TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CIK

1849497

Location

PORTLAND, OR

Portfolio Value

Micro $41,972,081

Diversification

Diversified

Filing Date

Global Rank

#7,043 / 8,603 ▲ 151 · as of Mar 2026

Top Industry

Internet Content & Information 22.6%

3Y Alpha vs SPY

-2.5%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

16 quarters · since Dec 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

+65.2%

SPY

+76.0%

Annualised alpha

-2.5%

Max drawdown

−22.2%

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

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

Top Position

15.4%

+0.6 pts

Top 5

60.7%

+0.7 pts

Top 10

81.1%

+2.3 pts

HHI

894

Diversified+16

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	26.0%	$10,932,888	8
Technology	21.1%	$8,864,813	7
Communication Services	17.9%	$7,513,472	4
Consumer Cyclical	14.3%	$6,016,643	2
Financial Services	12.5%	$5,241,234	3
Industrials	2.6%	$1,085,484	1
Energy	2.6%	$1,074,731	1
Consumer Defensive	2.0%	$827,157	2
Basic Materials	0.7%	$289,652	1
Healthcare	0.3%	$126,007	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+7,318	17,227	$3,004,388
FBTC	Fidelity Wise Origin Bitcoin Fund	+5,688	22,010	$1,299,250
AMZN	Amazon Com Inc	+4,663	27,143	$5,653,072
MSFT	Microsoft Corp	+3,270	7,017	$2,597,482
SGOL	abrdn Gold ETF Trust	+1,987	15,987	$713,339
QQQ	Invesco Qqq Trust, Series 1	+1,449	11,205	$6,467,301
ENSC	Ensysce Biosciences, Inc.	+1,000	13,000	$7,007
NFLX	Netflix Inc	+674	2,994	$287,873
TSLA	Tesla, Inc.	+531	978	$363,571
AAPL	Apple Inc.	+237	8,479	$2,151,885
META	Meta Platforms, Inc.	+227	2,490	$1,424,603
GOOGL	Alphabet Inc.	+154	19,419	$5,584,127
NU	Nu Holdings Ltd.	+118	20,118	$289,095
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
ASTS	AST SpaceMobile, Inc.	−4,859	5,141	$426,034
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
OPTX	Syntec Optics Holdings, Inc.	10,000	$70,300
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
FCX	Freeport-Mcmoran Inc	5,000	$253,950
SHOP	Shopify Inc.	1,500	$241,455
DIS	Walt Disney Co	2,005	$228,108
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 positions · $41,972,081 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	11,205	+1,449	$6,467,301	+7.9%	15.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,143	+4,663	$5,653,072	+8.9%	13.47%
GOOGL	Alphabet Inc. Communication Services	Added	19,419	+154	$5,584,127	−7.4%	13.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	9,951	0	$4,768,519	−4.7%	11.36%
NVDA	Nvidia Corp Technology	Added	17,227	+7,318	$3,004,388	+62.6%	7.16%
MSFT	Microsoft Corp Technology	Added	7,017	+3,270	$2,597,482	+43.3%	6.19%
AAPL	Apple Inc. Technology	Added	8,479	+237	$2,151,885	−4.0%	5.13%
META	Meta Platforms, Inc. Communication Services	Added	2,490	+227	$1,424,603	−4.6%	3.39%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	22,010	+5,688	$1,299,250	+4.4%	3.10%
LMT	Lockheed Martin Corp Industrials	Held	1,796	0	$1,085,484	+25.0%	2.59%
EPD	Enterprise Products Partners L.P. Energy	Held	28,402	0	$1,074,731	+18.0%	2.56%
ETHE	Grayscale Ethereum Staking ETF	Held	50,917	0	$869,153	−30.0%	2.07%
SPY	Spdr S&P 500 ETF Trust	Held	1,131	0	$735,534	−4.6%	1.75%
SGOL	abrdn Gold ETF Trust	Added	15,987	+1,987	$713,339	+24.0%	1.70%
WMT	Walmart Inc. Consumer Defensive	Held	4,260	0	$529,432	+11.6%	1.26%
ASTS	AST SpaceMobile, Inc. Technology	Reduced	5,141	-4,859	$426,034	−41.3%	1.02%
ZM	Zoom Communications, Inc. Technology	Held	4,523	0	$363,603	−6.8%	0.87%
TSLA	Tesla, Inc. Consumer Cyclical	Added	978	+531	$363,571	+80.9%	0.87%
IAU	Ishares Gold Trust	Held	3,579	0	$315,524	+8.6%	0.75%
UL	Unilever PLC Consumer Defensive	Held	5,226	0	$297,725	−12.9%	0.71%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	1,427	0	$289,652	+19.7%	0.69%
NU	Nu Holdings Ltd. Financial Services	Added	20,118	+118	$289,095	−13.7%	0.69%
NFLX	Netflix Inc Communication Services	Added	2,994	+674	$287,873	+32.3%	0.69%
GBTC	Grayscale Bitcoin Trust ETF	Held	5,050	0	$266,438	−22.8%	0.63%
GLD	Spdr Gold Trust	Held	619	0	$266,349	+8.6%	0.63%
QCOM	Qualcomm Inc/De Technology	Held	1,950	0	$251,121	−24.7%	0.60%
ROKU	Roku, Inc Communication Services	Held	2,292	0	$216,869	−12.8%	0.52%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Held	15,967	0	$183,620	−4.3%	0.44%
MIST	Milestone Pharmaceuticals Inc. Healthcare	Held	100,000	0	$119,000	−41.1%	0.28%
OPTX	Syntec Optics Holdings, Inc. Technology	NEW	10,000	NEW	$70,300	NEW	0.17%
ENSC	Ensysce Biosciences, Inc. Healthcare	Added	13,000	+1,000	$7,007	−36.5%	0.02%