tru Independence LLC
Top Portfolio Positions
42 positions ·
$30,643,866 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
35,352 | $8,971,984 | 29.28% | |
| MSFT |
Microsoft Corp
Technology
|
7,376 | $2,730,373 | 8.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,784 | $2,292,492 | 7.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,200 | $1,235,472 | 4.03% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
3,490 | $1,084,657 | 3.54% | |
| NVDA |
Nvidia Corp
Technology
|
5,803 | $1,012,043 | 3.30% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
19,175 | $934,781 | 3.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,466 | $930,133 | 3.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,267 | $651,898 | 2.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,096 | $627,054 | 2.05% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LOMLF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-12-31 | $48,671 | 40,900 | Shares | Sole | 2021-03-09 | |
| No 13F history on record for this holder in this stock. | ||||||