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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 8 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RTX RTX CORPORATION Industrials 535.0 $98K 0.01% NEW $183.40 -4.9%
142 TMUS T-MOBILE US INC Communication Services 471.0 $96K 0.01% NEW $203.04 -4.7%
143 GEV GE VERNOVA INC Utilities 146.0 $95K 0.01% NEW $653.58 +54.8%
144 VB VANGUARD INDEX FDS 355.0 $92K 0.01% NEW $257.95 +8.2%
145 PH PARKER-HANNIFIN CORP Industrials 100.0 $88K 0.01% NEW $878.96 -3.0%
146 CCJ CAMECO CORP Energy 950.0 $87K 0.01% NEW $91.49 +13.1%
147 CEG CONSTELLATION ENERGY CORP Utilities 243.0 $86K 0.01% NEW $353.27 -26.2%
148 NVO NOVO-NORDISK A S Healthcare 1,616.0 $82K 0.01% NEW $50.88 -13.0%
149 SWX SOUTHWEST GAS HLDGS INC Utilities 1,000.0 $80K 0.01% NEW $80.02 +11.3%
150 LFUS LITTELFUSE INC Technology 301.0 $76K 0.01% NEW $252.92 +70.1%
151 CSX CSX CORP Industrials 2,100.0 $76K 0.01% NEW $36.25 +27.1%
152 ZTS ZOETIS INC Healthcare 600.0 $75K 0.01% NEW $125.82 -37.3%
153 VBR VANGUARD INDEX FDS 345.0 $73K 0.01% NEW $211.65 +6.8%
154 BA BOEING CO Industrials 325.0 $71K 0.01% NEW $217.12 -1.0%
155 IAUX I-80 GOLD CORP Basic Materials 48,000.0 $70K 0.01% NEW $1.46 +0.7%
156 VHT VANGUARD WORLD FD 238.0 $69K 0.01% NEW $287.85 -4.8%
157 LYV LIVE NATION ENTERTAINMENT IN Communication Services 471.0 $67K 0.01% NEW $142.50 +14.4%
158 DFAT DIMENSIONAL ETF TRUST 1,116.0 $66K 0.01% NEW $59.54 +9.5%
159 MAGS LISTED FDS TR 1,000.0 $66K 0.01% NEW $65.96 +3.9%
160 LIN LINDE PLC Basic Materials 154.0 $66K 0.01% NEW $426.40 +18.7%
Page 8 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%