Trifecta Capital Advisors, LLC

Position in MRK — Merck & Co., Inc.

CIK 1962615 NORTHBROOK, IL

Position in MRK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$737,590

+$49,171 QoQ

Shares Held

5,740

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,369

of 3,769 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $49,578,365 across 11 Drug Manufacturers - General names. MRK ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	25,670	$30,789,370
2	ABBV	AbbVie Inc.	41,305	$10,393,990
3	AMGN	Amgen Inc	16,502	$5,975,704
4	JNJ	Johnson & Johnson	3,836	$974,228
5	MRK	Merck & Co., Inc. This page	5,740	$737,590
6	GILD	Gilead Sciences, Inc.	3,202	$404,540
7	NVO	Novo Nordisk A S	4,016	$192,527
8	PFE	Pfizer Inc	4,277	$102,990

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$737,590	5,740	+0.3%	Shares	Sole	2026-08-03
2026-03-31	$688,419	5,723	0.0%	Shares	Sole	2026-05-01
2025-12-31	$602,402	5,723	-1.6%	Shares	Sole	2026-01-30
2025-09-30	$488,052	5,815	-30.7%	Shares	Sole	2025-11-03
2025-06-30	$664,706	8,397	+43.7%	Shares	Sole	2025-07-23
2025-03-31	$524,647	5,845	-39.5%	Shares	Sole	2025-04-21
2024-12-31	$961,474	9,665	-68.6%	Shares	Sole	2025-02-04
2024-09-30	$3,492,310	30,753	+7.9%	Shares	Sole	2024-10-16
2024-06-30	$3,529,290	28,508	+210.1%	Shares	Sole	2024-08-07
2024-03-31	$1,212,884	9,192	0.0%	Shares	Sole	2024-04-16
2023-12-31	$1,002,111	9,192	0.0%	Shares	Sole	2024-01-25
2023-09-30	$946,316	9,192	-4.8%	Shares	Sole	2023-11-01
2023-06-30	$1,114,436	9,658	-3.3%	Shares	Sole	2023-08-14
2023-03-31	$1,062,091	9,983	+0.8%	Shares	Sole	2023-05-09
2022-12-31	$1,098,959	9,905	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.