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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 15 of 17  ·  339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NYF ISHARES TR 6,488.0 $347K 0.04% NEW $53.51 +0.6%
282 SLB SLB LIMITED Energy 9,030.0 $347K 0.04% NEW $38.38 +23.8%
283 ABT ABBOTT LABS Healthcare 2,743.0 $344K 0.04% NEW $125.28 -29.6%
284 VNQ VANGUARD INDEX FDS 3,854.0 $341K 0.03% NEW $88.50 +9.0%
285 XPO XPO INC Industrials 2,388.0 $325K 0.03% NEW $135.91 +47.7%
286 AON AON PLC Financial Services 899.0 $317K 0.03% NEW $352.88 -10.5%
287 HON HONEYWELL INTL INC Industrials 1,533.0 $299K 0.03% NEW $195.13 +16.9%
288 CRH PLC 2,373.0 $296K 0.03% NEW $124.80
289 ASTRAZENECA PLC 3,138.0 $288K 0.03% NEW $91.93
290 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,839.0 $286K 0.03% NEW $100.89 +0.0%
291 KR KROGER CO Consumer Defensive 4,487.0 $280K 0.03% NEW $62.48 -10.8%
292 EQT EQT CORP Energy 5,191.0 $278K 0.03% NEW $53.60 -3.7%
293 JEF JEFFERIES FINL GROUP INC Financial Services 4,480.0 $278K 0.03% NEW $61.97 +1.2%
294 ARCC ARES CAPITAL CORP Financial Services 13,686.0 $277K 0.03% NEW $20.23 -11.5%
295 VST VISTRA CORP Utilities 1,713.0 $276K 0.03% NEW $161.33 +3.5%
296 INDA ISHARES TR 5,108.0 $276K 0.03% NEW $54.05 -7.6%
297 MSI MOTOROLA SOLUTIONS INC Technology 709.0 $272K 0.03% NEW $383.51 +2.1%
298 PSX PHILLIPS 66 Energy 2,099.0 $271K 0.03% NEW $129.04 +29.8%
299 EFA ISHARES TR 2,815.0 $270K 0.03% NEW $96.03 +8.8%
300 XLK SELECT SECTOR SPDR TR 1,830.0 $263K 0.03% NEW $143.99 +32.9%
Page 15 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%