TI

Truehand, Inc

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%.

Personality snowflake

Concentration
10.87
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
54.83
Diversification
100
Sizing Uniformity
79.47

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AMZNAmazon.com INCStock-Consumer Disc10.86%—-7.48%
2COSTCostco Wholesale CORPStock-Consumer Staples3.71%—-6.70%
3SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth3.46%—-3.11%
4ETNEaton Corporation plcStock-Industrials3.30%—-5.30%
5NUENucor CORPStock-Materials3.12%—-4.51%
6ITWIllinois Tool WorksStock-Industrials2.58%—-9.63%
7JNJJohnson & JohnsonStock-Healthcare2.57%—-9.21%
8SYYSysco CORPStock-Consumer Staples2.52%—-8.37%
9I8RIrobot CORPStock-Other2.41%——
10XOMExxon Mobil CORPStock-Energy2.29%——
11SPGSimon Property Group INCStock-Real Estate2.07%—-5.24%
12MCDMcdonald's CORPStock-Consumer Disc2.06%—-8.38%
13PGProcter & Gamble Co/theStock-Consumer Staples2.04%—-10.01%
14MASMasco CORPStock-Industrials1.87%—-15.91%
15ABTAbbott LaboratoriesStock-Healthcare1.81%—-13.65%
16BACBank Of America CORPStock-Financials1.77%—-6.99%
17WYWeyerhaeuser CoStock-Real Estate1.76%—-5.20%
18KOCoca-cola Co/theStock-Consumer Staples1.76%—-3.79%
19ABBVAbbvie INCStock-Healthcare1.76%—-11.22%
20EMREmerson Electric CoStock-Industrials1.71%—-4.86%
21SCIService CORP InternationalStock-Consumer Disc1.69%—-6.89%
22FUNSix Flags Entertainment CorporationStock-Other1.62%—-4.48%
23APDAir Products & Chemicals INCStock-Materials1.62%—-8.09%
24CMCSAComcast Corp-class AStock-Comm Services1.49%—-8.33%
25COPConocophillipsStock-Energy1.49%——
26MSFTMicrosoft CORPStock-Tech1.44%——
27PFEPfizer INCStock-Healthcare1.41%—-6.61%
28PEPPepsico INCStock-Consumer Staples1.36%—-13.41%
29MRKMerck & Co. INC.Stock-Healthcare1.35%—-7.98%
30VZVerizon Communications INCStock-Comm Services1.24%—-5.78%
31BMYBristol-myers Squibb CoStock-Healthcare1.21%—-8.29%
32ADPAutomatic Data ProcessingStock-Tech1.18%—-11.11%
33UDRUdr INCStock-Real Estate1.16%—-8.12%
34R6C2Royal Dutch Shell-spon Adr-bStock-Other1.12%——
35LLYEli Lilly & CoStock-Healthcare1.07%—-24.07%
36FDXFedex CORPStock-Industrials1.02%—-10.36%
37EQREquity ResidentialStock-Real Estate0.99%—-9.70%
38KMBKimberly-clark CORPStock-Consumer Staples0.98%—-9.30%
39MDTMedtronic plcStock-Healthcare0.97%—-6.91%
40VTRSViatris INCStock-Healthcare0.97%—-5.42%
41CVXChevron CORPStock-Energy0.96%—-0.35%
42EATBrinker International INCStock-Consumer Disc0.93%—-8.45%
43INTCIntel CORPStock-Tech0.86%—-7.15%
44HDHome Depot INCStock-Consumer Disc0.82%—-0.50%
45RFICohen & Steers Tot Ret RltyStock-Other0.78%—-7.59%
46WBAWalgreens Boots Alliance INCStock-Other0.74%—-7.64%
47PMPhilip Morris InternationalStock-Consumer Staples0.71%——
48CLColgate-palmolive CoStock-Consumer Staples0.65%—-13.35%
49ELMEElme CommunitiesStock-Other0.57%—-7.37%
50WFCWells Fargo & CoStock-Financials0.57%—-6.89%
1–50 of 191

Holding changes this quarter

Position changes disclosed by Truehand, Inc for the quarter ending 2021-12-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Truehand, Inc and what type of investor is it?
Truehand, Inc is a 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%