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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 13 of 14  ·  274 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 $7K 0.00% $391.76 +105.4%
242 RSP INVESCO EXCHANGE TRADED FD T 30.0 $6K 0.00% NEW $191.93 +5.0%
243 QCOM QUALCOMM INC Technology 43.0 $6K 0.00% $128.79 +55.4%
244 ICLN ISHARES TR 275.0 $5K 0.00% NEW $18.29 +19.1%
245 GRID FIRST TR EXCHANGE-TRADED FD 30.0 $5K 0.00% NEW $163.60 +17.2%
246 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 300.0 $5K 0.00% $15.05 -3.5%
247 TXG 10X GENOMICS INC Healthcare 210.0 $4K 0.00% $21.23 +1.4%
248 SE SEA LTD Consumer Cyclical 52.0 $4K 0.00% $82.83 +6.6%
249 ODV OSISKO DEVELOPMENT CORP Basic Materials 1,300.0 $4K 0.00% $3.25 +2.5%
250 ARKG ARK ETF TR 155.0 $4K 0.00% $26.43 +6.5%
251 WAT WATERS CORP Healthcare 13.0 $4K 0.00% NEW $297.85 +11.9%
252 USAU U S GOLD CORP Basic Materials 250.0 $4K 0.00% -3K -91.7% $15.19 +11.7%
253 UBS UBS GROUP AG Financial Services 96.0 $4K 0.00% $39.07 +18.6%
254 AVAV AEROVIRONMENT INC Industrials 20.0 $4K 0.00% $183.05 -13.7%
255 CTEX PROSHARES TR 100.0 $3K 0.00% NEW $34.34 +28.0%
256 KLAC KLA CORP Technology 2.0 $3K $1472.50 +28.6%
257 SCHK SCHWAB STRATEGIC TR 80.0 $3K $31.34 +13.3%
258 BYSI BEYONDSPRING INC Healthcare 1,500.0 $2K $1.64 -17.1%
259 KLARNA GROUP PLC 183.0 $2K NEW $13.09
260 FCX FREEPORT MCMORAN INC Basic Materials 34.0 $2K $58.79 +12.5%
Page 13 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%