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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 9 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ESS ESSEX PPTY TR INC Real Estate 310.0 $75K 0.01% NEW $242.00 +11.0%
162 VBR VANGUARD INDEX FDS 345.0 $75K 0.01% $217.10 +4.7%
163 ZTS ZOETIS INC Healthcare 600.0 $71K 0.01% $118.21 -36.1%
164 DFAT DIMENSIONAL ETF TRUST 1,116.0 $70K 0.01% $62.45 +4.6%
165 DRTS ALPHA TAU MEDICAL LTD Healthcare 9,700.0 $69K 0.01% $7.07 +47.2%
166 D DOMINION ENERGY INC Utilities 1,100.0 $68K 0.01% $61.82 +1.9%
167 CCJ CAMECO CORP Energy 625.0 $68K 0.01% -325.0 -34.2% $108.61 -1.0%
168 CEG CONSTELLATION ENERGY CORP Utilities 243.0 $68K 0.01% $279.25 -4.3%
169 LYV LIVE NATION ENTERTAINMENT IN Communication Services 432.0 $66K 0.01% -39.0 -8.3% $152.51 +11.5%
170 VMC VULCAN MATLS CO Basic Materials 241.0 $66K 0.01% -260.0 -51.9% $272.30 +1.0%
171 GWW WW GRAINGER INC Industrials 60.0 $65K 0.01% $1090.82 +17.7%
172 VHT VANGUARD WORLD FD 238.0 $65K 0.01% $272.33 -0.6%
173 BA BOEING CO Industrials 325.0 $65K 0.01% $199.03 +10.8%
174 MAGS LISTED FDS TR 1,000.0 $58K 0.01% $57.94 +20.5%
175 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 253.0 $55K 0.01% $218.72 -1.4%
176 IAUX I-80 GOLD CORP Basic Materials 35,000.0 $53K 0.01% -13K -27.1% $1.52 +3.3%
177 VCSH VANGUARD SCOTTSDALE FDS 668.0 $53K 0.01% $79.27 -0.6%
178 IBB ISHARES TR 300.0 $51K 0.01% +25.0 +9.1% $168.85 -1.2%
179 ALGN ALIGN TECHNOLOGY INC Healthcare 275.0 $47K 0.01% $171.43 -8.3%
180 FTC FIRST TR EXCHANGE-TRADED ALP 282.0 $43K 0.01% $154.15 +14.1%
Page 9 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%