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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 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 +42.0%
262 POWL POWELL INDS INC Industrials 3.0 $2K NEW $541.33 -45.1%
263 SHYG ISHARES TR 25.0 $1K $42.32 -0.2%
264 ONDS ONDAS INC Technology 100.0 $904.0 NEW $9.04 +24.0%
265 IAU ISHARES GOLD TR Financial Services 10.0 $882.0 NEW $88.20 -3.0%
266 NEM NEWMONT CORP Basic Materials 8.0 $866.0 NEW $108.25 +7.5%
267 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19.0 $730.0 NEW $38.42 +16.7%
268 LCID LUCID GROUP INC Consumer Cyclical 45.0 $429.0 $9.53 -34.2%
269 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4.0 $285.0 $71.25 -12.0%
270 RIOT RIOT PLATFORMS INC Financial Services 22.0 $272.0 NEW $12.36 +99.1%
271 EMBC EMBECTA CORP Healthcare 21.0 $186.0 $8.86 -64.5%
272 BKR BAKER HUGHES COMPANY Energy 1.0 $62.0 NEW $62.00 +3.4%
273 XPEV XPENG INC Consumer Cyclical 2.0 $35.0 NEW $17.50 -7.9%
274 NIO NIO INC Consumer Cyclical 4.0 $25.0 NEW $6.25 +0.0%
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 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%