Trueblood Wealth Management, LLC
Top Portfolio Positions
184 positions ·
$170,404,315 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
41,132 | $12,099,389 | 7.10% | |
| AAPL |
Apple Inc.
Technology
|
34,278 | $8,699,413 | 5.11% | |
| MSFT |
Microsoft Corp
Technology
|
14,497 | $5,366,354 | 3.15% | |
| NVDA |
Nvidia Corp
Technology
|
23,416 | $4,083,750 | 2.40% | |
| CAT |
Caterpillar Inc
Industrials
|
5,595 | $3,963,833 | 2.33% | |
| CVX |
Chevron Corp
Energy
|
14,243 | $2,946,876 | 1.73% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
17,712 | $2,786,983 | 1.64% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
22,006 | $2,734,905 | 1.60% | |
| ADI |
Analog Devices Inc
Technology
|
8,203 | $2,609,702 | 1.53% | |
| RSG |
Republic Services, Inc.
Industrials
|
10,905 | $2,388,413 | 1.40% |
Portfolio Trend
10 quarters · across all stocks
Holdings in LAND
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,800 | 14,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $128,100 | 14,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $128,240 | 14,000 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $142,380 | 14,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $147,280 | 14,000 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $151,900 | 14,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $194,600 | 14,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $191,660 | 14,000 | Shares | Sole | 2024-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||