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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 11 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 USHY ISHARES TR 23,165.0 $858K 0.08% NEW $37.02 -0.5%
202 SPSB SPDR SERIES TRUST 28,506.0 $855K 0.08% NEW $30.01 -0.2%
203 FE FIRSTENERGY CORP Utilities 17,852.0 $849K 0.08% +1K +8.6% $47.54 -2.3%
204 MBSF VALUED ADVISERS TR 32,769.0 $841K 0.08% NEW $25.67 +0.1%
205 D DOMINION ENERGY INC Utilities 12,142.0 $829K 0.07% +446.0 +3.8% $68.29 -1.5%
206 LQD ISHARES TR 7,528.0 $821K 0.07% NEW $109.08 -2.9%
207 UNM UNUM GROUP Financial Services 9,178.0 $821K 0.07% +235.0 +2.6% $89.40 -1.3%
208 GH GUARDANT HEALTH INC Healthcare 5,457.0 $819K 0.07% +300.0 +5.8% $150.03 +13.4%
209 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 158,917.0 $793K 0.07% +6K +3.7% $4.99 +3.5%
210 IGIB ISHARES TR 14,843.0 $789K 0.07% NEW $53.17 -1.9%
211 DTE DTE ENERGY CO Utilities 5,150.0 $785K 0.07% -123.0 -2.3% $152.37 -10.4%
212 VGSH VANGUARD SCOTTSDALE FDS 13,452.0 $783K 0.07% NEW $58.20 -0.1%
213 F FORD MTR CO Consumer Cyclical 56,061.0 $779K 0.07% -3K -5.1% $13.90 +2.8%
214 CSX CSX CORP Industrials 16,289.0 $774K 0.07% $47.53 +8.1%
215 ARKF ARK ETF TR 19,547.0 $771K 0.07% NEW $39.46 +16.2%
216 UBER UBER TECHNOLOGIES INC Technology 10,675.0 $770K 0.07% NEW $72.16 +11.1%
217 LRCX LAM RESEARCH CORP Technology 1,765.0 $765K 0.07% +605.0 +52.2% $433.33 -29.8%
218 NOW SERVICENOW INC Technology 7,505.0 $745K 0.07% +1K +15.6% $99.28 +32.0%
219 VOE VANGUARD INDEX FDS 3,578.0 $707K 0.06% -310.0 -8.0% $197.60 +5.8%
220 SCHH SCHWAB STRATEGIC TR 29,520.0 $699K 0.06% NEW $23.68 +1.5%
Page 11 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%