Triumph Capital Management STRT STRATTEC SEC CORP COM

Ownership history in Triumph Capital Management  ·  4 quarters on record

AI Ownership Summary

Triumph Capital Management reported STRATTEC SEC CORP COM (STRT) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows STRT at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in STRATTEC SEC CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STRT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Triumph Capital Management held STRT — position size vs. price
% of Fund (quarterly)    STRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,842 +64 +3.6% 0.03% $150K 2026-07-21 $84.90
2026 Q1 REDUCED 1,778 -50 -2.7% 0.03% $139K 2026-05-13 $62.45
2025 Q4 REDUCED 6.7% +2.9% 1,828 -131 -6.7% 0.03% $139K 2026-02-12 $87.19
2025 Q3 INITIATED 1,959 0.03% $133K 2025-11-17 $64.49

FAQ About Triumph Capital Management and STRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning STRT?

Triumph Capital Management reported STRT across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported STRT position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for STRT was 0.03% in 2025 Q3.

What is the latest reported STRT position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 1,842 shares, equal to 0.03% of portfolio, with an estimated market value of $150K.

What does the chart on this STRT ownership page compare?

The chart compares Triumph Capital Management's quarterly STRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triumph Capital Management time their STRT position?

Based on 13F filing dates vs. subsequent STRT price moves, Triumph Capital Management correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on STRT relative to SPY over the holding period was +24.9%.

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