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Portfolio (Quarterly) Guide ↗

TRUEFG, LLC

· CIK 0001766067
13F Portfolio $373M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RKLB ROCKET LAB CORP Industrials 6,583.0 $459K 0.12% NEW $69.76 +15.7%
42 ESML ISHARES TR 9,951.0 $458K 0.12% NEW $45.98 +20.2%
43 GOOG ALPHABET INC Communication Services 1,408.0 $442K 0.12% NEW $313.80 +9.0%
44 ESGD ISHARES TR 4,630.0 $440K 0.12% NEW $95.09 +7.4%
45 SOFI SOFI TECHNOLOGIES INC Financial Services 16,300.0 $427K 0.12% NEW $26.18 -33.9%
46 SUSB ISHARES TR 15,651.0 $395K 0.11% NEW $25.24 -1.0%
47 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,376.0 $379K 0.10% NEW $275.39 +272.3%
48 IGSB ISHARES TR 7,014.0 $371K 0.10% NEW $52.88 -0.9%
49 VEU VANGUARD INTL EQUITY INDEX F 4,787.0 $352K 0.09% NEW $73.56 +13.2%
50 IREN IREN LIMITED Financial Services 9,000.0 $340K 0.09% NEW $37.77 +26.4%
51 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,090.0 $306K 0.08% NEW $146.58 -35.1%
52 SCZ ISHARES TR 3,931.0 $305K 0.08% NEW $77.54 +6.3%
53 TMDX TRANSMEDICS GROUP INC Healthcare 2,500.0 $304K 0.08% NEW $121.65 -36.1%
54 EEM ISHARES TR 5,150.0 $282K 0.08% NEW $54.71 +24.2%
55 VEA VANGUARD TAX-MANAGED FDS 4,417.0 $276K 0.07% NEW $62.48 +13.9%
56 NXPI NXP SEMICONDUCTORS N V Technology 1,249.0 $271K 0.07% NEW $217.06 +37.6%
57 RPG INVESCO EXCHANGE TRADED FD T 5,607.0 $262K 0.07% NEW $46.68 +35.0%
58 XLE SELECT SECTOR SPDR TR 5,560.0 $249K 0.07% NEW $44.71 +21.0%
59 ETN EATON CORP PLC Industrials 775.0 $247K 0.07% NEW $318.51 +31.8%
60 CPS COOPER STD HLDGS INC Consumer Cyclical 7,500.0 $246K 0.07% NEW $32.83 -16.1%
Page 3 of 4  ·  69 positions

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 39.2%
Financial Services 22.8%
Consumer Cyclical 21.6%
Industrials 8.9%
Communication Services 3.3%
Healthcare 2.5%
Consumer Defensive 1.6%