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Portfolio (Quarterly) Guide ↗

Triune Financial Partners, LLC

· CIK 0002040393
13F Portfolio $421M AUM 47 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 Added 6 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 CMP COMPASS MINERALS INTL INC Basic Materials 10,221 $255K 0.06% SOLD
2 CBRE CBRE GROUP INC Real Estate 1,398 $238K 0.06% SOLD
Sector Allocation
Energy 43.7%
Financial Services 17.0%
Technology 14.1%
Healthcare 10.9%
Communication Services 5.2%
Utilities 4.8%
Consumer Cyclical 3.9%
Industrials 0.4%