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Home > Institutional Investor > Trifecta Capital Advisors, Llc > Profile

Instuitional Investor - Trifecta Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Trifecta Capital Advisors, Llc
Portfolio Value $776,337,849
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 81,924 $60,328,957 7.77%
2.
Nvidia Corp
 NVDA 241,466 $48,314,956 6.22%
3.
Apple Inc.
 AAPL 122,859 $35,550,622 4.58%
4.
Amazon Com Inc
 AMZN 132,018 $31,465,171 4.05%
5.
Eli Lilly & Co
 LLY 25,670 $30,789,272 3.97%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.