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
CBOE
Cboe Global Markets, Inc.

Financial Services
7
New
$205.81 - $234.23 $1.44K - $1.64K
7 $1.63M
EWBC
East West Bancorp Inc

Financial Services
16
New
$71.03 - $101.75 $1.14K - $1.63K
16 $1.62M
KKR
Kkr & Co. Inc.

Financial Services
11
New
$92.79 - $134.29 $1.02K - $1.48K
11 $1.46M
CACI
Caci International Inc

Technology
3
New
N/A
3 $1.43M
BYD
Boyd Gaming Corp

Consumer Cyclical
18
New
$60.8 - $79.02 $1.09K - $1.42K
18 $1.41M
BURL
Burlington Stores, Inc.

Consumer Cyclical
6
New
$215.78 - $270.12 $1.29K - $1.62K
6 $1.4M
EL
Estee Lauder Companies Inc

Consumer Defensive
17
New
$50.06 - $80.8 $851 - $1.37K
17 $1.37M
MOS
Mosaic CO

Basic Materials
36
New
$22.76 - $36.95 $819 - $1.33K
36 $1.31M
BX
Blackstone Inc.

Financial Services
8
+ 66.67%
$120.07 - $151.11 $961 - $1.21K
20 $2.99M
NUE
Nucor Corp

Basic Materials
10
New
$103.22 - $131.43 $1.03K - $1.31K
10 $1.3M
APA
Apa Corp

Energy
69
New
$14.03 - $21.24 $968 - $1.47K
69 $1.26M
CDW
Cdw Corp

Technology
7
New
$144.49 - $190.68 $1.01K - $1.33K
7 $1.25M
OGN
Organon & Co.

Healthcare
125
New
$8.04 - $14.72 $1K - $1.84K
125 $1.21M
ETR
Entergy Corp

Utilities
15
+ 53.57%
$79.01 - $86.61 $1.19K - $1.3K
43 $3.58M
AMG
Affiliated Managers Group, Inc.

Financial Services
6
New
$143.35 - $197.67 $860 - $1.19K
6 $1.18M
CHD
Church & Dwight CO Inc

Consumer Defensive
12
New
$91.57 - $110.76 $1.1K - $1.33K
12 $1.15M
PWR
Quanta Services, Inc.

Industrials
3
New
$239.47 - $381.26 $718 - $1.14K
3 $1.14M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
10
New
$105.72 - $1416.0 $1.06K - $14.2K
10 $1.12M
ARGX
Argenx Se

Healthcare
2
New
$532.27 - $656.65 $1.06K - $1.31K
2 $1.1M
Kenvue Inc
50
New
N/A
50 $1.05M
BXP
Boston Properties Inc

Real Estate
15
+ 65.22%
$56.86 - $74.12 $853 - $1.11K
38 $2.56M
EQH
Equitable Holdings, Inc.

Financial Services
18
New
$43.98 - $56.1 $792 - $1.01K
18 $1.01M
EGP
Eastgroup Properties Inc

Real Estate
6
New
$145.28 - $176.09 $872 - $1.06K
6 $1M
Corpay Inc
3
New
N/A
3 $996K
Smurfit Westrock PLC
23
New
N/A
23 $993K
CNP
Centerpoint Energy Inc

Utilities
27
New
$35.5 - $39.05 $959 - $1.05K
27 $992K
HRB
H&R Block Inc

Consumer Cyclical
18
New
$54.32 - $63.04 $978 - $1.13K
18 $989K
CSGP
Costar Group, Inc.

Real Estate
12
New
$72.62 - $83.22 $871 - $999
12 $965K
WDAY
Workday, Inc.

Technology
4
New
$210.47 - $274.71 $842 - $1.1K
4 $960K
BAX
Baxter International Inc

Healthcare
31
New
$27.8 - $34.02 $862 - $1.05K
31 $939K
CMC
Commercial Metals CO

Basic Materials
19
New
$39.2 - $50.67 $745 - $963
19 $930K
ELS
Equity Lifestyle Properties Inc

Real Estate
15
New
$61.46 - $68.02 $922 - $1.02K
15 $926K
CLH
Clean Harbors Inc

Industrials
4
New
$182.1 - $233.5 $728 - $934
4 $925K
CHWY
Chewy, Inc.

Consumer Cyclical
21
New
$31.21 - $48.21 $655 - $1.01K
21 $896K
ARW
Arrow Electronics Inc

Technology
7
New
$90.32 - $128.28 $632 - $898
7 $893K
DD
Du Pont De Nemours, Inc.

Basic Materials
13
New
$55.13 - $75.25 $717 - $978
13 $892K
EFX
Equifax Inc

Industrials
3
+ 42.86%
$205.5 - $280.54 $617 - $842
10 $2.59M
CDAY
Ceridian Hcm Holding Inc.

Technology
16
New
N/A
16 $887K
GM
General Motors CO

Consumer Cyclical
18
New
$42.48 - $50.46 $765 - $908
18 $886K
DRI
Darden Restaurants Inc

Consumer Cyclical
4
New
$186.58 - $225.78 $746 - $903
4 $872K
DKNG
Draft Kings Inc.

Consumer Cyclical
19
New
$31.67 - $42.89 $602 - $815
19 $815K
CROX
Crocs, Inc.

Consumer Cyclical
8
New
$88.67 - $120.26 $709 - $962
8 $811K
EQR
Equity Residential

Real Estate
12
New
$61.82 - $71.72 $742 - $861
12 $810K
ENPH
Enphase Energy, Inc.

Technology
18
New
$34.56 - $62.52 $622 - $1.13K
18 $714K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3
New
$225.56 - $335.19 $677 - $1.01K
3 $713K
CHDN
Churchill Downs Inc

Consumer Cyclical
7
New
$87.99 - $111.79 $616 - $783
7 $707K
COIN
Coinbase Global, Inc.

Technology
2
New
$151.47 - $375.07 $303 - $750
2 $701K
NEM
Newmont Corp

Basic Materials
8
+ 44.44%
$44.18 - $59.46 $353 - $476
26 $1.52M
ENTG
Entegris Inc

Technology
7
New
$62.92 - $86.2 $440 - $603
7 $565K
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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