TRUEFG, LLC
Top Portfolio Positions
24 positions ·
$11,888,660 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
7,134 | $1,810,537 | 15.23% |
| V |
Visa Inc.
Financial Services
|
3,844 | $1,161,810 | 9.77% |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
5,000 | $867,250 | 7.29% |
| MSFT |
Microsoft Corp
Technology
|
2,106 | $779,578 | 6.56% |
| AVGO |
Broadcom Inc.
Technology
|
2,488 | $770,060 | 6.48% |
| NVDA |
Nvidia Corp
Technology
|
3,596 | $627,142 | 5.28% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,964 | $617,312 | 5.19% |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
356 | $615,531 | 5.18% |
| LMT |
Lockheed Martin Corp
Industrials
|
1,013 | $612,247 | 5.15% |
| STX |
Seagate Technology Holdings plc
Technology
|
1,376 | $539,061 | 4.53% |
Portfolio Trend
Holdings in CPS
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,025 | 7,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $246,225 | 7,500 | Shares | Sole | 2026-01-21 | |
| No quarters match your search. | ||||||