Truehand, Inc

CIK

1302720

Location

STRAFFORD, NH

Portfolio Value

Micro $8,500,170

Diversification

Diversified

Filing Date

Global Rank

#4,148 / 6,772 ▼ 361

Top Industry

Drug Manufacturers - General 13.2%

3Y Alpha vs SPY

-6.0%

Period ended 4 years ago

Filed Feb 9, 2022 · 4y

8 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+51.3%

SPY

+76.3%

Annualised alpha

-6.0%

Max drawdown

−14.5%

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

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

Top Position

4.8%

+0.7 pts

Top 5

19.9%

+1.2 pts

Top 10

34.1%

+1.3 pts

HHI

219

Diversified+12

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2021

Sector	% Portfolio	Value	Positions
Consumer Defensive	19.3%	$25,498,504	17
Healthcare	16.9%	$22,413,633	23
Industrials	10.6%	$14,086,130	20
Real Estate	10.0%	$13,243,732	10
Consumer Cyclical	8.1%	$10,761,690	10
Energy	6.7%	$8,850,635	12
Financial Services	6.5%	$8,556,982	27
Basic Materials	6.4%	$8,500,170	5
Unclassified	5.6%	$7,415,455	3
Technology	5.6%	$7,409,329	16
Communication Services	3.8%	$5,082,475	7
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
SCI	Service Corp International	−3,000	40,566	$2,879,780
BMY	Bristol Myers Squibb Co	−3,000	33,190	$2,069,396
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
MRK	Merck & Co., Inc.	−2,600	29,998	$2,299,046
JNJ	Johnson & Johnson	−2,600	25,622	$4,383,155
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

5 positions · $8,500,170 total · Basic Materials only · as of Dec 31, 2021

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NUE	Nucor Corp Basic Materials	Reduced	46,616	-2,200	$5,321,216	+10.7%	62.60%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	9,091	-800	$2,766,027	+9.2%	32.54%
IFF	International Flavors & Fragrances Inc Basic Materials	Held	2,152	0	$324,198	+12.7%	3.81%
ECL	Ecolab Inc. Basic Materials	Held	213	0	$49,967	+12.4%	0.59%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	625	0	$38,762	+14.2%	0.46%