True Link Financial Advisors, LLC
Filing Date
Global Rank
#7,494
/ 8,588
▲ 272
Top Industry
Aerospace & Defense
15.8%
3Y Alpha vs SPY
-2.0%
Period ended 3 months ago
Filed Apr 29, 2026 · 49d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.2%
SPY
+76.8%
Annualised alpha
-2.0%
Max drawdown
−16.2%
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
255 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.7%
−0.5 pts
Top 5
25.0%
−10.3 pts
Top 10
36.8%
−17.8 pts
HHI
238
Diversified−186
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.7% | $6,719,760 |
| Industrials | 22.4% | $6,079,323 |
| Financial Services | 12.8% | $3,464,790 |
| Healthcare | 8.3% | $2,251,652 |
| Utilities | 6.4% | $1,745,670 |
| Consumer Cyclical | 5.9% | $1,614,521 |
| Energy | 5.5% | $1,502,977 |
| Communication Services | 4.7% | $1,285,835 |
| Unclassified | 4.4% | $1,204,138 |
| Consumer Defensive | 3.5% | $946,021 |
| Basic Materials | 0.9% | $245,097 |
| Real Estate | 0.4% | $96,696 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PEP | Pepsico Inc | −2,052 | 65 | $10,093 | |
| BRK-B | Berkshire Hathaway Inc | −2,049 | 565 | $270,748 | |
| OKTA | Okta, Inc. | −1,224 | 3,500 | $275,485 | |
| PG | PROCTER & GAMBLE Co | −706 | 940 | $135,773 | |
| GOOGL | Alphabet Inc. | −650 | 1,721 | $494,890 | |
| XEL | Xcel Energy Inc | −626 | 2,437 | $193,595 | |
| DTE | Dte Energy Co | −595 | 1,214 | $177,511 | |
| NVDA | Nvidia Corp | −550 | 5,347 | $932,516 | |
| DTM | DT Midstream, Inc. | −520 | 1,361 | $183,285 | |
| MSFT | Microsoft Corp | −431 | 2,703 | $1,000,569 | |
| WFC | Wells Fargo & Company/Mn | −397 | 1,971 | $156,911 | |
| AAPL | Apple Inc. | −377 | 4,382 | $1,112,107 | |
| WMT | Walmart Inc. | −304 | 3,341 | $415,219 | |
| AMZN | Amazon Com Inc | −282 | 4,062 | $845,992 | |
| MS | Morgan Stanley | −277 | 1,957 | $322,063 | |
| XOM | Exxon Mobil Corp | −249 | 2,606 | $442,133 | |
| UNP | Union Pacific Corp | −231 | 799 | $193,853 | |
| COF | Capital One Financial Corp | −203 | 857 | $156,342 | |
| LMT | Lockheed Martin Corp | −190 | 4,787 | $2,893,214 | |
| CAH | Cardinal Health Inc | −165 | 1,185 | $250,402 | |
| AVGO | Broadcom Inc. | −156 | 1,244 | $385,030 | |
| COST | Costco Wholesale Corp /New | −129 | 125 | $124,553 | |
| META | Meta Platforms, Inc. | −118 | 422 | $241,438 | |
| ABBV | AbbVie Inc. | −111 | 954 | $207,485 | |
| RTX | RTX Corp | −102 | 1,511 | $291,471 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CIEN | Ciena Corp | 600 | $232,938 | |
| CSCO | Cisco Systems, Inc. | 2,589 | $200,880 | |
| SU | Suncor Energy Inc | 2,982 | $197,140 | |
| GWW | W.W. Grainger, Inc. | 164 | $178,892 | |
| EXC | Exelon Corp | 3,620 | $177,452 | |
| NEE | Nextera Energy Inc | 1,910 | $177,400 | |
| AMAT | Applied Materials Inc /De | 512 | $174,996 | |
| TJX | Tjx Companies Inc /De/ | 1,002 | $160,019 | |
| SHEL | Shell plc | 1,700 | $158,100 | |
| CTVA | Corteva, Inc. | 1,800 | $150,678 | |
| TPR | Tapestry, Inc. | 1,050 | $148,165 | |
| COP | Conocophillips | 1,075 | $141,900 | |
| CEG | Constellation Energy Corp | 458 | $127,896 | |
| AXP | American Express Co | 422 | $127,646 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 371 | $125,379 | |
| FE | Firstenergy Corp | 2,473 | $125,282 | |
| ED | Consolidated Edison Inc | 1,100 | $124,498 | |
| CAT | Caterpillar Inc | 174 | $123,272 | |
| MCD | Mcdonalds Corp | 384 | $119,343 | |
| CVX | Chevron Corp | 569 | $117,726 | |
| TDS | Telephone & Data Systems Inc /De/ | 2,700 | $113,670 | |
| VZ | Verizon Communications Inc | 2,261 | $113,502 | |
| TMO | Thermo Fisher Scientific Inc. | 225 | $110,594 | |
| BLK | BlackRock, Inc. | 113 | $108,673 | |
| MMM | 3M Co | 744 | $108,051 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FLEX | Flex Ltd. | 12,758 | $770,838 | |
| No positions match the current search. | ||||
6 positions ·
$245,097 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RIO |
Rio Tinto PLC
Basic Materials
|
NEW | 40 | $3,731 | 1.52% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 100 | $5,878 | 2.40% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
NEW | 100 | $10,688 | 4.36% | |
| EXP |
Eagle Materials Inc
Basic Materials
|
NEW | 72 | $13,640 | 5.57% | |
| LIN |
Linde PLC
Basic Materials
|
NEW | 122 | $60,482 | 24.68% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
NEW | 1,800 | $150,678 | 61.48% |