tru Independence LLC

13F filer · CIK 0001785445

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$229MU.S. long equity reported on 13F

Positions484 new · 2 closed

Net flow last quarter+$400KBuys minus sells

Top 10 positions weight10.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202648 positions
AAPLApple Inc.	$10.3M	4.48%	0.00%	+0.2%	Q4 2019
MSFTMicrosoft Corp	$2.74M	1.20%	0.00%	-0.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.37M	1.04%	Not reported	-1.0%	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$1.25M	0.55%	Not reported	-7.0%	Q4 2019
NVDANvidia Corp	$1.2M	0.52%	0.00%	+3.0%	Q4 2019
JPMJPMorgan Chase & Co	$1.17M	0.51%	0.00%	-15.2%	Q4 2019
AMZNAmazon Com Inc	$1.08M	0.47%	0.00%	+1.1%	Q4 2019
BACBank of America Corp	$1.06M	0.46%	0.00%	-2.8%	Q4 2019
MCDMcdonalds Corp	$956K	0.42%	0.00%	+1.3%	Q4 2019
GOOGLAlphabet Inc.	$830K	0.36%	0.00%	+2.5%	Q4 2019
COFCapital One Financial Corp	$642K	0.28%	0.00%	+0.4%	Q4 2019
METAMeta Platforms, Inc.	$623K	0.27%	Not reported	+0.9%	Q4 2019
AVGOBroadcom Inc.	$581K	0.25%	0.00%	+0.8%	Q4 2019
GOOGAlphabet Inc.	$553K	0.24%	Not reported	Not reported	Q4 2019
WFCWells Fargo & Company	$490K	0.21%	0.00%	-1.6%	Q4 2019
LLYELI LILLY & Co	$477K	0.21%	0.00%	+1.3%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$464K	0.20%	Not reported	-3.1%	Q4 2019
LMTLockheed Martin Corp	$452K	0.20%	0.00%	-0.2%	Q4 2019
TPCTutor Perini Corp	$445K	0.19%	0.01%	Not reported	Q4 2025
TTTrane Technologies plc	$424K	0.19%	0.00%	Not reported	Q4 2019
ABBVAbbVie Inc.	$415K	0.18%	0.00%	+3.7%	Q4 2019
XOMExxonMobil Holdings Corp	$413K	0.18%	0.00%	+5.1%	Q4 2019
INTCIntel Corp	$402K	0.18%	0.00%	Not reported	Q4 2019
TSLATesla, Inc.	$401K	0.18%	0.00%	+1.5%	Q4 2019
FTGCSynergetics, Inc.	$390K	0.17%	Not reported	-1.5%	Q4 2020
CGCPCardiogenesis Corp	$377K	0.16%	Not reported	-0.7%	Q2 2023
CLSCelestica Inc	$366K	0.16%	0.00%	+0.3%	Q4 2025
TFCTruist Financial Corp	$363K	0.16%	0.00%	-7.2%	Q4 2019
CATCaterpillar Inc	$361K	0.16%	0.00%	-19.9%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$332K	0.15%	Not reported	-7.1%	Q4 2019
VVisa Inc.	$318K	0.14%	0.00%	+2.3%	Q4 2019
JNJJohnson & Johnson	$317K	0.14%	0.00%	-10.0%	Q4 2019
EQTEQT Corp	$289K	0.13%	0.00%	-0.3%	Q4 2025
MOAltria Group, Inc.	$262K	0.11%	0.00%	+6.2%	Q4 2019
RTXRTX Corp	$260K	0.11%	0.00%	+1.0%	Q3 2020
CSCOCisco Systems, Inc.	$253K	0.11%	0.00%	Not reported	Q4 2019
DUKDuke Energy CORP	$246K	0.11%	0.00%	+0.9%	Q4 2019
WMTWalmart Inc.	$244K	0.11%	0.00%	-0.7%	Q4 2019
AEPAmerican Electric Power Co Inc	$237K	0.10%	0.00%	-3.6%	Q4 2019
MRKMerck & Co., Inc.	$235K	0.10%	0.00%	-2.9%	Q4 2019
WSTWest Pharmaceutical Services Inc	$233K	0.10%	0.00%	Not reported	Q4 2019
COSTCostco Wholesale Corp	$223K	0.10%	0.00%	-1.7%	Q4 2019
IRIngersoll Rand Inc.	$216K	0.09%	0.00%	-0.3%	Q4 2019
OTFBlue Owl Technology Finance Corp.	$211K	0.09%	0.00%	+54.0%	Q1 2026
LINLinde PLC	$206K	0.09%	0.00%	Not reported	Q4 2019
ORCLOracle Corp	$206K	0.09%	0.00%	+1.2%	Q4 2019
PEPPepsico Inc	$204K	0.09%	0.00%	+1.0%	Q4 2019
CVXChevron Corp	$200K	0.09%	0.00%	-0.3%	Q4 2019
Q1 2026Reported Apr 22, 202646 positions
AAPLApple Inc.	$8.97M	4.44%	0.00%	-7.5%	Q4 2019
MSFTMicrosoft Corp	$2.73M	1.35%	0.00%	-52.1%	Q4 2019
BRK.BBerkshire Hathaway Inc	$2.29M	1.13%	Not reported	-3.6%	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$1.32M	0.65%	Not reported	-8.6%	Q4 2019
JPMJPMorgan Chase & Co	$1.24M	0.61%	0.00%	-84.8%	Q4 2019
MCDMcdonalds Corp	$1.08M	0.54%	0.00%	+0.4%	Q4 2019
NVDANvidia Corp	$1.01M	0.50%	0.00%	+14.9%	Q4 2019
BACBank of America Corp	$935K	0.46%	0.00%	-88.7%	Q4 2019
AMZNAmazon Com Inc	$930K	0.46%	0.00%	-3.1%	Q4 2019
GOOGLAlphabet Inc.	$652K	0.32%	0.00%	+10.5%	Q4 2019
METAMeta Platforms, Inc.	$627K	0.31%	Not reported	-57.8%	Q4 2019
COFCapital One Financial Corp	$581K	0.29%	0.00%	-0.9%	Q4 2019
LMTLockheed Martin Corp	$538K	0.27%	0.00%	+1.7%	Q4 2019
XOMExxonMobil Holdings Corp	$488K	0.24%	0.00%	-3.5%	Q4 2019
WFCWells Fargo & Company	$480K	0.24%	0.00%	+24.5%	Q4 2019
AVGOBroadcom Inc.	$472K	0.23%	0.00%	+10.8%	Q4 2019
GOOGAlphabet Inc.	$449K	0.22%	Not reported	-54.4%	Q4 2019
FTGCSynergetics, Inc.	$420K	0.21%	Not reported	-6.8%	Q4 2020
TPCTutor Perini Corp	$414K	0.20%	0.01%	Not reported	Q4 2025
CGCPCardiogenesis Corp	$381K	0.19%	Not reported	-0.4%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$375K	0.19%	Not reported	Not reported	Q4 2019
LLYELI LILLY & Co	$362K	0.18%	0.00%	+4.5%	Q4 2019
TFCTruist Financial Corp	$361K	0.18%	0.00%	+0.5%	Q4 2019
TTTrane Technologies plc	$360K	0.18%	0.00%	-0.1%	Q4 2019
TSLATesla, Inc.	$349K	0.17%	0.00%	+8.3%	Q4 2019
EQTEQT Corp	$347K	0.17%	0.00%	-0.7%	Q4 2025
ABBVAbbVie Inc.	$346K	0.17%	0.00%	-91.8%	Q4 2019
JNJJohnson & Johnson	$339K	0.17%	0.00%	-94.5%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$311K	0.15%	Not reported	-2.5%	Q4 2019
CATCaterpillar Inc	$300K	0.15%	0.00%	Not reported	Q4 2019
CLSCelestica Inc	$282K	0.14%	0.00%	-0.5%	Q4 2025
VVisa Inc.	$274K	0.14%	0.00%	+2.6%	Q4 2019
WMTWalmart Inc.	$269K	0.13%	0.00%	+1.6%	Q4 2019
RTXRTX Corp	$262K	0.13%	0.00%	+0.2%	Q3 2020
DUKDuke Energy CORP	$252K	0.12%	0.00%	-0.6%	Q4 2019
CVXChevron Corp	$251K	0.12%	0.00%	-96.4%	Q4 2019
COSTCostco Wholesale Corp	$241K	0.12%	0.00%	Not reported	Q4 2019
AEPAmerican Electric Power Co Inc	$236K	0.12%	0.00%	-2.9%	Q4 2019
PEPPepsico Inc	$232K	0.11%	0.00%	Not reported	Q4 2019
MOAltria Group, Inc.	$227K	0.11%	0.00%	Not reported	Q4 2019
MRKMerck & Co., Inc.	$227K	0.11%	0.00%	-96.3%	Q4 2019
BITWBitwise 10 Crypto Index ETF	$217K	0.11%	0.03%	+28.7%	Q4 2020
IRIngersoll Rand Inc.	$212K	0.10%	0.00%	-0.1%	Q4 2019
ORCLOracle Corp	$205K	0.10%	0.00%	+2.1%	Q4 2019
PFEPfizer Inc	$201K	0.10%	0.00%	Not reported	Q4 2019
OTFBlue Owl Technology Finance Corp.	$164K	0.08%	0.00%	New	Q1 2026
Q4 2025Reported Jan 22, 202672 positions
GMGeneral Motors Co	$11.7M	2.96%	0.02%	-6.1%	Q4 2019
AAPLApple Inc.	$10.4M	2.62%	0.00%	-0.3%	Q4 2019
BACBank of America Corp	$9.34M	2.36%	0.00%	-4.1%	Q4 2019
GLWCorning Inc	$9.03M	2.28%	0.01%	-3.9%	Q4 2019
JPMJPMorgan Chase & Co	$8.9M	2.24%	0.00%	-2.3%	Q4 2019
MSFTMicrosoft Corp	$7.44M	1.88%	0.00%	+14.3%	Q4 2019
CCitigroup Inc	$7.07M	1.78%	0.00%	-2.1%	Q4 2019
BABoeing Co	$6.75M	1.70%	0.00%	-1.8%	Q4 2019
UALUnited Airlines Holdings, Inc.	$6.48M	1.63%	0.02%	-2.0%	Q4 2020
ALLAllstate Corp	$6.25M	1.58%	0.01%	-1.9%	Q4 2019
FDXFedex Corp	$6.05M	1.53%	0.01%	-1.5%	Q4 2019
TAt&T Inc.	$5.83M	1.47%	0.00%	+1.7%	Q4 2019
FFord Motor Co	$5.76M	1.45%	0.01%	-2.7%	Q4 2019
TRVTravelers Companies, Inc.	$5.7M	1.44%	0.01%	-0.9%	Q4 2019
CSCOCisco Systems, Inc.	$5.62M	1.42%	0.00%	-3.4%	Q4 2019
SHELShell plc	$5.62M	1.42%	0.00%	-2.1%	Q2 2022
CVSCVS HEALTH Corp	$5.43M	1.37%	0.01%	-2.8%	Q4 2019
ULUnilever PLC	$5.38M	1.36%	0.00%	-1.6%	Q4 2020
MRKMerck & Co., Inc.	$5.32M	1.34%	0.00%	-2.6%	Q4 2019
OIO-I Glass, Inc.	$5.18M	1.31%	0.23%	-0.7%	Q3 2021
JNJJohnson & Johnson	$5.17M	1.30%	0.00%	-1.1%	Q4 2019
KIMKimco Realty Corp	$5.15M	1.30%	0.04%	-1.4%	Q4 2019
ALKAlaska Air Group, Inc.	$5.13M	1.29%	0.09%	+4.4%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.09M	1.28%	Not reported	-2.1%	Q4 2019
CVXChevron Corp	$5.05M	1.27%	0.00%	+1.6%	Q4 2019
JBSJBS N.V.	$4.89M	1.23%	Not reported	New	Q4 2025
VZVerizon Communications Inc	$4.87M	1.23%	0.00%	+0.3%	Q4 2019
SPGSimon Property Group Inc.	$4.86M	1.22%	327.96%	-0.8%	Q4 2019
TSNTyson Foods, Inc.	$4.68M	1.18%	Not reported	+1.8%	Q4 2019
GISGeneral Mills Inc	$4.63M	1.17%	0.02%	+9.3%	Q4 2019
ABBVAbbVie Inc.	$4.44M	1.12%	0.00%	-0.2%	Q4 2019
BPBP PLC	$3.93M	0.99%	Not reported	-0.5%	Q4 2019
LYBLyondellBasell Industries N.V.	$3.7M	0.93%	0.03%	-7.4%	Q4 2019
GPKGraphic Packaging Holding Co	$3.55M	0.90%	0.08%	-0.7%	Q1 2022
BRXBrixmor Property Group Inc.	$3.42M	0.86%	0.04%	+1.5%	Q1 2022
BRK.BBerkshire Hathaway Inc	$2.49M	0.63%	Not reported	+32.7%	Q4 2019
ENVXEnovix Corp	$2.16M	0.55%	0.14%	-2.7%	Q3 2023
METAMeta Platforms, Inc.	$1.71M	0.43%	Not reported	+4.0%	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$1.41M	0.36%	Not reported	-2.4%	Q4 2019
GOOGAlphabet Inc.	$1.08M	0.27%	Not reported	+9.4%	Q4 2019
AMZNAmazon Com Inc	$1.06M	0.27%	0.00%	+14.1%	Q4 2019
MCDMcdonalds Corp	$1.06M	0.27%	0.00%	+42.5%	Q4 2019
NVDANvidia Corp	$942K	0.24%	0.00%	+9.4%	Q4 2019
COFCapital One Financial Corp	$780K	0.20%	0.00%	-0.1%	Q4 2019
ENREnergizer Holdings, Inc.	$773K	0.19%	0.06%	-71.6%	Q4 2019
GOOGLAlphabet Inc.	$642K	0.16%	0.00%	+4.9%	Q4 2019
AVGOBroadcom Inc.	$477K	0.12%	0.00%	+21.2%	Q4 2019
WFCWells Fargo & Company	$451K	0.11%	0.00%	+19.8%	Q4 2019
LMTLockheed Martin Corp	$423K	0.11%	0.00%	+0.3%	Q4 2019
LLYELI LILLY & Co	$404K	0.10%	0.00%	+7.1%	Q4 2019

Q3 2025Reported Oct 23, 202569 positions
AAPLApple Inc.	$9.76M	2.53%	0.00%	+0.8%	Q4 2019
GMGeneral Motors Co	$9.38M	2.44%	0.02%	-2.1%	Q4 2019
BACBank of America Corp	$9.14M	2.37%	0.00%	-1.2%	Q4 2019
JPMJPMorgan Chase & Co	$8.91M	2.32%	0.00%	-0.6%	Q4 2019
GLWCorning Inc	$8.81M	2.29%	0.01%	-23.8%	Q4 2019
MSFTMicrosoft Corp	$6.98M	1.81%	0.00%	+15.9%	Q4 2019
BABoeing Co	$6.83M	1.77%	0.00%	-0.1%	Q4 2019
ALLAllstate Corp	$6.57M	1.71%	0.01%	0.0%	Q4 2019
TAt&T Inc.	$6.52M	1.69%	0.00%	-2.3%	Q4 2019
CCitigroup Inc	$6.28M	1.63%	0.00%	-0.7%	Q4 2019
UALUnited Airlines Holdings, Inc.	$5.7M	1.48%	0.02%	0.0%	Q4 2020
KIMKimco Realty Corp	$5.62M	1.46%	0.04%	+1.3%	Q4 2019
ULUnilever PLC	$5.58M	1.45%	0.00%	+0.6%	Q4 2020
SHELShell plc	$5.58M	1.45%	0.00%	-0.3%	Q2 2022
TRVTravelers Companies, Inc.	$5.54M	1.44%	0.01%	0.0%	Q4 2019
FFord Motor Co	$5.4M	1.40%	0.01%	-0.1%	Q4 2019
CVSCVS HEALTH Corp	$5.31M	1.38%	0.01%	-0.3%	Q4 2019
VZVerizon Communications Inc	$5.24M	1.36%	0.00%	+0.3%	Q4 2019
CSCOCisco Systems, Inc.	$5.17M	1.34%	0.00%	-1.4%	Q4 2019
FMCFMC Corp	$5.14M	1.34%	0.12%	+35.8%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$5.1M	1.33%	Not reported	-0.9%	Q4 2019
CVXChevron Corp	$5.07M	1.32%	0.00%	+0.3%	Q4 2019
FDXFedex Corp	$5.01M	1.30%	0.01%	+0.9%	Q4 2019
SPGSimon Property Group Inc.	$4.96M	1.29%	330.50%	+0.5%	Q4 2019
ALKAlaska Air Group, Inc.	$4.86M	1.26%	0.08%	-0.8%	Q4 2019
CMAComerica Inc	$4.74M	1.23%	0.05%	-20.6%	Q4 2019
JNJJohnson & Johnson	$4.68M	1.22%	0.00%	+5.5%	Q4 2019
GPKGraphic Packaging Holding Co	$4.65M	1.21%	0.08%	+2.0%	Q1 2022
GISGeneral Mills Inc	$4.59M	1.19%	0.02%	Not reported	Q4 2019
OIO-I Glass, Inc.	$4.58M	1.19%	0.23%	+0.4%	Q3 2021
LYBLyondellBasell Industries N.V.	$4.52M	1.17%	0.03%	+17.0%	Q4 2019
ABBVAbbVie Inc.	$4.51M	1.17%	0.00%	+0.8%	Q4 2019
MRKMerck & Co., Inc.	$4.35M	1.13%	0.00%	+2.4%	Q4 2019
TSNTyson Foods, Inc.	$4.26M	1.11%	Not reported	+3.6%	Q4 2019
BPBP PLC	$3.92M	1.02%	Not reported	+1.1%	Q4 2019
BRXBrixmor Property Group Inc.	$3.55M	0.92%	0.04%	+1.5%	Q1 2022
ENREnergizer Holdings, Inc.	$3.41M	0.89%	0.20%	-9.1%	Q4 2019
ENVXEnovix Corp	$3.03M	0.79%	0.14%	+2.9%	Q3 2023
BRK.BBerkshire Hathaway Inc	$1.88M	0.49%	Not reported	+5.1%	Q4 2019
METAMeta Platforms, Inc.	$1.82M	0.47%	Not reported	+1.4%	Q4 2019
DOWDow Inc.	$1.62M	0.42%	0.01%	-12.9%	Q4 2019
FVDFirst Trust Value Line Dividend Fund	$1.45M	0.38%	Not reported	-0.9%	Q4 2019
AMZNAmazon Com Inc	$887K	0.23%	0.00%	+17.8%	Q4 2019
NVDANvidia Corp	$861K	0.22%	0.00%	+10.0%	Q4 2019
GOOGAlphabet Inc.	$765K	0.20%	Not reported	+3.3%	Q4 2019
MCDMcdonalds Corp	$742K	0.19%	0.00%	+1.1%	Q4 2019
COFCapital One Financial Corp	$685K	0.18%	0.00%	+0.6%	Q4 2019
FTGCSynergetics, Inc.	$520K	0.14%	Not reported	-17.1%	Q4 2020
GOOGLAlphabet Inc.	$476K	0.12%	0.00%	+10.5%	Q4 2019
LMTLockheed Martin Corp	$435K	0.11%	0.00%	+0.2%	Q4 2019

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