Trinity Legacy Partners, LLC
Top Portfolio Positions
72 positions ·
$247,318,465 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
83,437 | $14,551,412 | 5.88% | |
| AAPL |
Apple Inc.
Technology
|
52,445 | $13,310,016 | 5.38% | |
| MAIN |
Main Street Capital CORP
Financial Services
|
203,156 | $10,759,141 | 4.35% | |
| MSFT |
Microsoft Corp
Technology
|
25,476 | $9,430,450 | 3.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
36,903 | $9,020,569 | 3.65% | |
| XOM |
Exxon Mobil Corp
Energy
|
50,681 | $8,598,538 | 3.48% | |
| CVX |
Chevron Corp
Energy
|
37,589 | $7,777,164 | 3.14% | |
| WM |
Waste Management Inc
Industrials
|
33,755 | $7,756,561 | 3.14% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,075 | $7,049,742 | 2.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,037 | $6,776,563 | 2.74% |
Portfolio Trend
Holdings in SCWO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,780 | 23,162 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $47,262 | 23,168 | Shares | Sole | 2026-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||