Trinity Financial Advisors »

Icon shares owned by Trinity Financial Advisors

Quarter-by-quarter ownership of Icon (ICLR) shares owned by Trinity Financial Advisors from 13F filings

Historical chart of Trinity Financial Advisors investment in Icon

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Quarterly reported holdings in Icon by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 627 335.95

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oaktree Specialty Lending Corp (OCSL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)

View all positions for Trinity Financial Advisors

Top funds holding Icon

WCM Investment Management
Massachusetts Financial Services
Wellington Management Company
Lazard Asset Management
Robeco Investment Management
Investec Asset Management
Franklin Resources
Comgest Global Investors S.a.s.
Alliancebernstein
T. Rowe Price Associates
ClearBridge Advisors
Sustainable Growth Advisers
Polen Capital Management
William Blair Investment Management
Bank of America Corporation

View all funds holding Icon