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Portfolio (Quarterly) Guide ↗

Trifecta Capital Advisors, LLC

· CIK 0001962615
13F Portfolio $776M AUM 494 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 237 New 78 Added 37 Reduced 18 Exited
Page 25 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ABNB AIRBNB INC Consumer Cyclical 1.0 $144.0 NEW $144.00 +15.4%
482 BR BROADRIDGE FINL SOLUTIONS IN Technology 1.0 $137.0 NEW $137.00 +19.1%
483 EMN EASTMAN CHEM CO Basic Materials 2.0 $134.0 NEW $67.00 -2.0%
484 WEC WEC ENERGY GROUP INC Utilities 1.0 $117.0 NEW $117.00 -11.8%
485 ED CONSOLIDATED EDISON INC Utilities 1.0 $111.0 NEW $111.00 -5.0%
486 ANNALY CAPITAL MANAGEMENT IN 4.0 $90.0 NEW $22.50
487 CNP CENTERPOINT ENERGY INC Utilities 2.0 $89.0 NEW $44.50 -14.1%
488 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1.0 $89.0 NEW $89.00 -35.6%
489 CARNIVAL CORP LTD 3.0 $86.0 NEW $28.67
490 XEL XCEL ENERGY INC Utilities 1.0 $81.0 NEW $81.00 -10.7%
491 LIBERTY GLOBAL LTD 7.0 $77.0 NEW $11.00
492 TTD THE TRADE DESK INC Technology 4.0 $73.0 NEW $18.25 -23.7%
493 EMBC EMBECTA CORP Healthcare 21.0 $69.0 $3.29 +61.0%
Page 25 of 25  ·  493 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 38.8%
Financial Services 23.9%
Healthcare 11.4%
Industrials 9.4%
Consumer Cyclical 8.2%
Communication Services 3.9%
Consumer Defensive 3.6%
Energy 0.5%
Basic Materials 0.2%
Utilities 0.1%