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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 4 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 3,947.0 $817K 0.12% NEW $206.95 +11.5%
62 COF CAPITAL ONE FINL CORP Financial Services 3,223.0 $781K 0.12% NEW $242.36 -23.3%
63 OEF ISHARES TR 2,230.0 $765K 0.11% NEW $342.97 +7.7%
64 XOM EXXON MOBIL CORP Energy 5,545.0 $667K 0.10% NEW $120.34 +27.0%
65 CVX CHEVRON CORP NEW Energy 4,360.0 $665K 0.10% NEW $152.41 +22.5%
66 CSCO CISCO SYS INC Technology 8,545.0 $658K 0.10% NEW $77.03 +50.0%
67 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,022.0 $627K 0.09% NEW $310.24 +13.9%
68 AMP AMERIPRISE FINL INC Financial Services 1,260.0 $618K 0.09% NEW $490.34 -4.1%
69 PG PROCTER AND GAMBLE CO Consumer Defensive 4,301.0 $616K 0.09% NEW $143.31 -0.4%
70 CWB SPDR SERIES TRUST 6,835.0 $610K 0.09% NEW $89.20 +17.2%
71 MRK MERCK & CO INC Healthcare 5,723.0 $602K 0.09% NEW $105.26 +7.7%
72 SHAK SHAKE SHACK INC Consumer Cyclical 7,200.0 $584K 0.09% NEW $81.17 -23.8%
73 IWO ISHARES TR 1,737.0 $561K 0.08% NEW $323.01 +12.1%
74 SHOP SHOPIFY INC Technology 3,300.0 $531K 0.08% NEW $160.97 -39.5%
75 JCI JOHNSON CTLS INTL PLC Industrials 4,215.0 $505K 0.07% NEW $119.75 +20.1%
76 DOV DOVER CORP Industrials 2,373.0 $463K 0.07% NEW $195.24 +9.8%
77 NOVA MINERALS LTD 70,250.0 $429K 0.06% NEW $6.11
78 MSTR STRATEGY INC Technology 2,660.0 $404K 0.06% NEW $151.95 +23.0%
79 ET ENERGY TRANSFER L P Energy 23,950.0 $395K 0.06% NEW $16.49 +23.5%
80 EW EDWARDS LIFESCIENCES CORP Healthcare 4,350.0 $371K 0.06% NEW $85.25 -4.6%
Page 4 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%