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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Trifecta Capital Advisors, LLC

Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0001962615-26-000001

Total Value
$675.8M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ82,448$50.6M7.49%
2NVIDIA CORPORATIONNVDA242,032$45.1M6.68%
3MICROSOFT CORPMSFT71,259$34.5M5.10%
4APPLE INCAAPL116,736$31.7M4.70%
5AMAZON COM INCAMZN128,481$29.7M4.39%
6ELI LILLY & COLLY25,724$27.6M4.09%
7ALPHABET INCGOOG73,664$23.1M3.42%
8ISHARES TR464287804183,468$22.0M3.26%
9SPDR S&P 500 ETF TRSPY28,317$19.3M2.86%
10ISHARES TR464287507286,110$18.9M2.79%
11ISHARES TR46428720026,796$18.4M2.72%
12BROADCOM INCAVGO46,413$16.1M2.38%
13META PLATFORMS INCMETA23,129$15.3M2.26%
14COSTCO WHSL CORP NEW22160K10517,468$15.1M2.23%
15CATERPILLAR INCCAT25,446$14.6M2.16%
16PALO ALTO NETWORKS INCPANW69,078$12.7M1.88%
17PALANTIR TECHNOLOGIES INCPLTR68,246$12.1M1.80%
18SPDR S&P MIDCAP 400 ETF TRMDY19,564$11.8M1.75%
19GOLDMAN SACHS GROUP INCGSCE13,343$11.7M1.74%
20MORGAN STANLEYMS-PQ58,148$10.3M1.53%
21CROWDSTRIKE HLDGS INCCRWD21,419$10.0M1.49%
22VISA INCV27,178$9.5M1.41%
23ABBVIE INCABBV40,542$9.3M1.37%
24UBER TECHNOLOGIES INCUBER113,157$9.2M1.37%
25JPMORGAN CHASE & CO.VYLD28,057$9.0M1.34%
26INTUITIVE SURGICAL INCISRG14,461$8.2M1.21%
27BERKSHIRE HATHAWAY INC DELBRK-A10$7.5M1.12%
28VERTEX PHARMACEUTICALS INCVRTX16,497$7.5M1.11%
29TJX COS INC NEW87254010946,818$7.2M1.06%
30SALESFORCE INCCRM27,133$7.2M1.06%
31HOME DEPOT INCHD20,860$7.2M1.06%
32THERMO FISHER SCIENTIFIC INCTMO11,980$6.9M1.03%
33EATON CORP PLCETN21,760$6.9M1.03%
34LAM RESEARCH CORPLRCX39,838$6.8M1.01%
35ADVANCED MICRO DEVICES INCAMD31,022$6.6M0.98%
36SERVICENOW INCNOW42,090$6.4M0.95%
37ORACLE CORPORCL-PD32,960$6.4M0.95%
38WALMART INCWMT56,145$6.3M0.93%
39BLACKROCK INCBLK5,745$6.1M0.91%
40LOCKHEED MARTIN CORPLMT11,403$5.5M0.82%
41NETFLIX INCNFLX55,380$5.2M0.77%
42AMGEN INCAMGN15,534$5.1M0.75%
43ALPHABET INCGOOG15,037$4.7M0.70%
44L3HARRIS TECHNOLOGIES INCLHX16,009$4.7M0.70%
45BOSTON SCIENTIFIC CORPBSX49,111$4.7M0.69%
46VERTIV HOLDINGS COVRT26,435$4.3M0.63%
47ROBINHOOD MKTS INC77070010235,890$4.1M0.60%
48ISHARES TR46428765515,173$3.7M0.55%
49SELECT SECTOR SPDR TR81369Y80322,602$3.3M0.48%
50VANGUARD INDEX FDS9229087698,763$2.9M0.43%
51STARBUCKS CORPSBUX30,971$2.6M0.39%
52ISHARES TR46428716816,560$2.3M0.35%
53SELECT SECTOR SPDR TR81369Y20912,087$1.9M0.28%
54SPOTIFY TECHNOLOGY S ASPOT2,759$1.6M0.24%
55GRAIL INCGRAL17,050$1.5M0.22%
56BERKSHIRE HATHAWAY INC DELBRK-A2,714$1.4M0.20%
57VANGUARD INDEX FDS9229083632,132$1.3M0.20%
58VANGUARD SPECIALIZED FUNDS9219088445,491$1.2M0.18%
59SPDR GOLD TRGLD2,652$1.1M0.16%
60LOWES COS INC5486611073,915$944,1420.14%
61JOHNSON & JOHNSONJNJ3,947$816,8180.12%
62CAPITAL ONE FINL CORP14040H1053,223$781,1270.12%
63ISHARES TR4642871012,230$764,8240.11%
64EXXON MOBIL CORPXOM5,545$667,2860.10%
65CHEVRON CORP NEWCVX4,360$664,5080.10%
66CISCO SYS INCCSCO8,545$658,2040.10%
67MARRIOTT INTL INC NEW5719032022,022$627,3060.09%
68AMERIPRISE FINL INC03076C1061,260$617,8290.09%
69PROCTER AND GAMBLE CO7427181094,301$616,3770.09%
70SPDR SERIES TRUST78464A3596,835$609,6820.09%
71MERCK & CO INCMRK5,723$602,4030.09%
72SHAKE SHACK INCSHAK7,200$584,4240.09%
73ISHARES TR4642876481,737$561,0690.08%
74SHOPIFY INCSHOP3,300$531,2010.08%
75JOHNSON CTLS INTL PLCG515021054,215$504,7470.07%
76DOVER CORPDOV2,373$463,3050.07%
77NOVA MINERALS LTDNVAWW70,250$428,8770.06%
78STRATEGY INCSTRK2,660$404,1870.06%
79ENERGY TRANSFER L PET-PI23,950$394,9360.06%
80EDWARDS LIFESCIENCES CORPEW4,350$370,8380.05%
81GILEAD SCIENCES INCGILD3,000$368,2200.05%
82ACCENTURE PLC IRELANDACN1,315$352,8150.05%
83CADENCE DESIGN SYSTEM INCCDNS1,095$342,2760.05%
84US BANCORP DELUSB-PS6,108$325,9230.05%
85BANK AMERICA CORP0605051045,800$319,0000.05%
86VANGUARD INTL EQUITY INDEX F9220428585,848$314,3890.05%
87SELECT SECTOR SPDR TR81369Y4072,400$286,5840.04%
88MICRON TECHNOLOGY INCMU1,000$285,4100.04%
89CINTAS CORPCTAS1,500$282,1050.04%
90WASTE MGMT INC DEL94106L1091,209$265,6300.04%
91UNITEDHEALTH GROUP INCUNH785$259,1370.04%
92ILLINOIS TOOL WKS INC4523081091,050$258,6150.04%
93ISHARES TR4642876062,540$246,0760.04%
94COCA COLA COKO3,330$232,8010.03%
95MURPHY USA INCMUSA575$232,0240.03%
96TESLA INCTSLA501$225,3100.03%
97SPDR SERIES TRUST78464A5083,903$221,7300.03%
98VANGUARD WORLD FD92204A702286$215,5820.03%
99ISHARES TR4642885132,642$213,0250.03%
100AMERICAN EXPRESS COAXP575$212,7220.03%
101ABBOTT LABSABLZF1,664$208,4830.03%
102DELTA AIR LINES INC DELDAL3,000$208,2000.03%
103ISHARES TR464287614432$204,4660.03%
104IDEXX LABS INC45168D104300$202,9590.03%
105VANGUARD INDEX FDS922908652943$197,2010.03%
106VANGUARD INDEX FDS922908736395$192,7050.03%
107AMERICAN FINL GROUP INC OHIO0259321041,400$191,3520.03%
108GE AEROSPACE369604301619$190,6250.03%
109ISHARES TR464287622500$186,7200.03%
110NEBIUS GROUP N.V.NBIS2,200$184,1510.03%
111DIMENSIONAL ETF TRUST25434V7084,492$177,8390.03%
112FLEXSHARES TRFLEX713$177,3130.03%
113GLOBAL X FDS37954Y6323,480$176,9930.03%
114NORFOLK SOUTHN CORP655844108600$173,2320.03%
115SPDR DOW JONES INDL AVERAGE78467X109360$173,0060.03%
116DISNEY WALT CO2546871061,464$166,5600.02%
117MCKESSON CORPMCK200$164,0580.02%
118ISHARES TR4642874811,146$156,9340.02%
119ENTERPRISE PRODS PARTNERS L2937921074,840$155,1710.02%
120AIR PRODS & CHEMS INCAIIR581$143,5190.02%
121MCDONALDS CORPMCD469$143,3410.02%
122VULCAN MATLS CO929160109501$142,8960.02%
123VANGUARD TAX-MANAGED FDS9219438582,271$141,8810.02%
124NEXTERA ENERGY INCNEE-PW1,764$141,6140.02%
125WASTE CONNECTIONS INCWCN787$138,0090.02%
126ARISTA NETWORKS INCANET958$125,5270.02%
127HONEYWELL INTL INC438516106637$124,2730.02%
128MERCADOLIBRE INCMELI60$120,8560.02%
129TRAVELERS COMPANIES INCTRV400$116,0240.02%
130AMERICAN ELEC PWR CO INC0255371011,000$115,3100.02%
131NATERA INCNTRA500$114,5450.02%
132MARVELL TECHNOLOGY INCMRVL1,314$111,6640.02%
133ROYAL CARIBBEAN GROUPV7780T103400$111,5680.02%
134MP MATERIALS CORPMP2,200$111,1440.02%
135FORTINET INCFTNT1,375$109,1890.02%
136ACCEL ENTERTAINMENT INCACEL9,144$104,3340.02%
137SNOWFLAKE INCSNOW470$103,1000.02%
138TAKE-TWO INTERACTIVE SOFTWARTTWO400$102,4120.02%
139HCA HEALTHCARE INCHCA215$100,3750.01%
140DIMENSIONAL ETF TRUST25434V7242,127$99,0970.01%
141RTX CORPORATIONRTX535$98,1190.01%
142T-MOBILE US INCTMUSZ471$95,6320.01%
143GE VERNOVA INCGEV146$95,4220.01%
144VANGUARD INDEX FDS922908751355$91,5730.01%
145PARKER-HANNIFIN CORPPH100$87,8960.01%
146CAMECO CORPCCJ950$86,9160.01%
147CONSTELLATION ENERGY CORPCEG243$85,8450.01%
148NOVO-NORDISK A SNONOF1,616$82,2230.01%
149SOUTHWEST GAS HLDGS INCSWX1,000$80,0200.01%
150LITTELFUSE INCLFUS301$76,1290.01%
151CSX CORPCSX2,100$76,1250.01%
152ZOETIS INCZTS600$75,4920.01%
153VANGUARD INDEX FDS922908611345$73,0180.01%
154BOEING COBA-PA325$70,5640.01%
155I-80 GOLD CORPIAUX-WT48,000$70,0800.01%
156VANGUARD WORLD FD92204A504238$68,5090.01%
157LIVE NATION ENTERTAINMENT INLYV471$67,1180.01%
158DIMENSIONAL ETF TRUST25434V6091,116$66,4470.01%
159LISTED FDS TR53656G4981,000$65,9600.01%
160LINDE PLCLIN154$65,6650.01%
161DOMINION ENERGY INCD1,100$64,4490.01%
162WW GRAINGER INC38480210460$60,5430.01%
163U S GOLD CORPUSAU3,000$58,2300.01%
164ASTERA LABS INCALAB328$54,5670.01%
165VANGUARD SCOTTSDALE FDS92206C409668$53,2600.01%
166ABRDN PRECIOUS METALS BASKETGLTR253$52,0170.01%
167BOOKING HOLDINGS INCBKNG9$48,1980.01%
168ALPHA TAU MEDICAL LTDDRTSW9,700$48,0150.01%
169ISHARES TR464287556275$46,4120.01%
170MARSH & MCLENNAN COS INC571748102250$46,3800.01%
171SELECT SECTOR SPDR TR81369Y852391$46,0290.01%
172FIRST TR EXCHANGE-TRADED ALP33735K108282$45,0860.01%
173ALIGN TECHNOLOGY INCALGN275$42,9420.01%
174TE CONNECTIVITY PLCTEL181$41,1800.01%
175DATADOG INCDDOG290$39,4380.01%
176AUTOMATIC DATA PROCESSING INADP151$38,8420.01%
177SCHWAB CHARLES CORPSCHW-PJ371$37,0810.01%
178GENERAL DYNAMICS CORPGD100$33,6660.00%
179SELECT SECTOR SPDR TR81369Y704205$31,8000.00%
180RPM INTL INC749685103300$31,2000.00%
181ISHARES TR464287473220$31,0310.00%
182APPLIED MATLS INC038222105117$30,0680.00%
183SPDR SERIES TRUST78464A870245$29,8730.00%
184INTERNATIONAL BUSINESS MACHSINTR98$29,0290.00%
185VANGUARD ADMIRAL FDS INC921932885258$28,8450.00%
186CME GROUP INCCME105$28,5580.00%
187EVEREST GROUP LTDEG80$27,1480.00%
188ISHARES TR464287309220$27,1180.00%
189CONOCOPHILLIPSCOP286$26,7730.00%
190ADOBE INCADBE75$26,2500.00%
191ITT INCITT150$26,0270.00%
192MASTERCARD INCORPORATEDMA43$24,5480.00%
193ISHARES INC46434G103348$23,3930.00%
194VANGUARD SCOTTSDALE FDS92206C664233$23,1890.00%
195ELBIT SYS LTDESLT40$23,1090.00%
196VANGUARD INDEX FDS92290862978$22,6380.00%
197ASML HOLDING N VASMLF21$22,4680.00%
198AMDOCS LTDDOX275$22,1410.00%
199INNOVATOR ETFS TRUSTINHD541$22,0290.00%
200BECTON DICKINSON & COBDX105$20,3780.00%
201TAIWAN SEMICONDUCTOR MFG LTD87403910065$19,7530.00%
202CAMDEN PPTY TR133131102167$18,3840.00%
203INNOVATOR ETFS TRUSTINHD400$17,4880.00%
204FIRST TR EXCHANGE-TRADED ALP33735B108134$16,8810.00%
2053M COMMM105$16,8110.00%
206ENBRIDGE INCENNPF334$15,9760.00%
207KRATOS DEFENSE & SEC SOLUTIO50077B207200$15,1820.00%
208TWIST BIOSCIENCE CORPTWST475$15,0670.00%
209WILLIAMS COS INC969457100245$14,7270.00%
210INTUITINTU22$14,5740.00%
211VANGUARD BD INDEX FDS921937835191$14,1480.00%
212DEERE & CODE29$13,3930.00%
213EMERSON ELEC COEMR100$13,2720.00%
214INTERACTIVE BROKERS GROUP IN45841N107204$13,1200.00%
215SAP SESAPGF53$12,8750.00%
216PFIZER INCPFE500$12,4500.00%
217HOWMET AEROSPACE INCHWM60$12,3020.00%
218UNIVERSAL DISPLAY CORPOLED100$11,6780.00%
219APPLOVIN CORPAPP17$11,4550.00%
220HEICO CORP NEWHEI-A35$11,3260.00%
221ETF OPPORTUNITIES TRUST26923N231750$11,2350.00%
222ROPER TECHNOLOGIES INCROP25$11,1290.00%
223CENCORA INCCOR32$10,8080.00%
224EQT CORPEQT200$10,7200.00%
225CIRCLE INTERNET GROUP INCCRCL133$10,5470.00%
226SCHWAB STRATEGIC TR808524300300$9,7860.00%
227DOW INCDOW400$9,3520.00%
228SCHWAB STRATEGIC TR808524607326$9,2970.00%
229APOLLO GLOBAL MGMT INC03769M10664$9,2650.00%
230VANGUARD SCOTTSDALE FDS92206C870107$8,9620.00%
231DELL TECHNOLOGIES INCDELL63$7,9310.00%
232QUALCOMM INCQCOM43$7,3560.00%
233PEPSICO INCPEP50$7,1760.00%
234DIAMONDBACK ENERGY INCFANG45$6,7650.00%
235SEA LTDSE52$6,6340.00%
236GODADDY INCGDDY48$5,9560.00%
237RIVIAN AUTOMOTIVE INCRIVN300$5,9130.00%
238AMPHENOL CORP NEW03209510139$5,2710.00%
239UNITED RENTALS INCURI6$4,8560.00%
240AEROVIRONMENT INCAVAV20$4,8380.00%
241SEAGATE TECHNOLOGY HLDNGS PLSE17$4,6820.00%
242OSISKO DEVELOPMENT CORPOSDVF1,300$4,5370.00%
243ARK ETF TR00214Q302155$4,4910.00%
244ARMATA PHARMACEUTICALS INCARMP714$4,4840.00%
245UBS GROUP AGUBS96$4,4460.00%
246ARCH CAP GROUP LTDG0450A10544$4,2210.00%
247NU HLDGS LTDNU236$3,9510.00%
248COUPANG INCCPNG157$3,7040.00%
24910X GENOMICS INCTXG210$3,4260.00%
250SCHWAB STRATEGIC TR80852472280$2,6240.00%
251BEYONDSPRING INCBYSI1,500$2,4450.00%
252KLA CORPKLAC2$2,4310.00%
253FERRARI N VRACE6$2,2180.00%
254ISHARES TR4642874089$1,9090.00%
255FIRST SOLAR INCFSLR7$1,8290.00%
256FREEPORT-MCMORAN INCFCX34$1,7270.00%
257QUANTA SVCS INC74762E1023$1,2670.00%
258ISHARES TR46434V40725$1,0720.00%
259LUCID GROUP INCLCID45$4760.00%
260GE HEALTHCARE TECHNOLOGIES IGEHC4$3290.00%
261EMBECTA CORPEMBC21$2500.00%