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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 5 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHAK SHAKE SHACK INC Consumer Cyclical 7,200.0 $403K 0.05% $56.02 -2.0%
82 EW EDWARDS LIFESCIENCES CORP Healthcare 4,350.0 $394K 0.05% $90.46 -2.4%
83 VWO VANGUARD INTL EQUITY INDEX F 5,848.0 $349K 0.04% $59.69 +0.5%
84 USB US BANCORP Financial Services 5,757.0 $348K 0.04% -351.0 -5.8% $60.40 -0.6%
85 SHOP SHOPIFY INC Technology 3,002.0 $343K 0.04% -298.0 -9.0% $114.18 +12.5%
86 CEREBRAS SYSTEMS INC 1,500.0 $332K 0.04% NEW $221.00
87 UNH UNITEDHEALTH GROUP INC Healthcare 791.0 $329K 0.04% +6.0 +0.8% $415.63 -9.3%
88 B BARRICK MNG CORP Basic Materials 8,750.0 $321K 0.04% +2K +40.0% $36.73 +17.8%
89 BAC BANK OF AMER CORP Financial Services 5,614.0 $320K 0.04% +114.0 +2.1% $56.98 +1.3%
90 IJK ISHARES TR 2,540.0 $298K 0.04% $117.50 -6.5%
91 FANG DIAMONDBACK ENERGY INC Energy 1,621.0 $285K 0.04% $175.78 +9.5%
92 ITW ILLINOIS TOOL WKS INC Industrials 1,053.0 $285K 0.04% $270.47 -0.4%
93 XLY SELECT SECTOR SPDR TR 2,400.0 $281K 0.04% $117.28 -5.3%
94 DAL DELTA AIR LINES INC Industrials 3,003.0 $281K 0.04% $93.66 -15.0%
95 VGT VANGUARD WORLD FD 2,288.0 $273K 0.04% +2K +700.0% $119.52 +2.3%
96 WM WASTE MGMT INC DEL Industrials 1,177.0 $262K 0.03% $222.88 -5.3%
97 SPYV SPDR SERIES TRUST 3,903.0 $237K 0.03% $60.79 +2.6%
98 VXF VANGUARD INDEX FDS 943.0 $232K 0.03% $246.21 -4.5%
99 MSTR STRATEGY INC Technology 2,661.0 $231K 0.03% $86.93 +77.1%
100 AIQ GLOBAL X FDS 3,480.0 $228K 0.03% $65.61 -2.3%
Page 5 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%