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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 6 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABT ABBOTT LABS Healthcare 1,664.0 $208K 0.03% NEW $125.29 -32.6%
102 DAL DELTA AIR LINES INC DEL Industrials 3,000.0 $208K 0.03% NEW $69.40 +3.1%
103 IWF ISHARES TR 432.0 $204K 0.03% NEW $473.30 -73.7%
104 IDXX IDEXX LABS INC Healthcare 300.0 $203K 0.03% NEW $676.53 -21.2%
105 VXF VANGUARD INDEX FDS 943.0 $197K 0.03% NEW $209.12 +7.4%
106 VUG VANGUARD INDEX FDS 395.0 $193K 0.03% NEW $487.86 -82.1%
107 AFG AMERICAN FINL GROUP INC OHIO Financial Services 1,400.0 $191K 0.03% NEW $136.68 -1.7%
108 GE GE AEROSPACE Industrials 619.0 $191K 0.03% NEW $307.96 -5.3%
109 IWB ISHARES TR 500.0 $187K 0.03% NEW $373.44 +7.8%
110 NEBIUS GROUP N.V. 2,200.0 $184K 0.03% NEW $83.70
111 DFAC DIMENSIONAL ETF TRUST 4,492.0 $178K 0.03% NEW $39.59 +8.6%
112 TILT FLEXSHARES TR 713.0 $177K 0.03% NEW $248.69 +7.8%
113 AIQ GLOBAL X FDS 3,480.0 $177K 0.03% NEW $50.86 +20.0%
114 NSC NORFOLK SOUTHN CORP Industrials 600.0 $173K 0.03% NEW $288.72 +10.0%
115 DIA SPDR DOW JONES INDL AVERAGE Financial Services 360.0 $173K 0.03% NEW $480.57 +3.1%
116 DIS DISNEY WALT CO Communication Services 1,464.0 $167K 0.03% NEW $113.77 -7.3%
117 MCK MCKESSON CORP Healthcare 200.0 $164K 0.02% NEW $820.29 -8.9%
118 IWP ISHARES TR 1,146.0 $157K 0.02% NEW $136.94 -0.6%
119 EPD ENTERPRISE PRODS PARTNERS L Energy 4,840.0 $155K 0.02% NEW $32.06 +22.4%
120 APD AIR PRODS & CHEMS INC Basic Materials 581.0 $144K 0.02% NEW $247.02 +19.6%
Page 6 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%