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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
Page 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 905.0 $274K 0.14% +23.0 +2.6% $302.33 +9.0%
82 WMT WALMART INC Consumer Defensive 2,165.0 $269K 0.13% +35.0 +1.6% $124.26 -4.4%
83 RTX RTX CORPORATION Industrials 1,357.0 $262K 0.13% $192.96 -8.3%
84 DUK DUKE ENERGY CORP NEW Utilities 1,928.0 $252K 0.12% -12.0 -0.6% $130.95 -4.2%
85 CVX CHEVRON CORPORATION Energy 1,211.0 $251K 0.12% -32K -96.3% $206.95 -11.3%
86 ITOT ISHARES TR 1,717.0 $245K 0.12% $142.41 +15.0%
87 AOA ISHARES TR 2,726.0 $241K 0.12% -208.0 -7.1% $88.48 +10.2%
88 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 242.0 $241K 0.12% NEW $995.71 +1.2%
89 TDIV FIRST TR EXCHANGE TRADED FD 2,529.0 $237K 0.12% $93.64 +24.4%
90 AEP AMERICAN ELEC PWR CO INC Utilities 1,799.0 $236K 0.12% -53.0 -2.9% $131.11 -0.7%
91 FPX FIRST TR EXCHANGE-TRADED FD 1,484.0 $236K 0.12% +54.0 +3.8% $158.80 +21.8%
92 PEP PEPSICO INC Consumer Defensive 1,492.0 $232K 0.12% NEW $155.28 -4.2%
93 CIBR FIRST TR EXCHANGE-TRADED FD 3,642.0 $228K 0.11% $62.67 +30.8%
94 MO ALTRIA GROUP INC Consumer Defensive 3,434.0 $227K 0.11% NEW $65.99 +9.8%
95 MRK MERCK & CO INC Healthcare 1,883.0 $227K 0.11% -49K -96.3% $120.30 +0.4%
96 VDC VANGUARD WORLD FD 998.0 $224K 0.11% -250.0 -20.0% $224.51 +2.3%
97 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 4,870.0 $217K 0.11% +1K +28.7% $44.61 +7.8%
98 INGERSOLL RAND INC 2,640.0 $212K 0.10% $80.12
99 ORCL ORACLE CORP Technology 1,393.0 $205K 0.10% +29.0 +2.1% $147.11 +28.3%
100 FTGS FIRST TR EXCHANGE-TRADED FD 6,009.0 $205K 0.10% $34.04 +7.9%
Page 5 of 6  ·  102 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 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%