Trifecta Capital Advisors, LLC

Position in TSLA — Tesla, Inc.

CIK 1962615 NORTHBROOK, IL

Position in TSLA

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

Position Value

$219,553

+$33,307 QoQ

Shares Held

522

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,936

of 4,242 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $227,616 across 7 Auto Manufacturers names. TSLA ranks #1 (96.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	522	$219,553
2	RIVN	Rivian Automotive, Inc. / DE	300	$5,205
3	TM	Toyota Motor Corp/	7	$1,178
4	GM	General Motors Co	9	$693
5	F	Ford Motor Co	26	$361
6	HMC	Honda Motor Co Ltd	12	$325
7	LCID	Lucid Group, Inc.	45	$301

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,553	522	+4.2%	Shares	Sole	2026-08-03
2026-03-31	$186,246	501	0.0%	Shares	Sole	2026-05-01
2025-12-31	$225,309	501	-13.8%	Shares	Sole	2026-01-30
2025-09-30	$258,382	581	-1.7%	Shares	Sole	2025-11-03
2025-06-30	$187,737	591	-26.6%	Shares	Sole	2025-07-23
2025-03-31	$208,623	805	+1.8%	Shares	Sole	2025-04-21
2024-12-31	$319,437	791	+6.9%	Shares	Sole	2025-02-04
2024-09-30	$193,606	740	+5.4%	Shares	Sole	2024-10-16
2024-06-30	$138,911	702	-4.0%	Shares	Sole	2024-08-07
2024-03-31	$128,502	731	+1.5%	Shares	Sole	2024-04-16
2023-12-31	$178,905	720	-1.4%	Shares	Sole	2024-01-25
2023-09-30	$182,660	730	+1.5%	Shares	Sole	2023-11-01
2023-06-30	$188,212	719	+17.3%	Shares	Sole	2023-08-14
2023-03-31	$127,172	613	+3.4%	Shares	Sole	2023-05-09
2022-12-31	$73,045	593	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.