Triune Financial Partners, LLC reported 20 positions worth $10.26M for the quarter ended Sep 30, 2026, up 6.3% on the prior quarter. It opened 0 new positions, added to 19, trimmed 0 and exited 4. Its largest holding is Apple Inc. at 13.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +1,530 | +60.8% | $509.54K | 13.14% |
| NVDA Nvidia Corp | +1,641 | +87.7% | $374.82K | 7.82% |
| MSFT Microsoft Corp | +75 | +5.5% | $38.46K | 7.25% |
| AMZN Amazon Com Inc | +86 | +6.3% | $21.43K | 3.54% |
| GOOG Alphabet Inc. | +46 | +3.4% | $15.68K | 4.71% |
| BRK-B Berkshire Hathaway Inc | +22 | +0.8% | $10.95K | 12.89% |
| LLY ELI LILLY & Co | +9 | +1.7% | $10.41K | 5.91% |
| GOOGL Alphabet Inc. | +30 | +2.4% | $10.33K | 4.27% |
| JNJ Johnson & Johnson | +37 | +3.7% | $9.79K | 2.67% |
| XOM ExxonMobil Holdings Corp | +43 | +1.2% | $7.00K | 5.88% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 4,046 | $1.35M | 13.14% | +1,530 | +60.8% | Added | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,655 | $1.32M | 12.89% | +22 | +0.8% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 3,512 | $802.18K | 7.82% | +1,641 | +87.7% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 1,451 | $743.98K | 7.25% | +75 | +5.5% | Added | 0% |
| 5 | LLY ELI LILLY & Co | Healthcare | 524 | $606.05K | 5.91% | +9 | +1.7% | Added | 0% |
| 6 | XOM ExxonMobil Holdings Corp | Energy | 3,704 | $602.86K | 5.88% | +43 | +1.2% | Added | 0% |
| 7 | CVX Chevron Corp | Energy | 2,760 | $563.68K | 5.5% | +29 | +1.1% | Added | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 1,416 | $482.58K | 4.71% | +46 | +3.4% | Added | 0% |
| 9 | JPM Jpmorgan Chase & Co | Financial Services | 1,410 | $466.34K | 4.55% | +10 | +0.7% | Added | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 1,272 | $437.82K | 4.27% | +30 | +2.4% | Added | 0% |
| 11 | IBM International Business Machines Corp | Technology | 1,791 | $393.89K | 3.84% | +23 | +1.3% | Added | 0% |
| 12 | MRK Merck & Co., Inc. | Healthcare | 2,554 | $371.15K | 3.62% | +28 | +1.1% | Added | 0% |
| 13 | AMZN Amazon Com Inc | Consumer Discretionary | 1,457 | $363.04K | 3.54% | +86 | +6.3% | Added | 0% |
| 14 | SHEL Shell plc | Energy | 3,520 | $334.55K | 3.26% | +29 | +0.8% | Added | 0% |
| 15 | EQBK Equity Bancshares Inc | Financial Services | 6,758 | $318.57K | 3.11% | +25 | +0.4% | Added | 0.03% |
Tip. Select a row to see that position’s full history at Triune Financial Partners.
As of its Q3 2026 13F filing, Triune Financial Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 13.1%, Berkshire Hathaway Inc (BRK-B) at 12.9%, Nvidia Corp (NVDA) at 7.8%, Microsoft Corp (MSFT) at 7.3%, ELI LILLY & Co (LLY) at 5.9% of the reported portfolio.
Triune Financial Partners, LLC reported a 13F portfolio worth $10.26M across 20 positions for Q3 2026. That is up 6.3% from the previous quarter.
Its largest purchases by value were Apple Inc. ($509.54K), Nvidia Corp ($374.82K), Microsoft Corp ($38.46K). It opened 0 new positions.
Its largest sales by value were Pnc Financial Services Group, Inc. ($263.36K), Caterpillar Inc ($221.46K), Honeywell International Inc ($214.39K). It exited 4 positions entirely.
From the Form 13F-HR reports Triune Financial Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.