TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CIK 0001849497 · Q2 2026

13F Equity AUM

$184.7M

+13.6% QoQ

Positions

+15 QoQ

AUM Rank

#6,499

Top 74%

Skill Alpha (FF)

+6.1%/yr^ns

No Clear Edge

Rank #619 · Top 7%

vs S&P -2.4%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 27.9%Top 10: 45.2%Top 20: 67.7%

DFAC10.9%

NDQ4.5%

IVV4.2%

AMZN4.2%

DFGP4.1%

GOOGL3.9%

DFSD3.8%

VTIP3.6%

DFCF3.0%

IEI3.0%

Others (87)54.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services81.3%

Technology6.9%

Communication Services5.0%

Consumer Cyclical4.4%

Other2.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 97Median: 0.37%Avg: 1.03%

0–0.5%

54(11.9%)

0.5–1%

17(12.1%)

1–3%

17(33.8%)

3–5%

8(31.3%)

5%+

1(10.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 97vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New21Increased38Decreased20Exited6

New Positions

DDOG0.3%

+2K

SLNH0.3%

+431K

AMD0.3%

+903

EEM0.3%

+7K

AAOI0.2%

+3K

EMLC0.2%

+17K

VGLT0.2%

+6K

BLZE0.2%

+22K

IREN0.2%

+7K

LRCX0.2%

+734

Increased

MIST0.1%

+50K(+50%)

DFGP4.1%

+14K(+11%)

IAU*0.7%

+13K(+370%)

DGCB2.0%

+13K(+24%)

DUHP2.8%

+12K(+11%)

VTIP3.6%

+6K(+5%)

DFGR0.8%

+5K(+12%)

AMZN4.2%

+5K(+19%)

NFLX0.3%

+4K(+148%)

NVDA2.2%

+3K(+16%)

Decreased

DISV0.5%

-12,597(-37%)

DFCF3.0%

-9,431(-7%)

DFAE0.6%

-6,697(-19%)

DFSV1.8%

-6,333(-7%)

DFSD3.8%

-6,080(-4%)

DFIV0.4%

-4,938(-25%)

DFAI0.3%

-2,861(-20%)

BSVO0.2%

-2,545(-15%)

DFIP0.2%

-2,286(-19%)

DUSB0.1%

-2,219(-31%)

Exited

SUB

-4,387

ASTS

-5,141

-4,523

-20,118

ROKU

-2,292

OPTX

-10,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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