Triumph Capital Management Reduced Holdings in Q1 2024

Triumph Capital Management

  • $234 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-140
- 21.21%
$376.91 - $417.69 $52.8K - $58.5K
520 $217K
BXSL
Blackstone Secured Lending Fund

Financial Services
-4.89K
- 14.89%
$27.87 - $31.42 $136K - $154K
28K $871K
PGNY
Progyny, Inc.

Healthcare
-933
- 7.19%
$33.63 - $41.62 $31.4K - $38.8K
12.1K $459K
SCHW
Schwab Charles Corp

Financial Services
-451
- 12.89%
$61.89 - $72.38 $27.9K - $32.6K
3.05K $220K
ORCC
Owl Rock Capital Corp

Financial Services
-1.52K
- 4.45%
N/A
32.7K $437K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-1.3K
- 6.26%
$12.16 - $13.9 $15.8K - $18.1K
19.5K $260K
EOG
Eog Resources Inc

Energy
-304
- 10.4%
$109.65 - $127.84 $33.3K - $38.9K
2.62K $334K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-100
- 0.34%
$10.51 - $11.91 $1.05K - $1.19K
29.4K $327K
ALTY
Global X Funds Global X Altern

ETFs
-2.17K
- 4.34%
$11.11 - $11.54 $24.1K - $25K
47.9K $552K
EIX
Edison International

Utilities
-97
- 1.64%
$64.41 - $73.17 $6.25K - $7.1K
5.82K $411K
SHOP
Shopify Inc.

Technology
-81
- 2.91%
$71.82 - $90.72 $5.82K - $7.35K
2.71K $208K
DIV
Global X Superdividend Us ETF

ETFs
-1.25K
- 1.94%
$16.31 - $17.39 $20.3K - $21.7K
63K $1.1M
AQN
Algonquin Power & Utilities Corp.

Utilities
-1.2K
- 9.06%
$5.68 - $6.65 $6.8K - $7.96K
12K $75K
VHT
Vanguard Health Care ETF

ETFs
-97
- 10.45%
$253.63 - $270.54 $24.6K - $26.2K
831 $224K
BBDC
Barings Bdc, Inc.

Financial Services
-3K
- 10.93%
$8.7 - $9.88 $26.1K - $29.6K
24.4K $227K
CORP
Pimco Investment Grade Corp Bd

ETFs
-14
- 0.34%
$94.83 - $97.13 $1.33K - $1.36K
4.08K $392K
IBB
Ishares Biotechnology ETF

ETFs
-84
- 2.17%
$132.3 - $140.89 $11.1K - $11.8K
3.78K $518K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-146
- 3.6%
$63.63 - $69.31 $9.29K - $10.1K
3.91K $270K
MISL
First Tr Exchange Traded Fd In
-3.2K
- 7.69%
N/A
38.3K $0
Global X Superdividend ETF
-345
- 2.09%
N/A
16.2K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-76
- 0.75%
N/A
10.1K $0
Peakstone Realty Trust Common Shares
-75K
- 84.29%
N/A
14K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-285
- 7.23%
$109.98 - $120.99 $31.3K - $34.5K
3.66K $442K
MSFT
Microsoft Corp

Technology
-745
- 10.3%
$367.75 - $429.37 $274K - $320K
6.49K $2.73M
OXY
Occidental Petroleum Corp

Energy
-344
- 5.3%
$56.22 - $64.99 $19.3K - $22.4K
6.14K $399K
HAL
Halliburton CO

Energy
-1.1K
- 6.51%
$33.24 - $39.42 $36.6K - $43.4K
15.8K $624K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-90
- 0.76%
$43.25 - $49.43 $3.89K - $4.45K
11.7K $548K
HSY
Hershey CO

Consumer Defensive
-12
- 0.56%
$184.0 - $202.31 $2.21K - $2.43K
2.11K $410K
DOW
Dow Inc.

Basic Materials
-12
- 0.19%
$52.47 - $58.17 $630 - $698
6.3K $365K
AMZN
Amazon Com Inc

Consumer Cyclical
-284
- 11.28%
$144.57 - $180.38 $41.1K - $51.2K
2.23K $402K
ABNB
Airbnb, Inc.

Consumer Cyclical
-129
- 8.64%
$133.42 - $168.18 $17.2K - $21.7K
1.36K $225K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-60
- 0.24%
$32.85 - $35.9 $1.97K - $2.15K
25.4K $910K
PAVE
Global X Fds Us Infrastructure

ETFs
-144
- 1.51%
$33.2 - $39.81 $4.78K - $5.73K
9.37K $373K
NU
Nu Holdings Ltd.

Financial Services
-4.43K
- 13.34%
$8.09 - $12.25 $35.9K - $54.3K
28.8K $343K
SG
Sweetgreen, Inc.

Consumer Cyclical
-1.2K
- 10.74%
$10.15 - $25.6 $12.1K - $30.6K
9.94K $251K
FTCS
First Trust Capital Strength E

ETFs
-1.01K
- 2.04%
$79.51 - $85.66 $80.6K - $86.9K
48.8K $4.18M
AON
Aon PLC

Financial Services
-200
- 3.01%
$288.02 - $333.79 $57.6K - $66.8K
6.45K $2.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-407
- 6.23%
$359.29 - $420.52 $146K - $171K
6.13K $2.58M
IWM
Ishares Russell 2000 ETF

ETFs
-38
- 0.14%
$189.48 - $210.3 $7.2K - $7.99K
26.7K $5.62M
Activity Summary
Buys All Purchases 125 New Holdings 55 Increased Positions 70 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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