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Portfolio (Quarterly) Guide ↗

Trivium Point Advisory, LLC

· CIK 0001766564
13F Portfolio $553M AUM 270 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 32 Added 207 Reduced 86 Exited
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 SGOV ISHARES TR 4,271 $429K 0.04% SOLD
42 BX BLACKSTONE INC Financial Services 2,713 $418K 0.04% SOLD
43 SCHH SCHWAB STRATEGIC TR 19,727 $412K 0.04% SOLD
44 VUG VANGUARD INDEX FDS 827 $404K 0.04% SOLD
45 GLW CORNING INC Technology 4,529 $397K 0.04% SOLD
46 IAGG ISHARES TR 7,907 $395K 0.04% SOLD
47 AXP AMERICAN EXPRESS CO Financial Services 1,013 $375K 0.04% SOLD
48 MRSH MARSH & MCLENNAN COS INC Financial Services 1,961 $364K 0.04% SOLD
49 EWJ ISHARES INC 4,503 $364K 0.04% SOLD
50 KKR KKR & CO INC Financial Services 2,847 $363K 0.04% SOLD
51 CMCSA COMCAST CORP NEW Communication Services 12,016 $359K 0.04% SOLD
52 DSI ISHARES TR 2,772 $357K 0.04% SOLD
53 NYF ISHARES TR 6,488 $347K 0.04% SOLD
54 ABT ABBOTT LABS Healthcare 2,743 $344K 0.04% SOLD
55 CRH PLC 2,373 $296K 0.03% SOLD
56 ASTRAZENECA PLC 3,138 $288K 0.03% SOLD
57 KR KROGER CO Consumer Defensive 4,487 $280K 0.03% SOLD
58 JEF JEFFERIES FINL GROUP INC Financial Services 4,480 $278K 0.03% SOLD
59 VST VISTRA CORP Utilities 1,713 $276K 0.03% SOLD
60 INDA ISHARES TR 5,108 $276K 0.03% SOLD
Page 3 of 5  ·  86 positions
Sector Allocation
Technology 26.0%
Communication Services 21.8%
Financial Services 11.4%
Consumer Cyclical 9.2%
Industrials 8.4%
Healthcare 7.3%
Consumer Defensive 5.2%
Energy 4.9%
Utilities 3.3%
Real Estate 1.8%