777.84% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.7M 1.18% | +$761.3K Bought | — 52.7K shares | 44.2K → 52.7K +$761.3K | +19.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 1.14% | -$23.3K Sold | — 118.7K shares | 119.3K → 118.7K −$23.3K | -0.51% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $4.4M 1.11% | +$681.3K Bought | 0.0% 20.2K shares | 17.1K → 20.2K +$681.3K | +18.1% | $2.34T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $4.4M 1.09% | +$69.2K Bought | — 22.5K shares | 22.2K → 22.5K +$69.2K | +1.61% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $4.4M 1.09% | +$392.3K Bought | — 121.2K shares | 110.3K → 121.2K +$392.3K | +9.87% | — — | Q3 2023 Held for 2y 2m | |
Consumer Electronics Technology | $4.1M 1.02% | -$1.3M Sold | 0.0% 16.1K shares | 21.1K → 16.1K −$1.3M | -23.73% | $3.78T Mega Cap | Q2 2021 Held for 4y 5m | |
Insurance - Diversified Financial Services | $3.9M 0.961% | +$440.9K Bought | 0.0% 7.7K shares | 6.8K → 7.7K +$440.9K | +12.93% | $1.08T Mega Cap | Q2 2021 Held for 4y 5m | |
Software - Infrastructure Technology | $3.5M 0.865% | -$89.6K Sold | 0.0% 6.7K shares | 6.9K → 6.7K −$89.6K | -2.52% | $3.85T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $3.4M 0.843% | +$468.9K Bought | — 90.1K shares | 77.6K → 90.1K +$468.9K | +16.13% | — — | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $3.4M 0.837% | +$517.6K Bought | 0.011% 126.9K shares | 107.3K → 126.9K +$517.6K | +18.25% | $31.6B Large Cap | Q3 2021 Held for 4y 2m | |
Drug Manufacturers - General Healthcare | $3.3M 0.821% | +$981.2K Bought | 0.0% 4.3K shares | 3.0K → 4.3K +$981.2K | +42.48% | $684.00B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 0.767% | +$478.4K Bought | — 62.3K shares | 52.6K → 62.3K +$478.4K | +18.43% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $2.9M 0.725% | +$1.3M Bought | 0.001% 15.9K shares | 8.9K → 15.9K +$1.3M | +79.52% | $432.76B Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.8M 0.687% | +$1.9M Bought | — 52.6K shares | 16.5K → 52.6K +$1.9M | +217.89% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.5M 0.636% | +$500.9K Bought | — 25.7K shares | 20.7K → 25.7K +$500.9K | +24.47% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.5M 0.63% | +$225.3K Bought | — 32.1K shares | 29.2K → 32.1K +$225.3K | +9.81% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.5M 0.621% | +$470.2K Bought | — 75.1K shares | 60.9K → 75.1K +$470.2K | +23.28% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.4M 0.601% | +$2.4M New | — 30.8K shares | 0 → 30.8K +$2.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.4M 0.593% | +$168.2K Bought | — 51.4K shares | 47.7K → 51.4K +$168.2K | +7.62% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.2M 0.561% | +$88.2K Bought | — 42.3K shares | 40.6K → 42.3K +$88.2K | +4.08% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 0.543% | +$135.5K Bought | — 6.6K shares | 6.2K → 6.6K +$135.5K | +6.65% | — — | Q2 2025 Held for 5 months | |
Medical - Healthcare Plans Healthcare | $2.1M 0.521% | +$621.6K Bought | 0.001% 6.0K shares | 4.2K → 6.0K +$621.6K | +42.4% | $312.73B Mega Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $2.1M 0.518% | +$15.3K Bought | 0.003% 9.2K shares | 9.1K → 9.2K +$15.3K | +0.74% | $76.4B Large Cap | Q3 2021 Held for 4y 2m | |
Household & Personal Products Consumer Defensive | $2.1M 0.512% | +$313.8K Bought | 0.001% 13.3K shares | 11.3K → 13.3K +$313.8K | +18.06% | $359.62B Mega Cap | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $2.0M 0.494% | +$27.4K Bought | 0.0% 6.0K shares | 5.9K → 6.0K +$27.4K | +1.4% | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 0.486% | +$81.0K Bought | — 34.1K shares | 32.7K → 34.1K +$81.0K | +4.34% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.9M 0.476% | +$40.1K Bought | — 20.7K shares | 20.3K → 20.7K +$40.1K | +2.15% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.9M 0.474% | +$582.9K Bought | — 57.9K shares | 40.1K → 57.9K +$582.9K | +44.27% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.8M 0.453% | -$29.7K Sold | — 3.9K shares | 4.0K → 3.9K −$29.7K | -1.61% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.8M 0.45% | +$89.9K Bought | — 69.8K shares | 66.3K → 69.8K +$89.9K | +5.24% | — — | Q1 2024 Held for 1y 8m | |
Insurance - Brokers Financial Services | $1.8M 0.44% | — | 0.002% 4.9K shares | — | — | $76.9B Large Cap | Q4 2021 Held for 3y 11m | |
Telecommunications Services Communication Services | $1.8M 0.439% | +$953.2K Bought | 0.001% 40.0K shares | 18.3K → 40.0K +$953.2K | +118.46% | $185.31B Large Cap | Q2 2021 Held for 4y 5m |
