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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 9 of 17  ·  339 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 USB US BANCORP DEL Financial Services 22,465.0 $1.2M 0.12% NEW $53.36 +10.0%
162 CINF CINCINNATI FINL CORP Financial Services 7,332.0 $1.2M 0.12% NEW $163.32 +5.6%
163 IAI ISHARES TR 6,525.0 $1.2M 0.12% NEW $179.38 +4.1%
164 NKE NIKE INC Consumer Cyclical 18,227.0 $1.2M 0.12% NEW $63.71 -32.2%
165 GE GE AEROSPACE Industrials 3,765.0 $1.2M 0.12% NEW $308.00 +15.3%
166 VCSH VANGUARD SCOTTSDALE FDS 14,221.0 $1.1M 0.11% NEW $79.73 -1.2%
167 AMGN AMGEN INC Healthcare 3,459.0 $1.1M 0.11% NEW $327.33 +5.3%
168 UNP UNION PAC CORP Industrials 4,838.0 $1.1M 0.11% NEW $231.31 +12.4%
169 EDV VANGUARD WORLD FD 16,861.0 $1.1M 0.11% NEW $65.01 -0.3%
170 SPSB SPDR SERIES TRUST 35,360.0 $1.1M 0.11% NEW $30.20 -0.9%
171 ANNALY CAPITAL MANAGEMENT IN 47,252.0 $1.1M 0.11% NEW $22.36
172 VV VANGUARD INDEX FDS 3,356.0 $1.1M 0.11% NEW $314.77 +9.2%
173 MET METLIFE INC Financial Services 13,322.0 $1.1M 0.11% NEW $78.94 +10.9%
174 MPC MARATHON PETE CORP Energy 6,372.0 $1.0M 0.10% NEW $162.63 +52.1%
175 IHI ISHARES TR 16,288.0 $1.0M 0.10% NEW $62.15 -22.2%
176 NOW SERVICENOW INC Technology 6,595.0 $1.0M 0.10% NEW $153.19 -39.3%
177 FNDE SCHWAB STRATEGIC TR 28,015.0 $1.0M 0.10% NEW $36.06 +14.4%
178 IGV ISHARES TR 9,558.0 $1.0M 0.10% NEW $105.69 -17.4%
179 ARKG ARK ETF TR 34,397.0 $996K 0.10% NEW $28.97 +25.6%
180 IAU ISHARES GOLD TR Financial Services 11,562.0 $938K 0.09% NEW $81.17 -2.9%
Page 9 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%