Triumph Capital Management Reduced Holdings in Q2 2025

Triumph Capital Management

  • $300 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYK
Ishares U.S. Consumer Staples

ETFs
-631
- 15.52%
$67.29 - $72.42 $42.5K - $45.7K
3.43K $242K
XLK
Technology Sector Spdr

ETFs
-596
- 26.27%
$179.73 - $253.23 $107K - $151K
1.67K $423K
IBB
Ishares Biotechnology ETF

ETFs
-283
- 5.75%
$112.02 - $129.0 $31.7K - $36.5K
4.64K $587K
WFC
Wells Fargo & Company

Financial Services
-1.45K
- 16.27%
$60.98 - $80.12 $88.4K - $116K
7.46K $597K
XLP
Consumer Staples Sector Spdr

ETFs
-429
- 5.66%
N/A
7.15K $543K
CLF
Cleveland Cliffs Inc.

Basic Materials
-1.26K
- 3.56%
$5.83 - $8.88 $7.35K - $11.2K
34.2K $259K
JPM
Jpmorgan Chase & CO

Financial Services
-370
- 20.64%
$210.28 - $289.91 $77.8K - $107K
1.42K $412K
XOM
Exxon Mobil Corp

Energy
-15
- 0.68%
$99.93 - $119.04 $1.5K - $1.79K
2.18K $234K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-9.22K
- 11.74%
$10.8 - $16.92 $99.6K - $156K
69.3K $952K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-1.25K
- 24.04%
$48.48 - $67.3 $60.5K - $84K
3.94K $265K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-227
- 3.22%
$91.43 - $91.74 $20.8K - $20.8K
6.82K $625K
GBIL
Goldman Sachs Access Treasury

ETFs
-189
- 1.81%
$99.83 - $100.19 $18.9K - $18.9K
10.2K $1.03M
VTV
Vanguard Value ETF

ETFs
-132
- 9.84%
$153.67 - $176.74 $20.3K - $23.3K
1.21K $213K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-833
- 2.63%
$6.47 - $8.05 $5.39K - $6.71K
30.8K $237K
VFH
Vanguard Financial ETF

ETFs
-185
- 9.9%
$104.87 - $127.3 $19.4K - $23.6K
1.68K $214K
GILD
Gilead Sciences, Inc.

Healthcare
-46
- 1.59%
$96.91 - $113.0 $4.46K - $5.2K
2.84K $315K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-889
- 24.83%
$179.95 - $278.88 $160K - $248K
2.69K $750K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-270
- 1.54%
$22.54 - $23.17 $6.09K - $6.26K
17.3K $397K
ALTY
Global X Funds Global X Altern

ETFs
-190
- 0.64%
$10.7 - $11.77 $2.03K - $2.24K
29.4K $343K
ETF Ser Solutions
-2.62K
- 14.16%
N/A
15.9K $0
Innovator Etfs Trust
-587
- 2.84%
N/A
20K $0
Super Micro Computer Inc
-1.12K
- 12.02%
N/A
8.2K $0
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-300
- 2.12%
$3.35 - $3.97 $1.01K - $1.19K
13.8K $54K
First Tr Exchng Traded Fd Vi
-6.75K
- 30.07%
N/A
15.7K $0
First Tr Exchng Traded Fd Vi
-5.45K
- 31.11%
N/A
12.1K $0
Alps ETF Tr
-47.8K
- 52.95%
N/A
42.4K $0
Okeanis Eco Tankers Cor
-9.89K
- 49.65%
N/A
10K $0
Innovator Etfs Trust
-2.06K
- 3.27%
N/A
60.9K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-558
- 3.26%
N/A
16.5K $0
Amc Entmt Hldgs Inc
-23.2K
- 61.9%
N/A
14.3K $0
Sila Realty Trust Inc
-125
- 0.84%
N/A
14.8K $0
DIV
Global X Superdividend Us ETF

ETFs
-15
- 0.05%
N/A
29.5K $507K
SANA
Sana Biotechnology, Inc.

Healthcare
-7K
- 32.3%
$1.34 - $2.97 $9.38K - $20.8K
14.7K $40K
MMM
3 M CO

Industrials
-29
- 1.94%
$126.09 - $154.15 $3.66K - $4.47K
1.47K $223K
UTG
Reaves Utility Income Fund

Financial Services
-680
- 7.85%
$29.08 - $36.18 $19.8K - $24.6K
7.98K $288K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-926
- 18.25%
$54.6 - $70.83 $50.6K - $65.6K
4.15K $293K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-266
- 5.24%
$60.34 - $74.89 $16.1K - $19.9K
4.81K $360K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-347
- 2.59%
$45.88 - $54.4 $15.9K - $18.9K
13.1K $710K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-537
- 15.43%
$97.32 - $136.25 $52.3K - $73.2K
2.94K $374K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-230
- 5.0%
$38.95 - $53.59 $8.96K - $12.3K
4.37K $234K
TOST
Toast, Inc.

Technology
-2.55K
- 16.91%
$30.03 - $45.23 $76.6K - $115K
12.5K $555K
DIS
Walt Disney CO

Communication Services
-680
- 11.6%
$81.72 - $124.01 $55.6K - $84.3K
5.18K $642K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-11
- 0.28%
$376.48 - $440.65 $4.14K - $4.85K
3.98K $1.75M
AMD
Advanced Micro Devices Inc

Technology
-4.34K
- 24.49%
$78.21 - $143.81 $340K - $624K
13.4K $1.9M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-100
- 0.38%
$21.8 - $27.71 $2.18K - $2.77K
26.2K $722K
ORCL
Oracle Corp

Technology
-490
- 19.71%
$122.82 - $218.63 $60.2K - $107K
2K $436K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.38K
- 8.57%
$496.48 - $617.85 $687K - $854K
14.8K $9.12M
NFLX
Netflix Inc

Communication Services
-31
- 8.38%
$855.86 - $1339.13 $26.5K - $41.5K
339 $453K
NU
Nu Holdings Ltd.

Financial Services
-5.72K
- 10.03%
$9.6 - $13.72 $54.9K - $78.5K
51.3K $703K
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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