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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 10 of 17  ·  339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IJR ISHARES TR 7,803.0 $938K 0.09% NEW $120.18 +19.2%
182 CLOI VANECK ETF TRUST 17,677.0 $934K 0.09% NEW $52.81 +0.2%
183 SPGI S&P GLOBAL INC Financial Services 1,762.0 $921K 0.09% NEW $522.57 -22.0%
184 UBER UBER TECHNOLOGIES INC Technology 11,247.0 $919K 0.09% NEW $81.71 -12.6%
185 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 10,061.0 $918K 0.09% NEW $91.21 -6.1%
186 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 145,518.0 $917K 0.09% NEW $6.30 -23.2%
187 GILD GILEAD SCIENCES INC Healthcare 7,429.0 $912K 0.09% NEW $122.74 +1.7%
188 AHR AMERICAN HEALTHCARE REIT INC Real Estate 19,057.0 $897K 0.09% NEW $47.06 +0.2%
189 EQIX EQUINIX INC Real Estate 1,170.0 $896K 0.09% NEW $766.16 +45.7%
190 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,748.0 $881K 0.09% NEW $130.50 -4.3%
191 KBE SPDR SERIES TRUST 14,341.0 $870K 0.09% NEW $60.69 +8.7%
192 FE FIRSTENERGY CORP Utilities 19,324.0 $865K 0.09% NEW $44.77 +4.4%
193 FITB FIFTH THIRD BANCORP Financial Services 18,385.0 $861K 0.09% NEW $46.81 +14.5%
194 SPHQ INVESCO EXCHANGE TRADED FD T 11,000.0 $826K 0.08% NEW $75.05 +19.3%
195 EMR EMERSON ELEC CO Industrials 6,162.0 $818K 0.08% NEW $132.72 +13.2%
196 BK BANK NEW YORK MELLON CORP Financial Services 6,962.0 $808K 0.08% NEW $116.09 +23.7%
197 IWS ISHARES TR 5,609.0 $791K 0.08% NEW $141.05 +16.3%
198 D DOMINION ENERGY INC Utilities 13,503.0 $791K 0.08% NEW $58.59 +16.1%
199 DTE DTE ENERGY CO Utilities 6,109.0 $788K 0.08% NEW $128.98 +13.8%
200 SMA SMARTSTOP SELF STORAG REIT I Real Estate 24,606.0 $761K 0.08% NEW $30.94 +4.7%
Page 10 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%