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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 9 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 D DOMINION ENERGY INC Utilities 1,100.0 $64K 0.01% NEW $58.59 +7.5%
162 GWW WW GRAINGER INC Industrials 60.0 $61K 0.01% NEW $1009.05 +27.3%
163 USAU U S GOLD CORP Basic Materials 3,000.0 $58K 0.01% NEW $19.41 -12.6%
164 ALAB ASTERA LABS INC Technology 328.0 $55K 0.01% NEW $166.36 +39.9%
165 VCSH VANGUARD SCOTTSDALE FDS 668.0 $53K 0.01% NEW $79.73 -1.2%
166 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 253.0 $52K 0.01% NEW $205.60 +4.9%
167 BKNG BOOKING HOLDINGS INC Consumer Cyclical 9.0 $48K 0.01% NEW $5355.33 -97.1%
168 DRTS ALPHA TAU MEDICAL LTD Healthcare 9,700.0 $48K 0.01% NEW $4.95 +110.3%
169 IBB ISHARES TR 275.0 $46K 0.01% NEW $168.77 -1.2%
170 MRSH MARSH & MCLENNAN COS INC Financial Services 250.0 $46K 0.01% NEW $185.52 -13.7%
171 XLC SELECT SECTOR SPDR TR 391.0 $46K 0.01% NEW $117.72 -1.4%
172 FTC FIRST TR EXCHANGE-TRADED ALP 282.0 $45K 0.01% NEW $159.88 +10.0%
173 ALGN ALIGN TECHNOLOGY INC Healthcare 275.0 $43K 0.01% NEW $156.15 +0.7%
174 TEL TE CONNECTIVITY PLC Technology 181.0 $41K 0.01% NEW $227.51 -9.2%
175 DDOG DATADOG INC Technology 290.0 $39K 0.01% NEW $135.99 +49.2%
176 ADP AUTOMATIC DATA PROCESSING IN Industrials 151.0 $39K 0.01% NEW $257.23 -16.6%
177 SCHW SCHWAB CHARLES CORP Financial Services 371.0 $37K 0.01% NEW $99.95 -10.5%
178 GD GENERAL DYNAMICS CORP Industrials 100.0 $34K 0.01% NEW $336.66 +1.2%
179 XLI SELECT SECTOR SPDR TR 205.0 $32K 0.01% NEW $155.12 +10.5%
180 RPM RPM INTL INC Basic Materials 300.0 $31K 0.01% NEW $104.00 -5.4%
Page 9 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%