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Trinity Cap shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Trinity Cap (TRIN) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Trinity Cap

Tip: Access up to 7 years of quarterly data

All positions including Trinity Cap held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trinity Cap by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 17k 15.48

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

Top funds holding Trinity Cap

Van Eck Associates Corp.
Melia Wealth
Marshall Wace
Two Sigma Investments
Rockefeller Capital Management
Invesco
UBS Group
Emerald Advisers
Franklin Resources
Two Sigma Advisers
Emerald Mutual Fund Advisers, Trust
Ares Management
LPL Financial
BlackRock
Qube Research & Technologies

View all funds holding Trinity Cap