Holdings

Trinity Financial Advisors LLC

As of Sep 30, 2026, Trinity Financial Advisors LLC reported 61 positions worth US$110M. Largest: Berkshire Hathaway Inc., Blue Owl Capital Corporation and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Berkshire Hathaway Inc.37,950US$18.9M−3,297Sep 30, 2026
Blue Owl Capital Corporation1.15MUS$12.4M+27,788Sep 30, 2026
Apple Inc34,206US$11.4M−1,474Sep 30, 2026
Nvidia Corporation48,186US$11M+2,912Sep 30, 2026
Jp Morgan Chase & Co.23,192US$7.67M+3,142Sep 30, 2026
Ares Capital Corporation361KUS$6.9M−12,992Sep 30, 2026
Huntington Bancshares Incorporated272KUS$4.2M+50Sep 30, 2026
Broadcom Inc.10,711US$3.76M−58Sep 30, 2026
Amazon.com, Inc.13,400US$3.34M+180Sep 30, 2026
Alphabet Inc (google) Class C7,826US$2.68M−222Sep 30, 2026