Triumph Capital Management Incresed Positions in Q3 2025

Triumph Capital Management

  • $361 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
103K
+ 214.84%
$41.96 - $44.59 $4.31M - $4.58M
150K $6.53M
XLP
Consumer Staples Sector Spdr

ETFs
55.6K
+ 777.84%
N/A
62.8K $4.77M
FTCS
First Trust Capital Strength E

ETFs
41.5K
+ 83.89%
$89.72 - $93.74 $3.73M - $3.89M
91K $8.53M
PLTR
Palantir Technologies Inc.

Technology
7.05K
+ 79.52%
$130.68 - $186.97 $921K - $1.32M
15.9K $2.9M
SOFI
So Fi Technologies, Inc.

Financial Services
19.6K
+ 18.25%
$17.64 - $29.81 $346K - $584K
127K $3.35M
VZ
Verizon Communications Inc

Communication Services
21.7K
+ 118.46%
$40.84 - $45.06 $886K - $977K
40K $1.76M
LLY
Eli Lilly & CO

Healthcare
1.29K
+ 42.48%
$625.65 - $812.69 $805K - $1.05M
4.31K $3.29M
ORCL
Oracle Corp

Technology
2.71K
+ 135.87%
$218.96 - $328.33 $594K - $890K
4.71K $1.32M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
15.3K
+ 13.23%
$49.05 - $49.99 $751K - $766K
131K $6.53M
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.52K
+ 19.28%
$85.01 - $90.35 $724K - $770K
52.7K $4.71M
AMZN
Amazon Com Inc

Consumer Cyclical
3.1K
+ 18.1%
$211.65 - $238.24 $657K - $739K
20.2K $4.44M
IVV
Ishares Core S&P 500 ETF

ETFs
323
+ 3.36%
$620.67 - $670.08 $200K - $216K
9.93K $6.64M
BALT
Innovator Etfs Tr
17.8K
+ 44.27%
$32.11 - $32.82 $570K - $583K
57.9K $1.9M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
36.8K
+ 53.1%
$11.64 - $15.79 $428K - $581K
106K $1.56M
ALL
Allstate Corp

Financial Services
2.52K
+ 121.8%
$192.0 - $214.65 $484K - $541K
4.59K $985K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
877
+ 12.93%
$459.11 - $506.91 $403K - $445K
7.66K $3.85M
FYX
First Tr Small Cap Core Alphad

ETFs
3.89K
+ 45.6%
$96.35 - $111.0 $375K - $432K
12.4K $1.35M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.7K
+ 18.43%
$48.72 - $50.73 $473K - $492K
62.3K $3.07M
APP
App Lovin Corp

Technology
287
+ 38.78%
$335.1 - $718.54 $96.2K - $206K
1.03K $737K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.05K
+ 24.47%
N/A
25.7K $2.21M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
623
+ 33.82%
$567.09 - $607.37 $353K - $378K
2.47K $1.47M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.16K
+ 60.95%
$100.16 - $100.7 $417K - $419K
11K $1.11M
OKTA
Okta, Inc.

Technology
4.77K
+ 59.96%
$88.51 - $101.1 $422K - $482K
12.7K $1.17M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
22.5K
+ 38.49%
$13.32 - $14.12 $300K - $318K
81K $1.14M
AVGO
Broadcom Inc.

Technology
83
+ 1.4%
$264.74 - $369.57 $22K - $30.7K
6K $1.98M
JPIE
J P Morgan Exchange Traded Fd
7.38K
+ 75.36%
$46.01 - $46.55 $339K - $343K
17.2K $796K
BMY
Bristol Myers Squibb CO

Healthcare
7.8K
+ 62.88%
$43.31 - $48.98 $338K - $382K
20.2K $910K
QUAL
Ishares Msci Usa Quality Facto

ETFs
356
+ 1.61%
$182.33 - $194.5 $64.9K - $69.2K
22.5K $4.38M
UBER
Uber Technologies, Inc

Technology
2.81K
+ 40.39%
$86.91 - $99.57 $244K - $280K
9.78K $957K
VTI
Vanguard Total Stock Market Et

ETFs
413
+ 6.65%
$303.93 - $329.86 $126K - $136K
6.62K $2.17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.82K
+ 3.67%
$50.47 - $50.74 $243K - $245K
136K $6.9M
PG
Procter & Gamble CO

Consumer Defensive
2.04K
+ 18.06%
$150.47 - $161.22 $307K - $329K
13.3K $2.05M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.21K
+ 2.03%
$72.57 - $74.72 $161K - $165K
111K $8.28M
FVD
First Tr Value Line Divid Inde

ETFs
3.64K
+ 7.62%
$44.73 - $46.86 $163K - $170K
51.4K $2.37M
MU
Micron Technology Inc

Technology
576
+ 21.4%
$104.88 - $168.89 $60.4K - $97.3K
3.27K $546K
FPX
First Trust Us Equity Opportun

ETFs
920
+ 44.04%
$141.57 - $166.21 $130K - $153K
3.01K $499K
SG
Sweetgreen, Inc.

Consumer Cyclical
60.1K
+ 142.28%
$7.98 - $16.26 $479K - $977K
102K $816K
BNDX
Vanguard Total International B

ETFs
3.87K
+ 3.52%
$49.0 - $49.51 $190K - $192K
114K $5.63M
GOOG
Alphabet Inc.

Communication Services
248
+ 14.6%
$175.16 - $255.24 $43.4K - $63.3K
1.95K $474K
AMGN
Amgen Inc

Healthcare
569
+ 58.42%
$271.18 - $309.22 $154K - $176K
1.54K $435K
HQH
Tekla Healthcare Investors

Financial Services
1.44K
+ 3.21%
$15.58 - $18.46 $22.5K - $26.6K
46.4K $857K
SKYY
First Trust Cloud Computing Et

ETFs
412
+ 5.44%
$118.24 - $138.53 $48.7K - $57.1K
7.99K $1.07M
IGV
Ishares Expanded Tech Software

ETFs
578
+ 4.29%
$105.96 - $117.79 $61.2K - $68.1K
14K $1.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.49K
+ 47.0%
$42.26 - $47.16 $105K - $118K
7.79K $361K
GLDM
World Gold Trust

ETFs
266
+ 2.56%
$64.73 - $76.45 $17.2K - $20.3K
10.6K $813K
CPNG
Coupang, Inc.

Consumer Cyclical
1.66K
+ 4.8%
$27.67 - $33.53 $45.9K - $55.6K
36.2K $1.17M
NU
Nu Holdings Ltd.

Financial Services
589
+ 1.15%
$11.92 - $16.3 $7.02K - $9.6K
51.9K $830K
RYLD
Global X Fds Russell 2000 Cove

ETFs
7.7K
+ 11.46%
$14.46 - $15.29 $111K - $118K
74.8K $1.13M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
268
+ 9.1%
$113.83 - $154.45 $30.5K - $41.4K
3.21K $496K
Activity Summary
Buys All Purchases 1468 New Holdings 1319 Increased Positions 149 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 7 Puts 0
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