Triumph Capital Management Purchases in Q4 2024

Triumph Capital Management

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.2K
New
$50.62 - $52.07 $213K - $219K
4.2K $214K
CPRI
Capri Holdings LTD

Consumer Cyclical
9.91K
New
$19.39 - $43.18 $192K - $428K
9.91K $208K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
4.49K
New
$41.58 - $49.65 $187K - $223K
4.49K $206K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.16K
New
$176.4 - $231.84 $204K - $269K
1.16K $204K
S
Sentinel One, Inc.

Technology
10.3K
+ 67.49%
$22.05 - $28.68 $226K - $294K
25.5K $565K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
25K
+ 58.36%
$8.61 - $9.3 $215K - $233K
67.8K $587K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.25K
+ 10.27%
N/A
24.2K $2.08M
BNDX
Vanguard Total International B

ETFs
6.32K
+ 6.54%
$48.91 - $50.61 $309K - $320K
103K $5.05M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
823
+ 23.79%
$238.25 - $261.28 $196K - $215K
4.28K $1.04M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.2K
+ 12.71%
$77.25 - $91.3 $92.3K - $109K
10.6K $904K
NU
Nu Holdings Ltd.

Financial Services
21.3K
+ 107.26%
$10.24 - $15.89 $218K - $338K
41.1K $425K
BTO
John Hancock Financial Opportunities Fund

Financial Services
2.74K
+ 13.5%
$31.82 - $39.45 $87.3K - $108K
23.1K $823K
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.89K
+ 37.31%
$48.59 - $49.45 $141K - $143K
10.7K $523K
GOOGL
Alphabet Inc.

Communication Services
88
+ 1.64%
$161.86 - $196.66 $14.2K - $17.3K
5.47K $1.04M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.38K
+ 4.26%
$29.25 - $33.27 $40.5K - $46K
33.9K $1.09M
OXLC
Oxford Lane Capital Corp.

Financial Services
35K
+ 13.23%
$5.05 - $5.45 $177K - $191K
300K $1.52M
JPIE
J P Morgan Exchange Traded Fd
3.28K
+ 16.91%
$45.59 - $46.25 $149K - $151K
22.6K $1.03M
OXY
Occidental Petroleum Corp

Energy
2.94K
+ 55.69%
$45.36 - $55.91 $133K - $164K
8.21K $405K
XLV
Select Sector Spdr Fund Health

ETFs
1.23K
+ 50.41%
$136.28 - $154.74 $167K - $190K
3.66K $503K
MELI
Mercadolibre Inc

Consumer Cyclical
135
+ 47.2%
$1666.0 - $2117.3 $225K - $286K
421 $715K
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.22K
+ 14.18%
$60.1 - $66.4 $134K - $148K
17.9K $1.08M
HQH
Tekla Healthcare Investors

Financial Services
15.1K
+ 32.62%
$16.03 - $18.73 $241K - $282K
61.2K $982K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
10K
New
$9.06 - $12.68 $90.8K - $127K
10K $122K
TOST
Toast, Inc.

Technology
212
+ 1.6%
$27.43 - $43.54 $5.82K - $9.23K
13.4K $489K
IOT
Samsara Inc.

Technology
3.6K
+ 36.0%
$42.67 - $56.35 $154K - $203K
13.6K $594K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
3.71K
+ 10.32%
$16.22 - $18.28 $60.1K - $67.7K
39.6K $709K
HUM
Humana Inc

Healthcare
642
+ 64.39%
$233.89 - $304.18 $150K - $195K
1.64K $415K
CMCSA
Comcast Corp

Communication Services
3.75K
+ 36.38%
$37.39 - $45.14 $140K - $169K
14.1K $527K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
484
+ 20.99%
$131.26 - $163.78 $63.5K - $79.3K
2.79K $417K
META
Meta Platforms, Inc.

Communication Services
105
+ 6.03%
$554.08 - $632.68 $58.2K - $66.4K
1.85K $1.09M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
929
+ 14.51%
$100.16 - $100.7 $93K - $93.6K
7.33K $735K
FOUR
Shift4 Payments, Inc.

Technology
137
+ 3.24%
$88.26 - $114.95 $12.1K - $15.7K
4.36K $452K
OKTA
Okta, Inc.

Technology
673
+ 13.15%
$71.81 - $86.11 $48.3K - $58K
5.79K $456K
ORCL
Oracle Corp

Technology
491
+ 25.98%
$165.41 - $192.43 $81.2K - $94.5K
2.38K $396K
MFC
Manulife Financial Corp

Financial Services
1.83K
+ 15.99%
$29.21 - $32.87 $53.5K - $60.3K
13.3K $408K
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 2.7%
$205.18 - $250.29 $9.44K - $11.5K
1.75K $419K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67
+ 6.6%
$521.84 - $558.82 $35K - $37.4K
1.08K $582K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
12K
New
$3.8 - $4.57 $45.6K - $54.8K
12K $46K
CLOV
Clover Health Investments, Corp.

Healthcare
14.2K
New
$2.78 - $4.35 $39.5K - $61.8K
14.2K $44K
SLRC
Slr Investment Corp.

Financial Services
266
+ 0.76%
$14.9 - $16.86 $3.96K - $4.48K
35.3K $571K
VDE
Vanguard Energy ETF

ETFs
367
+ 16.99%
$116.67 - $136.78 $42.8K - $50.2K
2.53K $306K
QUAL
Ishares Msci Usa Quality Facto

ETFs
311
+ 2.07%
$176.42 - $186.91 $54.9K - $58.1K
15.3K $2.73M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
936
+ 8.3%
$28.48 - $29.56 $26.7K - $27.7K
12.2K $357K
PFE
Pfizer Inc

Healthcare
1.72K
+ 20.04%
$24.8 - $30.19 $42.6K - $51.8K
10.3K $272K
FEX
First Tr Large Cap Core Alphde

ETFs
137
+ 0.17%
$103.29 - $112.88 $14.2K - $15.5K
82.1K $8.57M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
3.15K
+ 9.45%
$18.47 - $19.96 $58.1K - $62.8K
36.5K $673K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 2.54%
$873.59 - $994.69 $6.12K - $6.96K
283 $259K
KAPR
Innovator U.S. Small Cap Power

ETFs
254
+ 1.43%
$32.06 - $34.27 $8.14K - $8.7K
18K $588K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
213
+ 2.65%
$47.66 - $51.97 $10.2K - $11.1K
8.26K $403K
Activity Summary
Buys All Purchases 155 New Holdings 39 Increased Positions 116 Sells All Sells 140 Reductions 107 Sold out 33 Options Calls 0 Puts 0
Track This Portfolio

Track Triumph Capital Management Portfolio

Follow Triumph Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triumph Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Triumph Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email