TCM
LIEN

Triumph Capital Management’s Chicago Atlantic BDC LIEN Stock Holding History

Triumph Capital Management’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65.7K Buy
6,725
+2,420
+56% +$23.4K 0.01% 601
2026
Q1 		$41.7K Buy
4,305
+1,200
+39% +$12.2K 0.01% 690
2025
Q4 		$32.1K Buy
+3,105
New +$32.5K 0.01% 734

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return

Triumph Capital Management's LIEN Position: Q2 2026 in Review

Triumph Capital Management increased its Chicago Atlantic BDC (LIEN) stake by 56% in Q2 2026, buying an estimated $23.4K and bringing the position to 6,725 shares worth $65.7K. The position accounts for 0.01% of the portfolio, ranked #601.

Triumph Capital Management first reported a position in LIEN in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • Triumph Capital Management held 6,725 shares of Chicago Atlantic BDC worth $65.7K as of Q2 2026.
  • Triumph Capital Management bought 2,420 Chicago Atlantic BDC shares in Q2 2026, an estimated $23.4K.
  • Chicago Atlantic BDC made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #601 holding.
  • Triumph Capital Management first reported a position in Chicago Atlantic BDC in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.