TRINITY FINANCIAL ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SO | 6K | $573.45K |
 | GOOG | 5K | $1.33M |
 | RTX | 5K | $872.79K |
 | MSFT | 5K | $2.35M |
 | VRT | 4K | $623.97K |
 | KO | 4K | $258.93K |
 | NEE | 4K | $289.65K |
 | GOOGL | 4K | $931.90K |
 | EMR | 4K | $462.15K |
 | DHIL | 4K | $490.04K |
 | PANW | 3K | $644.25K |
 | BK | 3K | $338.98K |
 | PG | 3K | $441.40K |
 | PEP | 3K | $389.02K |
 | HD | 3K | $1.09M |
 | JNJ | 3K | $471.62K |
 | ABT | 2K | $315.66K |
 | UNP | 2K | $549.39K |
 | BRO | 2K | $213.72K |
 | HIG | 2K | $303.92K |
The Southern Company
SO
Shares Held
6K
Value
$573.45K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.33M
RTX Corporation
RTX
Shares Held
5K
Value
$872.79K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.35M
Vertiv Holdings Co
VRT
Shares Held
4K
Value
$623.97K
The Coca-Cola Company
KO
Shares Held
4K
Value
$258.93K
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$289.65K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$931.90K
Emerson Electric Co.
EMR
Shares Held
4K
Value
$462.15K
Diamond Hill Investment Group, Inc.
DHIL
Shares Held
4K
Value
$490.04K
Palo Alto Networks, Inc.
PANW
Shares Held
3K
Value
$644.25K
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$338.98K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$441.40K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$389.02K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.09M
Johnson & Johnson
JNJ
Shares Held
3K
Value
$471.62K
Abbott Laboratories
ABT
Shares Held
2K
Value
$315.66K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$549.39K
Brown & Brown, Inc.
BRO
Shares Held
2K
Value
$213.72K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
2K
Value
$303.92K