Triune Financial Partners, LLC

CIK

2040393

Location

OVERLAND PARK, KS

Portfolio Value

Micro $12,339,447

Diversification

Diversified

Filing Date

Global Rank

#8,021 / 8,605 ▲ 171 · as of Mar 2026

Top Industry

Oil & Gas Midstream 29.8%

3Y Alpha vs SPY

-6.4%

Period ended 3 months ago

Filed Apr 30, 2026 · 2mo

19 quarters · since Jun 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.0%

SPY

+76.5%

Annualised alpha

-5.9%

Max drawdown

−13.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.9%

+14.4 pts

Top 5

54.5%

+11.0 pts

Top 10

73.5%

+7.5 pts

HHI

1,110

Diversified+504

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Energy	39.9%	$4,928,904	4
Financial Services	19.8%	$2,445,418	5
Technology	12.9%	$1,591,948	4
Healthcare	9.9%	$1,226,253	4
Unclassified	6.4%	$789,512	1
Utilities	4.4%	$544,255	1
Consumer Cyclical	3.6%	$444,386	2
Communication Services	2.7%	$327,818	1
Industrials	0.3%	$40,953	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
OKE	Oneok Inc /New/	+23,489	38,028	$3,437,350
OGS	ONE Gas, Inc.	+3,383	6,319	$544,255
CFFN	Capitol Federal Financial, Inc.	+279	26,603	$189,679
SHEL	Shell plc	+27	3,456	$321,408
CVX	Chevron Corp	+24	2,688	$556,147
AMZN	Amazon Com Inc	+14	961	$200,147
IBM	International Business Machines Corp	+11	1,751	$424,424
PNC	Pnc Financial Services Group, Inc.	+7	1,055	$219,534
XOM	Exxon Mobil Corp	+6	3,619	$613,999
BRK-B	Berkshire Hathaway Inc	+4	2,759	$1,322,112
JNJ	Johnson & Johnson	+4	969	$236,862
GOOGL	Alphabet Inc.	+1	1,140	$327,818
AAPL	Apple Inc.	+1	1,772	$449,715
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	−100	1,415	$416,236
MSFT	Microsoft Corp	−88	1,264	$467,894
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CBRE	Cbre Group, Inc.	1,398	$224,784
CMP	Compass Minerals International Inc	10,221	$200,740
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $12,339,447 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
OKE	Oneok Inc /New/ Energy	Added	38,028	+23,489	$3,437,350	+221.7%	27.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,759	+4	$1,322,112	−4.5%	10.71%
SPY	Spdr S&P 500 ETF Trust	Held	1,214	0	$789,512	−4.6%	6.40%
XOM	Exxon Mobil Corp Energy	Added	3,619	+6	$613,999	+41.2%	4.98%
CVX	Chevron Corp Energy	Added	2,688	+24	$556,147	+37.0%	4.51%
OGS	ONE Gas, Inc. Utilities	Added	6,319	+3,383	$544,255	+140.0%	4.41%
MSFT	Microsoft Corp Technology	Reduced	1,264	-88	$467,894	−28.4%	3.79%
LLY	ELI LILLY & Co Healthcare	Held	508	0	$467,243	−14.4%	3.79%
AAPL	Apple Inc. Technology	Added	1,772	+1	$449,715	−6.6%	3.64%
IBM	International Business Machines Corp Technology	Added	1,751	+11	$424,424	−17.7%	3.44%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,415	-100	$416,236	−14.7%	3.37%
GOOGL	Alphabet Inc. Communication Services	Added	1,140	+1	$327,818	−8.0%	2.66%
SHEL	Shell plc Energy	Added	3,456	+27	$321,408	+27.6%	2.60%
MRK	Merck & Co., Inc. Healthcare	Held	2,484	0	$298,800	+14.3%	2.42%
EQBK	Equity Bancshares Inc Financial Services	Held	6,707	0	$297,857	−0.5%	2.41%
NVDA	Nvidia Corp Technology	Held	1,433	0	$249,915	−6.5%	2.03%
TSLA	Tesla, Inc. Consumer Cyclical	Held	657	0	$244,239	−17.3%	1.98%
JNJ	Johnson & Johnson Healthcare	Added	969	+4	$236,862	+18.6%	1.92%
DHR	Danaher Corp /De/ Healthcare	Held	1,178	0	$223,348	−17.2%	1.81%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,055	+7	$219,534	+0.4%	1.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	961	+14	$200,147	−8.4%	1.62%
CFFN	Capitol Federal Financial, Inc. Financial Services	Added	26,603	+279	$189,679	+5.8%	1.54%
POWW	Outdoor Holding Co Industrials	Held	20,375	0	$40,953	+17.5%	0.33%