Triumph Capital Management Incresed Positions in Q2 2025

Triumph Capital Management

  • $300 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.65K
+ 59.83%
$416.06 - $551.64 $1.93M - $2.56M
12.4K $6.85M
IVV
Ishares Core S&P 500 ETF

ETFs
4.21K
+ 77.88%
$498.8 - $620.9 $2.1M - $2.61M
9.6K $5.96M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12K
+ 117.13%
$152.42 - $182.82 $1.82M - $2.19M
22.2K $4.05M
NVDA
Nvidia Corp

Technology
3.35K
+ 12.36%
$94.31 - $157.99 $316K - $530K
30.5K $4.81M
LLY
Eli Lilly & CO

Healthcare
1.85K
+ 157.18%
$713.71 - $898.95 $1.32M - $1.66M
3.03K $2.36M
AVGO
Broadcom Inc.

Technology
3.7K
+ 167.0%
$146.29 - $275.65 $541K - $1.02M
5.91K $1.63M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.7K
+ 50.01%
$83.97 - $92.85 $1.24M - $1.37M
44.2K $3.9M
SOFI
So Fi Technologies, Inc.

Financial Services
32.9K
+ 44.24%
$9.5 - $18.21 $313K - $599K
107K $1.95M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
21.5K
+ 68.99%
$45.3 - $50.64 $974K - $1.09M
52.6K $2.59M
RDVY
First Trust Rising Dividend Ac

ETFs
6.82K
+ 4.95%
$51.6 - $62.74 $352K - $428K
145K $9.07M
CPNG
Coupang, Inc.

Consumer Cyclical
24.7K
+ 251.25%
$19.76 - $30.81 $488K - $762K
34.6K $1.04M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
59.6K
+ 107.38%
$12.71 - $14.52 $758K - $866K
115K $1.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
16.8K
+ 153.62%
$35.9 - $43.76 $605K - $737K
27.8K $1.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.6K
+ 123.46%
$100.35 - $100.71 $762K - $765K
13.7K $1.38M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
14.3K
+ 13.67%
$32.77 - $36.44 $470K - $523K
119K $4.35M
AAPL
Apple Inc.

Technology
4.64K
+ 28.27%
$172.42 - $223.89 $800K - $1.04M
21.1K $4.32M
FEX
First Tr Large Cap Core Alphde

ETFs
454
+ 0.55%
$90.17 - $109.96 $40.9K - $49.9K
83K $9.12M
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
+ 4.14%
$174.82 - $215.79 $179K - $221K
25.8K $5.57M
GME
Game Stop Corp.

Consumer Cyclical
23.2K
+ 194.6%
$21.1 - $35.01 $490K - $813K
35.2K $857K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.67K
+ 2.79%
$74.88 - $91.97 $125K - $154K
61.5K $5.66M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
31.1K
+ 118.61%
$14.97 - $16.79 $466K - $522K
57.3K $958K
RYLD
Global X Fds Russell 2000 Cove

ETFs
34.4K
+ 105.27%
$13.37 - $15.25 $460K - $525K
67.1K $1M
AMZN
Amazon Com Inc

Consumer Cyclical
24
+ 0.14%
$167.32 - $223.3 $4.02K - $5.36K
17.1K $3.76M
META
Meta Platforms, Inc.

Communication Services
233
+ 11.74%
$484.66 - $738.09 $113K - $172K
2.22K $1.64M
XYLD
Global X Fds S&P 500 Covered C

ETFs
12.5K
+ 188.81%
$35.62 - $39.64 $445K - $495K
19.1K $743K
FTQI
First Trust ETF Vi First Trust

ETFs
20.3K
+ 199.48%
$16.83 - $19.58 $341K - $397K
30.4K $595K
PANW
Palo Alto Networks Inc

Technology
811
+ 11.74%
$152.44 - $204.64 $124K - $166K
7.72K $1.58M
SKYY
First Trust Cloud Computing Et

ETFs
2.39K
+ 46.0%
$89.46 - $121.64 $214K - $290K
7.58K $921K
IGV
Ishares Expanded Tech Software

ETFs
1.22K
+ 9.95%
$80.15 - $109.5 $97.7K - $133K
13.5K $1.47M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.25K
+ 31.26%
$57.46 - $75.58 $187K - $245K
13.6K $1.03M
MBLY
Mobileye Global Inc.
4.8K
+ 6.75%
$11.77 - $18.44 $56.4K - $88.4K
75.8K $1.39M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.09K
+ 24.69%
N/A
20.7K $1.77M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.22K
+ 12.61%
$57.41 - $74.81 $127K - $166K
19.8K $1.47M
OXLC
Oxford Lane Capital Corp.

Financial Services
117K
+ 35.94%
$4.01 - $4.96 $468K - $579K
442K $1.86M
FTCS
First Trust Capital Strength E

ETFs
2.66K
+ 5.67%
$81.6 - $92.39 $217K - $245K
49.5K $4.5M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
21.4K
+ 57.71%
$12.24 - $13.88 $262K - $297K
58.5K $788K
FYX
First Tr Small Cap Core Alphad

ETFs
2.1K
+ 32.6%
$79.22 - $97.28 $166K - $204K
8.53K $829K
BNDX
Vanguard Total International B

ETFs
3.5K
+ 3.29%
$48.77 - $49.55 $171K - $173K
110K $5.44M
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
PFE
Pfizer Inc

Healthcare
9.47K
+ 109.61%
$21.59 - $24.84 $204K - $235K
18.1K $438K
PDI
Pimco Dynamic Income Fund

Financial Services
13.5K
+ 27.32%
$17.02 - $19.87 $229K - $268K
62.8K $1.19M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4K
+ 3.58%
$48.5 - $49.35 $194K - $197K
116K $5.7M
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
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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