tru Independence LLC

CIK

1785445

Location

PORTLAND, OR

Portfolio Value

Micro $30,643,866

Diversification

Diversified

Filing Date

Global Rank

#7,029 / 8,232 ▼ 3165

Top Industry

Consumer Electronics 30.2%

3Y Alpha vs SPY

-8.0%

Period ended 2 months ago

Filed Apr 22, 2026 · 52d

25 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

+43.9%

SPY

+76.5%

Annualised alpha

-8.0%

Max drawdown

−18.2%

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

42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.3%

+24.0 pts

Top 5

53.2%

+31.0 pts

Top 10

66.8%

+29.2 pts

HHI

1,098

Diversified+822

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.6%	$13,673,316	6
Financial Services	20.6%	$6,323,079	8
Consumer Cyclical	7.7%	$2,364,235	3
Industrials	6.8%	$2,084,667	6
Healthcare	4.8%	$1,473,741	5
Communication Services	4.2%	$1,278,952	2
Energy	3.5%	$1,085,844	3
Consumer Defensive	3.2%	$968,503	4
Unclassified	2.9%	$903,265	3
Utilities	1.6%	$488,264	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	+1,190	6,041	$480,924
BITW	Bitwise 10 Crypto Index ETF	+1,086	4,870	$217,236
NVDA	Nvidia Corp	+751	5,803	$1,012,043
GOOGL	Alphabet Inc.	+215	2,267	$651,898
AVGO	Broadcom Inc.	+149	1,526	$472,312
TSLA	Tesla, Inc.	+72	940	$349,445
TFC	Truist Financial Corp	+41	7,845	$360,634
WMT	Walmart Inc.	+35	2,165	$269,066
ORCL	Oracle Corp	+29	1,393	$204,924
V	Visa Inc.	+23	905	$273,527
LLY	ELI LILLY & Co	+17	393	$361,469
LMT	Lockheed Martin Corp	+15	890	$537,907
MCD	Mcdonalds Corp	+12	3,490	$1,084,657
RTX	RTX Corp	+2	1,357	$261,765
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−150,684	19,175	$934,781
MRK	Merck & Co., Inc.	−48,661	1,883	$226,506
CVX	Chevron Corp	−31,953	1,211	$250,555
JNJ	Johnson & Johnson	−23,593	1,387	$339,038
JPM	Jpmorgan Chase & Co	−23,406	4,200	$1,235,472
ABBV	AbbVie Inc.	−17,848	1,589	$345,591
MSFT	Microsoft Corp	−8,016	7,376	$2,730,373
AAPL	Apple Inc.	−2,854	35,352	$8,971,984
META	Meta Platforms, Inc.	−1,501	1,096	$627,054
BRK-B	Berkshire Hathaway Inc	−178	4,784	$2,292,492
AMZN	Amazon Com Inc	−144	4,466	$930,133
XOM	Exxon Mobil Corp	−104	2,876	$487,942
AEP	American Electric Power Co Inc	−53	1,799	$235,812
EQT	EQT Corp	−39	5,458	$347,347
COF	Capital One Financial Corp	−30	3,187	$581,404
SPY	Spdr S&P 500 ETF Trust	−12	478	$310,862
DUK	Duke Energy CORP	−12	1,928	$252,452
CLS	Celestica Inc	−5	1,000	$281,680
IR	Ingersoll Rand Inc.	−3	2,640	$211,516
TT	Trane Technologies plc	−1	864	$360,063
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	650	$375,167
COST	Costco Wholesale Corp /New	242	$241,136
PEP	Pepsico Inc	1,492	$231,692
MO	Altria Group, Inc.	3,434	$226,609
PFE	Pfizer Inc	7,163	$201,137
OTF	Blue Owl Technology Finance Corp.	13,224	$163,845
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GM	General Motors Co	144,393	$11,742,038
GLW	Corning Inc /Ny	103,141	$9,031,025
C	Citigroup Inc	60,565	$7,067,329
BA	Boeing Co	31,079	$6,747,872
UAL	United Airlines Holdings, Inc.	57,932	$6,477,956
ALL	Allstate Corp	30,034	$6,251,577
FDX	Fedex Corp	20,956	$6,053,350
T	At&T Inc.	234,715	$5,830,320
F	Ford Motor Co	439,191	$5,762,185
TRV	Travelers Companies, Inc.	19,652	$5,700,259
CSCO	Cisco Systems, Inc.	72,955	$5,619,723
SHEL	Shell plc	76,445	$5,617,178
CVS	CVS HEALTH Corp	68,479	$5,434,493
UL	Unilever PLC	82,266	$5,380,196
OI	O-I Glass, Inc. /DE/	350,968	$5,180,287
KIM	Kimco Realty Corp	253,874	$5,146,025
ALK	Alaska Air Group, Inc.	102,001	$5,130,650
JBS	Jbs N.V.	339,095	$4,889,749
VZ	Verizon Communications Inc	119,633	$4,872,652
SPG	Simon Property Group Inc.	26,237	$4,856,731
TSN	Tyson Foods, Inc.	79,771	$4,676,176
GIS	General Mills Inc	99,635	$4,633,027
BP	Bp PLC	113,240	$3,932,825
LYB	LyondellBasell Industries N.V.	85,353	$3,695,784
GPK	Graphic Packaging Holding Co	235,875	$3,552,277
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 positions · $30,643,866 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	35,352	-2,854	$8,971,984	−13.6%	29.28%
MSFT	Microsoft Corp Technology	Reduced	7,376	-8,016	$2,730,373	−63.3%	8.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,784	-178	$2,292,492	−8.1%	7.48%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,200	-23,406	$1,235,472	−86.1%	4.03%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,490	+12	$1,084,657	+2.0%	3.54%
NVDA	Nvidia Corp Technology	Added	5,803	+751	$1,012,043	+7.4%	3.30%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	19,175	-150,684	$934,781	−90.0%	3.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,466	-144	$930,133	−12.6%	3.04%
GOOGL	Alphabet Inc. Communication Services	Added	2,267	+215	$651,898	+1.5%	2.13%
META	Meta Platforms, Inc. Communication Services	Reduced	1,096	-1,501	$627,054	−63.4%	2.05%
COF	Capital One Financial Corp Financial Services	Reduced	3,187	-30	$581,404	−25.4%	1.90%
LMT	Lockheed Martin Corp Industrials	Added	890	+15	$537,907	+27.1%	1.76%
XOM	Exxon Mobil Corp Energy	Reduced	2,876	-104	$487,942	+36.1%	1.59%
WFC	Wells Fargo & Company/Mn Financial Services	Added	6,041	+1,190	$480,924	+6.4%	1.57%
AVGO	Broadcom Inc. Technology	Added	1,526	+149	$472,312	−0.9%	1.54%
TPC	Tutor Perini Corp Industrials	Held	5,360	0	$413,738	+15.2%	1.35%
QQQ	Invesco Qqq Trust, Series 1	NEW	650	NEW	$375,167	NEW	1.22%
LLY	ELI LILLY & Co Healthcare	Added	393	+17	$361,469	−10.5%	1.18%
TFC	Truist Financial Corp Financial Services	Added	7,845	+41	$360,634	−6.1%	1.18%
TT	Trane Technologies plc Industrials	Reduced	864	-1	$360,063	+7.0%	1.17%
TSLA	Tesla, Inc. Consumer Cyclical	Added	940	+72	$349,445	−10.5%	1.14%
EQT	EQT Corp Energy	Reduced	5,458	-39	$347,347	+17.9%	1.13%
ABBV	AbbVie Inc. Healthcare	Reduced	1,589	-17,848	$345,591	−92.2%	1.13%
JNJ	Johnson & Johnson Healthcare	Reduced	1,387	-23,593	$339,038	−93.4%	1.11%
SPY	Spdr S&P 500 ETF Trust	Reduced	478	-12	$310,862	−7.0%	1.01%
CAT	Caterpillar Inc Industrials	Held	423	0	$299,678	+23.7%	0.98%
CLS	Celestica Inc Technology	Reduced	1,000	-5	$281,680	−5.2%	0.92%
V	Visa Inc. Financial Services	Added	905	+23	$273,527	−11.6%	0.89%
WMT	Walmart Inc. Consumer Defensive	Added	2,165	+35	$269,066	+13.4%	0.88%
RTX	RTX Corp Industrials	Added	1,357	+2	$261,765	+5.3%	0.85%
DUK	Duke Energy CORP Utilities	Reduced	1,928	-12	$252,452	+11.0%	0.82%
CVX	Chevron Corp Energy	Reduced	1,211	-31,953	$250,555	−95.0%	0.82%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	242	NEW	$241,136	NEW	0.79%
AEP	American Electric Power Co Inc Utilities	Reduced	1,799	-53	$235,812	+10.4%	0.77%
PEP	Pepsico Inc Consumer Defensive	NEW	1,492	NEW	$231,692	NEW	0.76%
MO	Altria Group, Inc. Consumer Defensive	NEW	3,434	NEW	$226,609	NEW	0.74%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,883	-48,661	$226,506	−95.7%	0.74%
BITW	Bitwise 10 Crypto Index ETF	Added	4,870	+1,086	$217,236	−2.3%	0.71%
IR	Ingersoll Rand Inc. Industrials	Reduced	2,640	-3	$211,516	+1.0%	0.69%
ORCL	Oracle Corp Technology	Added	1,393	+29	$204,924	−22.9%	0.67%
PFE	Pfizer Inc Healthcare	NEW	7,163	NEW	$201,137	NEW	0.66%
OTF	Blue Owl Technology Finance Corp. Financial Services	NEW	13,224	NEW	$163,845	NEW	0.53%