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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 18 of 18  ·  354 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PNC PNC FINL SVCS GROUP INC Financial Services 901.0 $222K 0.02% NEW $246.22 +0.1%
342 MCK MCKESSON CORP Healthcare 287.0 $217K 0.02% NEW $755.76 +13.0%
343 HYLB DBX ETF TR 5,932.0 $217K 0.02% NEW $36.52 -0.4%
344 CRH PLC 2,023.0 $216K 0.02% NEW $107.00
345 KEY KEYCORP Financial Services 9,281.0 $214K 0.02% NEW $23.05 -4.1%
346 VEU VANGUARD INTL EQUITY INDEX F 2,549.0 $213K 0.02% NEW $83.75 +1.4%
347 SON SONOCO PRODS CO Consumer Cyclical 3,689.0 $208K 0.02% -570.0 -13.4% $56.35 +2.8%
348 MRVL MARVELL TECHNOLOGY INC Technology 691.0 $206K 0.02% NEW $297.89 -20.3%
349 HSBC HSBC HLDGS PLC Financial Services 2,137.0 $203K 0.02% NEW $95.09 +7.6%
350 GIS GENERAL MILLS INC Consumer Defensive 5,779.0 $201K 0.02% -333.0 -5.5% $34.80 +14.9%
351 SCHO SCHWAB STRATEGIC TR 8,308.0 $201K 0.02% NEW $24.14 -0.1%
352 IJS ISHARES TR 1,467.0 $201K 0.02% NEW $136.68 +1.5%
353 CION CION INVT CORP Financial Services 28,167.0 $175K 0.02% -14K -32.9% $6.23 +17.5%
354 SIDUS SPACE INC 15,000.0 $42K 0.00% NEW $2.81
Page 18 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%