Triumph Capital Management Closed Holding Positions

Triumph Capital Management

  • $300 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2024 Filed on Feb 14, 2025
6,049
$101.25 - $127.45 $612K - $771K
Kenvue Inc
Q3 2024 Filed on Feb 14, 2025
12,767
N/A
CNC
Centene Corp

Healthcare
Q3 2024 Filed on Feb 14, 2025
3,160
$64.89 - $80.23 $205K - $254K
COIN
Coinbase Global, Inc.

Technology
Q3 2024 Filed on Feb 14, 2025
1,022
$147.09 - $265.15 $150K - $271K
DOCU
Docusign, Inc.

Technology
Q3 2024 Filed on Feb 14, 2025
4,263
$49.73 - $62.53 $212K - $267K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
Q3 2024 Filed on Feb 14, 2025
32,751
$8.89 - $12.86 $291K - $421K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2024 Filed on Feb 14, 2025
6,226
$39.37 - $41.68 $245K - $259K
DOW
Dow Inc.

Basic Materials
Q4 2024 Filed on Feb 14, 2025
4,689
$39.1 - $55.34 $183K - $259K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2024 Filed on Feb 14, 2025
6,079
$72.51 - $98.6 $441K - $599K
STNE
Stone Co Ltd.

Technology
Q4 2024 Filed on Feb 14, 2025
28,426
$7.88 - $11.59 $224K - $329K
SLF
Sun Life Financial Inc

Financial Services
Q3 2024 Filed on Feb 14, 2025
5,600
$47.07 - $58.09 $264K - $325K
ITA
Ishares Tr

ETFs
Q3 2024 Filed on Feb 14, 2025
5,203
$131.58 - $149.64 $685K - $779K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q3 2024 Filed on Feb 14, 2025
11,481
$21.9 - $24.73 $251K - $284K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q3 2024 Filed on Feb 14, 2025
12,066
$75.81 - $88.73 $915K - $1.07M
AXON
Axon Enterprise, Inc.

Industrials
Q3 2024 Filed on Feb 14, 2025
695
$286.16 - $399.6 $199K - $278K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q3 2024 Filed on Feb 14, 2025
39,960
$38.04 - $45.36 $1.52M - $1.81M
Peakstone Realty Trust
Q3 2024 Filed on Feb 14, 2025
11,779
N/A
OCUL
Ocular Therapeutix, Inc

Healthcare
Q3 2024 Filed on Feb 14, 2025
30,761
$6.45 - $9.23 $198K - $284K
ALKS
Alkermes Plc.

Healthcare
Q3 2024 Filed on Feb 14, 2025
8,889
$23.01 - $28.55 $205K - $254K
AMCR
Amcor PLC

Consumer Cyclical
Q3 2024 Filed on Feb 14, 2025
26,198
$9.5 - $11.44 $249K - $300K
YYY
Amplify ETF Tr High Income ETF

ETFs
Q4 2024 Filed on Feb 14, 2025
11,031
$11.52 - $12.3 $127K - $136K
PSEC
Prospect Capital Corp

Financial Services
Q4 2024 Filed on Feb 14, 2025
18,368
$4.16 - $5.34 $76.4K - $98.1K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q3 2024 Filed on Feb 14, 2025
9,128
$26.87 - $30.93 $245K - $282K
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q3 2024 Filed on Feb 14, 2025
4,086
$57.0 - $57.0 $233K - $233K
AMAT
Applied Materials Inc

Technology
Q4 2024 Filed on Feb 14, 2025
1,719
$161.44 - $213.89 $278K - $368K
ACRE
Ares Commercial Real Estate Corp

Real Estate
Q3 2024 Filed on Feb 14, 2025
28,094
$6.53 - $7.92 $183K - $223K
Prospect Cap Corp
Q4 2024 Filed on Feb 14, 2025
11,000
N/A
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2024 Filed on Feb 14, 2025
8,953
$64.35 - $75.71 $576K - $678K
Atlassian Corporation
Q3 2024 Filed on Feb 14, 2025
1,547
N/A
VHT
Vanguard Health Care ETF

ETFs
Q3 2024 Filed on Feb 14, 2025
865
$261.88 - $288.1 $227K - $249K
VEEV
Veeva Systems Inc

Healthcare
Q4 2024 Filed on Feb 14, 2025
1,130
$201.81 - $250.45 $228K - $283K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q3 2024 Filed on Feb 14, 2025
6,545
$103.09 - $113.83 $675K - $745K
GRTS
Gritstone Bio, Inc.

Healthcare
Q3 2024 Filed on Feb 14, 2025
207,757
$0.45 - $0.71 $93.5K - $148K
POWL
Powell Industries Inc

Industrials
Q4 2024 Filed on Feb 14, 2025
1,706
$221.65 - $352.37 $378K - $601K
RGA
Reinsurance Group Of America Inc

Financial Services
Q4 2024 Filed on Feb 14, 2025
1,467
$201.26 - $231.95 $295K - $340K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2024 Filed on Feb 14, 2025
1,955
$173.13 - $258.09 $338K - $505K
SPOK
Spok Holdings, Inc

Healthcare
Q4 2024 Filed on Feb 14, 2025
19,651
$14.47 - $17.05 $284K - $335K
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2024 Filed on Feb 14, 2025
2,951
$89.66 - $102.16 $265K - $301K
INMD
In Mode Ltd.

Healthcare
Q4 2024 Filed on Feb 14, 2025
12,966
$14.88 - $19.53 $193K - $253K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2024 Filed on Feb 14, 2025
10,320
$8.24 - $11.07 $85K - $114K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q4 2024 Filed on Feb 14, 2025
1,568
$66.64 - $135.61 $104K - $213K
ZETA
Zeta Global Holdings Corp.

Technology
Q4 2024 Filed on Feb 14, 2025
10,143
$17.37 - $36.74 $176K - $373K
Innovator Etfs Trust
Q3 2024 Filed on Feb 14, 2025
15,082
N/A
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
Q3 2024 Filed on Feb 14, 2025
16,183
$33.02 - $35.03 $534K - $567K
PFEB
Innovator U.S. Equity Power Bu

ETFs
Q4 2024 Filed on Feb 14, 2025
6,117
$35.94 - $36.85 $220K - $225K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
Q4 2024 Filed on Feb 14, 2025
3,826
N/A
DBX
Dropbox, Inc.

Technology
Q4 2024 Filed on Feb 14, 2025
10,793
$25.05 - $30.8 $270K - $332K
PAVE
Global X Fds Us Infrastructure

ETFs
Q3 2024 Filed on Feb 14, 2025
10,213
$36.39 - $41.16 $372K - $420K
First Tr Exchange Traded Fd
Q3 2024 Filed on Feb 14, 2025
12,679
N/A
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