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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INGERSOLL RAND INC 2,632.0 $216K 0.09% $81.99
102 BLUE OWL TECHNOLOGY FIN CORP 20,365.0 $211K 0.09% +7K +54.0% $10.35
103 LIN LINDE PLC Basic Materials 398.0 $206K 0.09% NEW $518.81 -7.9%
104 ORCL ORACLE CORP Technology 1,409.0 $206K 0.09% +16.0 +1.1% $146.50 +8.4%
105 PEP PEPSICO INC Consumer Defensive 1,507.0 $204K 0.09% +15.0 +1.0% $135.40 +1.6%
106 DFAT DIMENSIONAL ETF TRUST 2,896.0 $202K 0.09% NEW $69.89 +2.8%
107 USMV ISHARES TR 2,090.0 $202K 0.09% NEW $96.46 +4.5%
108 CVX CHEVRON CORPORATION Energy 1,207.0 $200K 0.09% $165.81 +25.8%
Page 6 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%