Triumph Capital Management Purchases in Q2 2025

Triumph Capital Management

  • $300 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OHI
Omega Healthcare Investors Inc

Real Estate
8.75K
New
$35.55 - $39.05 $311K - $342K
8.75K $320K
FPX
First Trust Us Equity Opportun

ETFs
2.09K
New
$99.2 - $144.91 $207K - $303K
2.09K $302K
FTCS
First Trust Capital Strength E

ETFs
2.66K
+ 5.67%
$81.6 - $92.39 $217K - $245K
49.5K $4.5M
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
5.83K
New
$37.36 - $52.3 $218K - $305K
5.83K $289K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
7.06K
New
$32.81 - $40.9 $232K - $289K
7.06K $286K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
21.4K
+ 57.71%
$12.24 - $13.88 $262K - $297K
58.5K $788K
MET
Metlife Inc

Financial Services
3.41K
New
$68.42 - $82.49 $233K - $281K
3.41K $273K
AMGN
Amgen Inc

Healthcare
974
New
$262.28 - $309.85 $255K - $302K
974 $271K
APP
App Lovin Corp

Technology
740
New
$219.37 - $417.89 $162K - $309K
740 $259K
FYX
First Tr Small Cap Core Alphad

ETFs
2.1K
+ 32.6%
$79.22 - $97.28 $166K - $204K
8.53K $829K
ADBE
Adobe Inc.

Technology
631
New
$340.0 - $420.68 $215K - $265K
631 $244K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
9.28K
New
$25.13 - $26.07 $233K - $242K
9.28K $239K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.89K
+ 2.72%
$72.02 - $73.82 $208K - $213K
109K $8.04M
OGN
Organon & Co.

Healthcare
47.1K
+ 109.05%
$8.04 - $14.72 $379K - $694K
90.3K $874K
NKE
Nike, Inc.

Consumer Cyclical
3.14K
New
$53.27 - $72.04 $167K - $226K
3.14K $223K
PFE
Pfizer Inc

Healthcare
9.47K
+ 109.61%
$21.59 - $24.84 $204K - $235K
18.1K $438K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
3.38K
New
$50.29 - $64.29 $170K - $218K
3.38K $217K
PDI
Pimco Dynamic Income Fund

Financial Services
13.5K
+ 27.32%
$17.02 - $19.87 $229K - $268K
62.8K $1.19M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.38K
New
$32.0 - $39.87 $172K - $214K
5.38K $214K
BNS
Bank Of Nova Scotia

Financial Services
3.85K
New
$44.56 - $55.27 $172K - $213K
3.85K $212K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4K
+ 3.58%
$48.5 - $49.35 $194K - $197K
116K $5.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.53K
New
$105.69 - $140.64 $162K - $215K
1.53K $202K
QDPL
Pacer Fds Tr Metaurus Us Large
5.14K
New
$32.46 - $39.77 $167K - $204K
5.14K $202K
POCT
Innovator U.S. Equity Power Bu

ETFs
3.09K
+ 11.54%
$36.35 - $41.3 $112K - $127K
29.8K $1.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
229
+ 21.56%
$456.74 - $568.03 $105K - $130K
1.29K $733K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
937
+ 16.03%
$483.48 - $539.8 $453K - $506K
6.78K $3.29M
BX
Blackstone Inc.

Financial Services
514
+ 5.54%
$120.07 - $151.11 $61.7K - $77.7K
9.79K $1.46M
UBER
Uber Technologies, Inc

Technology
326
+ 4.91%
$64.62 - $93.3 $21.1K - $30.4K
6.96K $649K
GOOGL
Alphabet Inc.

Communication Services
144
+ 2.58%
$144.7 - $178.6 $20.8K - $25.7K
5.73K $1.01M
SHOP
Shopify Inc.

Technology
207
+ 3.67%
$76.89 - $115.35 $15.9K - $23.9K
5.85K $674K
BITO
Proshares Tr Bitcoin Strategy

ETFs
604
+ 1.71%
$16.69 - $23.43 $10.1K - $14.2K
35.8K $770K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
50
+ 1.63%
$66.89 - $111.18 $3.34K - $5.56K
3.13K $347K
FOUR
Shift4 Payments, Inc.

Technology
355
+ 7.75%
$72.5 - $99.11 $25.7K - $35.2K
4.94K $489K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.27K
+ 17.16%
$79.56 - $82.92 $101K - $105K
8.64K $716K
PG
Procter & Gamble CO

Consumer Defensive
1.35K
+ 13.53%
$157.66 - $172.39 $212K - $232K
11.3K $1.8M
S
Sentinel One, Inc.

Technology
5.33K
+ 18.96%
$16.17 - $20.34 $86.3K - $108K
33.5K $611K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.9K
+ 0.79%
$42.72 - $44.24 $81.2K - $84.1K
242K $10.6M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.34K
+ 39.24%
$32.99 - $38.56 $77.3K - $90.3K
8.31K $315K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
513
+ 2.44%
$34.72 - $42.74 $17.8K - $21.9K
21.6K $921K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
10.1K
+ 9.97%
$7.05 - $8.02 $70.9K - $80.7K
111K $890K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
2.31K
+ 5.91%
$19.33 - $22.25 $44.6K - $51.3K
41.4K $919K
VZ
Verizon Communications Inc

Communication Services
2.73K
+ 17.52%
$41.67 - $45.62 $114K - $125K
18.3K $792K
GIS
General Mills Inc

Consumer Defensive
2.21K
+ 56.32%
$50.37 - $60.97 $112K - $135K
6.15K $318K
HUM
Humana Inc

Healthcare
479
+ 28.79%
$224.93 - $295.04 $108K - $141K
2.14K $523K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 1.71%
$462.22 - $707.75 $3.24K - $4.95K
417 $295K
JNJ
Johnson & Johnson

Healthcare
697
+ 27.19%
$146.36 - $159.82 $102K - $111K
3.26K $497K
PPC
Pilgrims Pride Corp

Consumer Defensive
2.84K
+ 48.16%
$44.55 - $56.26 $127K - $160K
8.74K $392K
MFC
Manulife Financial Corp

Financial Services
1.89K
+ 15.71%
$26.93 - $32.44 $51K - $61.4K
13.9K $445K
SCHW
Schwab Charles Corp

Financial Services
250
+ 6.85%
$69.06 - $91.24 $17.3K - $22.8K
3.9K $355K
Activity Summary
Buys All Purchases 166 New Holdings 40 Increased Positions 126 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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