Panoramic Investment Advisors »

Trinity Cap shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment Advisors investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by Panoramic Investment 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 Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $19M 1.3M 14.71

More positions owned by Panoramic Investment Advisors

Spdr Series Trust State Street Spd (SPYM)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Ultra Short Dur (ICSH)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Ene (XLE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Panoramic Investment Advisors

Top funds holding Trinity Cap

Van Eck Associates Corp.
Melia Wealth
Sound Income Strategies
UBS Group
Invesco
Emerald Advisers
Franklin Resources
Eagle Point Credit Management
Rockefeller Capital Management
Two Sigma Investments
Emerald Mutual Fund Advisers, Trust
Ares Management
Morgan Stanley
QVT Financial
Marshall Wace

View all funds holding Trinity Cap