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Portfolio (Quarterly) Guide ↗

tru Independence LLC

· CIK 0001785445
13F Portfolio $202M AUM 102 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 29 Added 46 Reduced 37 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE TRADED FD T 2,203.0 $423K 0.21% NEW $191.89 +8.4%
2 QQQ INVESCO QQQ TR Financial Services 650.0 $375K 0.18% NEW $577.03 +26.0%
3 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 242.0 $241K 0.12% NEW $995.71 +1.2%
4 PEP PEPSICO INC Consumer Defensive 1,492.0 $232K 0.12% NEW $155.28 -4.5%
5 MO ALTRIA GROUP INC Consumer Defensive 3,434.0 $227K 0.11% NEW $65.99 +10.0%
6 PFE PFIZER INC Healthcare 7,163.0 $201K 0.10% NEW $28.08 -6.3%
7 BLUE OWL TECHNOLOGY FIN CORP 13,224.0 $164K 0.08% NEW $12.39

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 48.1%
Financial Services 16.8%
Consumer Cyclical 8.3%
Industrials 6.6%
Communication Services 6.1%
Healthcare 5.2%
Energy 3.8%
Consumer Defensive 3.4%
Utilities 1.7%