TRIUMPH CAPITAL MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COHU | 20 | $407 |
 | ON | 19 | $937 |
 | STT | 19 | $2.22K |
 | CDW | 18 | $2.89K |
 | AME | 18 | $3.40K |
 | KEYS | 18 | $3.15K |
 | VIAV | 18 | $228 |
 | AJG | 18 | $5.58K |
 | PTGX | 18 | $1.20K |
 | GIL | 17 | $983 |
 | RRX | 17 | $2.44K |
 | WCN | 17 | $2.99K |
 | CB | 16 | $4.53K |
 | ROK | 16 | $5.71K |
 | NATL | 16 | $629 |
 | MTCH | 16 | $565 |
 | ASML | 16 | $15.84K |
 | DOX | 16 | $1.31K |
 | VRT | 16 | $2.41K |
 | ACIW | 16 | $844 |
Cohu, Inc.
COHU
Shares Held
20
Value
$407
ON Semiconductor Corporation
ON
Shares Held
19
Value
$937
State Street Corporation
STT
Shares Held
19
Value
$2.22K
CDW Corporation
CDW
Shares Held
18
Value
$2.89K
AMETEK, Inc.
AME
Shares Held
18
Value
$3.40K
Keysight Technologies, Inc.
KEYS
Shares Held
18
Value
$3.15K
Viavi Solutions Inc.
VIAV
Shares Held
18
Value
$228
Arthur J. Gallagher & Co.
AJG
Shares Held
18
Value
$5.58K
Protagonist Therapeutics, Inc.
PTGX
Shares Held
18
Value
$1.20K
Gildan Activewear Inc.
GIL
Shares Held
17
Value
$983
Regal Rexnord Corporation
RRX
Shares Held
17
Value
$2.44K
Waste Connections, Inc.
WCN
Shares Held
17
Value
$2.99K
Chubb Limited
CB
Shares Held
16
Value
$4.53K
Rockwell Automation, Inc.
ROK
Shares Held
16
Value
$5.71K
NCR Atleos Corporation
NATL
Shares Held
16
Value
$629
Match Group, Inc.
MTCH
Shares Held
16
Value
$565
ASML Holding N.V.
ASML
Shares Held
16
Value
$15.84K
Amdocs Limited
DOX
Shares Held
16
Value
$1.31K
Vertiv Holdings Co
VRT
Shares Held
16
Value
$2.41K
ACI Worldwide, Inc.
ACIW
Shares Held
16
Value
$844