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Portfolio (Quarterly) Guide ↗

Trifecta Capital Advisors, LLC

· CIK 0001962615
13F Portfolio $676M AUM 262 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 261 New
Page 12 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ETF OPPORTUNITIES TRUST 750.0 $11K 0.00% NEW $14.98
222 ROP ROPER TECHNOLOGIES INC Industrials 25.0 $11K 0.00% NEW $445.16 -28.6%
223 CENCORA INC 32.0 $11K 0.00% NEW $337.75
224 EQT EQT CORP Energy 200.0 $11K 0.00% NEW $53.60 +5.5%
225 CRCL CIRCLE INTERNET GROUP INC Financial Services 133.0 $11K 0.00% NEW $79.30 +56.2%
226 SCHG SCHWAB STRATEGIC TR 300.0 $10K 0.00% NEW $32.62 +5.0%
227 DOW DOW INC Basic Materials 400.0 $9K 0.00% NEW $23.38 +65.9%
228 SCHA SCHWAB STRATEGIC TR 326.0 $9K 0.00% NEW $28.52 +14.2%
229 APOS APOLLO GLOBAL MGMT INC Financial Services 64.0 $9K 0.00% NEW $144.77 -82.1%
230 VCIT VANGUARD SCOTTSDALE FDS 107.0 $9K 0.00% NEW $83.76 -2.1%
231 DELL DELL TECHNOLOGIES INC Technology 63.0 $8K 0.00% NEW $125.89 +96.9%
232 QCOM QUALCOMM INC Technology 43.0 $7K 0.00% NEW $171.07 +17.0%
233 PEP PEPSICO INC Consumer Defensive 50.0 $7K 0.00% NEW $143.52 +3.6%
234 FANG DIAMONDBACK ENERGY INC Energy 45.0 $7K 0.00% NEW $150.33 +33.2%
235 SE SEA LTD Consumer Cyclical 52.0 $7K 0.00% NEW $127.58 -30.8%
236 GDDY GODADDY INC Technology 48.0 $6K 0.00% NEW $124.08 -31.5%
237 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 300.0 $6K 0.00% NEW $19.71 -26.3%
238 APH AMPHENOL CORP NEW Technology 39.0 $5K 0.00% NEW $135.15 -7.5%
239 URI UNITED RENTALS INC Industrials 6.0 $5K 0.00% NEW $809.33 +20.2%
240 AVAV AEROVIRONMENT INC Industrials 20.0 $5K 0.00% NEW $241.90 -34.7%
Page 12 of 14  ·  261 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 35.7%
Financial Services 23.4%
Healthcare 12.7%
Communication Services 8.6%
Consumer Cyclical 8.5%
Industrials 6.7%
Consumer Defensive 3.8%
Energy 0.4%
Basic Materials 0.1%
Utilities 0.1%