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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 15 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SAN BANCO SANTANDER SA Financial Services 235.0 $3K NEW $13.80 +3.7%
282 DKS DICKS SPORTING GOODS INC Consumer Cyclical 13.0 $3K NEW $226.85 -46.6%
283 SCHK SCHWAB STRATEGIC TR 80.0 $3K $36.06 +1.9%
284 C CITIGROUP INC Financial Services 20.0 $3K NEW $140.00 -5.9%
285 MPWR MONOLITHIC PWR SYS INC Technology 2.0 $3K NEW $1382.50 -11.9%
286 BYSI BEYONDSPRING INC Healthcare 1,500.0 $3K $1.75 -57.2%
287 QCOM QUALCOMM INC Technology 14.0 $3K -29.0 -67.4% $184.86 -3.9%
288 IMO IMPERIAL OIL LTD Energy 23.0 $3K NEW $112.04 +15.9%
289 NOC NORTHROP GRUMMAN CORP Industrials 5.0 $3K NEW $509.40 +3.5%
290 CENCORA INC 9.0 $3K NEW $283.00
291 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 106.0 $2K NEW $23.58 +11.3%
292 SPG SIMON PPTY GROUP INC NEW Real Estate 11.0 $2K NEW $223.73 -8.2%
293 CB CHUBB LIMITED Financial Services 7.0 $2K NEW $340.86 -0.1%
294 WPM WHEATON PRECIOUS METALS CORP Basic Materials 21.0 $2K NEW $112.33 +34.4%
295 WSM WILLIAMS SONOMA INC Consumer Cyclical 10.0 $2K NEW $233.10 -3.8%
296 MO ALTRIA GROUP INC Consumer Defensive 32.0 $2K NEW $71.97 -3.4%
297 SNDK SANDISK CORP Technology 1.0 $2K NEW $2274.00 -21.2%
298 MCO MOODYS CORP Financial Services 5.0 $2K NEW $453.00 +3.4%
299 BTI BRITISH AMERN TOB PLC Consumer Defensive 35.0 $2K NEW $61.77 -9.6%
300 FCX FREEPORT MCMORAN INC Basic Materials 34.0 $2K $62.91 +13.7%
Page 15 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%