Tru-Independence

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OI",
  "ENVX",
  "ABBV",
  "ALL",
  "GOOGL",
  null,
  "T",
  "ENR",
  null,
  null,
  null,
  "COF",
  null,
  "DUK",
  null,
  null,
  "MCD",
  null,
  "ACI",
  null,
  null,
  "META",
  "IVW",
  null,
  null,
  "MSFT",
  "FMC",
  "ALK",
  null,
  null,
  null,
  null,
  "IEMG",
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "MRK",
  "VZ",
  "IEFA",
  null,
  null,
  "SPG",
  "SHEL",
  "BP",
  "SPLG",
  null,
  "TFC",
  "TRV",
  "TSN",
  "UAL",
  "UL",
  "VO",
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "VYM",
  null,
  null,
  "TT",
  "GPK",
  "GM",
  "F",
  "IR",
  "VIGI",
  "AMZN",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VFH",
  "VOO",
  "VTV",
  "V",
  "WFC",
  null,
  "KIM",
  "LYB",
  null,
  null,
  "FDX",
  null,
  "BALL",
  "BAC",
  "BRK-B",
  "BA",
  "BRX",
  "CVX",
  "CSCO",
  "CMA",
  "GLW",
  "CVS",
  null,
  null,
  "DFAC",
  "EFA",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 110
Total Value: 319586520
Accession Number: 0001785445-25-000005
Form Type: 13F-HR
CIK: tru-independence
Manager Name: Tru-Independence

Data Enrichment

67% identified

74 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

110 positions • $319.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:20.2K

Value:$5.3M

% of Portfolio:1.7% ($5.3M/$319.6M)

FEDEX CORP

FDX|31428X106

Shares:21.2K

Value:$5.2M

% of Portfolio:1.6% ($5.2M/$319.6M)

COMERICA INC /NEW/

CMA|200340107

Shares:85.1K

Value:$5.0M

% of Portfolio:1.6% ($5.0M/$319.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:79.7K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$319.6M)

ALASKA AIR GROUP, INC.

ALK|011659109

Shares:99.7K

Value:$4.9M

% of Portfolio:1.5% ($4.9M/$319.6M)

CVS HEALTH Corp

CVS|126650100

Shares:70.7K

Value:$4.8M

% of Portfolio:1.5% ($4.8M/$319.6M)

ENERGIZER HOLDINGS, INC.

ENR|29272W109

Shares:157.7K

Value:$4.7M

% of Portfolio:1.5% ($4.7M/$319.6M)

TYSON FOODS, INC.

TSN|902494103

Shares:73.1K

Value:$4.7M

% of Portfolio:1.5% ($4.7M/$319.6M)

921946406

VYM|921946406

Shares:36.0K

Value:$4.6M

% of Portfolio:1.5% ($4.6M/$319.6M)

FMC CORP

FMC|302491303

Shares:109.4K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$319.6M)

FORD MOTOR CO

F|345370860

Shares:459.9K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$319.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:51.0K

Value:$4.6M

% of Portfolio:1.4% ($4.6M/$319.6M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:26.3K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$319.6M)

GRAPHIC PACKAGING HOLDING CO

GPK|388689101

Shares:167.4K

Value:$4.3M

% of Portfolio:1.4% ($4.3M/$319.6M)

97717Y535

Shares:141.2K

Value:$4.2M

% of Portfolio:1.3% ($4.2M/$319.6M)

O-I Glass, Inc. /DE/

OI|67098H104

Shares:353.8K

Value:$4.1M

% of Portfolio:1.3% ($4.1M/$319.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:24.2K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$319.6M)

41151J505

Shares:166.7K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$319.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:19.1K

Value:$4.0M

% of Portfolio:1.3% ($4.0M/$319.6M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:57.7K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$319.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	20.2K	QoQ +1.33% (+265) YoY -36.39% (-11.5K)	All Managers (Combined)	$5.3M	1.7% ($5.3M/$319.6M)	QoQ +11.24% (+$538.9K) YoY -26.91% (-$2.0M)
FEDEX CORP(FDXcusip31428X106)	21.2K	QoQ +5.04% (-1.0K) YoY +3.42% (-703)	All Managers (Combined)	$5.2M	1.6% ($5.2M/$319.6M)	QoQ -8.97% (-$509.9K) YoY -12.97% (-$771.3K)
COMERICA INC /NEW/(CMAcusip200340107)	85.1K	QoQ +5.94% (+4.8K) YoY -3.42% (-3.0K)	All Managers (Combined)	$5.0M	1.6% ($5.0M/$319.6M)	QoQ +1.16% (+$57.8K) YoY +3.72% (-$180.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	79.7K	QoQ +0.42% (+337) YoY -6.54% (-5.6K)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$319.6M)	QoQ +4.68% (+$219.9K) YoY +15.54% (-$661.5K)
ALASKA AIR GROUP, INC.(ALKcusip011659109)	99.7K	QoQ +2.11% (-2.1K) YoY -5.54% (-5.8K)	All Managers (Combined)	$4.9M	1.5% ($4.9M/$319.6M)	QoQ -22.37% (-$1.4M) YoY +8.14% (-$369.3K)
CVS HEALTH Corp(CVScusip126650100)	70.7K	QoQ +3.56% (+2.4K) YoY -2.80% (-2.0K)	All Managers (Combined)	$4.8M	1.5% ($4.8M/$319.6M)	QoQ +56.30% (+$1.7M) YoY -17.44% (-$1.0M)
ENERGIZER HOLDINGS, INC.(ENRcusip29272W109)	157.7K	QoQ +1.18% (-1.9K) YoY -8.65% (-14.9K)	All Managers (Combined)	$4.7M	1.5% ($4.7M/$319.6M)	QoQ -13.22% (-$719.4K) YoY -7.16% (-$364.1K)
TYSON FOODS, INC.(TSNcusip902494103)	73.1K	QoQ +8.23% (+5.6K) YoY +13.52% (+8.7K)	All Managers (Combined)	$4.7M	1.5% ($4.7M/$319.6M)	QoQ +20.23% (+$784.9K) YoY +23.34% (+$882.5K)
(VYMcusip921946406)	36.0K	QoQ +4.61% (+1.6K) YoY -4.27% (-1.6K)	All Managers (Combined)	$4.6M	1.5% ($4.6M/$319.6M)	QoQ +5.74% (+$252.2K) YoY +2.03% (-$92.5K)
FMC CORP(FMCcusip302491303)	109.4K	QoQ +5.07% (-5.3K) YoY NEW(+109.4K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$319.6M)	QoQ -8.80% (-$445.3K) YoY NEW(+$4.6M)
FORD MOTOR CO(Fcusip345370860)	459.9K	QoQ +0.85% (+3.9K) YoY -6.79% (-33.5K)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$319.6M)	QoQ +2.17% (+$98.3K) YoY -29.60% (-$1.9M)
Merck & Co., Inc.(MRKcusip58933Y105)	51.0K	QoQ +4.88% (-2.4K) YoY -1.22% (-633)	All Managers (Combined)	$4.6M	1.4% ($4.6M/$319.6M)	QoQ -5.36% (-$259.3K) YoY -32.80% (-$2.2M)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	26.3K	QoQ -36.72% (-15.3K) YoY -42.73% (-19.6K)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$319.6M)	QoQ -38.97% (-$2.8M) YoY -39.22% (-$2.8M)
GRAPHIC PACKAGING HOLDING CO(GPKcusip388689101)	167.4K	QoQ +0.40% (-682) YoY -11.37% (-21.5K)	All Managers (Combined)	$4.3M	1.4% ($4.3M/$319.6M)	QoQ -4.02% (-$182.4K) YoY -21.15% (-$1.2M)
(cusip97717Y535)✕	141.2K	QoQ NEW(+141.2K) YoY NEW(+141.2K)	All Managers (Combined)	$4.2M	1.3% ($4.2M/$319.6M)	QoQ NEW(+$4.2M) YoY NEW(+$4.2M)
O-I Glass, Inc. /DE/(OIcusip67098H104)	353.8K	QoQ +9.30% (+30.1K) YoY +3.37% (-11.6K)	All Managers (Combined)	$4.1M	1.3% ($4.1M/$319.6M)	QoQ +15.65% (+$549.5K) YoY -28.52% (-$1.6M)
JOHNSON & JOHNSON(JNJcusip478160104)	24.2K	QoQ -2.04% (-506) YoY -8.54% (-2.3K)	All Managers (Combined)	$4.0M	1.3% ($4.0M/$319.6M)	QoQ +12.32% (-$440.5K) YoY -4.11% (-$172.5K)
(cusip41151J505)✕	166.7K	QoQ NEW(+166.7K) YoY NEW(+166.7K)	All Managers (Combined)	$4.0M	1.3% ($4.0M/$319.6M)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
AbbVie Inc.(ABBVcusip00287Y109)	19.1K	QoQ +4.36% (+799) YoY NEW(+19.1K)	All Managers (Combined)	$4.0M	1.3% ($4.0M/$319.6M)	QoQ +23.05% (+$749.9K) YoY NEW(+$4.0M)
United Airlines Holdings, Inc.(UALcusip910047109)	57.7K	QoQ -3.40% (-2.0K) YoY -51.17% (-60.5K)	All Managers (Combined)	$4.0M	1.2% ($4.0M/$319.6M)	QoQ -31.30% (-$1.8M) YoY -29.58% (-$1.7M)