Triumph Capital Management Portfolio Holdings by Sector
Triumph Capital Management
- $325 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FTSM FIXD RDVY FTCS BND SDVY SPY JPST 106 stocks |
$198,750
61.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX PTY PDI BCSF HQH BCX RVT USA 30 stocks |
$18,644
5.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR PANW ORCL OKTA S CRWD IOT 13 stocks |
$14,140
4.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD MU INTC 5 stocks |
$10,429
3.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI PYPL ORCC EZPW SYF OMF BBDC 7 stocks |
$7,262
2.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SNOW UBER SHOP APP LYFT TTD CRM COIN 9 stocks |
$6,588
2.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY BMY JNJ AMGN GILD MRK PFE OGN 8 stocks |
$6,108
1.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CPNG MELI 3 stocks |
$5,951
1.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,088
1.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG 2 stocks |
$4,064
1.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RIVN TSLA BLBD 3 stocks |
$3,544
1.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$2,840
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU WFC JPM CM BNS 5 stocks |
$2,488
0.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ BCE T 3 stocks |
$2,473
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH HUM 2 stocks |
$2,344
0.73% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,173
0.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$2,050
0.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
SG MCD EAT SBUX 4 stocks |
$1,869
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$1,764
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ARI AGNC FBRT 3 stocks |
$1,365
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX IMAX 3 stocks |
$1,290
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST 2 stocks |
$1,236
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GME DKS 2 stocks |
$1,202
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Independent Oil & Gas | Basic Materials
PDO 1 stocks |
$1,143
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$1,082
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI ALEX CTO BRSP 4 stocks |
$1,020
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$985
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
ATGE LRN 2 stocks |
$969
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY COP 2 stocks |
$803
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
CAG GIS 2 stocks |
$753
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$748
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Insurance—Life | Financial Services
JXN MET 2 stocks |
$699
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$660
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ALB 1 stocks |
$656
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
SSRM 1 stocks |
$616
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP CELH 2 stocks |
$587
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
LTC OHI 2 stocks |
$546
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
XEL EIX 2 stocks |
$532
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$515
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL 1 stocks |
$496
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
POWL 1 stocks |
$460
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
COMM 1 stocks |
$437
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
CALM 1 stocks |
$434
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$419
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM IEP 2 stocks |
$403
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
DXPE 1 stocks |
$394
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EPR 1 stocks |
$390
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
SKYW 1 stocks |
$387
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
MEG 1 stocks |
$307
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$293
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
HOG 1 stocks |
$283
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN 1 stocks |
$261
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$231
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$224
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$218
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
CIG 1 stocks |
$45
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|