Triune Financial Partners, LLC
Net seller this quarter
$479M
26
-$141K
29.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $136M | 28.41% | Not reported | +1.7% | Q4 2021 |
 BRK.B | $1.32M | 0.28% | Not reported | -4.6% | Q2 2021 |
 SPY | $909K | 0.19% | Not reported | +0.3% | Q2 2021 |
 AAPL | $728K | 0.15% | 0.00% | +42.0% | Q2 2024 |
 LLY | $617K | 0.13% | 0.00% | +1.4% | Q2 2023 |
 MSFT | $513K | 0.11% | 0.00% | +8.9% | Q2 2021 |
 XOM | $501K | 0.10% | 0.00% | +1.2% | Q2 2023 |
 IBM | $497K | 0.10% | 0.00% | +1.0% | Q2 2021 |
 GOOG | $484K | 0.10% | Not reported | +52.2% | Q1 2025 |
 JPM | $458K | 0.10% | 0.00% | -1.1% | Q2 2021 |
 CVX | $453K | 0.09% | 0.00% | +1.6% | Q2 2021 |
| GOOGL | $444K | 0.09% | 0.00% | +9.0% | Q1 2025 |
 NVDA | $374K | 0.08% | 0.00% | +30.6% | Q2 2025 |
 TSLA | $340K | 0.07% | 0.00% | +23.0% | Q2 2025 |
 EQBK | $330K | 0.07% | 0.03% | +0.4% | Q2 2021 |
 AMZN | $327K | 0.07% | 0.00% | +42.7% | Q4 2021 |
 MRK | $325K | 0.07% | 0.00% | +1.7% | Q1 2023 |
 SHEL | $271K | 0.06% | 0.00% | +1.0% | Q3 2023 |
 PNC | $263K | 0.05% | 0.00% | +1.4% | Q4 2024 |
 JNJ | $254K | 0.05% | 0.00% | +3.0% | Q4 2025 |
 CFFN | $229K | 0.05% | 0.02% | +1.1% | Q2 2021 |
 DHR | $226K | 0.05% | 0.00% | +0.6% | Q2 2021 |
 CAT | $221K | 0.05% | 0.00% | New | Q2 2026 |
 HON | $214K | 0.04% | 0.00% | New | Q2 2026 |
 HONA | $212K | 0.04% | Not reported | New | Q2 2026 |
 POWW | $46.5K | 0.01% | 0.02% | Not reported | Q4 2021 |
| Q1 2026 | |||||
| DFAX | $123M | 29.32% | Not reported | +0.3% | Q4 2021 |
 OKE | $3.44M | 0.82% | 0.01% | +161.6% | Q4 2025 |
| BRK.B | $1.32M | 0.31% | Not reported | +0.2% | Q2 2021 |
| SPY | $790K | 0.19% | Not reported | Not reported | Q2 2021 |
| XOM | $614K | 0.15% | 0.00% | +0.2% | Q2 2023 |
| CVX | $556K | 0.13% | 0.00% | +0.9% | Q2 2021 |
 OGS | $544K | 0.13% | 0.01% | +115.2% | Q4 2025 |
| MSFT | $468K | 0.11% | 0.00% | -6.5% | Q2 2021 |
| LLY | $467K | 0.11% | 0.00% | Not reported | Q2 2023 |
| AAPL | $450K | 0.11% | 0.00% | +0.1% | Q2 2024 |
| IBM | $424K | 0.10% | 0.00% | +0.6% | Q2 2021 |
| JPM | $416K | 0.10% | 0.00% | -6.6% | Q2 2021 |
| GOOGL | $328K | 0.08% | 0.00% | +0.1% | Q1 2025 |
| SHEL | $321K | 0.08% | 0.00% | +0.8% | Q3 2023 |
| MRK | $299K | 0.07% | 0.00% | Not reported | Q1 2023 |
| EQBK | $298K | 0.07% | 0.04% | Not reported | Q2 2021 |
| GOOG | $258K | 0.06% | Not reported | +0.1% | Q1 2025 |
| NVDA | $250K | 0.06% | 0.00% | Not reported | Q2 2025 |
| TSLA | $244K | 0.06% | 0.00% | Not reported | Q2 2025 |
| JNJ | $237K | 0.06% | 0.00% | +0.4% | Q4 2025 |
| DHR | $223K | 0.05% | 0.00% | Not reported | Q2 2021 |
| PNC | $220K | 0.05% | 0.00% | +0.7% | Q4 2024 |
| AMZN | $200K | 0.05% | 0.00% | +1.5% | Q4 2021 |
| CFFN | $190K | 0.05% | 0.02% | +1.1% | Q2 2021 |
| POWW | $41K | 0.01% | 0.02% | Not reported | Q4 2021 |
| Q4 2025 | |||||
| DFAX | $126M | 29.37% | Not reported | -1.6% | Q4 2021 |
| BRK.B | $1.32M | 0.31% | Not reported | -4.2% | Q2 2021 |
| OKE | $1.15M | 0.27% | 0.00% | New | Q4 2025 |
| SPY | $840K | 0.20% | Not reported | +0.6% | Q2 2021 |
| MSFT | $582K | 0.14% | 0.00% | +19.2% | Q2 2021 |
| IBM | $534K | 0.12% | 0.00% | +0.5% | Q2 2021 |
| LLY | $527K | 0.12% | 0.00% | Not reported | Q2 2023 |
| XOM | $511K | 0.12% | 0.00% | +5.7% | Q2 2023 |
| CVX | $471K | 0.11% | 0.00% | -1.3% | Q2 2021 |
| JPM | $464K | 0.11% | 0.00% | -4.1% | Q2 2021 |
| AAPL | $459K | 0.11% | 0.00% | -31.3% | Q2 2024 |
| GOOGL | $385K | 0.09% | 0.00% | +6.4% | Q1 2025 |
| EQBK | $309K | 0.07% | 0.04% | +0.8% | Q2 2021 |
| GOOG | $304K | 0.07% | Not reported | Not reported | Q1 2025 |
| TSLA | $283K | 0.07% | 0.00% | Not reported | Q2 2025 |
| MRK | $274K | 0.06% | 0.00% | +1.7% | Q1 2023 |
| NVDA | $274K | 0.06% | 0.00% | +3.4% | Q2 2025 |
| SHEL | $264K | 0.06% | 0.00% | +1.0% | Q3 2023 |
| DHR | $258K | 0.06% | 0.00% | +0.3% | Q2 2021 |
 CMP | $255K | 0.06% | 0.02% | Not reported | Q2 2021 |
 CBRE | $238K | 0.06% | 0.00% | -12.0% | Q4 2024 |
| PNC | $234K | 0.05% | 0.00% | +1.0% | Q4 2024 |
| OGS | $234K | 0.05% | 0.00% | New | Q4 2025 |
| AMZN | $227K | 0.05% | 0.00% | -12.1% | Q4 2021 |
| JNJ | $219K | 0.05% | 0.00% | New | Q4 2025 |
| CFFN | $192K | 0.04% | 0.02% | +7.1% | Q2 2021 |
| POWW | $33.2K | 0.01% | 0.02% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| DFAX | $116M | 29.10% | Not reported | +1.4% | Q4 2021 |
| BRK.B | $1.45M | 0.36% | Not reported | +0.1% | Q2 2021 |
| SPY | $804K | 0.20% | Not reported | +0.3% | Q2 2021 |
| AAPL | $656K | 0.17% | 0.00% | +35.4% | Q2 2024 |
| MSFT | $587K | 0.15% | 0.00% | -1.9% | Q2 2021 |
| JPM | $498K | 0.13% | 0.00% | -2.0% | Q2 2021 |
| IBM | $488K | 0.12% | 0.00% | +0.1% | Q2 2021 |
| CVX | $419K | 0.11% | 0.00% | +4.0% | Q2 2021 |
| LLY | $387K | 0.10% | 0.00% | Not reported | Q2 2023 |
| XOM | $386K | 0.10% | 0.00% | +0.4% | Q2 2023 |
 NFLX | $337K | 0.08% | 0.00% | New | Q3 2025 |
| TSLA | $292K | 0.07% | 0.00% | Not reported | Q2 2025 |
| EQBK | $271K | 0.07% | 0.03% | +0.4% | Q2 2021 |
| GOOGL | $260K | 0.07% | 0.00% | Not reported | Q1 2025 |
| NVDA | $259K | 0.07% | 0.00% | +1.0% | Q2 2025 |
| CBRE | $250K | 0.06% | 0.00% | Not reported | Q4 2024 |
| SHEL | $243K | 0.06% | 0.00% | +1.0% | Q3 2023 |
| AMZN | $237K | 0.06% | 0.00% | +0.5% | Q4 2021 |
| DHR | $233K | 0.06% | 0.00% | +0.2% | Q2 2021 |
| GOOG | $219K | 0.06% | Not reported | Not reported | Q1 2025 |
| PNC | $209K | 0.05% | 0.00% | -4.6% | Q4 2024 |
| MRK | $205K | 0.05% | 0.00% | Not reported | Q1 2023 |
| CMP | $196K | 0.05% | 0.02% | Not reported | Q2 2021 |
| CFFN | $156K | 0.04% | 0.02% | +1.4% | Q2 2021 |
| POWW | $30.2K | 0.01% | 0.02% | Not reported | Q4 2021 |