TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
Top Portfolio Positions
31 positions ·
$41,972,081 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
11,205 | $6,467,301 | 15.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,143 | $5,653,072 | 13.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,419 | $5,584,127 | 13.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,951 | $4,768,519 | 11.36% | |
| NVDA |
Nvidia Corp
Technology
|
17,227 | $3,004,388 | 7.16% | |
| MSFT |
Microsoft Corp
Technology
|
7,017 | $2,597,482 | 6.19% | |
| AAPL |
Apple Inc.
Technology
|
8,479 | $2,151,885 | 5.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,490 | $1,424,603 | 3.39% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
22,010 | $1,299,250 | 3.10% | |
| LMT |
Lockheed Martin Corp
Industrials
|
1,796 | $1,085,484 | 2.59% |
Portfolio Trend
16 quarters · across all stocks
Holdings in MIST
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,000 | 100,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $202,000 | 100,000 | Shares | Sole | 2026-02-24 | |
| No 13F history on record for this holder in this stock. | ||||||