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Portfolio (Quarterly) Guide ↗

Trifecta Capital Advisors, LLC

· CIK 0001962615
13F Portfolio $776M AUM 494 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 237 New 78 Added 37 Reduced 18 Exited
Page 14 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CRCL CIRCLE INTERNET GROUP INC Financial Services 133.0 $8K 0.00% $62.63 +46.5%
262 IAUX I-80 GOLD CORP Basic Materials 5,000.0 $7K 0.00% -30K -85.7% $1.44 +24.3%
263 ARKG ARK ETF TR 155.0 $7K 0.00% $42.06 +22.8%
264 ETF OPPORTUNITIES TRUST 750.0 $6K 0.00% $8.58
265 RSP INVESCO EXCHANGE TRADED FD T 30.0 $6K 0.00% $212.80 -0.2%
266 WFC WELLS FARGO & CO Financial Services 77.0 $6K 0.00% NEW $82.65 +4.2%
267 INTU INTUIT Technology 23.0 $6K 0.00% +1.0 +4.5% $261.00 +16.2%
268 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 300.0 $5K 0.00% $17.35 -13.6%
269 WAT WATERS CORP Healthcare 13.0 $5K 0.00% $375.08 +12.4%
270 ARMP ARMATA PHARMACEUTICALS INC Healthcare 714.0 $5K 0.00% $6.48 -35.5%
271 PNC PNC FINL SVCS GROUP INC Financial Services 18.0 $4K 0.00% NEW $246.22 -5.3%
272 PWR QUANTA SVCS INC Industrials 6.0 $4K 0.00% +3.0 +100.0% $720.17 -11.6%
273 KLARNA GROUP PLC 183.0 $4K $20.24
274 AZN ASTRAZENECA PLC Healthcare 19.0 $4K NEW $189.63 -12.4%
275 USFD US FOODS HLDG CORP Consumer Defensive 35.0 $4K NEW $102.26 -8.6%
276 SHEL SHELL PLC Energy 44.0 $3K NEW $77.55 +21.9%
277 URI UNITED RENTALS INC Industrials 3.0 $3K NEW $1133.00 -10.5%
278 GSK GSK PLC Healthcare 64.0 $3K NEW $52.42 -4.2%
279 INTC INTEL CORP Technology 24.0 $3K NEW $139.67 -22.2%
280 AVAV AEROVIRONMENT INC Industrials 20.0 $3K $165.10 -3.1%
Page 14 of 25  ·  493 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 38.8%
Financial Services 23.9%
Healthcare 11.4%
Industrials 9.4%
Consumer Cyclical 8.2%
Communication Services 3.9%
Consumer Defensive 3.6%
Energy 0.5%
Basic Materials 0.2%
Utilities 0.1%