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
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 $261M AUM 20.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM

Triumph Capital Management's LIEN Position: Q1 2026 in Review

Triumph Capital Management increased its Chicago Atlantic BDC (LIEN) stake by 39% in Q1 2026, buying an estimated $12.2K and bringing the position to 4,305 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #690.

Triumph Capital Management first reported a position in LIEN in Q4 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • Triumph Capital Management held 4,305 shares of Chicago Atlantic BDC worth $41.7K as of Q1 2026.
  • Triumph Capital Management bought 1,200 Chicago Atlantic BDC shares in Q1 2026, an estimated $12.2K.
  • Chicago Atlantic BDC made up 0.01% of Triumph Capital Management's portfolio in Q1 2026, its #690 holding.
  • Triumph Capital Management first reported a position in Chicago Atlantic BDC in Q4 2025 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.