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Portfolio (Quarterly) Guide ↗

Trinity Financial Advisors LLC

· CIK 0001809574
13F Portfolio $389M AUM 95 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 23 Added 23 Reduced 2 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,927.0 $343K 0.09% +1K +318.0% $178.25 +15.4%
22 ABBV ABBVIE INC Healthcare 1,071.0 $269K 0.07% +53.0 +5.2% $251.54 +1.6%
23 WDAY WORKDAY INC Technology 1,997.0 $244K 0.06% +278.0 +16.2% $122.42 +67.2%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.4%
Technology 25.8%
Industrials 5.7%
Consumer Cyclical 4.3%
Consumer Defensive 2.4%
Healthcare 1.4%
Communication Services 1.4%
Energy 1.0%
Utilities 0.7%