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Portfolio (Quarterly) Guide ↗

Triune Financial Partners, LLC

· CIK 0002040393
13F Portfolio $479M AUM 49 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 27 Added 8 Reduced 2 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 2,516.0 $728K 0.15% +744.0 +42.0% $289.35 +7.3%
22 LLY ELI LILLY & CO Healthcare 515.0 $617K 0.13% +7.0 +1.4% $1198.90 +4.4%
23 DFAU DIMENSIONAL ETF TRUST 11,616.0 $600K 0.12% $51.69 +2.6%
24 MSFT MICROSOFT CORP Technology 1,376.0 $513K 0.11% +112.0 +8.9% $372.89 +30.7%
25 XOM EXXON MOBIL CORP Energy 3,661.0 $501K 0.10% +42.0 +1.2% $136.72 +18.3%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 1,768.0 $497K 0.10% +17.0 +1.0% $281.26 -17.7%
27 GOOG ALPHABET INC 1,370.0 $484K 0.10% +470.0 +52.2% $353.44
28 JPM JPMORGAN CHASE & CO Financial Services 1,400.0 $458K 0.10% -15.0 -1.1% $327.22 +8.4%
29 CVX CHEVRON CORPORATION Energy 2,731.0 $453K 0.10% +43.0 +1.6% $165.75 +21.2%
30 GOOGL ALPHABET INC Communication Services 1,242.0 $444K 0.09% +102.0 +8.9% $357.30 -2.6%
31 NVDA NVIDIA CORPORATION Technology 1,871.0 $374K 0.08% +438.0 +30.6% $200.09 +6.6%
32 TSLA TESLA INC Consumer Cyclical 808.0 $340K 0.07% +151.0 +23.0% $420.69 -16.5%
33 EQBK EQUITY BANCSHARES INC Financial Services 6,733.0 $330K 0.07% $48.99 +1.9%
34 AMZN AMAZON COM INC Consumer Cyclical 1,371.0 $327K 0.07% +410.0 +42.7% $238.36 +9.8%
35 MRK MERCK & CO INC Healthcare 2,526.0 $325K 0.07% +42.0 +1.7% $128.52 +19.2%
36 DFSV DIMENSIONAL ETF TRUST 8,045.0 $312K 0.07% $38.79 +2.7%
37 CGCV CAPITAL GROUP CONSERVATIVE E 9,136.0 $300K 0.06% $32.82 +1.5%
38 SHEL SHELL PLC Energy 3,491.0 $271K 0.06% +35.0 +1.0% $77.53 +18.8%
39 PNC PNC FINL SVCS GROUP INC Financial Services 1,070.0 $263K 0.06% +15.0 +1.4% $246.13 -1.2%
40 VV VANGUARD INDEX FDS 761.0 $262K 0.06% $344.14 +2.5%
Page 2 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
Financial Services 26.3%
Technology 25.4%
Healthcare 17.1%
Energy 14.7%
Consumer Cyclical 8.0%
Communication Services 5.3%
Industrials 3.2%