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Portfolio (Quarterly) Guide ↗

Triune Financial Partners, LLC

· CIK 0002040393
13F Portfolio $428M AUM 49 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VV VANGUARD INDEX FDS 757.0 $241K 0.06% NEW $318.46 +6.3%
42 CBRE CBRE GROUP INC Real Estate 1,398.0 $238K 0.06% NEW $170.34 -21.0%
43 PNC PNC FINL SVCS GROUP INC Financial Services 1,048.0 $234K 0.06% NEW $223.30 +9.8%
44 OGS ONE GAS INC Utilities 2,936.0 $234K 0.06% NEW $79.55 -1.2%
45 AMZN AMAZON COM INC Consumer Cyclical 947.0 $227K 0.05% NEW $239.33 -5.1%
46 JNJ JOHNSON & JOHNSON Healthcare 965.0 $219K 0.05% NEW $227.13 +7.8%
47 VOO VANGUARD INDEX FDS 339.0 $216K 0.05% NEW $637.11 +6.1%
48 CFFN CAPITOL FED FINL INC Financial Services 26,324.0 $192K 0.04% NEW $7.28 +16.2%
49 POWW OUTDOOR HOLDING CO Industrials 20,375.0 $33K 0.01% NEW $1.63 +35.0%
Page 3 of 3  ·  49 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
Energy 25.2%
Financial Services 21.4%
Technology 19.4%
Healthcare 13.4%
Communication Services 7.2%
Consumer Cyclical 5.4%
Basic Materials 2.7%
Real Estate 2.5%
Utilities 2.5%
Industrials 0.3%