Beacon Pointe Advisors »

Trinity Cap shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Trinity Cap by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 68k 15.48
2025-06-30 $737k 52k 14.07

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding Trinity Cap

Van Eck Associates Corp.
Melia Wealth
Marshall Wace
Two Sigma Investments
Rockefeller Capital Management
Invesco
UBS Group
Emerald Advisers
Franklin Resources
Two Sigma Advisers
Emerald Mutual Fund Advisers, Trust
Ares Management
LPL Financial
BlackRock
Qube Research & Technologies

View all funds holding Trinity Cap