Portfolio (Quarterly)
Guide ↗
Triune Financial Partners, LLC
· CIK 0002040393| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,371.0 | $327K | 0.07% | +410.0 | +42.7% | $238.36 | +9.5% |
| 22 | MRK | MERCK & CO INC | Healthcare | 2,526.0 | $325K | 0.07% | +42.0 | +1.7% | $128.52 | +19.8% |
| 23 | SHEL | SHELL PLC | Energy | 3,491.0 | $271K | 0.06% | +35.0 | +1.0% | $77.53 | +19.2% |
| 24 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 1,070.0 | $263K | 0.06% | +15.0 | +1.4% | $246.13 | -0.8% |
| 25 | JNJ | JOHNSON & JOHNSON | Healthcare | 998.0 | $254K | 0.05% | +29.0 | +3.0% | $254.04 | +7.4% |
| 26 | CFFN | CAPITOL FED FINL INC | Financial Services | 26,886.0 | $229K | 0.05% | +283.0 | +1.1% | $8.51 | +0.4% |
| 27 | DHR | DANAHER CORP DEL | Healthcare | 1,185.0 | $226K | 0.05% | +7.0 | +0.6% | $190.50 | +13.0% |
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
Financial Services
26.3%
Technology
25.4%
Healthcare
17.1%
Energy
14.7%
Consumer Cyclical
8.0%
Communication Services
5.3%
Industrials
3.2%