truNorth Financial Services, Inc.

CIK

2108201

Location

Chambersburg, PA

Portfolio Value

Micro $610,889

Diversification

Diversified

Filing Date

Global Rank

#7,230 / 8,232 ▲ 206

Top Industry

Semiconductors 19.6%

3Y Alpha vs SPY

-31.5%

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

2 positions · $610,889 total · Consumer Defensive only · 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	History
WMT	Walmart Inc. Consumer Defensive	Held	2,810	0	$349,226	+11.6%	57.17%
PEP	Pepsico Inc Consumer Defensive	Held	1,685	0	$261,663	+8.2%	42.83%