True Vision MN LLC
Top Portfolio Positions
32 positions ·
$22,004,818 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GGG |
Graco Inc
Industrials
|
26,562 | $2,248,473 | 10.22% | |
| UNP |
Union Pacific Corp
Industrials
|
5,259 | $1,275,938 | 5.80% | |
| IAU |
Ishares Gold Trust
|
14,044 | $1,238,119 | 5.63% | |
| GLD |
Spdr Gold Trust
|
2,227 | $958,255 | 4.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,403 | $912,427 | 4.15% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
2,336 | $911,997 | 4.14% | |
| AAPL |
Apple Inc.
Technology
|
3,378 | $857,302 | 3.90% | |
| ANET |
Arista Networks, Inc.
Technology
|
6,388 | $784,318 | 3.56% | |
| CRM |
Salesforce, Inc.
Technology
|
4,004 | $747,426 | 3.40% | |
| MSFT |
Microsoft Corp
Technology
|
2,018 | $747,003 | 3.39% |
Portfolio Trend
10 quarters · across all stocks
Holdings in LAES
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,024 | 85,124 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $94,401 | 24,974 | Shares | Defined | 2026-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||