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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 4 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 3,915.0 $925K 0.14% $236.28 -5.4%
62 CVX CHEVRON CORPORATION Energy 4,360.0 $902K 0.14% $206.90 -9.8%
63 CSCO CISCO SYS INC Technology 11,195.0 $869K 0.13% +3K +31.0% $77.59 +48.9%
64 OEF ISHARES TR 2,230.0 $709K 0.11% $318.07 +16.1%
65 MRK MERCK & CO INC Healthcare 5,723.0 $688K 0.11% $120.29 -5.7%
66 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,022.0 $661K 0.10% $327.07 +8.1%
67 SHAK SHAKE SHACK INC Consumer Cyclical 7,200.0 $637K 0.10% $88.47 -30.1%
68 CWB SPDR SERIES TRUST 6,835.0 $626K 0.10% $91.52 +14.2%
69 ET ENERGY TRANSFER L P Energy 32,300.0 $623K 0.10% +8K +34.9% $19.30 +5.5%
70 COF CAPITAL ONE FINL CORP Financial Services 3,223.0 $588K 0.09% $182.43 +1.8%
71 AMP AMERIPRISE FINL INC Financial Services 1,260.0 $560K 0.09% $444.40 +5.8%
72 JCI JOHNSON CONTROLS INTERNATION Industrials 4,172.0 $546K 0.09% -43.0 -1.0% $130.95 +9.8%
73 IWO ISHARES TR 1,737.0 $545K 0.08% $313.81 +15.4%
74 PG PROCTER & GAMBLE CO Consumer Defensive 3,681.0 $532K 0.08% -620.0 -14.4% $144.44 -1.2%
75 DOV DOVER CORP Industrials 2,373.0 $495K 0.08% $208.45 +2.8%
76 GILD GILEAD SCIENCES INC Healthcare 3,190.0 $445K 0.07% +190.0 +6.3% $139.37 -5.2%
77 GRAL GRAIL INC Healthcare 8,300.0 $429K 0.07% -9K -51.3% $51.68 +19.6%
78 SHOP SHOPIFY INC Technology 3,300.0 $391K 0.06% $118.62 -17.9%
79 EW EDWARDS LIFESCIENCES CORP Healthcare 4,350.0 $348K 0.05% $80.08 +1.6%
80 NOVA MINERALS LTD 59,240.0 $348K 0.05% -11K -15.7% $5.87
Page 4 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%