truNorth Financial Services, Inc.

CIK

2108201

Location

Chambersburg, PA

Portfolio Value

Micro $24,302,162

Diversification

Diversified

Filing Date

Global Rank

#7,230 / 8,232 ▲ 206

Top Industry

Semiconductors 19.6%

3Y Alpha vs SPY

-32.8%

Period ended 2 months ago

Filed May 5, 2026 · 40d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

-0.4%

SPY

+9.1%

Annualised alpha

-31.5%

Max drawdown

−11.9%

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

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

Top Position

26.3%

+1.6 pts

Top 5

58.6%

−0.8 pts

Top 10

74.1%

−1.7 pts

HHI

1,077

Diversified+23

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.6%	$13,028,884	5
Technology	18.7%	$4,556,417	7
Financial Services	6.9%	$1,685,185	4
Industrials	6.2%	$1,512,620	5
Healthcare	3.6%	$870,569	2
Energy	2.7%	$646,289	2
Consumer Defensive	2.5%	$610,889	2
Consumer Cyclical	2.4%	$593,569	1
Communication Services	1.9%	$468,722	1
Utilities	1.4%	$329,018	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	+554	2,463	$417,872
SPY	Spdr S&P 500 ETF Trust	+83	2,766	$1,798,840
AAPL	Apple Inc.	+51	4,341	$1,101,702
AVGO	Broadcom Inc.	+40	840	$259,988
MSFT	Microsoft Corp	+15	820	$303,539
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−10,167	46,945	$3,198,832
NVDA	Nvidia Corp	−795	10,004	$1,744,697
GLD	Spdr Gold Trust	−778	14,841	$6,385,933
QCOM	Qualcomm Inc/De	−239	1,576	$202,957
DE	Deere & Co	−200	415	$233,769
TFC	Truist Financial Corp	−173	6,267	$288,093
AMZN	Amazon Com Inc	−125	2,850	$593,569
LRCX	Lam Research Corp	−75	1,125	$240,367
JPM	Jpmorgan Chase & Co	−30	1,089	$320,340
QQQ	Invesco Qqq Trust, Series 1	−28	1,073	$619,314
CAT	Caterpillar Inc	−25	675	$478,210
GOOGL	Alphabet Inc.	−15	1,630	$468,722
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CVX	Chevron Corp	1,104	$228,417
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

30 positions · $24,302,162 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
GLD	Spdr Gold Trust	Reduced	14,841	-778	$6,385,933	+3.2%	26.28%
SLV	iShares Silver Trust	Reduced	46,945	-10,167	$3,198,832	−13.1%	13.16%
SPY	Spdr S&P 500 ETF Trust	Added	2,766	+83	$1,798,840	−1.7%	7.40%
NVDA	Nvidia Corp Technology	Reduced	10,004	-795	$1,744,697	−13.4%	7.18%
AAPL	Apple Inc. Technology	Added	4,341	+51	$1,101,702	−5.5%	4.53%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	2,215	0	$1,025,965	−3.6%	4.22%
ORRF	Orrstown Financial Services Inc Financial Services	Held	23,467	0	$846,689	+1.9%	3.48%
PLTR	Palantir Technologies Inc. Technology	Held	4,807	0	$703,167	−17.7%	2.89%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,073	-28	$619,314	−8.4%	2.55%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,850	-125	$593,569	−13.6%	2.44%
ABBV	AbbVie Inc. Healthcare	Held	2,244	0	$488,047	−4.8%	2.01%
CAT	Caterpillar Inc Industrials	Reduced	675	-25	$478,210	+19.3%	1.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,630	-15	$468,722	−9.0%	1.93%
XOM	Exxon Mobil Corp Energy	Added	2,463	+554	$417,872	+81.9%	1.72%
MRK	Merck & Co., Inc. Healthcare	Held	3,180	0	$382,522	+14.3%	1.57%
WMT	Walmart Inc. Consumer Defensive	Held	2,810	0	$349,226	+11.6%	1.44%
WEC	Wec Energy Group, Inc. Utilities	Held	2,842	0	$329,018	+9.8%	1.35%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,089	-30	$320,340	−11.2%	1.32%
LPX	Louisiana-Pacific Corp Industrials	Held	4,200	0	$305,550	−9.9%	1.26%
MSFT	Microsoft Corp Technology	Added	820	+15	$303,539	−22.0%	1.25%
TFC	Truist Financial Corp Financial Services	Reduced	6,267	-173	$288,093	−9.1%	1.19%
RTX	RTX Corp Industrials	Held	1,392	0	$268,516	+5.2%	1.10%
PEP	Pepsico Inc Consumer Defensive	Held	1,685	0	$261,663	+8.2%	1.08%
AVGO	Broadcom Inc. Technology	Added	840	+40	$259,988	−6.1%	1.07%
LRCX	Lam Research Corp Technology	Reduced	1,125	-75	$240,367	+17.0%	0.99%
DE	Deere & Co Industrials	Reduced	415	-200	$233,769	−18.4%	0.96%
ACNB	Acnb Corp Financial Services	Held	4,806	0	$230,063	−1.0%	0.95%
CVX	Chevron Corp Energy	NEW	1,104	NEW	$228,417	NEW	0.94%
CR	Crane Co Industrials	Held	1,325	0	$226,575	−7.3%	0.93%
QCOM	Qualcomm Inc/De Technology	Reduced	1,576	-239	$202,957	−34.6%	0.84%