Trifecta Capital Advisors, LLC Purchases in Q2 2025

Trifecta Capital Advisors, LLC

  • $601 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
203
+ 312.31%
$58.13 - $85.12 $11.8K - $17.3K
268 $22.8M
CME
Cme Group Inc.

Financial Services
42
+ 59.15%
$252.37 - $290.71 $10.6K - $12.2K
113 $31M
DDOG
Datadog, Inc.

Technology
12
+ 4.14%
$87.0 - $134.33 $1.04K - $1.61K
302 $40.6M
EQIX
Equinix Inc

Real Estate
14
+ 466.67%
$740.07 - $914.43 $10.4K - $12.8K
17 $13.5M
ABC
Amerisourcebergen Corp

Healthcare
32
+ 160.0%
N/A
52 $15.6M
ENB
Enbridge Inc

Energy
208
+ 62.28%
$41.09 - $47.16 $8.55K - $9.81K
542 $24.6M
CSX
Csx Corp

Industrials
78
+ 3.52%
$26.69 - $32.91 $2.08K - $2.57K
2.3K $74.9M
EWJ
Ishares Msci Japan ETF

ETFs
97
New
$61.32 - $75.28 $5.95K - $7.3K
97 $7.27M
APH
Amphenol Corp

Technology
39
+ 40.63%
$59.09 - $98.75 $2.3K - $3.85K
135 $13.3M
ADSK
Autodesk, Inc.

Technology
22
New
N/A
22 $6.81M
ABNB
Airbnb, Inc.

Consumer Cyclical
46
New
$105.69 - $140.64 $4.86K - $6.47K
46 $6.09M
APP
App Lovin Corp

Technology
17
New
$219.37 - $417.89 $3.73K - $7.1K
17 $5.95M
DHR
Danaher Corp

Healthcare
28
+ 127.27%
$174.64 - $205.16 $4.89K - $5.74K
50 $9.88M
AEM
Agnico Eagle Mines LTD

Basic Materials
44
New
$99.48 - $124.46 $4.38K - $5.48K
44 $5.23M
EQT
Eqt Corp

Energy
56
+ 16.47%
$46.11 - $60.44 $2.58K - $3.38K
396 $23.1M
EMN
Eastman Chemical CO

Basic Materials
59
+ 256.52%
$72.7 - $88.29 $4.29K - $5.21K
82 $6.12M
BKR
Baker Hughes CO

Energy
119
+ 140.0%
$35.0 - $44.92 $4.17K - $5.35K
204 $7.82M
BRO
Brown & Brown, Inc.

Financial Services
38
+ 158.33%
$104.48 - $124.43 $3.97K - $4.73K
62 $6.87M
CL
Colgate Palmolive CO

Consumer Defensive
43
+ 238.89%
$87.57 - $96.0 $3.77K - $4.13K
61 $5.55M
AZO
Autozone Inc

Consumer Cyclical
1
New
$3478.38 - $3880.15 $3.48K - $3.88K
1 $3.71M
DOCS
Doximity, Inc.

Healthcare
60
New
$50.71 - $61.34 $3.04K - $3.68K
60 $3.68M
MCHP
Microchip Technology Inc

Technology
52
New
$35.34 - $71.6 $1.84K - $3.72K
52 $3.66M
SRE
Sempra Energy

Utilities
42
New
$63.78 - $78.91 $2.68K - $3.31K
42 $3.18M
BALL
Ball Corp

Consumer Cyclical
51
+ 283.33%
$44.94 - $56.99 $2.29K - $2.91K
69 $3.87M
AZN
Astrazeneca PLC

Healthcare
39
New
$64.87 - $75.0 $2.53K - $2.93K
39 $2.73M
DELL
Dell Technologies Inc.

Technology
4
+ 5.63%
$71.63 - $125.98 $287 - $504
75 $9.2M
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 9.57%
$285.55 - $321.23 $9.42K - $10.6K
378 $110M
ARES
Ares Management Corp

Financial Services
14
New
$118.04 - $175.83 $1.65K - $2.46K
14 $2.43M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
7
New
$224.32 - $326.09 $1.57K - $2.28K
7 $2.28M
INTC
Intel Corp

Technology
102
+ 106.25%
$18.13 - $22.69 $1.85K - $2.31K
198 $4.44M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
18
New
$49.95 - $128.54 $899 - $2.31K
18 $2.24M
CTRA
Coterra Energy Inc.

Energy
86
New
$22.6 - $29.07 $1.94K - $2.5K
86 $2.18M
DOCU
Docusign, Inc.

Technology
28
New
$70.35 - $93.84 $1.97K - $2.63K
28 $2.18M
DLTR
Dollar Tree, Inc.

Consumer Defensive
22
New
$67.22 - $100.51 $1.48K - $2.21K
22 $2.18M
EBAY
Ebay Inc

Consumer Cyclical
25
+ 53.19%
$59.52 - $79.36 $1.49K - $1.98K
72 $5.36M
BLDR
Builders First Source, Inc.

Industrials
18
New
$105.63 - $131.12 $1.9K - $2.36K
18 $2.1M
CASY
Caseys General Stores Inc

Consumer Cyclical
4
New
$415.82 - $510.91 $1.66K - $2.04K
4 $2.04M
ADP
Automatic Data Processing Inc

Industrials
5
+ 3.11%
$276.76 - $326.81 $1.38K - $1.63K
166 $51.2M
D
Dominion Energy, Inc

Utilities
26
+ 2.6%
$49.66 - $58.0 $1.29K - $1.51K
1.03K $58M
DTE
Dte Energy CO

Utilities
14
+ 100.0%
$127.39 - $139.49 $1.78K - $1.95K
28 $3.71M
DECK
Deckers Outdoor Corp

Consumer Cyclical
17
New
$100.44 - $129.37 $1.71K - $2.2K
17 $1.75M
WST
West Pharmaceutical Services Inc

Healthcare
8
New
$190.39 - $227.7 $1.52K - $1.82K
8 $1.75M
CG
Carlyle Group Inc.

Financial Services
34
New
$34.78 - $51.4 $1.18K - $1.75K
34 $1.75M
CF
Cf Industries Holdings, Inc.

Basic Materials
19
New
$68.47 - $102.48 $1.3K - $1.95K
19 $1.75M
WTRG
Essential Utilities, Inc.

Utilities
47
New
$36.92 - $41.39 $1.74K - $1.95K
47 $1.75M
AME
Ametek Inc

Industrials
9
+ 69.23%
$151.41 - $182.75 $1.36K - $1.64K
22 $3.98M
STX
Seagate Technology Holdings PLC

Technology
12
New
$66.54 - $144.33 $798 - $1.73K
12 $1.73M
HII
Huntington Ingalls Industries, Inc.

Industrials
7
New
$183.31 - $241.46 $1.28K - $1.69K
7 $1.69M
CPRT
Copart Inc

Consumer Cyclical
34
New
$47.72 - $63.84 $1.62K - $2.17K
34 $1.67M
Activity Summary
Buys All Purchases 218 New Holdings 99 Increased Positions 119 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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