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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 13 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 17.0 $5K 0.00% NEW $275.41 +192.2%
242 ODV OSISKO DEVELOPMENT CORP Basic Materials 1,300.0 $5K 0.00% NEW $3.49 -4.6%
243 ARKG ARK ETF TR 155.0 $4K 0.00% NEW $28.97 -2.8%
244 ARMP ARMATA PHARMACEUTICALS INC Healthcare 714.0 $4K 0.00% NEW $6.28 +30.6%
245 UBS UBS GROUP AG Financial Services 96.0 $4K 0.00% NEW $46.31 +0.1%
246 ACGL ARCH CAP GROUP LTD Financial Services 44.0 $4K 0.00% NEW $95.93 -2.0%
247 NU NU HLDGS LTD Financial Services 236.0 $4K 0.00% NEW $16.74 -22.8%
248 CPNG COUPANG INC Consumer Cyclical 157.0 $4K 0.00% NEW $23.59 -29.7%
249 TXG 10X GENOMICS INC Healthcare 210.0 $3K 0.00% NEW $16.31 +31.9%
250 SCHK SCHWAB STRATEGIC TR 80.0 $3K NEW $32.80 +8.2%
251 BYSI BEYONDSPRING INC Healthcare 1,500.0 $2K NEW $1.63 -16.6%
252 KLAC KLA CORP Technology 2.0 $2K NEW $1215.50 +55.7%
253 RACE FERRARI N V Consumer Cyclical 6.0 $2K NEW $369.67 -10.1%
254 IVE ISHARES TR 9.0 $2K NEW $212.11 +5.3%
255 FSLR FIRST SOLAR INC Energy 7.0 $2K NEW $261.29 -11.4%
256 FCX FREEPORT-MCMORAN INC Basic Materials 34.0 $2K NEW $50.79 +30.2%
257 PWR QUANTA SVCS INC Industrials 3.0 $1K NEW $422.33 +84.7%
258 SHYG ISHARES TR 25.0 $1K NEW $42.88 -1.5%
259 LCID LUCID GROUP INC Consumer Cyclical 45.0 $476.0 NEW $10.58 -40.7%
260 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4.0 $329.0 NEW $82.25 -23.8%
Page 13 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%