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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 9 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IONQ IONQ INC COM USD0.01 Technology 2,170.0 $63K 0.00% +150.0 +7.4% $29.03 +94.8%
162 BWXT BWX TECHNOLOGIES INC COM USD0.01 Industrials 291.0 $60K 0.00% +140.0 +92.7% $206.19 -0.4%
163 COHR COHERENT CORP COM NPV Technology 247.0 $59K 0.00% $238.87 +63.1%
164 URTH ISHARE MSCI WORLD ETF USD INC 300.0 $54K 0.00% $180.00 +12.6%
165 IBKR INTERACTIVE BROKERS GROUP INC COM CL A USD0.01 Financial Services 790.0 $53K 0.00% $67.09 +43.1%
166 KMI KINDER MORGAN INC COM USD0.01 Energy 1,568.0 $53K 0.00% $33.80 -6.5%
167 HPE HEWLETT PACKARD ENTERPRISE COM USD 0.01 Technology 2,200.0 $52K 0.00% -300.0 -12.0% $23.64 +100.6%
168 JLL JONES LANG LASALLE INC COM USD0.01 Real Estate 170.0 $52K 0.00% $305.88 -2.8%
169 LHX L3HARRIS TECHNOLOGIES INC COM USD1.00 Industrials 150.0 $52K 0.00% $346.67 -15.0%
170 HSY HERSHEY COMPANY COM USD1 Consumer Defensive 246.0 $51K 0.00% $207.32 -16.7%
171 T AT&T INC COM USD1.00 Communication Services 1,723.0 $50K 0.00% $29.02 -24.2%
172 DNOW DNOW INC Energy 4,159.0 $50K 0.00% $12.02 +12.3%
173 LEU CENTRUS ENERGY CORP COM CL A USD0.1 Energy 280.0 $49K 0.00% +5.0 +1.8% $175.00 +9.4%
174 MDB MONGODB INC COM CL A USD0.001 Technology 200.0 $49K 0.00% $245.00 +35.8%
175 ITW ILLINOIS TOOLS WORKS INC COM NPV Industrials 180.0 $47K 0.00% $261.11 +1.1%
176 OXY OCCIDENTAL PETROLEUM CORP COM STK USD0.20 Energy 720.0 $47K 0.00% $65.28 -20.6%
177 ON ON SEMICONDUCTOR CORP COM USD0.01 Technology 764.0 $47K 0.00% $61.52 +97.7%
178 APD AIR PRODUCTS & CHEMICALS INC COM USD1 Basic Materials 155.0 $45K 0.00% -168.0 -52.0% $290.32 -3.5%
179 LTBR LIGHTBRIDGE CORP COM USD0.001 (R/S) Industrials 4,200.0 $45K 0.00% $10.71 -8.3%
180 CEG CONSTELLATION ENERGY CORP COM NPV Utilities 150.0 $42K 0.00% +50.0 +50.0% $280.00 -2.1%
Page 9 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%