Portfolio (Quarterly)
Guide ↗
ELEVATION POINT WEALTH PARTNERS, LLC
· CIK 0001744349| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 661 | CRNX | CRINETICS PHARMACEUTICALS IN | Healthcare | 3,481.0 | $100K | 0.01% | NEW | — | $28.76 | +195.4% |
| 662 | VNT | VONTIER CORPORATION | Technology | 2,705.0 | $100K | 0.01% | NEW | — | $36.90 | -11.7% |
| 663 | GOLF | ACUSHNET HLDGS CORP | Consumer Cyclical | 1,367.0 | $100K | 0.01% | NEW | — | $72.82 | +17.8% |
| 664 | IWR | ISHARES TR | — | 1,082.0 | $99K | 0.01% | NEW | — | $91.96 | +20.7% |
| 665 | ATKR | ATKORE INC | Industrials | 1,370.0 | $97K | 0.01% | NEW | — | $70.56 | +33.0% |
| 666 | AEIS | ADVANCED ENERGY INDS | Industrials | 729.0 | $97K | 0.01% | NEW | — | $132.50 | +117.9% |
| 667 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 768.0 | $97K | 0.01% | NEW | — | $125.69 | +23.4% |
| 668 | LSTR | LANDSTAR SYS INC | Industrials | 690.0 | $96K | 0.01% | NEW | — | $139.02 | +27.7% |
| 669 | SRRK | SCHOLAR ROCK HLDG CORP | Healthcare | 2,665.0 | $94K | 0.01% | NEW | — | $35.42 | +62.1% |
| 670 | NTAP | NETAPP INC | Technology | 885.0 | $94K | 0.01% | NEW | — | $106.55 | +77.5% |
| 671 | KMI | KINDER MORGAN INC DEL | Energy | 3,206.0 | $94K | 0.01% | NEW | — | $29.40 | +8.8% |
| 672 | MDGL | MADRIGAL PHARMACEUTICALS INC | Healthcare | 311.0 | $94K | 0.01% | NEW | — | $302.64 | +76.5% |
| 673 | ITT | ITT INC | Industrials | 597.0 | $94K | 0.01% | NEW | — | $156.83 | +28.5% |
| 674 | BWXT | BWX TECHNOLOGIES INC | Industrials | 646.0 | $93K | 0.01% | NEW | — | $144.06 | +11.3% |
| 675 | CMI | CUMMINS INC | Industrials | 284.0 | $93K | 0.01% | NEW | — | $327.50 | +71.5% |
| 676 | NYT | NEW YORK TIMES CO | Communication Services | 1,646.0 | $92K | 0.01% | NEW | — | $55.98 | +21.4% |
| 677 | MSTR | MICROSTRATEGY INC | Technology | 227.0 | $92K | 0.01% | NEW | — | $404.23 | -66.2% |
| 678 | BRC | BRADY CORP | Industrials | 1,346.0 | $91K | 0.01% | NEW | — | $67.97 | +30.4% |
| 679 | LII | LENNOX INTL INC | Industrials | 159.0 | $91K | 0.01% | NEW | — | $573.24 | -32.8% |
| 680 | VO | VANGUARD INDEX FDS | — | 324.0 | $91K | 0.01% | NEW | — | $280.17 | -70.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.4%
Financial Services
14.7%
Consumer Cyclical
10.0%
Communication Services
8.4%
Industrials
8.1%
Healthcare
7.3%
Consumer Defensive
5.3%
Energy
3.5%
Utilities
2.3%
Basic Materials
2.0%