TRIFECTA CAPITAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRM | 27K | $6.40M |
 | V | 26K | $9.03M |
 | LLY | 25K | $19.43M |
 | CAT | 25K | $11.93M |
 | VRT | 22K | $3.36M |
 | META | 22K | $16.15M |
 | GRAL | 22K | $1.28M |
 | ETN | 21K | $7.89M |
 | HD | 20K | $8.28M |
 | CRWD | 20K | $9.92M |
 | PATH | 18K | $234.15K |
 | TXG | 17K | $202.71K |
 | COST | 17K | $15.96M |
 | VRTX | 16K | $6.20M |
 | LHX | 16K | $4.77M |
 | GOOGL | 15K | $3.66M |
 | AMGN | 15K | $4.21M |
 | ISRG | 14K | $6.27M |
 | GS | 13K | $10.46M |
 | S | 12K | $213.08K |
Salesforce, Inc.
CRM
Shares Held
27K
Value
$6.40M
Visa Inc.
V
Shares Held
26K
Value
$9.03M
Eli Lilly and Company
LLY
Shares Held
25K
Value
$19.43M
Caterpillar Inc.
CAT
Shares Held
25K
Value
$11.93M
Vertiv Holdings Co
VRT
Shares Held
22K
Value
$3.36M
Meta Platforms, Inc.
META
Shares Held
22K
Value
$16.15M
GRAIL, Inc.
GRAL
Shares Held
22K
Value
$1.28M
Eaton Corporation plc
ETN
Shares Held
21K
Value
$7.89M
The Home Depot, Inc.
HD
Shares Held
20K
Value
$8.28M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
20K
Value
$9.92M
UiPath Inc.
PATH
Shares Held
18K
Value
$234.15K
10x Genomics, Inc.
TXG
Shares Held
17K
Value
$202.71K
Costco Wholesale Corporation
COST
Shares Held
17K
Value
$15.96M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
16K
Value
$6.20M
L3Harris Technologies, Inc.
LHX
Shares Held
16K
Value
$4.77M
Alphabet Inc.
GOOGL
Shares Held
15K
Value
$3.66M
Amgen Inc.
AMGN
Shares Held
15K
Value
$4.21M
Intuitive Surgical, Inc.
ISRG
Shares Held
14K
Value
$6.27M
The Goldman Sachs Group, Inc.
GS
Shares Held
13K
Value
$10.46M
SentinelOne, Inc.
S
Shares Held
12K
Value
$213.08K