Trifecta Capital Advisors, LLC Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$600.9B

Holdings

478

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (478 positions)

#StockSharesValue% PortfolioType
101
AFWALIGN TECHNOLOGY INC
1,006$190.5M0.03%
102
BMOBANK MONTREAL QUE
1,700$188.1M0.03%
103
TSLATESLA INC
591$187.7M0.03%
104
IWFISHARES TR
432$183.4M0.03%
105
VXFVANGUARD INDEX FDS
943$181.7M0.03%
106
DONSPDR DOW JONES INDL AVERAGE
410$180.7M0.03%
107
AFGAMERICAN FINL GROUP INC OHIO
1,400$176.7M0.03%
108
NSCNORFOLK SOUTHN CORP
685$175.3M0.03%
109
FANGDIAMONDBACK ENERGY INC
1,267$174.1M0.03%
110
VUGVANGUARD INDEX FDS
395$173.2M0.03%
111
IWBISHARES TR
500$169.8M0.03%
112
PATHUIPATH INC
13,100$167.7M0.03%
113
GEGE AEROSPACE
651$167.5M0.03%
114
APDAIR PRODS & CHEMS INC
589$166.1M0.03%
115
MCKMCKESSON CORP
225$164.9M0.03%
116
CMGCHIPOTLE MEXICAN GRILL INC
2,894$162.5M0.03%
117
DFACDIMENSIONAL ETF TRUST
4,492$161.0M0.03%
118
TILTFLEXSHARES TR
713$159.7M0.03%
119
IWPISHARES TR
1,146$158.9M0.03%
120
CEGCONSTELLATION ENERGY CORP
491$158.5M0.03%
121
MLB1MERCADOLIBRE INC
60$156.8M0.03%
122
FTNTFORTINET INC
1,474$155.8M0.03%
123
HONHONEYWELL INTL INC
658$153.2M0.03%
124
AIQGLOBAL X FDS
3,480$152.0M0.03%
125
EPDENTERPRISE PRODS PARTNERS L
4,840$150.1M0.02%
126
WCNWASTE CONNECTIONS INC
787$146.9M0.02%
127
MPMP MATERIALS CORP
4,300$143.1M0.02%
128
ZTSZOETIS INC
914$142.5M0.02%
129
ETENERGY TRANSFER L P
7,700$139.6M0.02%
130
VMCVULCAN MATLS CO
510$133.0M0.02%
131
VEAVANGUARD TAX-MANAGED FDS
2,271$129.5M0.02%
132
RCLROYAL CARIBBEAN GROUP
413$129.3M0.02%
133
TEMTEMPUS AI INC
2,000$127.1M0.02%
134
MUMICRON TECHNOLOGY INC
1,026$126.5M0.02%
135
NEENEXTERA ENERGY INC
1,745$121.1M0.02%
136
AMATAPPLIED MATLS INC
634$116.1M0.02%
137
TMUST-MOBILE US INC
485$115.6M0.02%
138
TRVTRAVELERS COMPANIES INC
422$112.9M0.02%
139
MCDMCDONALDS CORP
378$110.4M0.02%
140
IBITISHARES BITCOIN TRUST ETF
1,765$108.0M0.02%
141
ACELACCEL ENTERTAINMENT INC
9,144$107.6M0.02%
142
AEPAMERICAN ELEC PWR CO INC
1,010$104.8M0.02%
143
EMREMERSON ELEC CO
778$103.7M0.02%
144
MRVLMARVELL TECHNOLOGY INC
1,314$101.7M0.02%
145
ANETARISTA NETWORKS INC
992$101.5M0.02%
146
TTWOTAKE-TWO INTERACTIVE SOFTWAR
400$97.1M0.02%
147
DFUVDIMENSIONAL ETF TRUST
2,127$89.9M0.01%
148
PFEPFIZER INC
3,697$89.6M0.01%
149
SNOWSNOWFLAKE INC
396$88.6M0.01%
150
HCAHCA HEALTHCARE INC
225$86.2M0.01%
151
VBVANGUARD INDEX FDS
355$84.1M0.01%
152
GEVGE VERNOVA INC
149$78.8M0.01%
153
SSENTINELONE INC
4,200$76.8M0.01%
154
VCSHVANGUARD SCOTTSDALE FDS
962$76.5M0.01%
155
CSXCSX CORP
2,295$74.9M0.01%
156
SWXSOUTHWEST GAS HLDGS INC
1,000$74.4M0.01%
157
ISCBISHARES TR
1,276$74.4M0.01%
158
BABOEING CO
344$72.1M0.01%
159
LYVLIVE NATION ENTERTAINMENT IN
471$71.3M0.01%
160
CCOCAMECO CORP
950$70.5M0.01%
161
LINLINDE PLC
149$69.9M0.01%
162
PHPARKER-HANNIFIN CORP
100$69.8M0.01%
163
LFUSLITTELFUSE INC
301$68.2M0.01%
164
VBRVANGUARD INDEX FDS
345$67.2M0.01%
165
BKNGBOOKING HOLDINGS INC
11$63.7M0.01%
166
MRSHMARSH & MCLENNAN COS INC
289$63.2M0.01%
167
LMNDLEMONADE INC
1,400$61.3M0.01%
168
DFATDIMENSIONAL ETF TRUST
1,116$60.2M0.01%
169
VHTVANGUARD WORLD FD
238$59.1M0.01%
170
DDOMINION ENERGY INC
1,026$58.0M0.01%
171
MAGSLISTED FDS TR
1,000$55.5M0.01%
172
GWWGRAINGER W W INC
51$53.1M0.01%
173
ADPAUTOMATIC DATA PROCESSING IN
166$51.2M0.01%
174
CDTXCIDARA THERAPEUTICS INC
1,000$48.7M0.01%
175
RTXRTX CORPORATION
313$45.7M0.01%
176
VGTVANGUARD WORLD FD
66$43.8M0.01%
177
MAMASTERCARD INCORPORATED
77$43.3M0.01%
178
CBCHUBB LIMITED
147$42.6M0.01%
179
FTCFIRST TR EXCHANGE-TRADED ALP
282$42.6M0.01%
180
NVONOVO-NORDISK A S
616$42.5M0.01%
181
DDOGDATADOG INC
302$40.6M0.01%
182
PFFISHARES TR
1,310$40.2M0.01%
183
ABRARBOR REALTY TRUST INC
3,700$39.6M0.01%
184
PGXINVESCO EXCH TRADED FD TR II
3,535$39.3M0.01%
185
TTDTHE TRADE DESK INC
510$36.7M0.01%
186
DUKDUKE ENERGY CORP NEW
310$36.6M0.01%
187
GLTRABRDN PRECIOUS METALS BASKET
253$35.0M0.01%
188
IBBISHARES TR
275$34.8M0.01%
189
WBDWARNER BROS DISCOVERY INC
2,948$33.8M0.01%
190
ZSZSCALER INC
105$33.0M0.01%
191
RPMRPM INTL INC
300$33.0M0.01%
192
GDGENERAL DYNAMICS CORP
110$32.1M0.01%
193
VEEVVEEVA SYS INC
110$31.7M0.01%
194
CMECME GROUP INC
113$31.0M0.01%
195
ALABASTERA LABS INC
328$29.7M0.00%
196
IWSISHARES TR
220$29.1M0.00%
197
BNDVANGUARD BD INDEX FDS
381$28.1M0.00%
198
COPCONOCOPHILLIPS
307$27.6M0.00%
199
REEVEREST GROUP LTD
80$27.2M0.00%
200
IVOOVANGUARD ADMIRAL FDS INC
258$27.1M0.00%
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