Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trifecta Capital Advisors, LLC (CIK 1962615) reported $646.0M across 273 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($47.4M, 7.34%), NVDA ($42.3M, 6.54%), AAPL ($29.8M, 4.61%), AMZN ($27.2M, 4.21%), MSFT ($26.8M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $47.4M | 7.34% | 82,192 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $42.3M | 6.54% | 242,385 | Added |
| 3 | AAPL | APPLE INC | $29.8M | 4.61% | 117,454 | Added |
| 4 | AMZN | AMAZON COM INC | $27.2M | 4.21% | 130,716 | Added |
| 5 | MSFT | MICROSOFT CORP | $26.8M | 4.14% | 72,317 | Added |
| 6 | IJR | ISHARES TR | $25.5M | 3.94% | 204,747 | Added |
| 7 | LLY | ELI LILLY & CO | $23.6M | 3.65% | 25,631 | Trimmed |
| 8 | IJH | ISHARES TR | $22.1M | 3.41% | 326,526 | Added |
| 9 | GOOG | ALPHABET INC | $21.5M | 3.33% | 74,972 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $18.6M | 2.87% | 28,545 | Added |
| 11 | CAT | CATERPILLAR INC | $17.9M | 2.77% | 25,236 | Trimmed |
| 12 | IVV | ISHARES TR | $17.4M | 2.69% | 26,611 | Trimmed |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $17.3M | 2.68% | 17,396 | Trimmed |
| 14 | AVGO | BROADCOM INC | $14.5M | 2.24% | 46,815 | Added |
| 15 | META | META PLATFORMS INC | $13.4M | 2.07% | 23,371 | Added |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | $11.3M | 1.75% | 18,311 | Trimmed |
| 17 | PANW | PALO ALTO NETWORKS INC | $11.3M | 1.75% | 70,536 | Added |
| 18 | GS | GOLDMAN SACHS GROUP INC | $11.2M | 1.73% | 13,229 | Trimmed |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $10.0M | 1.56% | 68,691 | Added |
| 20 | MS | MORGAN STANLEY | $9.8M | 1.52% | 59,570 | Added |
| 21 | ABBV | ABBVIE INC | $8.9M | 1.37% | 40,702 | Added |
| 22 | CRWD | CROWDSTRIKE HLDGS INC | $8.8M | 1.36% | 22,567 | Added |
| 23 | LRCX | LAM RESEARCH CORP | $8.6M | 1.34% | 40,373 | Added |
| 24 | V | VISA INC | $8.3M | 1.29% | 27,560 | Added |
| 25 | UBER | UBER TECHNOLOGIES INC | $8.3M | 1.29% | 115,844 | Added |
Source: SEC Form 13F filings · as of 2026-03-31