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Portfolio (Quarterly) Guide ↗

Trivium Point Advisory, LLC

· CIK 0001766564
13F Portfolio $1.1B AUM 354 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 94 New 197 Added 40 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ICICI BANK LIMITED 51,173 $1.3M 0.24% SOLD
2 URI UNITED RENTALS INC Industrials 1,470 $1.1M 0.19% SOLD
3 NKE NIKE INC Consumer Cyclical 18,609 $983K 0.18% SOLD
4 MSTR STRATEGY INC Technology 7,067 $882K 0.16% SOLD
5 RBLX ROBLOX CORP Technology 15,590 $882K 0.16% SOLD
6 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 9,271 $856K 0.15% SOLD
7 HON HONEYWELL INTL INC Industrials 2,215 $501K 0.09% SOLD
8 SLB SLB LIMITED Energy 6,436 $331K 0.06% SOLD
9 ZTS ZOETIS INC Healthcare 2,624 $310K 0.06% SOLD
10 XPO XPO INC Industrials 1,534 $298K 0.05% SOLD
Sector Allocation
Technology 30.7%
Communication Services 16.0%
Financial Services 13.9%
Industrials 9.1%
Energy 8.0%
Healthcare 6.5%
Consumer Cyclical 6.5%
Consumer Defensive 3.6%
Real Estate 2.8%
Utilities 2.5%