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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 11 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TWST TWIST BIOSCIENCE CORP Healthcare 475.0 $23K 0.00% $47.52 +11.4%
202 VO VANGUARD INDEX FDS 78.0 $22K 0.00% $287.19 -73.4%
203 ITT ITT INC Industrials 115.0 $22K 0.00% -35.0 -23.3% $190.53 +6.5%
204 PFEB INNOVATOR ETFS TRUST 541.0 $22K 0.00% $40.10 +6.3%
205 MA MASTERCARD INCORPORATED Financial Services 43.0 $21K 0.00% $499.67 -1.9%
206 ASML ASML HLDG NV Technology 16.0 $21K 0.00% -5.0 -23.8% $1320.88 +13.7%
207 ADBE ADOBE INC Technology 75.0 $18K 0.00% $243.08 +1.9%
208 DOX AMDOCS LTD Technology 275.0 $18K 0.00% $65.26 -5.1%
209 WMB WILLIAMS COS INC Energy 245.0 $18K 0.00% $72.78 +6.7%
210 PSEP INNOVATOR ETFS TRUST 400.0 $17K 0.00% $43.06 +5.7%
211 FNX FIRST TR EXCHANGE-TRADED ALP 134.0 $17K 0.00% $128.25 +5.9%
212 DOW DOW HLDGS INC Basic Materials 400.0 $17K 0.00% $41.65 -6.9%
213 BDX BECTON DICKINSON & CO Healthcare 105.0 $17K 0.00% $157.24 -8.8%
214 CPT CAMDEN PPTY TR Real Estate 167.0 $16K 0.00% $97.66 +6.5%
215 SCHW SCHWAB CHARLES CORP Financial Services 171.0 $16K 0.00% -200.0 -53.9% $94.06 -4.9%
216 MMM 3M CO Industrials 105.0 $15K 0.00% $145.24 -0.1%
217 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 200.0 $14K 0.00% $70.51 -22.2%
218 BND VANGUARD BD INDEX FDS 191.0 $14K 0.00% $73.64 -1.2%
219 HWM HOWMET AEROSPACE INC Industrials 60.0 $14K 0.00% $230.47 +18.2%
220 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 204.0 $14K 0.00% $67.07 +31.6%
Page 11 of 14  ·  274 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%