Stock Taper

TRINITY FINANCIAL ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
RTX CorporationRTX5.02K$952.63K
The Southern CompanySO5.49K$525.78K
Installed Building Products, Inc.IBP6.45K$1.48M
Exxon Mobil CorporationXOM6.78K$926.5K
Intel Corp.INTC6.9K$963.25K
Corning IncGLW7.5K$1.92M
Toast, Inc.TOST8.16K$226.96K
Walmart Inc.WMT8.5K$962.49K
Pfizer Inc.PFE10.26K$247.03K
Broadcom Inc.AVGO10.77K$4.07M
Amazon.com, Inc.AMZN13.22K$3.15M
JPMorgan Chase & Co.JPM20.05K$6.56M
Wells Fargo & CompanyWFC26.3K$2.17M
Apple Inc.AAPL35.68K$10.32M
Berkshire Hathaway Inc.BRK-B41.25K$20.64M
NVIDIA CorporationNVDA45.27K$9.06M
Huntington Bancshares IncorporatedHBAN272.31K$4.87M
Ares Capital CorporationARCC374.04K$6.93M
Blue Owl Capital CorporationOBDC1.12M$12.54M