Trinity Legacy Partners, LLC

13F filer · CIK 0001652529

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$500MU.S. long equity reported on 13F

Positions7810 new · 7 closed

Net flow last quarter+$4.25MBuys minus sells

Top 10 positions weight22.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202678 positions
AAPLApple Inc.	$17.7M	3.53%	0.00%	+1.2%	Q4 2018
NVDANvidia Corp	$15.4M	3.07%	0.00%	-11.3%	Q3 2020
PANWPalo Alto Networks Inc	$15M	2.99%	0.01%	+5.8%	Q3 2023
MAINMain Street Capital CORP	$12.1M	2.42%	0.23%	+7.2%	Q4 2018
MSFTMicrosoft Corp	$11.2M	2.25%	0.00%	+10.0%	Q4 2018
GOOGAlphabet Inc.	$10.4M	2.07%	Not reported	-18.8%	Q1 2021
WMWaste Management Inc	$8.7M	1.74%	0.01%	+6.4%	Q4 2018
NOWServiceNow, Inc.	$8.23M	1.64%	0.01%	+37.3%	Q2 2023
BRK.BBerkshire Hathaway Inc	$8.04M	1.61%	Not reported	+7.3%	Q4 2018
JNJJohnson & Johnson	$8M	1.60%	0.00%	-13.3%	Q4 2019
JPMJPMorgan Chase & Co	$7.64M	1.53%	0.00%	-3.3%	Q4 2018
NSPInsperity, Inc.	$7.63M	1.53%	0.40%	Not reported	Q3 2019
AMZNAmazon Com Inc	$7.18M	1.43%	0.00%	-2.0%	Q4 2018
COSTCostco Wholesale Corp	$7M	1.40%	0.00%	+4.7%	Q1 2020
KOCoca Cola Co	$6.94M	1.39%	0.00%	+3.4%	Q2 2019
PGPROCTER & GAMBLE Co	$6.9M	1.38%	0.00%	+18.9%	Q1 2019
AMGNAmgen Inc	$6.82M	1.36%	0.00%	+6.4%	Q4 2021
XOMExxonMobil Holdings Corp	$6.82M	1.36%	0.00%	-7.8%	Q4 2018
CVXChevron Corp	$6.81M	1.36%	0.00%	-1.5%	Q4 2018
VVisa Inc.	$6.78M	1.35%	0.00%	+10.3%	Q4 2018
EXPDExpeditors International of Washington Inc	$6.65M	1.33%	0.03%	+4.0%	Q1 2025
SOSouthern Co	$6.49M	1.30%	0.01%	+5.8%	Q1 2019
AXPAmerican Express Co	$6.14M	1.23%	0.00%	+0.9%	Q2 2020
STXSeagate Technology Holdings plc	$6.14M	1.23%	0.00%	+2.5%	Q1 2026
GSGoldman Sachs Group Inc	$5.96M	1.19%	0.00%	-11.1%	Q1 2021
TJXTJX Companies Inc	$5.95M	1.19%	0.00%	-7.5%	Q3 2023
VLOValero Energy Corp	$5.91M	1.18%	0.01%	-19.6%	Q4 2018
EXCExelon Corp	$5.65M	1.13%	0.01%	+9.7%	Q1 2019
DEDeere & Co	$5.58M	1.12%	0.00%	0.0%	Q1 2022
VZVerizon Communications Inc	$4.93M	0.98%	0.00%	+4.8%	Q4 2019
LLYELI LILLY & Co	$4.63M	0.93%	0.00%	+16.6%	Q1 2025
FCXFreeport-Mcmoran Inc	$4.54M	0.91%	0.01%	-8.4%	Q4 2025
IRMIron Mountain Inc	$4.38M	0.88%	0.01%	-7.3%	Q4 2018
CTSHCognizant Technology Solutions Corp	$4.3M	0.86%	0.02%	+29.4%	Q4 2019
DLRDigital Realty Trust, Inc.	$3.58M	0.72%	0.01%	-1.8%	Q3 2023
CATCaterpillar Inc	$3.49M	0.70%	0.00%	+1.7%	Q4 2018
EPDEnterprise Products Partners L.P.	$3.28M	0.66%	0.00%	-6.7%	Q2 2019
SYKStryker Corp	$3.15M	0.63%	0.00%	+46.8%	Q1 2026
DSLDoubleLine Income Solutions Fund	$2.97M	0.59%	Not reported	-1.8%	Q3 2023
MCDMcdonalds Corp	$2.84M	0.57%	0.00%	+15.1%	Q1 2023
ISRGIntuitive Surgical Inc	$2.47M	0.49%	0.00%	+8.5%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.92M	0.38%	Not reported	+0.4%	Q2 2021
WWDWoodward, Inc.	$1.89M	0.38%	0.01%	Not reported	Q2 2019
SPYSPDR S&P 500 ETF Trust	$1.81M	0.36%	Not reported	-0.7%	Q4 2018
HDHome Depot, Inc.	$1.01M	0.20%	0.00%	+36.4%	Q4 2018
GOOGLAlphabet Inc.	$877K	0.18%	0.00%	-12.4%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$829K	0.17%	Not reported	-2.0%	Q4 2021
CNQCANADIAN NATURAL RESOURCES Ltd	$787K	0.16%	0.00%	-6.7%	Q2 2021
KMIKinder Morgan, Inc.	$698K	0.14%	0.00%	-15.9%	Q2 2020
AMATApplied Materials Inc	$694K	0.14%	0.00%	-15.2%	Q4 2019

Q1 2026Reported Apr 16, 202675 positions
NVDANvidia Corp	$16.4M	3.55%	0.00%	+0.4%	Q3 2020
AAPLApple Inc.	$13.6M	2.94%	0.00%	+18.6%	Q4 2018
GOOGAlphabet Inc.	$11.9M	2.59%	Not reported	-0.3%	Q1 2021
MAINMain Street Capital CORP	$11.5M	2.48%	0.22%	+6.1%	Q4 2018
MSFTMicrosoft Corp	$10M	2.17%	0.00%	+35.9%	Q4 2018
JNJJohnson & Johnson	$8.86M	1.92%	0.00%	+0.9%	Q4 2019
WMWaste Management Inc	$7.67M	1.66%	0.01%	+2.7%	Q4 2018
XOMExxonMobil Holdings Corp	$7.56M	1.64%	0.00%	+1.7%	Q4 2018
AMZNAmazon Com Inc	$7.3M	1.58%	0.00%	+3.6%	Q4 2018
BRK.BBerkshire Hathaway Inc	$7.26M	1.57%	Not reported	+2.5%	Q4 2018
JPMJPMorgan Chase & Co	$7.17M	1.55%	0.00%	+5.7%	Q4 2018
CVXChevron Corp	$7.03M	1.52%	0.00%	-3.6%	Q4 2018
COSTCostco Wholesale Corp	$6.9M	1.49%	0.00%	+3.0%	Q1 2020
TJXTJX Companies Inc	$6.65M	1.44%	0.00%	+1.7%	Q3 2023
PANWPalo Alto Networks Inc	$6.46M	1.40%	0.00%	+44.1%	Q3 2023
SOSouthern Co	$6.13M	1.33%	0.01%	+2.0%	Q1 2019
AMGNAmgen Inc	$6.05M	1.31%	0.00%	-0.4%	Q4 2021
KOCoca Cola Co	$6M	1.30%	0.00%	+1.5%	Q2 2019
FCXFreeport-Mcmoran Inc	$5.78M	1.25%	0.01%	-3.2%	Q4 2025
VLOValero Energy Corp	$5.76M	1.25%	0.01%	-1.7%	Q4 2018
GSGoldman Sachs Group Inc	$5.56M	1.20%	0.00%	+4.7%	Q1 2021
DEDeere & Co	$5.56M	1.20%	0.00%	+5.9%	Q1 2022
PGPROCTER & GAMBLE Co	$5.54M	1.20%	0.00%	+4.1%	Q1 2019
AXPAmerican Express Co	$5.5M	1.19%	0.00%	+3.4%	Q2 2020
EXCExelon Corp	$5.36M	1.16%	0.01%	+1.2%	Q1 2019
VVisa Inc.	$5.24M	1.14%	0.00%	+4.9%	Q4 2018
EXPDExpeditors International of Washington Inc	$5.09M	1.10%	0.03%	-0.2%	Q1 2025
NOWServiceNow, Inc.	$5.06M	1.10%	0.01%	+61.5%	Q2 2023
VZVerizon Communications Inc	$4.88M	1.06%	0.00%	+2.9%	Q4 2019
CTSHCognizant Technology Solutions Corp	$4.48M	0.97%	0.02%	+13.7%	Q4 2019
IRMIron Mountain Inc	$4.43M	0.96%	0.01%	-1.6%	Q4 2018
STXSeagate Technology Holdings plc	$4.29M	0.93%	0.00%	New	Q1 2026
NSPInsperity, Inc.	$4.26M	0.92%	0.41%	-13.8%	Q3 2019
DLRDigital Realty Trust, Inc.	$4.11M	0.89%	0.01%	-0.6%	Q3 2023
EPDEnterprise Products Partners L.P.	$3.45M	0.75%	0.00%	+2.7%	Q2 2019
DSLDoubleLine Income Solutions Fund	$3.17M	0.69%	Not reported	+3.3%	Q3 2023
LLYELI LILLY & Co	$3.13M	0.68%	0.00%	+4.2%	Q1 2025
CATCaterpillar Inc	$3.1M	0.67%	0.00%	-1.0%	Q4 2018
MCDMcdonalds Corp	$2.74M	0.59%	0.00%	+4.5%	Q1 2023
ISRGIntuitive Surgical Inc	$2.64M	0.57%	0.00%	+7.8%	Q1 2023
SYKStryker Corp	$2.24M	0.48%	0.00%	New	Q1 2026
WWDWoodward, Inc.	$1.94M	0.42%	0.01%	Not reported	Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.82M	0.39%	Not reported	-0.4%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$1.69M	0.37%	Not reported	-2.5%	Q4 2018
GOOGLAlphabet Inc.	$940K	0.20%	0.00%	+0.7%	Q4 2020
CNQCANADIAN NATURAL RESOURCES Ltd	$898K	0.19%	0.00%	+9.0%	Q2 2021
KMIKinder Morgan, Inc.	$807K	0.17%	0.00%	+22.9%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$754K	0.16%	Not reported	-1.1%	Q4 2021
LMTLockheed Martin Corp	$734K	0.16%	0.00%	+39.5%	Q4 2018
HDHome Depot, Inc.	$729K	0.16%	0.00%	-82.1%	Q4 2018

Q4 2025Reported Jan 26, 202665 positions
NVDANvidia Corp	$15.5M	3.55%	0.00%	-1.3%	Q3 2020
AAPLApple Inc.	$12M	2.76%	0.00%	+0.5%	Q4 2018
MAINMain Street Capital CORP	$11.6M	2.65%	0.21%	+0.3%	Q4 2018
GOOGAlphabet Inc.	$11.4M	2.61%	Not reported	-2.4%	Q1 2021
MSFTMicrosoft Corp	$9.06M	2.08%	0.00%	+0.6%	Q4 2018
JNJJohnson & Johnson	$7.57M	1.74%	0.00%	-0.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.45M	1.71%	Not reported	+1.7%	Q4 2018
WMWaste Management Inc	$7.22M	1.66%	0.01%	+1.7%	Q4 2018
JPMJPMorgan Chase & Co	$7.02M	1.61%	0.00%	+0.7%	Q4 2018
NSPInsperity, Inc.	$6.93M	1.59%	0.48%	-7.3%	Q3 2019
AMZNAmazon Com Inc	$6.53M	1.50%	0.00%	+1.5%	Q4 2018
TJXTJX Companies Inc	$6.27M	1.44%	0.00%	+0.1%	Q3 2023
AXPAmerican Express Co	$6.02M	1.38%	0.00%	+0.1%	Q2 2020
XOMExxonMobil Holdings Corp	$6M	1.38%	0.00%	+1.4%	Q4 2018
MDTMedtronic plc	$5.99M	1.37%	0.00%	+1.1%	Q1 2023
CVXChevron Corp	$5.94M	1.36%	0.00%	+0.7%	Q4 2018
COSTCostco Wholesale Corp	$5.92M	1.36%	0.00%	+1.7%	Q1 2020
AMGNAmgen Inc	$5.67M	1.30%	0.00%	+1.6%	Q4 2021
VVisa Inc.	$5.63M	1.29%	0.00%	+0.9%	Q4 2018
NOWServiceNow, Inc.	$5.47M	1.25%	0.00%	+2.1%	Q2 2023
SOSouthern Co	$5.46M	1.25%	0.01%	+2.1%	Q1 2019
KOCoca Cola Co	$5.45M	1.25%	0.00%	+3.5%	Q2 2019
CTSHCognizant Technology Solutions Corp	$5.44M	1.25%	0.01%	+2.0%	Q4 2019
PGPROCTER & GAMBLE Co	$5.28M	1.21%	0.00%	+1.6%	Q1 2019
EXPDExpeditors International of Washington Inc	$5.25M	1.20%	0.03%	+0.1%	Q1 2025
GSGoldman Sachs Group Inc	$5.13M	1.18%	0.00%	0.0%	Q1 2021
PANWPalo Alto Networks Inc	$5.11M	1.17%	0.00%	+1.6%	Q3 2023
EXCExelon Corp	$4.74M	1.09%	0.01%	+1.7%	Q1 2019
FCXFreeport-Mcmoran Inc	$4.44M	1.02%	0.01%	New	Q4 2025
VZVerizon Communications Inc	$4.24M	0.97%	0.00%	+2.0%	Q4 2019
DEDeere & Co	$4.1M	0.94%	0.00%	+1.1%	Q1 2022
HDHome Depot, Inc.	$4.09M	0.94%	0.00%	+1.1%	Q4 2018
VLOValero Energy Corp	$4.05M	0.93%	0.01%	-0.2%	Q4 2018
QCOMQualcomm Inc	$3.85M	0.88%	0.00%	+10.4%	Q3 2025
LLYELI LILLY & Co	$3.5M	0.80%	0.00%	+1.5%	Q1 2025
IRMIron Mountain Inc	$3.28M	0.75%	0.01%	+2.1%	Q4 2018
DLRDigital Realty Trust, Inc.	$3.27M	0.75%	0.01%	+2.3%	Q3 2023
DSLDoubleLine Income Solutions Fund	$3.08M	0.71%	Not reported	-8.6%	Q3 2023
ISRGIntuitive Surgical Inc	$2.97M	0.68%	0.00%	+1.4%	Q1 2023
EPDEnterprise Products Partners L.P.	$2.89M	0.66%	0.00%	Not reported	Q2 2019
MCDMcdonalds Corp	$2.64M	0.61%	0.00%	+3.0%	Q1 2023
ABTAbbott Laboratories	$2.37M	0.54%	0.00%	+3.7%	Q1 2021
CATCaterpillar Inc	$2.26M	0.52%	0.00%	-0.7%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.71M	0.39%	Not reported	+1.2%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$1.7M	0.39%	Not reported	-2.9%	Q4 2018
WWDWoodward, Inc.	$1.45M	0.33%	0.01%	Not reported	Q2 2019
GOOGLAlphabet Inc.	$878K	0.20%	0.00%	-0.5%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$745K	0.17%	Not reported	+0.4%	Q4 2021
CNQCANADIAN NATURAL RESOURCES Ltd	$611K	0.14%	0.00%	0.0%	Q2 2021
KMIKinder Morgan, Inc.	$570K	0.13%	0.00%	+0.5%	Q2 2020

Q3 2025Reported Nov 4, 202566 positions
NVDANvidia Corp	$17M	3.92%	0.00%	-8.7%	Q3 2020
AAPLApple Inc.	$11.9M	2.74%	0.00%	+1.4%	Q4 2018
MAINMain Street Capital CORP	$10.9M	2.50%	0.21%	+1.2%	Q4 2018
GOOGAlphabet Inc.	$10.5M	2.41%	Not reported	-1.2%	Q1 2021
MSFTMicrosoft Corp	$9.65M	2.22%	0.00%	+0.4%	Q4 2018
NSPInsperity, Inc.	$8.52M	1.96%	0.51%	-4.0%	Q3 2019
BRK.BBerkshire Hathaway Inc	$6.96M	1.60%	Not reported	+8.4%	Q4 2018
JNJJohnson & Johnson	$6.94M	1.60%	0.00%	+0.4%	Q4 2019
AMZNAmazon Com Inc	$6.81M	1.57%	0.00%	+1.2%	Q4 2018
JPMJPMorgan Chase & Co	$6.73M	1.55%	0.00%	+1.1%	Q4 2018
WMWaste Management Inc	$6.46M	1.49%	0.01%	+3.4%	Q4 2018
NOWServiceNow, Inc.	$6.42M	1.48%	0.00%	+2.5%	Q2 2023
COSTCostco Wholesale Corp	$6.16M	1.42%	0.00%	+3.1%	Q1 2020
CVXChevron Corp	$6.11M	1.41%	0.00%	-0.2%	Q4 2018
PANWPalo Alto Networks Inc	$6.02M	1.39%	0.00%	+1.8%	Q3 2023
AXPAmerican Express Co	$5.86M	1.35%	0.00%	+0.4%	Q2 2020
SOSouthern Co	$5.77M	1.33%	0.01%	+2.2%	Q1 2019
TJXTJX Companies Inc	$5.71M	1.31%	0.00%	+1.5%	Q3 2023
XOMExxonMobil Holdings Corp	$5.62M	1.29%	0.00%	+3.5%	Q4 2018
MDTMedtronic plc	$5.59M	1.29%	0.00%	+2.5%	Q1 2023
PGPROCTER & GAMBLE Co	$5.45M	1.26%	0.00%	+4.3%	Q1 2019
VVisa Inc.	$5.42M	1.25%	0.00%	+1.7%	Q4 2018
KOCoca Cola Co	$5.19M	1.19%	0.00%	+2.8%	Q2 2019
AMGNAmgen Inc	$5.09M	1.17%	0.00%	+4.6%	Q4 2021
EXCExelon Corp	$4.93M	1.14%	0.01%	+2.6%	Q1 2019
CTSHCognizant Technology Solutions Corp	$4.69M	1.08%	0.01%	+4.8%	Q4 2019
GSGoldman Sachs Group Inc	$4.61M	1.06%	0.00%	-0.5%	Q1 2021
HDHome Depot, Inc.	$4.47M	1.03%	0.00%	+2.9%	Q4 2018
EXPDExpeditors International of Washington Inc	$4.29M	0.99%	0.03%	+2.6%	Q1 2025
VLOValero Energy Corp	$4.23M	0.97%	0.01%	-0.3%	Q4 2018
VZVerizon Communications Inc	$4.06M	0.93%	0.00%	+2.5%	Q4 2019
DEDeere & Co	$4.02M	0.93%	0.00%	+3.4%	Q1 2022
IRMIron Mountain Inc	$3.98M	0.92%	0.01%	+0.6%	Q4 2018
QCOMQualcomm Inc	$3.69M	0.85%	0.00%	New	Q3 2025
DSLDoubleLine Income Solutions Fund	$3.52M	0.81%	Not reported	+0.8%	Q3 2023
DLRDigital Realty Trust, Inc.	$3.52M	0.81%	0.01%	-0.2%	Q3 2023
EPDEnterprise Products Partners L.P.	$2.77M	0.64%	0.00%	Not reported	Q2 2019
LLYELI LILLY & Co	$2.77M	0.64%	0.00%	+10.6%	Q1 2025
ISRGIntuitive Surgical Inc	$2.77M	0.64%	0.00%	+4.3%	Q1 2023
MCDMcdonalds Corp	$2.51M	0.58%	0.00%	+1.6%	Q1 2023
CATCaterpillar Inc	$2.29M	0.53%	0.00%	+0.1%	Q4 2018
ABTAbbott Laboratories	$2.25M	0.52%	0.00%	+5.4%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$1.75M	0.40%	Not reported	-5.1%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.65M	0.38%	Not reported	-2.2%	Q2 2021
WWDWoodward, Inc.	$1.26M	0.29%	0.01%	Not reported	Q2 2019
GOOGLAlphabet Inc.	$793K	0.18%	0.00%	+2.0%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$759K	0.17%	Not reported	+0.3%	Q4 2021
CNQCANADIAN NATURAL RESOURCES Ltd	$578K	0.13%	0.00%	+0.9%	Q2 2021
PEPPepsico Inc	$576K	0.13%	0.00%	-28.1%	Q3 2019
KMIKinder Morgan, Inc.	$541K	0.12%	0.00%	+0.4%	Q2 2020

Premium opens every quarter this fund has filed