Institutions / Trifecta Capital Advisors, LLC
Trifecta Capital Advisors, LLC
CIK 1962615 · Institution · as of Dec 31, 2025
Portfolio value
$675.78M
Positions
261
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 261 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $50.65M | 7.5% |
| NVIDIA Corp | $45.14M | 6.7% |
| Microsoft Corp | $34.46M | 5.1% |
| Apple Inc. | $31.74M | 4.7% |
| Amazon.com Inc | $29.66M | 4.4% |
| ELI LILLY & Co | $27.65M | 4.1% |
| Alphabet Inc. | $23.12M | 3.4% |
| iShares Tr | $22.05M | 3.3% |
| SPDR S&P 500 ETF Tr | $19.31M | 2.9% |
| iShares Tr | $18.88M | 2.8% |
| iShares Tr | $18.35M | 2.7% |
| Broadcom Inc. | $16.06M | 2.4% |
| Meta Platforms Inc | $15.27M | 2.3% |
| Costco Wholesale Corp /New | $15.06M | 2.2% |
| Caterpillar Inc | $14.58M | 2.2% |
| Palo Alto Networks Inc | $12.72M | 1.9% |
| Palantir Technologies Inc | $12.13M | 1.8% |
| SPDR S&P Midcap 400 ETF Tr | $11.80M | 1.7% |
| The Goldman Sachs Group, Inc. | $11.73M | 1.7% |
| Morgan Stanley | $10.32M | 1.5% |
| CrowdStrike Holdings, Inc. | $10.04M | 1.5% |
| Visa Inc | $9.53M | 1.4% |
| AbbVie Inc. | $9.26M | 1.4% |
| Uber Technologies, Inc | $9.25M | 1.4% |
| JPMorgan Chase & Co | $9.04M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.