Position in IOT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$91,901
+$74,176 QoQ
Shares Held
2,900
+480.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Triumph Capital Management holds $13,831,712 across 33 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,758 | $4,758,989 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
12,721 | $1,484,159 | |
| 3 | ORCL |
Oracle Corp
|
9,840 | $1,442,052 | |
| 4 | CRWV |
CoreWeave, Inc.
|
11,868 | $1,181,340 | |
| 5 | FOUR |
Shift4 Payments, Inc.
|
17,861 | $868,759 | |
| 6 | OKTA |
Okta, Inc.
|
6,098 | $832,072 | |
| 7 | NTSK |
Netskope Inc
|
70,505 | $771,324 | |
| 8 | TWLO |
Twilio Inc
|
3,727 | $768,991 |
All Filings in IOT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,901 | 2,900 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,725 | 500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $625,800 | 16,800 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $1,070,082 | 26,900 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $1,031,077 | 26,900 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $594,184 | 13,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $481,200 | 10,000 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $944,750 | 25,000 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $667,600 | 20,000 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $471,070 | 17,000 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||