Portfolio (Quarterly)
Guide ↗
TRITONPOINT WEALTH, LLC
· CIK 0002008171| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | INTZ | INTRUSION INC | Technology | 35,150.0 | $33K | 0.00% | -124K | -77.9% | $0.93 | -31.7% |
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
27.2%
Financial Services
14.9%
Industrials
12.6%
Communication Services
11.9%
Healthcare
10.4%
Consumer Cyclical
10.1%
Consumer Defensive
5.8%
Energy
2.5%
Utilities
2.0%
Real Estate
1.8%