Trilogy Capital Inc.

CIK
1722512
City
IRVINE
State / Country
CA

Top Portfolio Positions

156 positions · $473,254,422 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
QQQ
Invesco Qqq Trust, Series 1
161,145 $93,009,671 19.65%
GLD
Spdr Gold Trust
93,035 $40,032,030 8.46%
PLTR
Palantir Technologies Inc.
Technology
141,479 $20,695,548 4.37%
AMZN
Amazon Com Inc
Consumer Cyclical
68,782 $14,325,227 3.03%
NVDA
Nvidia Corp
Technology
76,555 $13,351,192 2.82%
FCX
Freeport-Mcmoran Inc
Basic Materials
181,197 $10,650,759 2.25%
AAPL
Apple Inc.
Technology
40,138 $10,186,623 2.15%
MSFT
Microsoft Corp
Technology
23,256 $8,608,673 1.82%
VRT
Vertiv Holdings Co
Industrials
29,068 $7,283,859 1.54%
SPY
Spdr S&P 500 ETF Trust
11,093 $7,214,221 1.52%

Portfolio Trend

25 quarters · across all stocks

Holdings in EFSC

Export CSV

Shares Held

Position Value (USD)

14 of 14 shown
Report Date Value (USD) Shares
2026-03-31 $295,873 5,468
2025-12-31 $295,272 5,468
2025-09-30 $317,034 5,468
2025-06-30 $314,786 5,713
2025-03-31 $307,016 5,713
2024-12-31 $322,213 5,713
2024-09-30 $292,848 5,713
2024-06-30 $233,718 5,713
2024-03-31 $231,719 5,713
2023-12-31 $255,085 5,713
2023-09-30 $214,237 5,713
2023-06-30 $223,378 5,713
2023-03-31 $254,742 5,713
2022-12-31 $279,708 5,713