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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 8 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MELI MERCADOLIBRE INC Consumer Cyclical 60.0 $104K 0.02% $1729.03 -10.5%
142 RTX RTX CORPORATION Industrials 535.0 $103K 0.02% $192.90 -11.3%
143 DFUV DIMENSIONAL ETF TRUST 2,127.0 $103K 0.02% $48.46 +8.0%
144 LFUS LITTELFUSE INC Technology 301.0 $102K 0.02% $339.35 +31.5%
145 TRV TRAVELERS COMPANIES INC Financial Services 350.0 $102K 0.02% -50.0 -12.5% $291.68 +2.8%
146 HCA HCA HEALTHCARE INC Healthcare 215.0 $102K 0.02% $473.24 -10.6%
147 SO SOUTHERN CO Utilities 1,050.0 $101K 0.02% NEW $96.52 -4.1%
148 NTRA NATERA INC Healthcare 500.0 $100K 0.01% $199.99 -6.8%
149 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 9,144.0 $100K 0.01% $10.91 +8.2%
150 ARLP ALLIANCE RESOURCE PARTNERS L Energy 3,500.0 $97K 0.01% NEW $27.65 -8.1%
151 CTAS CINTAS CORP Industrials 550.0 $93K 0.01% -950.0 -63.3% $169.14 -0.5%
152 VB VANGUARD INDEX FDS 355.0 $93K 0.01% $261.92 +7.4%
153 IDXX IDEXX LABS INC Healthcare 160.0 $90K 0.01% -140.0 -46.7% $561.89 -5.9%
154 SWX SOUTHWEST GAS HLDGS INC Utilities 1,000.0 $87K 0.01% $86.90 +0.9%
155 CSX CSX CORP Industrials 2,100.0 $86K 0.01% $41.05 +11.2%
156 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 400.0 $79K 0.01% $197.50 +22.8%
157 PZG PARAMOUNT GOLD NEV CORP Basic Materials 47,400.0 $79K 0.01% NEW $1.66 -18.1%
158 COPX GLOBAL X FDS 1,000.0 $76K 0.01% NEW $76.35 +7.2%
159 LIN LINDE PLC Basic Materials 154.0 $76K 0.01% $495.77 +2.1%
160 KMB KIMBERLY-CLARK CORP Consumer Defensive 790.0 $76K 0.01% NEW $96.47 -0.6%
Page 8 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%