Triumph Capital Management Reduced Holdings in Q2 2025

Triumph Capital Management

  • $300 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-13.8K
- 52.72%
$44.12 - $59.6 $610K - $824K
12.4K $573K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-28.6K
- 69.11%
$33.89 - $46.39 $969K - $1.33M
12.8K $592K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-13.6K
- 4.97%
$59.8 - $60.07 $812K - $815K
259K $15.5M
CRM
Salesforce, Inc.

Technology
-2.7K
- 72.98%
$236.26 - $291.15 $637K - $786K
999 $272K
BA
Boeing CO

Industrials
-4.97K
- 60.14%
$136.59 - $217.51 $679K - $1.08M
3.3K $690K
ZS
Zscaler, Inc.

Technology
-3.66K
- 80.76%
$174.67 - $315.32 $639K - $1.15M
872 $273K
IVE
Ishares S&P 500 Value ETF

ETFs
-3.3K
- 60.34%
$168.34 - $195.42 $556K - $645K
2.17K $424K
JPIE
J P Morgan Exchange Traded Fd
-12.7K
- 56.43%
$45.12 - $46.32 $572K - $587K
9.79K $453K
FNK
First Trust Mid Cap Value Alph

ETFs
-10K
- 70.46%
$43.24 - $51.76 $434K - $520K
4.21K $217K
FDL
First Tr Morningstar Dividend

ETFs
-9.73K
- 16.92%
$38.19 - $43.19 $372K - $420K
47.8K $2M
BALT
Innovator Etfs Tr
-14.8K
- 26.91%
$30.33 - $32.1 $448K - $474K
40.1K $1.29M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-21.7K
- 22.35%
$20.12 - $21.0 $436K - $455K
75.3K $1.58M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-11.2K
- 28.87%
$39.94 - $44.64 $448K - $501K
27.6K $1.23M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.61K
- 34.58%
$100.04 - $100.54 $361K - $363K
6.83K $686K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-6.82K
- 41.7%
$49.98 - $50.26 $341K - $343K
9.54K $478K
DSL
Double Line Income Solutions Fund

Financial Services
-24.6K
- 44.38%
$11.15 - $12.57 $274K - $309K
30.9K $377K
BXSL
Blackstone Secured Lending Fund

Financial Services
-8.78K
- 28.28%
$26.88 - $32.74 $236K - $287K
22.3K $684K
MU
Micron Technology Inc

Technology
-4.7K
- 63.59%
$64.72 - $127.91 $304K - $601K
2.69K $331K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.8K
- 43.35%
$32.66 - $40.75 $320K - $400K
12.8K $518K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.56K
- 23.51%
$96.84 - $99.46 $248K - $255K
8.34K $827K
ARCC
Ares Capital Corp

Financial Services
-10.9K
- 27.42%
$18.91 - $22.43 $206K - $245K
28.9K $633K
AGNC
Agnc Investment Corp.

Real Estate
-22.6K
- 27.91%
$8.12 - $9.49 $184K - $215K
58.4K $536K
ECC
Eagle Point Credit CO Inc.

Financial Services
-25.2K
- 24.83%
$6.94 - $8.31 $175K - $209K
76.2K $584K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-4.63K
- 16.59%
$49.79 - $50.75 $230K - $235K
23.3K $1.18M
HQH
Tekla Healthcare Investors

Financial Services
-12.3K
- 21.49%
$14.14 - $16.32 $174K - $201K
45K $697K
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.23K
- 46.21%
$29.0 - $30.68 $181K - $191K
7.25K $222K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.83K
- 47.66%
$35.35 - $42.68 $171K - $206K
5.3K $225K
T
At&T Inc.

Communication Services
-6.95K
- 31.28%
$26.33 - $28.94 $183K - $201K
15.3K $442K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.63K
- 28.39%
$105.23 - $109.61 $172K - $179K
4.12K $451K
IXC
Ishares Tr Global Energy ETF

ETFs
-3.14K
- 31.72%
$34.69 - $42.32 $109K - $133K
6.76K $265K
RVT
Royce Value Trust, Inc.

Financial Services
-12.3K
- 19.66%
$12.5 - $15.21 $154K - $187K
50.3K $757K
INTC
Intel Corp

Technology
-5.46K
- 17.59%
$18.13 - $22.69 $98.9K - $124K
25.6K $572K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-133
- 16.24%
$390.26 - $489.06 $51.9K - $65K
686 $278K
BCE
Bce Inc

Communication Services
-4.79K
- 17.55%
$20.87 - $22.95 $99.9K - $110K
22.5K $498K
FVD
First Tr Value Line Divid Inde

ETFs
-2.91K
- 5.75%
$40.62 - $45.12 $118K - $131K
47.7K $2.13M
AIG
American International Group, Inc.

Financial Services
-1.32K
- 34.4%
$77.56 - $87.72 $103K - $116K
2.53K $216K
XLE
Energy Sector Spdr

ETFs
-411
- 4.74%
$76.44 - $94.13 $31.4K - $38.7K
8.27K $701K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-11.3K
- 17.09%
$7.98 - $10.06 $90.1K - $114K
54.8K $530K
CION
Cion Investment Corp

Financial Services
-8.58K
- 36.98%
$8.68 - $10.48 $74.5K - $89.9K
14.6K $139K
MSFT
Microsoft Corp

Technology
-2.5K
- 26.7%
$354.56 - $497.45 $886K - $1.24M
6.86K $3.41M
VDE
Vanguard Energy ETF

ETFs
-566
- 22.25%
$105.87 - $130.56 $59.9K - $73.9K
1.98K $236K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.17K
- 3.45%
$51.14 - $57.0 $59.8K - $66.6K
32.7K $1.86M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.36K
- 17.7%
$47.46 - $55.3 $64.5K - $75.1K
6.32K $348K
FDX
Fedex Corp

Industrials
-100
- 3.31%
$198.07 - $245.17 $19.8K - $24.5K
2.92K $663K
TWLO
Twilio Inc

Communication Services
-1.24K
- 36.3%
$81.34 - $124.36 $101K - $154K
2.18K $270K
ELY
Callaway Golf CO

Consumer Cyclical
-3.18K
- 2.42%
N/A
128K $2.41M
IEP
Icahn Enterprises L.P.

Industrials
-4.29K
- 18.36%
$7.81 - $9.75 $33.5K - $41.8K
19.1K $153K
EIX
Edison International

Utilities
-182
- 3.25%
$48.32 - $59.92 $8.79K - $10.9K
5.41K $279K
TROW
Price T Rowe Group Inc

Financial Services
-699
- 19.52%
$80.27 - $98.06 $56.1K - $68.5K
2.88K $278K
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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