Institutions / Triune Financial Partners, LLC / Activity
Activity — Triune Financial Partners, LLC
50 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 25434V708 Common stock | $6.42M | +145K +3.99% | 3,775,213 34.97% of portfolio | medium |
| Q2 2026 as of | Add | 25434V872 Common stock | $4.28M | +101K +107.67% | 195,428 1.72% of portfolio | low |
| Q2 2026 as of | Add | 25434V880 Common stock | $2.65M | +72K +1.99% | 3,692,741 28.41% of portfolio | low |
| Q2 2026 as of | Add | 25434V724 Common stock | $1.89M | +34K +3.62% | 981,939 11.28% of portfolio | low |
| Q2 2026 as of | Exit | ONEOK Inc Common stock | $-1.15M | -15K -100.00% | 0 | low |
| Q2 2026 as of | Add | 25434V609 Common stock | $1.03M | +15K +4.17% | 366,685 5.35% of portfolio | low |
| Q2 2026 as of | Trim | 922042775 Common stock | $-856.9K | -10K -5.03% | 193,062 3.38% of portfolio | low |
| Q2 2026 as of | Add | 25434V849 Common stock | $781.4K | +16K +89.51% | 34,227 0.35% of portfolio | low |
| Q2 2026 as of | Add | 25434V716 Common stock | $423.4K | +9K +3.33% | 281,794 2.74% of portfolio | low |
| Q2 2026 as of | Add | 25434V617 Common stock | $396.4K | +5K +3.35% | 147,925 2.56% of portfolio | low |
| Q2 2026 as of | Exit | Compass Minerals International Inc Common stock | $-255.3K | -10K -100.00% | 0 | low |
| Q2 2026 as of | Exit | CBRE Group Inc Common stock | $-238.1K | -1K -100.00% | 0 | low |
| Q2 2026 as of | Exit | ONE Gas, Inc. Common stock | $-233.6K | -3K -100.00% | 0 | low |
| Q2 2026 as of | New | 464287655 Common stock | $228.1K | +759 | 759 0.05% of portfolio | low |
| Q2 2026 as of | New | Caterpillar Inc Common stock | $221.5K | +208 | 208 0.05% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $215.6K | +745 +42.07% | 2,516 0.15% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc Common stock | $214.4K | +958 | 958 0.04% of portfolio | low |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $211.6K | +957 | 957 0.04% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $166.5K | +471 +52.39% | 1,370 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-149.0K | -199 -3.01% | 6,421 1.00% of portfolio | low |
| Q2 2026 as of | Trim | 464287689 Common stock | $-129.6K | -304 -1.72% | 17,410 1.55% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $101.1K | +424 +44.77% | 1,371 0.07% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $87.6K | +438 +30.57% | 1,871 0.08% of portfolio | low |
| Q2 2026 as of | Trim | 025072885 Common stock | $-72.1K | -563 -1.73% | 31,971 0.86% of portfolio | low |
| Q2 2026 as of | Add | 25434V690 Common stock | $64.9K | +1K +1.31% | 111,174 1.05% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $63.5K | +151 +22.98% | 808 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-61.0K | -122 -4.43% | 2,633 0.28% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-37.6K | -115 -7.59% | 1,400 0.10% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $36.8K | +103 +9.04% | 1,242 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 25434V682 Common stock | $-28.1K | -575 -1.27% | 44,576 0.45% of portfolio | low |
| Q2 2026 as of | Trim | 922908744 Common stock | $-17.0K | -78 -0.38% | 20,451 0.93% of portfolio | low |
| Q2 2026 as of | Add | 922908769 Common stock | $11.8K | +32 +1.26% | 2,580 0.20% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $11.1K | +67 +2.52% | 2,731 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 025072877 Common stock | $-9.1K | -73 -1.22% | 5,916 0.15% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $8.9K | +24 +1.78% | 1,376 0.11% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $8.4K | +7 +1.38% | 515 0.13% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $8.4K | +33 +3.42% | 998 0.05% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $7.9K | +28 +1.61% | 1,768 0.10% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $6.6K | +48 +1.33% | 3,661 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 922908363 Common stock | $-6.2K | -9 -2.65% | 330 0.05% of portfolio | low |
| Q2 2026 as of | Add | The PNC Financial Services Group, Inc. Common stock | $5.4K | +22 +2.10% | 1,070 0.05% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $5.4K | +42 +1.69% | 2,526 0.07% of portfolio | low |
| Q2 2026 as of | Add | 780259305 Common stock | $4.8K | +62 +1.81% | 3,491 0.06% of portfolio | low |
| Q2 2026 as of | Add | Capitol Federal Financial Inc Common stock | $4.8K | +562 +2.13% | 26,886 0.05% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $2.2K | +3 +0.25% | 1,217 0.19% of portfolio | low |
| Q2 2026 as of | Add | 922908637 Common stock | $1.4K | +4 +0.53% | 761 0.05% of portfolio | low |
| Q2 2026 as of | Add | Danaher Corp /De Common stock | $1.3K | +7 +0.59% | 1,185 0.05% of portfolio | low |
| Q2 2026 as of | Add | 14020U100 Common stock | $1.3K | +40 +0.44% | 9,136 0.06% of portfolio | low |
| Q2 2026 as of | Add | Equity Bancshares Inc. (EQBK) Common stock | $1.3K | +26 +0.39% | 6,733 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 922908611 Common stock | $-1.2K | -5 -0.06% | 8,696 0.44% of portfolio | low |