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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 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 B BARRICK MNG CORP Basic Materials 6,250.0 $255K 0.04% NEW $40.79 -0.4%
2 CLX CLOROX CO DEL Consumer Defensive 2,350.0 $244K 0.04% NEW $103.63 -12.7%
3 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,050.0 $143K 0.02% NEW $136.09 -8.7%
4 NTR NUTRIEN LTD Basic Materials 1,750.0 $132K 0.02% NEW $75.46 -6.0%
5 EQIX EQUINIX INC Real Estate 115.0 $113K 0.02% NEW $980.24 +10.1%
6 T AT&T INC Communication Services 3,800.0 $110K 0.02% NEW $28.99 -14.9%
7 SO SOUTHERN CO Utilities 1,050.0 $101K 0.02% NEW $96.52 -2.9%
8 ARLP ALLIANCE RESOURCE PARTNERS L Energy 3,500.0 $97K 0.01% NEW $27.65 -9.1%
9 PZG PARAMOUNT GOLD NEV CORP Basic Materials 47,400.0 $79K 0.01% NEW $1.66 -15.1%
10 COPX GLOBAL X FDS 1,000.0 $76K 0.01% NEW $76.35 +8.8%
11 KMB KIMBERLY-CLARK CORP Consumer Defensive 790.0 $76K 0.01% NEW $96.47 +0.2%
12 ESS ESSEX PPTY TR INC Real Estate 310.0 $75K 0.01% NEW $242.00 +11.0%
13 COPJ SPROTT FDS TR 1,000.0 $39K 0.01% NEW $38.97 +9.5%
14 HMC HONDA MOTOR CO LTD Consumer Cyclical 500.0 $12K 0.00% NEW $24.31 +5.6%
15 IX ORIX CORP Financial Services 400.0 $12K 0.00% NEW $29.99 +23.3%
16 F FORD MTR CO Consumer Cyclical 1,000.0 $12K 0.00% NEW $11.54 +25.5%
17 RSP INVESCO EXCHANGE TRADED FD T 30.0 $6K 0.00% NEW $191.93 +5.0%
18 ICLN ISHARES TR 275.0 $5K 0.00% NEW $18.29 +19.1%
19 GRID FIRST TR EXCHANGE-TRADED FD 30.0 $5K 0.00% NEW $163.60 +17.2%
20 WAT WATERS CORP Healthcare 13.0 $4K 0.00% NEW $297.85 +11.9%
Page 1 of 2  ·  31 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%