Trifecta Capital Advisors, LLC
Top Portfolio Positions
209 positions ·
$523,608,809 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
82,192 | $47,439,578 | 9.06% | |
| NVDA |
Nvidia Corp
Technology
|
242,385 | $42,271,944 | 8.07% | |
| AAPL |
Apple Inc.
Technology
|
117,454 | $29,808,650 | 5.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
130,716 | $27,224,221 | 5.20% | |
| MSFT |
Microsoft Corp
Technology
|
72,317 | $26,769,583 | 5.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
25,631 | $23,574,624 | 4.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
28,545 | $18,563,955 | 3.55% | |
| CAT |
Caterpillar Inc
Industrials
|
25,236 | $17,878,696 | 3.41% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
17,396 | $17,333,896 | 3.31% | |
| AVGO |
Broadcom Inc.
Technology
|
46,815 | $14,489,710 | 2.77% |
Portfolio Trend
14 quarters · across all stocks
Holdings in BYSI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,460 | 1,500 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,445 | 1,500 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,715 | 1,500 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,525 | 1,500 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,152 | 1,500 | Shares | Sole | 2025-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||