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Portfolio (Quarterly) Guide ↗

Trivium Point Advisory, LLC

· CIK 0001766564
13F Portfolio $994M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 339 New
Page 14 of 17  ·  339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SCHH SCHWAB STRATEGIC TR 19,727.0 $412K 0.04% NEW $20.89 +13.2%
262 EEM ISHARES TR 7,383.0 $404K 0.04% NEW $54.71 +30.1%
263 VUG VANGUARD INDEX FDS 827.0 $404K 0.04% NEW $487.96 -82.4%
264 NI NISOURCE INC Utilities 9,502.0 $397K 0.04% NEW $41.76 +14.1%
265 GLW CORNING INC Technology 4,529.0 $397K 0.04% NEW $87.56 +139.8%
266 IAGG ISHARES TR 7,907.0 $395K 0.04% NEW $50.01 +0.9%
267 TXN TEXAS INSTRS INC Technology 2,214.0 $384K 0.04% NEW $173.49 +91.6%
268 ACWI ISHARES TR 2,703.0 $382K 0.04% NEW $141.49 +11.4%
269 IWO ISHARES TR 1,164.0 $376K 0.04% NEW $323.07 +22.0%
270 AXP AMERICAN EXPRESS CO Financial Services 1,013.0 $375K 0.04% NEW $369.95 -8.6%
271 SOFI SOFI TECHNOLOGIES INC Financial Services 14,245.0 $373K 0.04% NEW $26.18 -34.7%
272 OMF ONEMAIN HLDGS INC Financial Services 5,482.0 $370K 0.04% NEW $67.55 -13.8%
273 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,181.0 $369K 0.04% NEW $88.21 +26.1%
274 WM WASTE MGMT INC DEL Industrials 1,670.0 $367K 0.04% NEW $219.73 -2.9%
275 MRSH MARSH & MCLENNAN COS INC Financial Services 1,961.0 $364K 0.04% NEW $185.48 -13.7%
276 EWJ ISHARES INC 4,503.0 $364K 0.04% NEW $80.75 +20.1%
277 KKR KKR & CO INC Financial Services 2,847.0 $363K 0.04% NEW $127.48 -24.0%
278 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,192.0 $362K 0.04% NEW $303.89 +53.8%
279 CMCSA COMCAST CORP NEW Communication Services 12,016.0 $359K 0.04% NEW $29.89 -25.3%
280 DSI ISHARES TR 2,772.0 $357K 0.04% NEW $128.83 +9.7%
Page 14 of 17  ·  339 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 27.9%
Communication Services 18.5%
Financial Services 14.9%
Healthcare 7.6%
Industrials 7.5%
Consumer Cyclical 7.4%
Energy 6.4%
Consumer Defensive 3.7%
Real Estate 3.0%
Utilities 2.5%