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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Triumph Capital Management

Quarter ended Q3 2023 · Filed August 3, 2023 · Accession 0001730765-23-000003

Total Value
$220.6M
Positions
224
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (224)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TRUST ENHANCED SHORT MATURITY ETF33739Q408280,313$16.7M7.55%
2JPMORGAN ULTRA-SHORT INCOME ETF46641Q837287,503$14.4M6.53%
3SPDR S&P 500 ETF TRUSTSPY22,346$9.9M4.49%
4SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66391,795$8.4M3.82%
5FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108427,837$6.8M3.10%
6FIRST TRUST LARGE CAP CORE ALPHADEX FUND33734K10959,325$5.0M2.26%
7FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST33740F854127,692$4.3M1.97%
8ISHARES RUSSELL MIDCAP ETF46428749958,675$4.3M1.94%
9ISHARES RUSSELL 2000 ETF46428765522,103$4.1M1.88%
10VANGUARD TOTAL BOND MARKET ETF92193783556,691$4.1M1.87%
11FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF33740F80588,731$3.9M1.78%
12FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q20079,818$3.8M1.72%
13ISHARES FLOATING RATE BOND ETF46429B65571,082$3.6M1.64%
14MICROSOFT CORP COMMSFT9,840$3.4M1.52%
15FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R50670,616$3.3M1.51%
16FIRST TRUST CAPITAL STRENGTH ETF33733E10443,656$3.3M1.49%
17JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33255,373$3.1M1.39%
18FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84666,925$3.0M1.38%
19FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10660,172$2.4M1.09%
20BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A6,775$2.3M1.05%
21INVESCO QQQ TRUST SERIES IIVZ6,065$2.2M1.02%
22GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFNVGLF22,369$2.2M1.01%
23AON PLC SHS CL AAON6,449$2.2M1.01%
24ENERGY SELECT SECTOR SPDR FUND81369Y50626,944$2.2M0.99%
25NVIDIA CORPORATION COMNVDA4,963$2.1M0.95%
26FIRST TRUST CLOUD COMPUTING ETF33734X19227,598$2.1M0.95%
27SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1095,819$2.0M0.91%
28SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R20053,804$1.7M0.75%
29PACER US CASH COWS 100 ETF69374H88131,975$1.5M0.69%
30TESLA INC COMTSLA5,786$1.5M0.69%
31JACKSON FINANCIAL INC COM CL AJXN-PA49,425$1.5M0.69%
32APPLE INC COMAAPL7,522$1.5M0.66%
33ISHARES MSCI USA QUALITY FACTOR ETF46432F33910,815$1.5M0.66%
34VANGUARD S&P 500 ETF9229083633,364$1.4M0.62%
35ISHARES SHORT TREASURY BOND ETF46428867912,358$1.4M0.62%
36META PLATFORMS INC CL AMETA4,692$1.3M0.61%
37SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A80524,131$1.3M0.60%
38PAYPAL HLDGS INC COMPYPL19,318$1.3M0.58%
39GLOBAL X SUPERDIVIDEND US ETF37950E29177,154$1.3M0.58%
40SOFI TECHNOLOGIES INC COMSOFI152,332$1.3M0.58%
41VERIZON COMMUNICATIONS INC COMVZ32,885$1.2M0.55%
42TYSON FOODS INC CL ATSN22,916$1.2M0.53%
43PROCTER AND GAMBLE CO COM7427181097,316$1.1M0.50%
44WELLS FARGO CO NEW COM94974610125,446$1.1M0.49%
453M CO COMMMM10,246$1.0M0.46%
46PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46710,703$1.0M0.46%
47ISHARES U.S. AEROSPACE & DEFENSE ETF4642887608,635$1.0M0.46%
48ADVANCED MICRO DEVICES INC COMAMD8,521$970,6270.44%
49FRANKLIN BSP LENDING CORP COM12325J101132,387$963,7760.44%
50FIRST TRUST UTILITIES ALPHADEX FUND33734X18429,918$951,0930.43%
51PALANTIR TECHNOLOGIES INC CL APLTR61,875$948,5440.43%
52ISHARES U.S. ENERGY ETF46428779621,895$937,9820.43%
53PEAKSTONE REALTY TRUST COMPKST29,333$825,5780.37%
54ICAHN ENTERPRISES LP DEPOSITARY UNITIEP28,363$823,3780.37%
55FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND33734X20037,201$797,5910.36%
56PALO ALTO NETWORKS INC COMPANW3,100$792,0810.36%
57BLUE OWL CAPITAL CORPORATION COMOWL56,989$783,5980.36%
58CROWDSTRIKE HLDGS INC CL ACRWD5,333$783,2580.36%
59PACER US SMALL CAP CASH COWS 100 ETF69374H85719,214$782,0100.35%
60BLACKSTONE SECD LENDING FD COMMON STOCKBX28,090$768,5420.35%
61SCHWAB CHARLES CORP COMSCHW-PJ13,400$759,5120.34%
62ISHARES U.S. TREASURY BOND ETF46429B26732,185$737,0370.33%
63GLOBAL X ALTERNATIVE INCOME ETF37954Y80665,231$736,4610.33%
64AMAZON COM INC COMAMZN5,391$702,7710.32%
65SNOWFLAKE INC CL ASNOW3,948$694,7690.31%
66ISHARES PREFERRED & INCOME SECURITIES ETF46428868722,357$691,4930.31%
67JPMORGAN CHASE & CO COMVYLD4,736$688,8040.31%
68SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88921,050$684,9670.31%
69FORD MTR CO DEL COM34537086045,233$684,3750.31%
70AMPLIFY HIGH INCOME ETF03210884758,491$683,7600.31%
71ISHARES MSCI INTL QUALITY FACTOR ETF46434V45619,082$679,3190.31%
72SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B8336351059,286$674,3130.31%
73KKR & CO INC COMKKRT12,015$672,8420.30%
74ISHARES CORE S&P 500 ETF4642872001,464$652,7110.30%
75FINANCIAL SELECT SECTOR SPDR FUND81369Y60519,353$652,3900.30%
76MEDICAL PPTYS TRUST INC COM58463J30465,340$624,9110.28%
77THERMO FISHER SCIENTIFIC INC COMTMO1,173$612,4380.28%
78CITIGROUP INC COM NEWC-PR13,143$605,1220.27%
79DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETFSTRD16,682$592,3780.27%
80BLOCK H & R INC COMBSQKZ18,391$591,4060.27%
81BLUE OWL CAPITAL INC COM CL AOWL50,348$586,5490.27%
82JPMORGAN U.S. QUALITY FACTOR ETF46641Q76112,969$574,2670.26%
83WP CAREY INC COM92936U1098,247$565,9710.26%
84ISHARES LATIN AMERICA 40 ETF46428739020,764$564,1450.26%
85BLACKSTONE INC COMBX5,978$555,8160.25%
86BANK AMERICA CORP COM06050510419,180$550,2630.25%
87SIMON PPTY GROUP INC NEW COM8288061094,741$547,5420.25%
88KKR REAL ESTATE FIN TR INC COMKKRT42,932$540,9430.25%
89VANECK MORNINGSTAR WIDE MOAT ETF92189F6436,757$539,1640.24%
90SPDR PORTFOLIO EMERGING MARKETS ETF78463X50915,603$536,4310.24%
91AT&T INC COMT-PC33,256$530,4390.24%
92SAFETY INS GROUP INC COM78648T1007,287$522,6120.24%
93PFIZER INC COMPFE14,130$518,2910.23%
94ISHARES BIOTECHNOLOGY ETF4642875564,048$513,9340.23%
95CION INVT CORP COM17259U20447,977$498,0010.23%
96ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W85319,150$497,5140.23%
97CONFLUENT INC CLASS A COM20717M10314,000$494,3400.22%
98SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85312,562$487,9110.22%
99SAMSARA INC COM CL AIOT17,000$471,0700.21%
100AIR TRANSPORT SERVICES GRP INC COMAIIR24,800$467,9760.21%
101PRICE T ROWE GROUP INC COMTROW4,155$465,4700.21%
102DOUBLELINE INCOME SOLUTIONS FD COMDSL39,024$464,7750.21%
103PROSPECT CAP CORP COMPSEC-PA74,853$464,0860.21%
104GSK PLC SPONSORED ADRGLAXF12,656$455,6270.21%
105GLOBAL X SUPERDIVIDEND ETF37960A66920,121$454,3300.21%
106ISHARES CYBERSECURITY & TECH ETF46435U13511,906$450,2850.20%
107UBER TECHNOLOGIES INC COMUBER10,416$449,6590.20%
108APOLLO COML REAL EST FIN INC COM03762U10538,080$444,3940.20%
109EDISON INTL COM2810201076,302$437,6740.20%
110VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464064,012$425,5530.19%
111EATON VANCE TAX-MANAGED BUY- W COMETN32,636$417,0880.19%
112VANGUARD GROWTH ETF9229087361,474$417,0070.19%
113EQUINOR ASA SPONSORED ADRSTOHF14,179$414,1690.19%
114TEI DIVERSIFIED INCOME FUND I NSA87999V10171$413,1500.19%
115PROGYNY INC COMPGNY10,494$412,8340.19%
116LILLY ELI & CO COMLLY838$393,0050.18%
117HOME DEPOT INC COMHD1,262$392,0280.18%
118SPDR S&P MIDCAP 400 ETF TRUSTMDY818$391,8320.18%
119JOHNSON & JOHNSON COMJNJ2,361$390,7430.18%
120ALLY FINL INC COM02005N10014,461$390,6010.18%
121DISNEY WALT CO COM2546871064,359$389,1720.18%
122SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V8489,573$388,1850.18%
123PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R8174,091$388,0310.18%
124QUALCOMM INC COMQCOM3,223$383,6660.17%
125UNITEDHEALTH GROUP INC COMUNH776$373,1970.17%
126GLOBAL X U.S. PREFERRED ETF37954Y65719,098$370,3070.17%
127ISHARES U.S. REGIONAL BANKS ETF46428877810,485$354,9170.16%
128LUMEN TECHNOLOGIES INC COMLUMN156,575$353,8600.16%
129TRANSOCEAN LTD REG SHSRIG50,005$350,5350.16%
130ISHARES 0-5 YEAR TIPS BOND ETF46429B7473,546$346,0670.16%
131DOW INC COMDOW6,429$342,4090.16%
132ISHARES MSCI BRAZIL ETF46428640010,433$338,3420.15%
133FIDELITY DIVIDEND ETF FOR RISING RATES3160928328,058$336,3540.15%
134SPDR S&P METALS & MINING ETF78464A7556,574$334,0910.15%
135ISHARES 0-3 MONTH TREASURY BOND ETF46436E7183,253$327,3490.15%
136WALGREENS BOOTS ALLIANCE INC COM93142710811,442$325,9900.15%
137LHA MARKET STATE TACTICAL BETA ETF26922B10511,907$324,7040.15%
138LOCKHEED MARTIN CORP COMLMT701$322,6870.15%
139GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67310,108$318,5030.14%
140JANUS HENDERSON GROUP PLC ORD SHSJHG11,571$315,3200.14%
141JPMORGAN INCOME ETF46641Q1596,950$314,1400.14%
142SCHWAB SHORT-TERM US TREASURY ETF8085248626,455$310,2120.14%
143INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,069$309,6120.14%
144ANNALY CAPITAL MANAGEMENT INC COMNLY-PJ15,393$308,0140.14%
145STARWOOD PPTY TR INC COMSTHO15,372$305,5950.14%
146OCCIDENTAL PETE CORP COM6745991055,160$304,2980.14%
147VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4076,213$303,6910.14%
148FRANKLIN BSP RLTY TR INC COM35243J10120,768$301,4480.14%
149PHILLIPS EDISON & CO INC COMPECO8,789$300,3490.14%
150PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF69374H7258,404$298,0580.14%
151ARES COML REAL ESTATE CORP COM04013V10828,327$297,4350.13%
152VANGUARD MID-CAP ETF9229086291,343$295,5800.13%
153OKTA INC CL AOKTA4,256$295,1540.13%
154L3HARRIS TECHNOLOGIES INC COMLHX1,504$294,4380.13%
155TWO HBRS INVT CORP COM90187B80420,755$288,0730.13%
156ABRDN ASIA PACIFIC INCOME FUND COMABAKF106,203$286,7480.13%
157ISHARES 1-3 YEAR TREASURY BOND ETF4642874573,516$285,0540.13%
158TWILIO INC CL ATWLO4,473$284,5720.13%
159ISHARES S&P 500 VALUE ETF4642874081,763$284,1780.13%
160GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y7159,786$281,7700.13%
161ALBEMARLE CORP COMALB-PA1,251$279,6200.13%
162ISHARES CORE U.S. AGGREGATE BOND ETF4642872262,851$279,2850.13%
163AIRBNB INC COM CL AABNB2,141$274,3910.12%
164UTILITIES SELECT SECTOR SPDR FUND81369Y8864,097$268,1080.12%
165CONAGRA BRANDS INC COMCAG7,932$267,4670.12%
166ALPS SECTOR DIVIDEND DOGS ETF00162Q8585,155$257,5940.12%
167EXXON MOBIL CORP COMXOM2,380$255,2450.12%
168VANGUARD DIVIDEND APPRECIATION ETF9219088441,553$253,4540.11%
169ISHARES RUSSELL 2000 GROWTH ETF4642876481,042$252,9160.11%
170SENTINELONE INC CL AS16,745$252,8500.11%
171ALTRIA GROUP INC COMMO5,394$249,3440.11%
172VANGUARD ULTRA-SHORT BOND ETF92203C3035,052$248,3560.11%
173INDEPENDENCE RLTY TR INC COM45378A10613,574$247,3180.11%
174SPDR BLACKSTONE SENIOR LOAN ETF78467V6085,879$246,1570.11%
175ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF4642885133,253$244,2030.11%
176VANGUARD SMALL-CAP GROWTH ETF9229085951,049$241,0580.11%
177MEDIFAST INC COMMED2,606$240,1690.11%
178REAL ESTATE SELECT SECTOR SPDR FUND81369Y8606,352$239,4020.11%
179ISHARES MSCI MEXICO ETF4642868223,845$239,0820.11%
180BRISTOL-MYERS SQUIBB CO COMCELG-RI3,718$237,7660.11%
181FIRST TRUST DOW JONES INTERNET INDEX FUND33733E3021,446$235,6840.11%
182MICRON TECHNOLOGY INC COMMU3,713$234,3270.11%
183HIMS & HERS HEALTH INC COM CL AHIMS24,670$231,8980.11%
184NUVEEN S&P 500 BUY-WRITE INCOM COMNU17,032$231,7460.11%
185GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8553,540$230,9060.10%
186US BANCORP DEL COM NEWUSB-PS6,801$227,9700.10%
187STONECO LTD COM CL ASTNE17,656$224,9370.10%
188XCEL ENERGY INC COMXELLL3,590$223,1900.10%
189ISHARES MSCI EUROPE FINANCIALS ETF46428918011,632$223,1020.10%
190VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208054,703$223,0160.10%
191ISHARES RUSSELL 1000 GROWTH ETF464287614808$222,3450.10%
192ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U8536,246$220,4880.10%
193ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4075,315$220,3200.10%
194POPULAR INC COM NEWBPOPM3,607$220,2930.10%
195CF INDS HLDGS INC COM1252691003,132$217,4230.10%
196ISHARES 3-7 YEAR TREASURY BOND ETF4642886611,883$216,9900.10%
197FIRST TRUST SENIOR LOAN FUND33738D3094,773$216,2120.10%
198TOAST INC CL ATOST9,564$215,8590.10%
199BARINGS BDC INC COMBBDC27,429$215,0430.10%
200FT CBOE VEST U.S. EQUITY BUFFER ETF - JUNE33740F7225,145$213,2090.10%
201NEWELL BRANDS INC COMNWL24,496$213,1130.10%
202VODAFONE GROUP PLC NEW SPONSORED ADR92857W30822,396$211,6420.10%
203EXTRA SPACE STORAGE INC COMEXR1,408$209,6080.10%
204CANADIAN IMPERIAL BK COMM TORO COMCNDIF4,903$209,2600.09%
205TARGET CORP COMTGT1,555$205,1350.09%
206AMCOR PLC ORDAMCCF20,530$204,8870.09%
207BOEING CO COMBA-PA969$204,6140.09%
208FLEXSHARES HIGH YIELD VALUE-SCORED US BOND INDEX FUNDFLEX5,049$204,1820.09%
209ZIONS BANCORPORATION N A COM9897011077,587$203,7870.09%
210GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF37950E40811,140$201,3100.09%
211RIVIAN AUTOMOTIVE INC COM CL ARIVN11,609$193,4060.09%
212KEYCORP COM49326710817,511$161,8020.07%
213NEW YORK CMNTY BANCORP INC COM64944510314,193$159,5290.07%
214ALGONQUIN PWR UTILS CORP COM01585710516,617$139,0560.06%
215BLACKROCK CAP INVT CORP COMBLK37,501$126,7520.06%
216GLADSTONE CAPITAL CORP COMGLAD10,816$105,5640.05%
217REDWOOD TRUST INC COMRWTQ13,625$86,7910.04%
218FS ENERGY AND POWER FUND NSA33699F10317,173$64,9130.03%
219CIA ENERGETICA DE MINAS GERAIS SP ADR N-V PFD20440960116,493$43,3770.02%
220LUFAX HOLDING LTD ADS REP SHS CL ALU10,864$15,5360.01%
221THE BEACHBODY COMPANY INC COM CL A07346310120,063$8,3980.00%
222HIGHLANDS REIT INC COM43110A10410,972$3,0720.00%
223HUMANIGEN INC COM NEW44486320317,000$2,5910.00%
224ZNERGY INC COM98978P10632,000$60.00%