tru Independence LLC Portfolio Holdings
Q3 2025•125 long positions•$385.0M portfolio value
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Holding127 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $18.5M 4.81% | +$751.5K Bought | — 480.3K shares | 460.8K → 480.3K +$751.5K | +4.23% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $15.7M 4.08% | +$782.6K Bought | — 233.6K shares | 222.0K → 233.6K +$782.6K | +5.24% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $15.7M 4.07% | +$992.4K Bought | — 339.1K shares | 317.7K → 339.1K +$992.4K | +6.76% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $15.3M 3.99% | +$950.0K Bought | — 163.9K shares | 153.8K → 163.9K +$950.0K | +6.6% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $13.7M 3.55% | +$518.0K Bought | — 376.4K shares | 362.1K → 376.4K +$518.0K | +3.94% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $10.3M 2.67% | +$171.7K Bought | — 179.1K shares | 176.1K → 179.1K +$171.7K | +1.7% | — — | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $9.8M 2.53% | +$76.6K Bought | 0.0% 38.3K shares | 38.0K → 38.3K +$76.6K | +0.79% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Auto - Manufacturers Consumer Cyclical | $9.4M 2.44% | -$198.3K Sold | 0.016% 153.8K shares | 157.1K → 153.8K −$198.3K | -2.07% | $58.0B Large Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $9.1M 2.37% | -$111.7K Sold | 0.002% 177.1K shares | 179.3K → 177.1K −$111.7K | -1.21% | $382.12B Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $8.9M 2.32% | -$51.7K Sold | 0.001% 28.3K shares | 28.4K → 28.3K −$51.7K | -0.58% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Hardware, Equipment & Parts Technology | $8.8M 2.29% | -$2.8M Sold | 0.013% 107.4K shares | 140.9K → 107.4K −$2.8M | -23.82% | $70.3B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.6M 1.98% | +$524.2K Bought | — 173.9K shares | 162.0K → 173.9K +$524.2K | +7.37% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $7.0M 1.81% | +$959.2K Bought | 0.0% 13.5K shares | 11.6K → 13.5K +$959.2K | +15.94% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Aerospace & Defense Industrials | $6.8M 1.77% | -$8.2K Sold | 0.004% 31.7K shares | 31.7K → 31.7K −$8.2K | -0.12% | $163.20B Large Cap | Q4 2019 Held for 5y 11m | |
Insurance - Property & Casualty Financial Services | $6.6M 1.71% | +$1.1K Bought | 0.012% 30.6K shares | 30.6K → 30.6K +$1.1K | +0.02% | $56.6B Large Cap | Q4 2019 Held for 5y 11m | |
Telecommunications Services Communication Services | $6.5M 1.69% | -$155.3K Sold | 0.003% 230.8K shares | 236.3K → 230.8K −$155.3K | -2.33% | $201.93B Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $6.3M 1.63% | -$41.1K Sold | 0.003% 61.9K shares | 62.3K → 61.9K −$41.1K | -0.65% | $186.85B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $5.7M 1.48% | +$512.5K Bought | — 221.5K shares | 201.7K → 221.5K +$512.5K | +9.85% | — — | Q1 2025 Held for 8 months | |
Airlines, Airports & Air Services Industrials | $5.7M 1.48% | -$482.5 Sold | 0.018% 59.1K shares | 59.1K → 59.1K −$482.5 | -0.01% | $31.2B Large Cap | Q4 2023 Held for 1y 11m | |
REIT - Retail Real Estate | $5.6M 1.46% | +$74.6K Bought | 0.038% 257.4K shares | 254.0K → 257.4K +$74.6K | +1.34% | $14.8B Large Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $5.6M 1.45% | +$34.4K Bought | — 94.2K shares | 93.6K → 94.2K +$34.4K | +0.62% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $5.6M 1.45% | -$18.3K Sold | — 78.0K shares | 78.3K → 78.0K −$18.3K | -0.33% | — — | Q4 2022 Held for 2y 11m | |
Insurance - Property & Casualty Financial Services | $5.5M 1.44% | +$1.4K Bought | 0.009% 19.8K shares | 19.8K → 19.8K +$1.4K | +0.03% | $62.9B Large Cap | Q4 2019 Held for 5y 11m | |
Auto - Manufacturers Consumer Cyclical | $5.4M 1.4% | -$4.3K Sold | 0.011% 451.3K shares | 451.7K → 451.3K −$4.3K | -0.08% | $47.6B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.4M 1.4% | +$343.8K Bought | — 155.6K shares | 145.7K → 155.6K +$343.8K | +6.81% | — — | Q1 2025 Held for 8 months | |
Medical - Healthcare Plans Healthcare | $5.3M 1.38% | -$14.7K Sold | 0.006% 70.4K shares | 70.6K → 70.4K −$14.7K | -0.28% | $95.6B Large Cap | Q4 2019 Held for 5y 11m | |
Telecommunications Services Communication Services | $5.2M 1.36% | +$15.1K Bought | 0.003% 119.3K shares | 118.9K → 119.3K +$15.1K | +0.29% | $185.31B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.2M 1.35% | +$27.4K Bought | — 53.7K shares | 53.4K → 53.7K +$27.4K | +0.53% | — — | Q2 2024 Held for 1y 5m | |
Communication Equipment Technology | $5.2M 1.34% | -$73.2K Sold | 0.002% 75.5K shares | 76.6K → 75.5K −$73.2K | -1.4% | $270.48B Mega Cap | Q4 2019 Held for 5y 11m | |
Agricultural Inputs Basic Materials | $5.1M 1.34% | +$1.4M Bought | 0.122% 152.9K shares | 112.6K → 152.9K +$1.4M | +35.77% | $4.2B Mid Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.1M 1.33% | -$45.8K Sold | — 36.2K shares | 36.5K → 36.2K −$45.8K | -0.89% | — — | Q4 2019 Held for 5y 11m | |
Oil & Gas Integrated Energy | $5.1M 1.32% | +$16.0K Bought | 0.002% 32.6K shares | 32.5K → 32.6K +$16.0K | +0.32% | $312.88B Mega Cap | Q1 2024 Held for 1y 8m | |
Integrated Freight & Logistics Industrials | $5.0M 1.3% | +$43.6K Bought | 0.009% 21.3K shares | 21.1K → 21.3K +$43.6K | +0.88% | $55.6B Large Cap | Q4 2019 Held for 5y 11m | |
REIT - Retail Real Estate | $5.0M 1.29% | +$25.3K Bought | 0.008% 26.4K shares | 26.3K → 26.4K +$25.3K | +0.51% | $61.3B Large Cap | Q2 2022 Held for 3y 5m | |
Airlines, Airports & Air Services Industrials | $4.9M 1.26% | -$41.0K Sold | 0.085% 97.7K shares | 98.5K → 97.7K −$41.0K | -0.84% | $5.7B Mid Cap | Q3 2023 Held for 2y 2m | |
Banks - Regional Financial Services | $4.7M 1.23% | -$1.2M Sold | 0.054% 69.1K shares | 87.1K → 69.1K −$1.2M | -20.58% | $8.8B Mid Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $4.7M 1.22% | +$244.8K Bought | 0.001% 25.3K shares | 23.9K → 25.3K +$244.8K | +5.51% | $446.55B Mega Cap | Q4 2019 Held for 5y 11m | |
Packaging & Containers Consumer Cyclical | $4.6M 1.21% | +$89.0K Bought | 0.08% 237.5K shares | 233.0K → 237.5K +$89.0K | +1.95% | $5.8B Mid Cap | Q1 2022 Held for 3y 8m | |
Packaged Foods Consumer Defensive | $4.6M 1.19% | +$4.6M Bought | 0.017% 91.1K shares | — | — | $26.9B Large Cap | Q3 2025 Held for 2 months | |
Packaging & Containers Consumer Cyclical | $4.6M 1.19% | +$16.1K Bought | 0.229% 353.4K shares | 352.2K → 353.4K +$16.1K | +0.35% | $2.0B Small Cap | Q3 2021 Held for 4y 2m | |
Chemicals - Specialty Basic Materials | $4.5M 1.17% | +$656.7K Bought | 0.029% 92.2K shares | 78.8K → 92.2K +$656.7K | +16.99% | $15.8B Large Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $4.5M 1.17% | +$35.9K Bought | 0.001% 19.5K shares | 19.3K → 19.5K +$35.9K | +0.8% | $409.03B Mega Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $4.4M 1.13% | +$102.0K Bought | 0.002% 51.9K shares | 50.7K → 51.9K +$102.0K | +2.4% | $209.64B Mega Cap | Q4 2019 Held for 5y 11m | |
Agricultural Farm Products Consumer Defensive | $4.3M 1.11% | +$146.9K Bought | 0.022% 78.4K shares | 75.7K → 78.4K +$146.9K | +3.57% | $19.3B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.0M 1.05% | +$348.5K Bought | — 62.4K shares | 57.0K → 62.4K +$348.5K | +9.46% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $3.9M 1.02% | +$43.4K Bought | — 113.8K shares | 112.5K → 113.8K +$43.4K | +1.12% | — — | Q4 2022 Held for 2y 11m | |
REIT - Retail Real Estate | $3.6M 0.923% | +$50.7K Bought | 0.042% 128.4K shares | 126.6K → 128.4K +$50.7K | +1.45% | $8.5B Mid Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.5M 0.897% | +$2.9M Bought | — 94.4K shares | 16.4K → 94.4K +$2.9M | +477.1% | — — | Q2 2025 Held for 5 months | |
Electrical Equipment & Parts Industrials | $3.4M 0.885% | -$342.7K Sold | 0.201% 136.9K shares | 150.7K → 136.9K −$342.7K | -9.14% | $1.7B Small Cap | Q4 2019 Held for 5y 11m | |
Electrical Equipment & Parts Industrials | $3.0M 0.788% | -$336.4K Sold | 0.14% 304.2K shares | 337.9K → 304.2K −$336.4K | -9.98% | $2.2B Mid Cap | Q3 2023 Held for 2y 2m |
