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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 6 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VB VANGUARD INDEX FDS 4,676.0 $1.2M 0.22% -1K -22.2% $261.92 +13.5%
102 AEP AMERICAN ELEC PWR CO INC Utilities 9,218.0 $1.2M 0.22% -2K -15.2% $131.08 -0.6%
103 PLD PROLOGIS INC. Real Estate 9,082.0 $1.2M 0.22% -2K -18.3% $132.18 +8.8%
104 SYK STRYKER CORPORATION Healthcare 3,618.0 $1.2M 0.21% -289.0 -7.4% $328.59 -7.3%
105 HIG HARTFORD INSURANCE GROUP INC Financial Services 8,765.0 $1.2M 0.21% -2K -19.7% $135.23 -4.2%
106 SNPS SYNOPSYS INC Technology 2,959.0 $1.2M 0.21% -1K -26.5% $396.48 +17.2%
107 MO ALTRIA GROUP INC Consumer Defensive 17,114.0 $1.1M 0.20% -22K -56.2% $65.99 +5.3%
108 CB CHUBB LTD SWITZ Financial Services 3,460.0 $1.1M 0.20% -404.0 -10.5% $325.93 -0.2%
109 IWF ISHARES TR 2,618.0 $1.1M 0.20% -822.0 -23.9% $426.40 -71.4%
110 ETN EATON CORP PLC Industrials 3,115.0 $1.1M 0.20% -24K -88.4% $357.67 +21.8%
111 ABBV ABBVIE INC Healthcare 5,087.0 $1.1M 0.20% -5K -50.7% $217.49 +5.8%
112 USB US BANCORP Financial Services 21,002.0 $1.1M 0.20% -1K -6.5% $52.01 +12.8%
113 BAC BANK AMERICA CORP Financial Services 22,092.0 $1.1M 0.20% -12K -36.1% $48.75 +17.7%
114 UNP UNION PAC CORP Industrials 4,332.0 $1.1M 0.19% -506.0 -10.5% $242.62 +7.1%
115 CAT CATERPILLAR INC Industrials 1,482.0 $1.0M 0.19% -2K -54.0% $708.46 +44.3%
116 AMGN AMGEN INC Healthcare 2,876.0 $1.0M 0.18% -583.0 -16.9% $351.83 -2.0%
117 GRID FIRST TR EXCHANGE-TRADED FD 6,169.0 $1.0M 0.18% -20K -76.2% $163.58 +20.7%
118 CINF CINCINNATI FINL CORP Financial Services 6,306.0 $992K 0.18% -1K -14.0% $157.35 +9.6%
119 GLD SPDR GOLD TR Financial Services 2,150.0 $925K 0.17% -28K -92.9% $430.29 -10.6%
120 GILD GILEAD SCIENCES INC Healthcare 6,337.0 $883K 0.16% -1K -14.7% $139.37 -10.4%
Page 6 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%