Geoffrey Biehn

@Trinity Financial Advisors Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$263.287M

Total holdings86

Assets growth rate17.86%

Assets growth rate (2-Q avg)8.93%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Trinity Financial Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Trinity Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 263.287M in assets, with a quarterly growth rate of 17.86% and a 2-quarter average growth rate of 8.93%. The portfolio is managed by Geoffrey Biehn, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PIIIP3 Health Partners Inc Recent Activity New Position	0.1%	$260,884 1.044M shares@ $0.25 avg price	New Position
VVisa Inc Recent Activity New Position	0.1%	$259,106 824 shares@ $314.45 avg price	New Position
HONHoneywell Intl Inc Recent Activity New Position	0.1%	$252,582 1,120 shares@ $225.52 avg price	New Position
BRBroadridge Finl Solutions In Recent Activity New Position	0.08%	$209,665 924 shares@ $226.92 avg price	New Position
MMM3m Co Recent Activity New Position	0.08%	$204,407 1,576 shares@ $129.7 avg price	New Position
HBANHuntington Bancshares Inc Recent Activity New Position	0.08%	$190,130 11,708 shares@ $16.24 avg price	New Position