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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 10 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VV VANGUARD INDEX FDS 3,248.0 $1.1M 0.10% NEW $343.93 +2.2%
182 IJR ISHARES TR 7,393.0 $1.1M 0.10% +893.0 +13.7% $148.31 -1.3%
183 PFE PFIZER INC Healthcare 45,408.0 $1.1M 0.10% -52K -53.3% $24.08 +15.4%
184 FITB FIFTH THIRD BANCORP Financial Services 19,378.0 $1.1M 0.10% +2K +9.7% $56.37 -3.3%
185 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,199.0 $1.1M 0.10% -882.0 -28.6% $496.73 +8.8%
186 IRM IRON MTN INC DEL Real Estate 8,366.0 $1.1M 0.10% $126.31 -2.7%
187 EZU ISHARES INC 14,576.0 $1.0M 0.09% +11K +333.3% $69.50 +2.3%
188 MET METLIFE INC Financial Services 11,860.0 $1.0M 0.09% +195.0 +1.7% $84.61 +10.5%
189 SPHQ INVESCO EXCHANGE TRADED FD T 11,000.0 $991K 0.09% $90.10 -5.0%
190 AHR AMERICAN HEALTHCARE REIT INC Real Estate 18,600.0 $970K 0.09% -2K -11.5% $52.15 +6.9%
191 SCHR SCHWAB STRATEGIC TR 39,144.0 $965K 0.09% NEW $24.66 -1.0%
192 ISRG INTUITIVE SURGICAL INC Healthcare 2,417.0 $961K 0.09% -3K -53.0% $397.68 -5.8%
193 MDT MEDTRONIC PLC Healthcare 12,147.0 $950K 0.09% -4K -22.9% $78.23 +18.0%
194 OKE ONEOK INC NEW Energy 10,459.0 $909K 0.08% +7K +182.1% $86.94 +8.8%
195 GILD GILEAD SCIENCES INC Healthcare 7,111.0 $898K 0.08% +774.0 +12.2% $126.34 +13.5%
196 IYT ISHARES TR 10,177.0 $883K 0.08% NEW $86.75 -0.6%
197 IWS ISHARES TR 5,307.0 $874K 0.08% -291.0 -5.2% $164.60 +3.9%
198 IAU ISHARES GOLD TR Financial Services 11,559.0 $873K 0.08% +3K +33.8% $75.51 +12.7%
199 XLE SELECT SECTOR SPDR TR 16,330.0 $867K 0.08% NEW $53.11 +20.0%
200 GLW CORNING INC Technology 3,361.0 $859K 0.08% NEW $255.45 -40.7%
Page 10 of 18  ·  354 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%