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Portfolio (Quarterly) Guide ↗

Trifecta Capital Advisors, LLC

· CIK 0001962615
13F Portfolio $646.0B AUM 275 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 46 Added 40 Reduced 18 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 636.0 $185K 0.03% +55.0 +9.5% $290.49 +1.7%
42 IVE ISHARES TR 874.0 $185K 0.03% +865.0 +9611.1% $211.15 +5.8%
43 CME CME GROUP INC Financial Services 591.0 $174K 0.03% +486.0 +462.9% $295.14 +1.3%
44 NVO NOVO-NORDISK A S Healthcare 4,016.0 $148K 0.02% +2K +148.5% $36.75 +24.6%
45 SNOW SNOWFLAKE INC Technology 770.0 $116K 0.02% +300.0 +63.8% $150.82 -0.0%
46 IBB ISHARES TR 300.0 $51K 0.01% +25.0 +9.1% $168.85 -1.2%
Page 3 of 3  ·  46 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 33.5%
Financial Services 23.1%
Healthcare 11.9%
Industrials 8.8%
Consumer Cyclical 8.6%
Communication Services 8.4%
Consumer Defensive 4.6%
Energy 0.6%
Basic Materials 0.2%
Utilities 0.2%