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Portfolio (Quarterly) Guide ↗

Trifecta Capital Advisors, LLC

· CIK 0001962615
13F Portfolio $646M AUM 275 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 46 Added 40 Reduced
Page 14 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PWR QUANTA SVCS INC Industrials 3.0 $2K $549.33 +15.9%
262 POWL POWELL INDS INC Industrials 3.0 $2K NEW $541.33 -66.0%
263 SHYG ISHARES TR 25.0 $1K $42.32 -1.3%
264 ONDS ONDAS INC Technology 100.0 $904.0 NEW $9.04 -18.3%
265 IAU ISHARES GOLD TR Financial Services 10.0 $882.0 NEW $88.20 -6.8%
266 NEM NEWMONT CORP Basic Materials 8.0 $866.0 NEW $108.25 +14.0%
267 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19.0 $730.0 NEW $38.42 +19.8%
268 LCID LUCID GROUP INC Consumer Cyclical 45.0 $429.0 $9.53 -57.1%
269 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4.0 $285.0 $71.25 -10.0%
270 RIOT RIOT PLATFORMS INC Financial Services 22.0 $272.0 NEW $12.36 +92.1%
271 EMBC EMBECTA CORP Healthcare 21.0 $186.0 $8.86 -40.3%
272 BKR BAKER HUGHES COMPANY Energy 1.0 $62.0 NEW $62.00 -7.7%
273 XPEV XPENG INC Consumer Cyclical 2.0 $35.0 NEW $17.50 -39.3%
274 NIO NIO INC Consumer Cyclical 4.0 $25.0 NEW $6.25 -41.4%
Page 14 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 34.9%
Financial Services 24.1%
Healthcare 12.4%
Industrials 9.2%
Consumer Cyclical 9.0%
Consumer Defensive 4.8%
Communication Services 4.7%
Energy 0.6%
Basic Materials 0.2%
Utilities 0.2%