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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 6 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DAL DELTA AIR LINES INC Industrials 3,000.0 $199K 0.03% $66.48 +7.6%
102 VXF VANGUARD INDEX FDS 943.0 $194K 0.03% $205.80 +9.1%
103 KO COCA COLA CO Consumer Defensive 2,470.0 $188K 0.03% -860.0 -25.8% $76.05 +5.8%
104 TSLA TESLA INC Consumer Cyclical 501.0 $186K 0.03% $371.75 +19.2%
105 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 636.0 $185K 0.03% +55.0 +9.5% $290.49 +1.7%
106 IVE ISHARES TR 874.0 $185K 0.03% +865.0 +9611.1% $211.15 +5.8%
107 IWF ISHARES TR 432.0 $184K 0.03% $426.40 -70.8%
108 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,400.0 $179K 0.03% $127.71 +5.2%
109 IWB ISHARES TR 500.0 $178K 0.03% $356.56 +12.9%
110 GE GE AEROSPACE Industrials 621.0 $176K 0.03% $283.70 +2.8%
111 DFAC DIMENSIONAL ETF TRUST 4,492.0 $175K 0.03% $38.86 +10.6%
112 CME CME GROUP INC Financial Services 591.0 $174K 0.03% +486.0 +462.9% $295.14 +1.3%
113 AXP AMERICAN EXPRESS CO Financial Services 575.0 $174K 0.03% $302.48 +3.6%
114 MCK MCKESSON CORP Healthcare 200.0 $173K 0.03% $865.36 -13.7%
115 VUG VANGUARD INDEX FDS 395.0 $173K 0.03% $436.79 -80.0%
116 NSC NORFOLK SOUTHN CORP Industrials 600.0 $172K 0.03% $287.00 +10.7%
117 TILT FLEXSHARES TR 713.0 $172K 0.03% $241.37 +11.1%
118 ABT ABBOTT LABORATORIES Healthcare 1,664.0 $171K 0.03% $102.67 -17.7%
119 DIA STATE STR SPDR DOW JONES IND Financial Services 360.0 $167K 0.03% $463.19 +6.9%
120 NEE NEXTERA ENERGY INC Utilities 1,764.0 $164K 0.03% $92.88 +3.0%
Page 6 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%