Triune-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  null,
  "MSFT",
  "IVV",
  "AAPL",
  "SPY",
  "MRK",
  "SHEL",
  "IBM",
  "VV",
  "IWV",
  null,
  "POWW",
  "EQBK",
  "AMZN",
  null,
  "VEU",
  "VBR",
  "VOO",
  "VTV",
  null,
  "BRK-B",
  "CFFN",
  "CBRE",
  "CVX",
  "CMP",
  "DHR",
  null,
  "DFAX",
  "DFAC",
  "GOOG",
  "XOM",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-23
Total Holdings: 37
Total Value: 314896112
Accession Number: 0002040393-25-000002
Form Type: 13F-HR
CIK: triune-financial-partners
Manager Name: Triune-Financial-Partners

Data Enrichment

81% identified

30 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

37 positions • $314.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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Apple Inc.

AAPL|037833100

Shares:1.9K

Value:$433.2K

% of Portfolio:0.1% ($433.2K/$314.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.7K

Value:$428.7K

% of Portfolio:0.1% ($428.7K/$314.9M)

CHEVRON CORP

CVX|166764100

Shares:2.6K

Value:$426.7K

% of Portfolio:0.1% ($426.7K/$314.9M)

25434V849

Shares:8.4K

Value:$401.4K

% of Portfolio:0.1% ($401.4K/$314.9M)

AMAZON COM INC

AMZN|023135106

Shares:1.6K

Value:$298.1K

% of Portfolio:0.1% ($298.1K/$314.9M)

922908637

VV|922908637

Shares:1.1K

Value:$288.9K

% of Portfolio:0.1% ($288.9K/$314.9M)

EQUITY BANCSHARES INC

EQBK|29460X109

Shares:6.6K

Value:$260.1K

% of Portfolio:0.1% ($260.1K/$314.9M)

922908363

VOO|922908363

Shares:478

Value:$245.4K

% of Portfolio:0.1% ($245.4K/$314.9M)

Shell plc

SHEL|780259305

Shares:3.3K

Value:$243.8K

% of Portfolio:0.1% ($243.8K/$314.9M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.2K

Value:$240.1K

% of Portfolio:0.1% ($240.1K/$314.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.6K

Value:$234.8K

% of Portfolio:0.1% ($234.8K/$314.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.5K

Value:$233.4K

% of Portfolio:0.1% ($233.4K/$314.9M)

Alphabet Inc.

GOOG|02079K107

Shares:1.4K

Value:$213.2K

% of Portfolio:0.1% ($213.2K/$314.9M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:1.6K

Value:$207.4K

% of Portfolio:0.1% ($207.4K/$314.9M)

Capitol Federal Financial, Inc.

CFFN|14057J101

Shares:23.9K

Value:$133.8K

% of Portfolio:0.0% ($133.8K/$314.9M)

COMPASS MINERALS INTERNATIONAL INC

CMP|20451N101

Shares:10.2K

Value:$95.0K

% of Portfolio:0.0% ($95.0K/$314.9M)

AMMO, INC.

POWW|00175J107

Shares:20.4K

Value:$28.1K

% of Portfolio:0.0% ($28.1K/$314.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	1.9K	QoQ +98.77% (+969) YoY NEW(+1.9K)	All Managers (Combined)	$433.2K	0.1% ($433.2K/$314.9M)	QoQ +76.39% (+$187.6K) YoY NEW(+$433.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$428.7K	0.1% ($428.7K/$314.9M)	QoQ +13.11% (+$49.7K) YoY +30.21% (+$99.5K)
CHEVRON CORP(CVXcusip166764100)	2.6K	QoQ +5.19% (+126) YoY +2.82% (+70)	All Managers (Combined)	$426.7K	0.1% ($426.7K/$314.9M)	QoQ +21.47% (+$75.4K) YoY +9.04% (+$35.4K)
(cusip25434V849)✕	8.4K	QoQ +0.57% (+48) YoY -24.23% (-2.7K)	All Managers (Combined)	$401.4K	0.1% ($401.4K/$314.9M)	QoQ +0.14% (+$596) YoY -25.05% (-$134.2K)
AMAZON COM INC(AMZNcusip023135106)	1.6K	QoQ +22.80% (+291) YoY +20.53% (+267)	All Managers (Combined)	$298.1K	0.1% ($298.1K/$314.9M)	QoQ +6.49% (+$18.2K) YoY +27.14% (+$63.6K)
(VVcusip922908637)	1.1K	QoQ +50.26% (+376) YoY NEW(+1.1K)	All Managers (Combined)	$288.9K	0.1% ($288.9K/$314.9M)	QoQ +43.18% (+$87.1K) YoY NEW(+$288.9K)
EQUITY BANCSHARES INC(EQBKcusip29460X109)	6.6K	QoQ +0.34% (-23) YoY +1.41% (+92)	All Managers (Combined)	$260.1K	0.1% ($260.1K/$314.9M)	QoQ -6.79% (-$19.0K) YoY +16.23% (+$36.3K)
(VOOcusip922908363)	478	QoQ +2.57% (-12) YoY -22.77% (-141)	All Managers (Combined)	$245.4K	0.1% ($245.4K/$314.9M)	QoQ -2.22% (-$5.6K) YoY -17.49% (-$52.0K)
Shell plc(SHELcusip780259305)	3.3K	QoQ +1.00% (+33) YoY +4.16% (+133)	All Managers (Combined)	$243.8K	0.1% ($243.8K/$314.9M)	QoQ +18.12% (+$37.4K) YoY +13.83% (+$29.6K)
DANAHER CORP /DE/(DHRcusip235851102)	1.2K	QoQ +0.08% (-1) YoY +1.73% (-20)	All Managers (Combined)	$240.1K	0.1% ($240.1K/$314.9M)	QoQ -10.58% (-$28.4K) YoY -16.47% (-$47.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	2.6K	QoQ +13.59% (+313) YoY -1.87% (-50)	All Managers (Combined)	$234.8K	0.1% ($234.8K/$314.9M)	QoQ +2.52% (+$5.8K) YoY -33.25% (-$116.9K)
Alphabet Inc.(GOOGLcusip02079K305)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$233.4K	0.1% ($233.4K/$314.9M)	QoQ NEW(+$233.4K) YoY NEW(+$233.4K)
Alphabet Inc.(GOOGcusip02079K107)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$213.2K	0.1% ($213.2K/$314.9M)	QoQ NEW(+$213.2K) YoY NEW(+$213.2K)
CBRE GROUP, INC.(CBREcusip12504L109)	1.6K	QoQ +0.06% (-1) YoY NEW(+1.6K)	All Managers (Combined)	$207.4K	0.1% ($207.4K/$314.9M)	QoQ -0.32% (-$677) YoY NEW(+$207.4K)
Capitol Federal Financial, Inc.(CFFNcusip14057J101)	23.9K	QoQ +1.41% (-334) YoY +5.85% (-1.3K)	All Managers (Combined)	$133.8K	0.0% ($133.8K/$314.9M)	QoQ -3.90% (-$5.4K) YoY -0.53% (-$720)
COMPASS MINERALS INTERNATIONAL INC(CMPcusip20451N101)	10.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$95.0K	0.0% ($95.0K/$314.9M)	QoQ -17.42% (-$20.0K) YoY -40.97% (-$65.9K)
AMMO, INC.(POWWcusip00175J107)	20.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$28.1K	0.0% ($28.1K/$314.9M)	QoQ +25.45% (+$5.7K) YoY -49.81% (-$27.9K)