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Portfolio (Quarterly) Guide ↗

TrinityBridge Ltd

· CIK 0001718570
13F Portfolio $3.8B AUM 269 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 50 Added 86 Reduced 26 Exited
Page 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCK MCKESSON CORP COM USD0.01 Healthcare 35,205.0 $26.6M 0.71% -5K -12.9% $754.89 +17.1%
22 CSCO CISCO SYSTEMS INC COM USD0.001 Technology 206,932.0 $24.3M 0.65% -11K -5.2% $117.37 -4.4%
23 EOG EOG RESOURCES INC COM USD0.01 Energy 162,537.0 $21.1M 0.56% -3K -1.6% $129.74 +11.0%
24 DE DEERE & CO COM USD1 Industrials 30,328.0 $19.2M 0.51% -3K -7.9% $633.90 -2.1%
25 KO COCA-COLA INC COM USD0.25 Consumer Defensive 235,742.0 $19.2M 0.51% -5K -2.0% $81.24 +9.9%
26 EQH EQUITABLE HLDGS INC COM USD0.01 Financial Services 390,370.0 $17.1M 0.46% -244K -38.4% $43.88 +12.7%
27 EA ELECTRONIC ARTS (EA) INC COM CL A USD0.01 Communication Services 67,315.0 $13.8M 0.37% -2K -3.3% $205.01 +2.3%
28 C CITIGROUP INC COM USD0.01 Financial Services 76,226.0 $10.7M 0.28% -4K -4.4% $139.95 -5.4%
29 CARR CARRIER GLOBAL CORP COM USD0.01 Industrials 111,504.0 $8.2M 0.22% -940.0 -0.8% $73.29 -20.7%
30 BMY BRISTOL-MYERS SQUIBB CO. COM USD0.10 Healthcare 104,121.0 $6.0M 0.16% -1K -1.0% $57.61 +16.0%
31 LMT LOCKHEED MARTIN COM USD0.01 Industrials 10,324.0 $5.3M 0.14% -173.0 -1.6% $508.91 +10.1%
32 ADBE ADOBE INC COM USD0.0001 Technology 19,416.0 $4.0M 0.11% -1K -7.1% $204.93 +39.7%
33 GILD GILEAD SCIENCES INC COM USD0.001 Healthcare 30,729.0 $3.9M 0.10% -303.0 -1.0% $126.27 +16.2%
34 AMAT APPLIED MATERIALS INC COM USD0.01 Technology 5,302.0 $3.8M 0.10% -4K -41.6% $723.31 -34.3%
35 BDX BECTON DICKINSON & CO Healthcare 25,265.0 $3.8M 0.10% -1K -5.2% $151.28 +24.6%
36 DUK DUKE ENERGY CORP COM NPV Utilities 29,767.0 $3.8M 0.10% -579.0 -1.9% $126.55 -4.9%
37 CVX CHEVRON CORP COM USD0.75 Energy 20,736.0 $3.4M 0.09% -279.0 -1.3% $165.75 +19.5%
38 FERG FERGUSON ENTERPRISES COM USD0.0001 Industrials 12,423.0 $2.9M 0.08% -305.0 -2.4% $237.30 -2.5%
39 INTU INTUIT INC COM USD0.01 Technology 10,912.0 $2.8M 0.08% -6K -36.7% $260.91 +32.8%
40 NTR NUTRIEN LTD COM USD NPV (US LISTED) Basic Materials 33,920.0 $2.1M 0.06% -600.0 -1.7% $62.94 +15.1%
Page 2 of 5  ·  86 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.1%
Consumer Cyclical 15.4%
Communication Services 13.5%
Financial Services 11.3%
Industrials 7.6%
Energy 4.5%
Healthcare 3.9%
Basic Materials 1.8%
Consumer Defensive 0.7%
Utilities 0.2%