Triumph Capital Management Incresed Positions in Q3 2025

Triumph Capital Management

  • $361 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
589
+ 2.73%
$42.67 - $46.91 $25.1K - $27.6K
22.1K $1.04M
GME
Game Stop Corp.

Consumer Cyclical
363
+ 1.03%
$22.1 - $27.28 $8.02K - $9.9K
35.5K $968K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
5.39K
+ 7.13%
$9.44 - $10.23 $50.9K - $55.1K
81K $823K
ORCC
Owl Rock Capital Corp

Financial Services
8.05K
+ 11.71%
N/A
76.8K $1.03M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.59K
+ 25.13%
$55.15 - $58.11 $87.5K - $92.2K
7.9K $454K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
198
+ 6.33%
$105.16 - $140.03 $20.8K - $27.7K
3.32K $450K
PDI
Pimco Dynamic Income Fund

Financial Services
2.34K
+ 3.73%
$18.85 - $20.07 $44.1K - $47K
65.1K $1.29M
OXY
Occidental Petroleum Corp

Energy
900
+ 8.55%
$42.54 - $48.1 $38.3K - $43.3K
11.4K $539K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.65K
+ 8.11%
$16.46 - $17.1 $76.5K - $79.5K
62K $1.05M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
24.7K
+ 24.05%
$5.25 - $5.71 $129K - $141K
127K $672K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.27K
+ 7.48%
$18.82 - $19.8 $61.5K - $64.7K
46.9K $911K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.4K
+ 5.04%
$41.43 - $44.2 $58K - $61.9K
29.2K $1.29M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.42K
+ 4.34%
$55.61 - $57.37 $78.9K - $81.4K
34.1K $1.95M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
2.9K
+ 7.0%
$22.18 - $22.83 $64.2K - $66.1K
44.2K $1.01M
COST
Costco Wholesale Corp

Consumer Defensive
110
+ 36.91%
$915.95 - $994.57 $101K - $109K
408 $377K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
695
+ 5.32%
$53.81 - $57.52 $37.4K - $40K
13.8K $790K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
8.65K
+ 15.98%
$14.19 - $15.82 $123K - $137K
62.8K $894K
FDN
First Tr Fd Dow Jones

ETFs
237
+ 19.32%
$264.06 - $287.34 $62.6K - $68.1K
1.46K $409K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.84K
+ 9.63%
$38.52 - $39.39 $70.9K - $72.5K
20.9K $822K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.61K
+ 19.36%
$38.1 - $40.7 $61.3K - $65.5K
9.92K $393K
THW
Tekla World Healthcare Fund

Financial Services
454
+ 1.58%
$10.16 - $12.6 $4.61K - $5.72K
29.2K $367K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
4.76K
+ 8.69%
$9.62 - $11.02 $45.8K - $52.5K
59.5K $603K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
6.22K
+ 14.88%
$13.46 - $14.38 $83.7K - $89.4K
48K $649K
USA
Liberty All Star Equity Fund

Financial Services
18.7K
+ 17.53%
$6.34 - $6.94 $119K - $130K
126K $796K
RVT
Royce Value Trust, Inc.

Financial Services
716
+ 1.42%
$14.94 - $16.5 $10.7K - $11.8K
51K $823K
FTQI
First Trust ETF Vi First Trust

ETFs
1.64K
+ 5.38%
$19.5 - $20.79 $31.9K - $34.1K
32.1K $660K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
768
+ 22.7%
$63.74 - $68.36 $49K - $52.5K
4.15K $281K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
5.1K
+ 22.26%
$15.26 - $18.63 $77.8K - $95K
28K $483K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
105
+ 0.94%
$54.9 - $59.81 $5.76K - $6.28K
11.3K $673K
AGNC
Agnc Investment Corp.

Real Estate
2.32K
+ 3.96%
$9.2 - $10.37 $21.3K - $24K
60.7K $594K
MCD
Mcdonalds Corp

Consumer Cyclical
144
+ 11.49%
$291.67 - $316.99 $42K - $45.6K
1.4K $424K
CRM
Salesforce, Inc.

Technology
390
+ 39.04%
$231.66 - $273.65 $90.3K - $107K
1.39K $329K
XEL
Xcel Energy Inc

Utilities
70
+ 1.75%
$67.56 - $80.65 $4.73K - $5.65K
4.07K $328K
HOG
Harley Davidson, Inc.

Consumer Cyclical
454
+ 4.67%
$22.95 - $31.03 $10.4K - $14.1K
10.2K $283K
GILD
Gilead Sciences, Inc.

Healthcare
470
+ 16.53%
$108.22 - $120.47 $50.9K - $56.6K
3.31K $367K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
45
+ 4.09%
$284.45 - $324.95 $12.8K - $14.6K
1.14K $366K
JXN
Jackson Financial Inc.

Financial Services
13
+ 0.33%
$84.06 - $103.8 $1.09K - $1.35K
4K $405K
PANW
Palo Alto Networks Inc

Technology
279
+ 3.61%
$167.06 - $208.19 $46.6K - $58.1K
8K $1.63M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
550
+ 4.03%
$70.85 - $76.96 $39K - $42.3K
14.2K $1.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
118
+ 3.0%
$132.9 - $142.03 $15.7K - $16.8K
4.06K $571K
JPM
Jpmorgan Chase & CO

Financial Services
26
+ 1.83%
$282.78 - $316.06 $7.35K - $8.22K
1.45K $457K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
723
+ 4.64%
$27.72 - $29.39 $20K - $21.2K
16.3K $477K
UTG
Reaves Utility Income Fund

Financial Services
417
+ 5.22%
$35.81 - $39.62 $14.9K - $16.5K
8.4K $332K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
573
+ 8.11%
$40.38 - $43.07 $23.1K - $24.7K
7.64K $328K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
399
+ 9.14%
$52.35 - $58.64 $20.9K - $23.4K
4.77K $273K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
360
+ 1.96%
$50.73 - $52.47 $18.3K - $18.9K
18.8K $979K
META
Meta Platforms, Inc.

Communication Services
58
+ 2.61%
$695.21 - $791.73 $40.3K - $45.9K
2.28K $1.67M
COP
Conocophillips

Energy
232
+ 9.04%
$91.0 - $98.99 $21.1K - $23K
2.8K $264K
JBBB
Janus Detroit Str Tr Henderson

ETFs
698
+ 6.01%
$48.04 - $48.61 $33.5K - $33.9K
12.3K $592K
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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