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Portfolio (Quarterly) Guide ↗

TrinityBridge Ltd

· CIK 0001718570
13F Portfolio $3.7B AUM 273 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 33 Added 87 Reduced 20 Exited
Page 7 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NOV NOV INC COM USD0.01 Energy 16,881.0 $318K 0.01% $18.84 -0.9%
122 IMCR IMMUNOCORE HLDGS PLC SPON ADR ORD (1 TO 1) Healthcare 10,100.0 $304K 0.01% NEW $30.10 -5.0%
123 GRID FIRST TRUST NASDAQ CE SG INFRA ETF USD INC 1,855.0 $303K 0.01% -50.0 -2.6% $163.34 +19.2%
124 IBM IBM (INTL BUSINESS MACHINES) COM USD 0.20 Technology 1,203.0 $292K 0.01% -950.0 -44.1% $242.73 +2.6%
125 PAYX PAYCHEX INC COM USD0.01 Industrials 3,000.0 $276K 0.01% $92.00 +6.8%
126 AJG ARTHUR J GALLAGHER & CO COM USD1.00 Financial Services 1,236.0 $268K 0.01% -7K -84.7% $216.83 -1.3%
127 MCO MOODYS CORP COM US$0.01 Financial Services 600.0 $262K 0.01% -70.0 -10.4% $436.67 +3.2%
128 AXP AMERICAN EXPRESS CO COM USD0.20 Financial Services 801.0 $242K 0.01% $302.12 +11.9%
129 BTI BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2) Consumer Defensive 3,855.0 $225K 0.01% $58.37 +0.9%
130 QQQ INVESCO QQQ TRUST ETF 1 USD INC Financial Services 350.0 $202K 0.01% $577.14 +28.3%
131 INDY ISHARES INDIA 50 ETF USD INC 4,560.0 $193K 0.01% $42.32 +2.8%
132 IDXX IDEXX LABORATORIES COM USD0.10 Healthcare 313.0 $176K 0.01% $562.30 -0.0%
133 HYCROFT MINING COM CL A USD 0.0001 (P/S) 4,940.0 $174K 0.01% NEW $35.22
134 EL ESTEE LAUDER CO INC COM CL A USD0.01 Consumer Defensive 2,303.0 $165K 0.00% -3K -58.4% $71.65 +18.4%
135 CME CME GROUP INC COM STK CL A USD0.01 Financial Services 524.0 $155K 0.00% -68.0 -11.5% $295.80 -16.7%
136 KEX KIRBY CORP COM USD0.10 Industrials 1,100.0 $146K 0.00% $132.73 +6.0%
137 IFF INTL FLAVORS & FRAGRANCES INC COM USD0.125 Basic Materials 1,900.0 $138K 0.00% $72.63 +5.6%
138 B BARRICK MINING CORP COM NPV (US LISTED) Basic Materials 3,228.0 $132K 0.00% +2K +87.2% $40.89 -1.4%
139 HCA HCA HEALTHCARE INC COM USD0.01 Healthcare 275.0 $130K 0.00% $472.73 -20.6%
140 DOV DOVER CORP COM STK USD1.00 Industrials 548.0 $114K 0.00% $208.03 +7.5%
Page 7 of 14  ·  273 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 35.1%
Communication Services 14.8%
Consumer Cyclical 14.7%
Financial Services 11.8%
Industrials 7.5%
Consumer Defensive 6.6%
Energy 4.5%
Healthcare 3.1%
Basic Materials 1.7%
Utilities 0.2%