TI
Truehand, Inc Historical SEC 13F Holdings & Archive (Q4 2021)
Truehand, IncCIK: 0001302720
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$170.8M
Reporting period: 2021-12-31 · Number of holdings: 191
Truehand, Inc disclosed 191 holdings in its latest 13F filing for the period ending 2021-12-31, with total reported value of $170.8M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 10.87
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 54.83
- Diversification
- 100
- Sizing Uniformity
- 79.47
Truehand, Inc's disclosed holdings carry a Herfindahl concentration index of 0.027 — mathematically equivalent to about 37 equally-sized positions, well below its 191 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.05), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 52% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.86% | — | -7.48% | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.71% | — | -6.70% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.46% | — | -3.11% | |
| 4 | ETN | Eaton Corporation plc | Stock-Industrials | 3.30% | — | -5.30% | |
| 5 | NUE | Nucor CORP | Stock-Materials | 3.12% | — | -4.51% | |
| 6 | ITW | Illinois Tool Works | Stock-Industrials | 2.58% | — | -9.63% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.57% | — | -9.21% | |
| 8 | SYY | Sysco CORP | Stock-Consumer Staples | 2.52% | — | -8.37% | |
| 9 | I8R | Irobot CORP | Stock-Other | 2.41% | — | — | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.29% | — | — | |
| 11 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.07% | — | -5.24% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.06% | — | -8.38% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.04% | — | -10.01% | |
| 14 | MAS | Masco CORP | Stock-Industrials | 1.87% | — | -15.91% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.81% | — | -13.65% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 1.77% | — | -6.99% | |
| 17 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.76% | — | -5.20% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.76% | — | -3.79% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.76% | — | -11.22% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 1.71% | — | -4.86% | |
| 21 | SCI | Service CORP International | Stock-Consumer Disc | 1.69% | — | -6.89% | |
| 22 | FUN | Six Flags Entertainment Corporation | Stock-Other | 1.62% | — | -4.48% | |
| 23 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.62% | — | -8.09% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.49% | — | -8.33% | |
| 25 | COP | Conocophillips | Stock-Energy | 1.49% | — | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | — | — | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 1.41% | — | -6.61% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.36% | — | -13.41% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.35% | — | -7.98% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.24% | — | -5.78% | |
| 31 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.21% | — | -8.29% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 1.18% | — | -11.11% | |
| 33 | UDR | Udr Inc | Stock-Real Estate | 1.16% | — | -8.12% | |
| 34 | R6C2 | Royal Dutch Shell-spon Adr-b | Stock-Other | 1.12% | — | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | — | -24.07% | |
| 36 | FDX | Fedex CORP | Stock-Industrials | 1.02% | — | -10.36% | |
| 37 | EQR | Equity Residential | Stock-Real Estate | 0.99% | — | -9.70% | |
| 38 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.98% | — | -9.30% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.97% | — | -6.91% | |
| 40 | VTRS | Viatris Inc | Stock-Healthcare | 0.97% | — | -5.42% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.96% | — | -0.35% | |
| 42 | EAT | Brinker International Inc | Stock-Consumer Disc | 0.93% | — | -8.45% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.86% | — | -7.15% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | — | -0.50% | |
| 45 | RFI | Cohen & Steers Tot Ret Rlty | Stock-Other | 0.78% | — | -7.59% | |
| 46 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.74% | — | -7.64% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | — | — | |
| 48 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.65% | — | -13.35% | |
| 49 | ELME | Elme Communities | Stock-Other | 0.57% | — | -7.37% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.57% | — | -6.89% |
1–50 of 191
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Truehand, Inc and what type of investor is it?
Truehand, Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2021-12-31), the firm manages a tracked equity portfolio valued at approximately $170.8M, spread across 191 disclosed positions.
What are Truehand, Inc's largest equity positions?
Based on the latest 13F filing, Truehand, Inc's top holdings by market value are:
1. Amazon.com Inc (AMZN) — $18.5M (10.9%)
2. Costco Wholesale CORP (COST) — $6.3M (3.7%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $5.9M (3.5%)
4. Eaton Corporation plc (ETN) — $5.6M (3.3%)
5. Nucor CORP (NUE) — $5.3M (3.1%)
What changes did Truehand, Inc make in its most recent portfolio filing?
No notable portfolio changes were recorded for Truehand, Inc in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Truehand, Inc focus on?
Truehand, Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 26.6%
• Health Care: 22.9%
• Consumer Staples: 19.6%
• Energy: 9.4%
• Communication Services: 6.3%
• Financials: 6.0%
Investment Profile
Truehand, Inc's portfolio is broadly diversified and long-term-holding.
It has added to its COST position over the past two quarters (+$1.6M, now $6.3M), while trimming AMZN over the same stretch (-$2.1M, still holding $18.5M).
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