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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 8 of 17  ·  339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 INTC INTEL CORP Technology 41,516.0 $1.5M 0.15% NEW $36.90 +281.9%
142 VRT VERTIV HOLDINGS CO Industrials 9,412.0 $1.5M 0.15% NEW $162.01 +120.9%
143 IGSB ISHARES TR 28,536.0 $1.5M 0.15% NEW $52.88 -1.2%
144 HIG HARTFORD INSURANCE GROUP INC Financial Services 10,921.0 $1.5M 0.15% NEW $137.81 -6.0%
145 T AT&T INC Communication Services 60,322.0 $1.5M 0.15% NEW $24.84 -11.0%
146 CME CME GROUP INC Financial Services 5,285.0 $1.4M 0.14% NEW $273.08 -10.2%
147 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 18,919.0 $1.4M 0.14% NEW $75.91 -32.7%
148 PLD PROLOGIS INC. Real Estate 11,119.0 $1.4M 0.14% NEW $127.66 +12.7%
149 PAVE GLOBAL X FDS 29,475.0 $1.4M 0.14% NEW $47.79 +24.0%
150 SYK STRYKER CORPORATION Healthcare 3,907.0 $1.4M 0.14% NEW $351.48 -13.3%
151 COWZ PACER FDS TR 22,326.0 $1.3M 0.14% NEW $60.17 +2.2%
152 GS GOLDMAN SACHS GROUP INC Financial Services 1,511.0 $1.3M 0.13% NEW $879.21 +25.8%
153 DUK DUKE ENERGY CORP NEW Utilities 11,304.0 $1.3M 0.13% NEW $117.21 +5.4%
154 UPS UNITED PARCEL SERVICE INC Industrials 13,337.0 $1.3M 0.13% NEW $99.19 +8.1%
155 FNDF SCHWAB STRATEGIC TR 29,058.0 $1.3M 0.13% NEW $45.21 +19.6%
156 INTU INTUIT Technology 1,968.0 $1.3M 0.13% NEW $662.45 -61.1%
157 RBLX ROBLOX CORP Technology 15,568.0 $1.3M 0.13% NEW $81.03 -41.6%
158 AEP AMERICAN ELEC PWR CO INC Utilities 10,865.0 $1.3M 0.13% NEW $115.31 +13.0%
159 VWO VANGUARD INTL EQUITY INDEX F 23,220.0 $1.2M 0.13% NEW $53.76 +13.9%
160 CB CHUBB LIMITED Financial Services 3,864.0 $1.2M 0.12% NEW $312.09 +4.2%
Page 8 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%