Triumph Capital Management Reduced Holdings in Q4 2024

Triumph Capital Management

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
-316K
- 81.97%
$7.63 - $16.88 $2.41M - $5.33M
69.4K $1.07M
NVDA
Nvidia Corp

Technology
-8.88K
- 27.47%
$117.0 - $148.88 $1.04M - $1.32M
23.4K $3.15M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-48.4K
- 48.82%
$16.4 - $17.85 $793K - $863K
50.7K $888K
MSFT
Microsoft Corp

Technology
-1.43K
- 14.65%
$406.35 - $454.46 $582K - $651K
8.35K $3.52M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-21.1K
- 26.75%
$30.02 - $31.23 $635K - $660K
57.9K $1.79M
ARCC
Ares Capital Corp

Financial Services
-29.6K
- 40.9%
$20.74 - $22.27 $614K - $659K
42.7K $935K
APO
Apollo Global Management, Inc.

Financial Services
-5.4K
- 67.5%
$131.36 - $178.61 $709K - $964K
2.6K $429K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-34.9K
- 41.85%
$14.69 - $15.67 $513K - $547K
48.5K $735K
PLTR
Palantir Technologies Inc.

Technology
-41.7K
- 60.87%
$36.46 - $82.38 $1.52M - $3.44M
26.8K $2.03M
XLE
Energy Sector Spdr

ETFs
-5.47K
- 31.83%
$83.32 - $97.27 $456K - $532K
11.7K $1M
GBIL
Goldman Sachs Access Treasury

ETFs
-4.66K
- 36.19%
$99.85 - $100.22 $466K - $467K
8.22K $821K
SCHW
Schwab Charles Corp

Financial Services
-7.18K
- 64.23%
$63.31 - $82.85 $454K - $595K
4K $295K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.13K
- 34.39%
$91.29 - $91.8 $377K - $380K
7.89K $721K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.41K
- 29.0%
$96.64 - $101.23 $329K - $345K
8.34K $808K
KKR
Kkr & Co. Inc.

Financial Services
-3.4K
- 48.57%
$129.87 - $162.87 $442K - $554K
3.6K $532K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.64K
- 25.25%
$100.22 - $100.73 $365K - $366K
10.8K $1.08M
AIG
American International Group, Inc.

Financial Services
-4.87K
- 55.55%
$70.0 - $79.22 $341K - $386K
3.9K $283K
FYX
First Tr Small Cap Core Alphad

ETFs
-3.73K
- 27.78%
$96.51 - $110.53 $360K - $412K
9.7K $979K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.33K
- 6.43%
$50.37 - $50.6 $319K - $320K
92K $4.63M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.82K
- 14.98%
$56.06 - $61.35 $270K - $296K
27.4K $1.55M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-545
- 30.03%
$563.99 - $620.12 $307K - $338K
1.27K $723K
AON
Aon PLC

Financial Services
-1K
- 16.53%
$344.14 - $393.31 $344K - $393K
5.05K $1.81M
ZS
Zscaler, Inc.

Technology
-1.7K
- 28.97%
$166.99 - $211.99 $283K - $359K
4.16K $749K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.43K
- 34.77%
$275.15 - $388.2 $394K - $556K
2.69K $918K
BX
Blackstone Inc.

Financial Services
-2.13K
- 25.99%
$148.45 - $199.05 $317K - $425K
6.08K $1.05M
INTC
Intel Corp

Technology
-4.04K
- 11.3%
$19.07 - $26.23 $77.1K - $106K
31.7K $635K
SHOP
Shopify Inc.

Technology
-4.23K
- 42.62%
$78.14 - $119.49 $331K - $505K
5.7K $605K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-11.9K
- 28.88%
$13.12 - $14.37 $156K - $171K
29.3K $398K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.35K
- 17.16%
$34.13 - $37.35 $114K - $125K
16.2K $551K
MAIN
Main Street Capital Corp

Financial Services
-4.93K
- 39.0%
$49.95 - $58.58 $246K - $289K
7.72K $452K
IWM
Ishares Russell 2000 ETF

ETFs
-793
- 3.09%
$216.13 - $242.4 $171K - $192K
24.9K $5.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-143
- 14.85%
$501.29 - $612.85 $71.7K - $87.6K
820 $426K
ELY
Callaway Golf CO

Consumer Cyclical
-7.36K
- 21.53%
N/A
26.8K $504K
FTCS
First Trust Capital Strength E

ETFs
-2
- -0.0%
$87.62 - $94.03 $175 - $188
46.4K $4.07M
DIS
Walt Disney CO

Communication Services
-2.25K
- 28.43%
$92.39 - $117.6 $208K - $264K
5.66K $629K
ATSG
Air Transport Services Group, Inc.

Industrials
-12K
- 51.5%
$14.67 - $22.23 $176K - $267K
11.3K $248K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.56K
- 7.3%
$38.37 - $42.82 $59.8K - $66.7K
19.8K $758K
JXN
Jackson Financial Inc.

Financial Services
-1.06K
- 22.91%
$84.91 - $113.74 $89.8K - $120K
3.56K $310K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-2.18K
- 5.19%
$19.47 - $20.95 $42.4K - $45.7K
39.8K $776K
SHV
Ishares Tr

ETFs
-751
- 20.87%
$109.92 - $110.57 $82.5K - $83K
2.85K $313K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-1.85K
- 17.53%
$51.31 - $55.61 $95.1K - $103K
8.72K $465K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.23K
- 19.56%
$69.3 - $74.3 $85.4K - $91.5K
5.07K $361K
IVE
Ishares S&P 500 Value ETF

ETFs
-221
- 3.76%
$189.5 - $206.17 $41.9K - $45.6K
5.65K $1.08M
DSL
Double Line Income Solutions Fund

Financial Services
-3.13K
- 4.46%
$12.32 - $13.0 $38.6K - $40.7K
67.1K $843K
XEL
Xcel Energy Inc

Utilities
-1.04K
- 20.27%
$62.16 - $72.92 $64.6K - $75.8K
4.09K $276K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-10
- 0.04%
$21.96 - $24.21 $220 - $242
26.3K $585K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-3.78K
- 8.17%
$14.28 - $14.81 $54K - $56K
42.5K $610K
IVV
Ishares Core S&P 500 ETF

ETFs
-235
- 3.08%
$570.51 - $610.59 $134K - $143K
7.4K $4.36M
CORP
Pimco Investment Grade Corp Bd

ETFs
-371
- 12.6%
$95.1 - $99.41 $35.3K - $36.9K
2.57K $244K
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
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