Long-term investor
Trifecta Capital Advisors, LLC @trifectacapitaladvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001962615).
Record
- Tracked since 2025-06-30 (446 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days +12.7% · 6 months n/a · 1 year +17.5% · all +17.5%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 7.8% · long · since 2025-06-30
- NVDA · 6.2% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- AMZN · 4.1% · long · since 2025-06-30
- LLY · 4.0% · long · since 2025-06-30
- 464287804 · 3.9% · long · since 2025-06-30
- MSFT · 3.5% · long · since 2025-06-30
- 02079K107 · 3.4% · long · since 2025-06-30
- CAT · 3.4% · long · since 2025-06-30
- 464287507 · 3.3% · long · since 2025-06-30
- PANW · 3.1% · long · since 2025-06-30
- 78462F103 · 2.7% · long · since 2025-06-30