Portfolio (Quarterly)
Guide ↗
Triune Financial Partners, LLC
· CIK 0002040393| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | — | 759.0 | $228K | 0.05% | NEW | — | $300.54 | -0.6% |
| 2 | CAT | CATERPILLAR INC | Industrials | 208.0 | $221K | 0.05% | NEW | — | $1064.69 | -23.8% |
| 3 | — | HONEYWELL INTL INC | — | 958.0 | $214K | 0.04% | NEW | — | $223.78 | — |
| 4 | — | HONEYWELL AEROSPACE INC | — | 957.0 | $212K | 0.04% | NEW | — | $221.08 | — |
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%