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Portfolio (Quarterly) Guide ↗

tru Independence LLC

· CIK 0001785445
13F Portfolio $229M AUM 108 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 37 Added 34 Reduced 2 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 5,891.0 $507K 0.22% +5K +500.5% $86.14 +2.7%
22 VFH VANGUARD WORLD FD 3,689.0 $486K 0.21% +19.0 +0.5% $131.62 +7.9%
23 LLY ELI LILLY & CO Healthcare 398.0 $477K 0.21% +5.0 +1.3% $1197.97 -4.2%
24 ABBV ABBVIE INC Healthcare 1,648.0 $415K 0.18% +59.0 +3.7% $251.68 +1.9%
25 XOM EXXON MOBIL CORP Energy 3,023.0 $413K 0.18% +147.0 +5.1% $136.74 +16.6%
26 TSLA TESLA INC Consumer Cyclical 954.0 $401K 0.17% +14.0 +1.5% $420.60 -15.8%
27 VO VANGUARD INDEX FDS 4,163.0 $335K 0.15% +3K +300.7% $80.56 +2.1%
28 FPX FIRST TR EXCHANGE-TRADED FD 1,594.0 $329K 0.14% +110.0 +7.4% $206.17 -11.0%
29 V VISA INC Financial Services 926.0 $318K 0.14% +21.0 +2.3% $343.22 +9.3%
30 AOA ISHARES TR 2,909.0 $284K 0.12% +183.0 +6.7% $97.59 +1.9%
31 MO ALTRIA GROUP INC Consumer Defensive 3,648.0 $262K 0.12% +214.0 +6.2% $71.96 -4.3%
32 RTX RTX CORPORATION Industrials 1,370.0 $260K 0.11% +13.0 +1.0% $189.79 +5.8%
33 DUK DUKE ENERGY CORP NEW Utilities 1,945.0 $246K 0.11% +17.0 +0.9% $126.59 -5.0%
34 VDC VANGUARD WORLD FD 1,003.0 $226K 0.10% +5.0 +0.5% $225.49 +1.3%
35 BLUE OWL TECHNOLOGY FIN CORP 20,365.0 $211K 0.09% +7K +54.0% $10.35
36 ORCL ORACLE CORP Technology 1,409.0 $206K 0.09% +16.0 +1.1% $146.50 +8.4%
37 PEP PEPSICO INC Consumer Defensive 1,507.0 $204K 0.09% +15.0 +1.0% $135.40 +1.6%
Page 2 of 2  ·  37 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 51.8%
Financial Services 15.7%
Consumer Cyclical 7.9%
Industrials 6.3%
Healthcare 5.4%
Communication Services 4.7%
Consumer Defensive 3.0%
Energy 2.9%
Utilities 1.6%
Basic Materials 0.7%