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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TPC TUTOR PERINI CORP Industrials 5,360.0 $445K 0.19% $82.97 +6.3%
62 XLF SELECT SECTOR SPDR TR 8,013.0 $430K 0.19% $53.61 +8.4%
63 REGL PROSHARES TR 4,664.0 $427K 0.19% -1K -19.1% $91.57 +1.6%
64 TT TRANE TECHNOLOGIES PLC Industrials 864.0 $424K 0.19% $491.04 -8.8%
65 ABBV ABBVIE INC Healthcare 1,648.0 $415K 0.18% +59.0 +3.7% $251.68 +1.9%
66 XOM EXXON MOBIL CORP Energy 3,023.0 $413K 0.18% +147.0 +5.1% $136.74 +16.6%
67 FDN FIRST TR EXCHANGE-TRADED FD 1,546.0 $409K 0.18% $264.72 +9.9%
68 DFSV DIMENSIONAL ETF TRUST 10,514.0 $408K 0.18% $38.79 +4.3%
69 INTC INTEL CORP Technology 2,881.0 $402K 0.18% NEW $139.62 -31.4%
70 TSLA TESLA INC Consumer Cyclical 954.0 $401K 0.17% +14.0 +1.5% $420.60 -15.8%
71 FTGC FIRST TR EXCHANGE TRAD FD VI 14,411.0 $390K 0.17% -214.0 -1.5% $27.05 +14.5%
72 CGCP CAPITAL GRP FIXED INCM ETF T 16,922.0 $377K 0.17% -115.0 -0.7% $22.29 -1.8%
73 CGDV CAPITAL GROUP DIVIDEND VALUE 7,631.0 $376K 0.16% $49.28 +1.6%
74 CLS CELESTICA INC Technology 1,003.0 $366K 0.16% $364.80 -14.4%
75 TFC TRUIST FINL CORP Financial Services 7,277.0 $363K 0.16% -568.0 -7.2% $49.82 +3.7%
76 CAT CATERPILLAR INC Industrials 339.0 $361K 0.16% -84.0 -19.9% $1066.19 -23.7%
77 VO VANGUARD INDEX FDS 4,163.0 $335K 0.15% +3K +300.7% $80.56 +2.1%
78 SPY STATE STR SPDR S&P 500 ETF T Financial Services 444.0 $332K 0.14% -34.0 -7.1% $747.44 +3.1%
79 VIGI VANGUARD WHITEHALL FDS 3,545.0 $331K 0.14% $93.38 +6.5%
80 FPX FIRST TR EXCHANGE-TRADED FD 1,594.0 $329K 0.14% +110.0 +7.4% $206.17 -11.0%
Page 4 of 6  ·  108 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%