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Portfolio (Quarterly) Guide ↗

True Blue Financial, LLC

· CIK 0002010212
13F Portfolio $237M AUM 61 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 61 New
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FPXI FIRST TR EXCHANGE-TRADED FD 12,749.0 $1.1M 0.45% NEW $83.74 -15.3%
42 FIIG FIRST TR EXCHANGE-TRADED FD 47,587.0 $986K 0.42% NEW $20.71 -1.9%
43 CGMS CAPITAL GRP FIXED INCM ETF T 34,672.0 $948K 0.40% NEW $27.33 -1.2%
44 MBB ISHARES TR 9,402.0 $889K 0.38% NEW $94.52 -1.9%
45 OWNS QUAKER INVT TR 48,914.0 $845K 0.36% NEW $17.27 -1.2%
46 GRNB VANECK ETF TRUST 33,849.0 $817K 0.34% NEW $24.13 -1.8%
47 SCHB SCHWAB STRATEGIC TR 27,801.0 $805K 0.34% NEW $28.96 +2.7%
48 IXUS ISHARES TR 7,006.0 $669K 0.28% NEW $95.44 +3.4%
49 GOVT ISHARES TR 24,218.0 $552K 0.23% NEW $22.78 -1.9%
50 SPIP SPDR SERIES TRUST 21,424.0 $550K 0.23% NEW $25.68 -2.4%
51 ABBV ABBVIE INC Healthcare 2,176.0 $548K 0.23% NEW $251.61 +1.9%
52 RKLB ROCKET LAB CORP Industrials 4,500.0 $457K 0.19% NEW $101.65 -36.8%
53 FLMI FRANKLIN TEMPLETON ETF TR 15,283.0 $385K 0.16% NEW $25.17 -3.8%
54 LLY ELI LILLY & CO Healthcare 225.0 $270K 0.11% NEW $1199.43 -4.3%
55 ORI OLD REP INTL CORP Financial Services 6,565.0 $269K 0.11% NEW $40.92 +1.2%
56 GOOG ALPHABET INC 700.0 $247K 0.10% NEW $353.33
57 VTI VANGUARD INDEX FDS 648.0 $240K 0.10% NEW $370.04 +2.6%
58 CAT CATERPILLAR INC Industrials 196.0 $209K 0.09% NEW $1065.29 -23.6%
59 MSFT MICROSOFT CORP Technology 553.0 $206K 0.09% NEW $373.02 +34.0%
60 SYK STRYKER CORPORATION Healthcare 647.0 $204K 0.09% NEW $314.94 -3.8%
Page 3 of 4  ·  61 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
Healthcare 47.2%
Industrials 30.8%
Financial Services 12.4%
Technology 9.5%