truNorth Financial Services, Inc.

CIK 2108201 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$111.7M
13F 가치 기준 9,443개 중 #8,176위 · 상위 86.6%
포지션
59
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +21.1% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
75.91%
상위 25개 보유 비중
89.70%
1% 초과 포지션
15
유효 포지션 수
11.4

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 2.33% 추정 매수 $15,875,329 · 매도 $2,374,613

신규 포지션
13
증가함
22
감소
18
종료
0
이 페이지에서

섹터별 비중

Technology
6.1%
Financials
2.1%
Industrials
1.6%
Retail
1.0%
Healthcare
0.9%
Communication Services
0.5%
Utilities
0.3%
Paper & Forest
0.3%
Consumer Staples
0.2%
Financial Services
0.2%
Energy
0.2%
기타/미분류
86.6%

전체 포트폴리오 59 포지션

유형 연속 8분기 추세
DGRO $17,889,880 16.02% 236,045 $3,251,950
SCHD $15,474,942 13.86% 488,015 $2,529,641
DLN $14,471,861 12.96% 150,248 $2,246,725
VYM $14,260,437 12.77% 90,239 $2,012,904
VGSH Vanguard Short-Term Treasury ETF $6,027,304 5.40% 103,562 상승 ×1
GLD $5,370,612 4.81% 14,579 $-819,156
VCSH Vanguard Short-Term Corporate Bond ETF $4,344,829 3.89% 54,977 $-624,997
SDY $2,444,829 2.19% 16,065 $349,217
SLV $2,266,861 2.03% 42,395 $-1,412,294
NVDA NVIDIA Corporation - Common Stock $2,233,032 2.00% 11,160 $218,992
SPY SPY $2,169,210 1.94% 2,905 $339,762
VIG $2,117,495 1.90% 8,949 $258,674
PKW Invesco BuyBack Achievers ETF $1,479,151 1.32% 10,442 $453,444
AAPL Apple Inc. - Common Stock $1,422,683 1.27% 4,917 $256,512
DIA $1,123,252 1.01% 2,150 $58,685
ORRF Orrstown Financial Services, Inc. - Common Stock $947,297 0.85% 23,201 $116,096
VBR $833,355 0.75% 3,430 $-53,322
AMZN Amazon.com, Inc. - Common Stock $779,133 0.70% 3,269 $92,443
QQQ Invesco QQQ Trust, Series 1 $771,969 0.69% 1,048 $95,429
CAT Caterpillar, Inc. Common Stock $722,205 0.65% 678 $321,087
DGRW WisdomTree U.S. Quality Dividend Growth Fund $677,755 0.61% 7,088 $43,875
VUG $624,946 0.56% 7,255 $-53,667
GOOGL Alphabet Inc. - Class A Common Stock $592,519 0.53% 1,658 $77,634
PLTR Palantir Technologies Inc. - Class A Common Stock $565,733 0.51% 4,849 $-288,711
ABBV AbbVie Inc. Common Stock $564,680 0.51% 2,244 $51,948
VOO $559,984 0.50% 815 $75,088
PSC Principal U.S. Small-Cap ETF $556,260 0.50% 7,933 $320,295
DVY iShares Select Dividend ETF $542,361 0.49% 3,470 $52,605
IVV $526,470 0.47% 703 $44,957
LRCX Lam Research Corporation - Common Stock $479,263 0.43% 1,106 $273,847
IBM International Business Machines Corporation Common Stock $470,746 0.42% 1,674 상승 ×1
MRK Merck & Company, Inc. Common Stock (new) $444,779 0.40% 3,461 $110,019
OMFL $426,000 0.38% 6,215 $38,414
MRVL Marvell Technology, Inc. - Common Stock $417,940 0.37% 1,403 상승 ×1
VTV $397,504 0.36% 1,824 $42,263
XLK XLK $392,662 0.35% 2,061 $130,061
MSFT Microsoft Corporation - Common Stock $378,695 0.34% 1,015 $-10,722
JPM JP Morgan Chase & Co. Common Stock $358,036 0.32% 1,094 $-2,466
WMT Walmart Inc. - Common Stock $343,741 0.31% 3,035 $30,682
알 수 없는 발행자 (CUSIP: 30233Q108) $338,476 0.30% 2,476 상승 ×1
WEC WEC Energy Group, Inc. Common Stock $331,860 0.30% 2,842 $32,143
AMD Advanced Micro Devices, Inc. - Common Stock $314,272 0.28% 541 상승 ×1
TFC Truist Financial Corporation Common Stock $312,571 0.28% 6,274 $-4,341
LPX Louisiana-Pacific Corporation Common Stock $296,942 0.27% 3,775 $-42,250
RTX RTX Corporation Common Stock $286,759 0.26% 1,511 $31,392
ACNB ACNB Corporation - Common Stock $285,380 0.26% 4,806 $53,010
QCOM QUALCOMM Incorporated - Common Stock $281,435 0.25% 1,523 $-29,021
GE GE Aerospace Common Stock $279,176 0.25% 747 상승 ×1
AVGO Broadcom Inc. - Common Stock $256,870 0.23% 680 $-20,010
RNR RenaissanceRe Holdings Ltd. Common Stock $244,964 0.22% 773 상승 ×1
MTW Manitowoc Company, Inc. (The) Common Stock $243,478 0.22% 17,529 상승 ×1
PEP PepsiCo, Inc. - Common Stock $234,062 0.21% 1,729 $-7,722
CR Crane Company Common Stock $228,647 0.20% 1,025 $-15,723
SPYG $219,299 0.20% 1,843 $-30,059
FRAF Franklin Financial Services Corporation - Common Stock $218,812 0.20% 3,495 상승 ×1
V Visa Inc. $215,804 0.19% 629 상승 ×1
CVX Chevron Corporation Common Stock $208,820 0.19% 1,260 상승 ×1
IWF $208,730 0.19% 1,681 상승 ×1
VOE $207,480 0.19% 1,050 상승 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
VGSH $6,027,304 103,562 5.40%
IBM $470,746 1,674 0.42%
MRVL $417,940 1,403 0.37%
알 수 없는 발행자 (CUSIP: 30233Q108) $338,476 2,476 0.30%
AMD $314,272 541 0.28%
GE $279,176 747 0.25%
RNR $244,964 773 0.22%
MTW $243,478 17,529 0.22%
FRAF $218,812 3,495 0.20%
V $215,804 629 0.19%
CVX $208,820 1,260 0.19%
IWF $208,730 1,681 0.19%
VOE $207,480 1,050 0.19%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
DGRO 추가 매수 +25K +$3.3M
SCHD 추가 매수 +16K +$2.5M
DLN 추가 매수 +11K +$2.2M
VYM 추가 매수 +5K +$2.0M
SLV 축소함 -15K -$1.4M
GLD 축소함 -1K -$819K
VCSH 축소함 -7K -$625K
PKW 추가 매수 +3K +$453K
SDY 추가 매수 +1K +$349K
SPY 추가 매수 +222 +$340K