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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
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 4,480.0 $224K 0.02% NEW $49.98 +4.5%
82 WDC WESTERN DIGITAL CORP Technology 349.0 $223K 0.02% NEW $638.72 -27.5%
83 SNDK SANDISK CORP Technology 98.0 $223K 0.02% NEW $2273.73 -30.0%
84 PNC PNC FINL SVCS GROUP INC Financial Services 901.0 $222K 0.02% NEW $246.22 -1.6%
85 MCK MCKESSON CORP Healthcare 287.0 $217K 0.02% NEW $755.76 +13.8%
86 HYLB DBX ETF TR 5,932.0 $217K 0.02% NEW $36.52 -0.5%
87 CRH PLC 2,023.0 $216K 0.02% NEW $107.00
88 KEY KEYCORP Financial Services 9,281.0 $214K 0.02% NEW $23.05 -5.5%
89 VEU VANGUARD INTL EQUITY INDEX F 2,549.0 $213K 0.02% NEW $83.75 +2.2%
90 MRVL MARVELL TECHNOLOGY INC Technology 691.0 $206K 0.02% NEW $297.89 -21.0%
91 HSBC HSBC HLDGS PLC Financial Services 2,137.0 $203K 0.02% NEW $95.09 +9.0%
92 SCHO SCHWAB STRATEGIC TR 8,308.0 $201K 0.02% NEW $24.14 -0.2%
93 IJS ISHARES TR 1,467.0 $201K 0.02% NEW $136.68 +1.0%
94 SIDUS SPACE INC 15,000.0 $42K 0.00% NEW $2.81
Page 5 of 5  ·  94 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 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%