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Portfolio (Quarterly) Guide ↗

tru Independence LLC

· CIK 0001785445
13F Portfolio $397M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New
Page 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GIS GENERAL MLS INC Consumer Defensive 99,635.0 $4.6M 1.17% NEW $46.50 -27.6%
42 INCO COLUMBIA ETF TR II 70,265.0 $4.6M 1.15% NEW $64.81 -9.6%
43 ABBV ABBVIE INC Healthcare 19,437.0 $4.4M 1.12% NEW $228.49 -5.7%
44 BP BP PLC Energy 113,240.0 $3.9M 0.99% NEW $34.73 +19.9%
45 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 85,353.0 $3.7M 0.93% NEW $43.30 +56.3%
46 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 235,875.0 $3.6M 0.90% NEW $15.06 -28.2%
47 BRX BRIXMOR PPTY GROUP INC Real Estate 130,257.0 $3.4M 0.86% NEW $26.22 +17.9%
48 HISF FIRST TR EXCHANGE-TRADED FD 65,472.0 $3.0M 0.75% NEW $45.25 -2.1%
49 IVV ISHARES TR 4,237.0 $2.9M 0.73% NEW $684.99 +10.1%
50 VGT VANGUARD WORLD FD 3,660.0 $2.8M 0.70% NEW $753.82 -84.4%
51 BERKSHIRE HATHAWAY INC DEL 4,962.0 $2.5M 0.63% NEW $502.65
52 JAAA JANUS DETROIT STR TR 43,936.0 $2.2M 0.56% NEW $50.58 +0.3%
53 ENVX ENOVIX CORPORATION Industrials 295,935.0 $2.2M 0.55% NEW $7.31 +2.6%
54 META META PLATFORMS INC Communication Services 2,597.0 $1.7M 0.43% NEW $660.14 -3.8%
55 FVD FIRST TR EXCHANGE-TRADED FD 30,628.0 $1.4M 0.36% NEW $46.08 +3.6%
56 SPYM SPDR SERIES TRUST 14,751.0 $1.2M 0.30% NEW $80.22 +10.1%
57 SDVY FIRST TR EXCHANGE-TRADED FD 29,883.0 $1.1M 0.29% NEW $38.32 +8.9%
58 VTI VANGUARD INDEX FDS 3,262.0 $1.1M 0.28% NEW $335.23 +10.2%
59 GOOG ALPHABET INC Communication Services 3,437.0 $1.1M 0.27% NEW $313.76 +22.6%
60 AMZN AMAZON COM INC Consumer Cyclical 4,610.0 $1.1M 0.27% NEW $230.82 +17.8%
Page 3 of 7  ·  132 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
Financial Services 19.0%
Technology 16.5%
Industrials 13.8%
Consumer Cyclical 13.7%
Healthcare 9.9%
Energy 7.3%
Communication Services 6.7%
Real Estate 6.4%
Consumer Defensive 4.7%
Basic Materials 1.8%