Truehand, Inc

CIK

1302720

Location

STRAFFORD, NH

Portfolio Value

Small $128,095,160

Diversification

Diversified

Filing Date

Global Rank

#4,167 / 6,777 ▼ 363 · as of Dec 2021

Top Industry

Drug Manufacturers - General 13.6%

3Y Alpha vs SPY

-5.9%

Period ended 4 years ago

Filed Feb 9, 2022 · 4y

8 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.4%

SPY

+76.5%

Annualised alpha

-6.0%

Max drawdown

−14.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

155 positions · as of Dec 31, 2021 · Δ vs Sep 30, 2021

Top Position

4.9%

+0.8 pts

Top 5

20.6%

+1.3 pts

Top 10

34.6%

+1.4 pts

HHI

223

Diversified+13

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2021

Sector	% Portfolio	Value	Positions
Consumer Defensive	19.9%	$25,498,504	17
Healthcare	17.5%	$22,413,633	23
Industrials	10.7%	$13,750,672	20
Real Estate	10.3%	$13,251,327	10
Consumer Cyclical	8.4%	$10,761,690	10
Financial Services	6.7%	$8,536,622	27
Basic Materials	6.6%	$8,500,170	5
Unclassified	5.8%	$7,415,455	3
Technology	5.8%	$7,409,329	16
Communication Services	4.0%	$5,082,475	7
Energy	3.9%	$4,933,252	11
Utilities	0.4%	$542,031	6

Last Quarter's Activity

Export CSV

Dec 31, 2021 vs Sep 30, 2021

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MAS	Masco Corp /De/	−8,600	45,447	$3,191,288
VTRS	Viatris Inc	−7,000	122,051	$1,651,350
RFI	Cohen & Steers Total Return Realty Fund Inc	−6,400	77,952	$1,337,656
BAC	Bank Of America Corp /De/	−5,110	67,981	$3,024,474
SYY	Sysco Corp	−5,000	54,760	$4,301,398
CMCSA	Comcast Corp	−4,600	50,651	$2,389,187
EAT	Brinker International, Inc	−4,000	43,348	$1,586,103
WY	Weyerhaeuser Co	−4,000	72,969	$3,004,863
RLJ	RLJ Lodging Trust	−3,547	7,837	$109,169
ABT	Abbott Laboratories	−3,469	21,942	$3,088,117
KIM	Kimco Realty Corp	−3,097	33,165	$817,517
ELME	Elme Communities	−3,000	37,699	$974,519
BMY	Bristol Myers Squibb Co	−3,000	33,190	$2,069,396
SCI	Service Corp International	−3,000	40,566	$2,879,780
UDR	UDR, Inc.	−2,918	33,026	$1,981,229
PFE	Pfizer Inc	−2,889	40,804	$2,409,476
ABBV	AbbVie Inc.	−2,800	22,157	$3,000,057
JNJ	Johnson & Johnson	−2,600	25,622	$4,383,155
MRK	Merck & Co., Inc.	−2,600	29,998	$2,299,046
T	At&T Inc.	−2,590	22,142	$411,400
VZ	Verizon Communications Inc	−2,500	40,717	$2,115,655
PG	PROCTER & GAMBLE Co	−2,367	21,287	$3,482,127
INTC	Intel Corp	−2,200	28,571	$1,471,406
NUE	Nucor Corp	−2,200	46,616	$5,321,216
LLY	ELI LILLY & Co	−2,100	6,625	$1,829,957
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
KD	Kyndryl Holdings, Inc.	239	$4,325
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ETN	Eaton Corp plc	34,437	$5,141,788
MDT	Medtronic plc	17,241	$2,161,159
AMT	American Tower Corp /Ma/	1,000	$265,410
BA	Boeing Co	245	$53,885
XRAY	DENTSPLY SIRONA Inc.	700	$40,635
HSBC	Hsbc Holdings PLC	566	$14,800
CB	Chubb Ltd	28	$4,857
COR	Cencora, Inc.	14	$1,672
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

155 positions · $128,095,160 total · as of Dec 31, 2021

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 155 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	11,147	-800	$6,328,151	+17.9%	4.94%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,456	-400	$5,916,101	+7.2%	4.62%
NUE	Nucor Corp Basic Materials	Reduced	46,616	-2,200	$5,321,216	+10.7%	4.15%
ITW	Illinois Tool Works Inc Industrials	Reduced	17,823	-1,900	$4,398,716	+7.9%	3.43%
JNJ	Johnson & Johnson Healthcare	Reduced	25,622	-2,600	$4,383,155	−3.8%	3.42%
SYY	Sysco Corp Consumer Defensive	Reduced	54,760	-5,000	$4,301,398	−8.3%	3.36%
SPG	Simon Property Group Inc. Real Estate	Reduced	22,152	-1,225	$3,539,225	+16.5%	2.76%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	13,115	-1,200	$3,515,738	+1.9%	2.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	21,287	-2,367	$3,482,127	+5.3%	2.72%
MAS	Masco Corp /De/ Industrials	Reduced	45,447	-8,600	$3,191,288	+6.3%	2.49%
ABT	Abbott Laboratories Healthcare	Reduced	21,942	-3,469	$3,088,117	+2.9%	2.41%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	67,981	-5,110	$3,024,474	−2.5%	2.36%
KO	Coca Cola Co Consumer Defensive	Reduced	50,761	-2,000	$3,005,558	+8.6%	2.35%
WY	Weyerhaeuser Co Real Estate	Reduced	72,969	-4,000	$3,004,863	+9.8%	2.35%
ABBV	AbbVie Inc. Healthcare	Reduced	22,157	-2,800	$3,000,057	+11.4%	2.34%
EMR	Emerson Electric Co Industrials	Reduced	31,336	-1,600	$2,913,307	−6.1%	2.27%
SCI	Service Corp International Consumer Cyclical	Reduced	40,566	-3,000	$2,879,780	+9.7%	2.25%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	9,091	-800	$2,766,027	+9.2%	2.16%
COP	Conocophillips Energy	Held	35,258	0	$2,544,922	+6.5%	1.99%
MSFT	Microsoft Corp Technology	Held	7,327	0	$2,464,216	+19.3%	1.92%
PFE	Pfizer Inc Healthcare	Reduced	40,804	-2,889	$2,409,476	+28.2%	1.88%
CMCSA	Comcast Corp Communication Services	Reduced	50,651	-4,600	$2,389,187	−17.5%	1.87%
PEP	Pepsico Inc Consumer Defensive	Reduced	13,395	-2,075	$2,326,845	+0.0%	1.82%
MRK	Merck & Co., Inc. Healthcare	Reduced	29,998	-2,600	$2,299,046	−6.1%	1.79%
VZ	Verizon Communications Inc Communication Services	Reduced	40,717	-2,500	$2,115,655	−9.4%	1.65%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	33,190	-3,000	$2,069,396	−3.4%	1.62%
ADP	Automatic Data Processing Inc Technology	Reduced	8,205	-1,025	$2,023,188	+9.6%	1.58%
UDR	UDR, Inc. Real Estate	Reduced	33,026	-2,918	$1,981,229	+4.0%	1.55%
LLY	ELI LILLY & Co Healthcare	Reduced	6,625	-2,100	$1,829,957	−9.2%	1.43%
EQR	Equity Residential Real Estate	Reduced	18,613	-2,000	$1,684,476	+1.0%	1.32%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	11,708	-1,200	$1,673,307	−2.1%	1.31%
VTRS	Viatris Inc Healthcare	Reduced	122,051	-7,000	$1,651,350	−5.6%	1.29%
CVX	Chevron Corp Energy	Reduced	13,987	-49	$1,641,374	+15.3%	1.28%
EAT	Brinker International, Inc Consumer Cyclical	Reduced	43,348	-4,000	$1,586,103	−31.7%	1.24%
INTC	Intel Corp Technology	Reduced	28,571	-2,200	$1,471,406	−10.3%	1.15%
FDX	Fedex Corp Industrials	Reduced	6,749	-780	$1,406,576	+5.7%	1.10%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,377	-17	$1,401,488	+25.8%	1.09%
RFI	Cohen & Steers Total Return Realty Fund Inc Financial Services	Reduced	77,952	-6,400	$1,337,656	−2.6%	1.04%
PM	Philip Morris International Inc. Consumer Defensive	Held	12,683	0	$1,204,885	+0.2%	0.94%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	12,980	-2,000	$1,107,713	−2.2%	0.86%
ELME	Elme Communities Real Estate	Reduced	37,699	-3,000	$974,519	−3.3%	0.76%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	20,271	-1,500	$972,602	−3.7%	0.76%
BXP	BXP, Inc. Real Estate	Reduced	8,266	-1,000	$952,077	−5.2%	0.74%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,563	-450	$927,446	−6.1%	0.72%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	5,073	0	$881,788	+14.8%	0.69%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	2,320	0	$842,902	+7.4%	0.66%
KIM	Kimco Realty Corp Real Estate	Reduced	33,165	-3,097	$817,517	+8.6%	0.64%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	10,320	0	$684,319	+14.0%	0.53%
QQQ	Invesco Qqq Trust, Series 1	Held	1,650	0	$656,452	+11.1%	0.51%
MO	Altria Group, Inc. Consumer Defensive	Held	13,503	0	$639,907	+4.1%	0.50%