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Portfolio (Quarterly) Guide ↗

TRUEFG, LLC

· CIK 0001766067
13F Portfolio $377M AUM 71 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 25 Added 15 Reduced 1 Exited
Page 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NXPI NXP SEMICONDUCTORS N V Technology 1,249.0 $246K 0.07% $196.86 +51.4%
62 IVE ISHARES TR 1,145.0 $242K 0.06% $211.15 +7.0%
63 WMT WALMART INC Consumer Defensive 1,930.0 $240K 0.06% $124.28 -6.5%
64 FNX FIRST TR EXCHANGE-TRADED ALP 1,861.0 $239K 0.06% $128.24 +12.8%
65 FAD FIRST TR EXCHANGE-TRADED ALP 1,474.0 $234K 0.06% $158.92 +23.1%
66 LQD ISHARES TR 2,078.0 $227K 0.06% +78.0 +3.9% $109.01 +0.4%
67 AVUV AMERICAN CENTY ETF TR 1,990.0 $220K 0.06% NEW $110.47 +12.0%
68 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 7,500.0 $209K 0.06% $27.87 -2.3%
69 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 10,000.0 $150K 0.04% $15.05 -2.6%
70 BITFARMS LTD 51,000.0 $99K 0.03% +25K +96.2% $1.95
71 OCGN OCUGEN INC Healthcare 21,000.0 $38K 0.01% $1.81 -24.0%
Page 4 of 4  ·  71 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 39.1%
Financial Services 21.4%
Consumer Cyclical 18.8%
Industrials 13.0%
Communication Services 3.3%
Healthcare 2.3%
Consumer Defensive 2.0%