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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 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 97,307.0 $2.7M 0.49% -7K -7.0% $28.08 -10.7%
42 XMHQ INVESCO EXCHANGE TRADED FD T 26,081.0 $2.7M 0.49% -53K -67.1% $103.37 +7.5%
43 TT TRANE TECHNOLOGIES PLC Industrials 6,451.0 $2.7M 0.49% -997.0 -13.4% $416.74 +17.9%
44 VCIT VANGUARD SCOTTSDALE FDS 32,269.0 $2.7M 0.48% -46K -58.8% $82.75 -0.6%
45 AMLP ALPS ETF TR 50,441.0 $2.7M 0.48% -237K -82.4% $52.64 -3.7%
46 KLAC KLA CORP Technology 1,797.0 $2.6M 0.48% -195.0 -9.8% $1472.41 -81.7%
47 COF CAPITAL ONE FINL CORP Financial Services 14,201.0 $2.6M 0.47% -2K -14.3% $182.43 +10.0%
48 EOG EOG RES INC Energy 17,600.0 $2.5M 0.46% -4K -18.8% $144.57 -8.1%
49 IWM ISHARES TR 10,254.0 $2.5M 0.46% -722.0 -6.6% $248.00 +20.2%
50 LNG CHENIERE ENERGY INC Energy 8,950.0 $2.5M 0.46% -48K -84.3% $283.76 -18.7%
51 BLUEROCK PVT REAL ESTATE FD 152,558.0 $2.5M 0.46% -7K -4.2% $16.61
52 TJX TJX COS INC NEW Consumer Cyclical 15,729.0 $2.5M 0.45% -4K -18.8% $159.70 +2.8%
53 JNJ JOHNSON & JOHNSON Healthcare 9,810.0 $2.4M 0.43% -2K -18.1% $244.44 -5.4%
54 CVX CHEVRON CORPORATION Energy 11,518.0 $2.4M 0.43% -6K -33.5% $206.90 -15.4%
55 IWR ISHARES TR 24,507.0 $2.4M 0.43% -4K -13.2% $97.23 +12.2%
56 IVV ISHARES TR 3,642.0 $2.4M 0.43% -1K -28.3% $653.21 +14.5%
57 NEE NEXTERA ENERGY INC Utilities 25,578.0 $2.4M 0.43% -10K -28.3% $92.88 -7.3%
58 ISRG INTUITIVE SURGICAL INC Healthcare 5,146.0 $2.4M 0.43% -864.0 -14.4% $460.99 -12.6%
59 PEP PEPSICO INC Consumer Defensive 14,763.0 $2.3M 0.41% -2K -11.8% $155.29 -9.4%
60 C CITIGROUP INC Financial Services 18,559.0 $2.1M 0.38% -600.0 -3.1% $113.41 +28.5%
Page 3 of 11  ·  207 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 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%