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The Analysis of truNorth Financial Services, Inc.'s Holdings & P&L

Currently, truNorth Financial Services, Inc. holds 49 types of securities in its portfolio with a total value $96.7M. In the most recent quarter, they have increased their positions in DGRO (+16.2K shares, valued at $1.1M), DLN (+5.6K shares, valued at $498.1K), VGSH (+7.9K shares, valued at $460.4K); decreased their positions in SLV (-10.2K shares, valued at $692.8K), GLD (-778 shares, valued at $334.8K), NVDA (-795 shares, valued at $138.6K); initiated new positions in VGSH (+7.9K shares, valued at $460.4K), CVX (+1.1K shares, valued at $228.5K).

1M P&L

+2.0M+2.25%

3M P&L

+4.0M+4.59%

HY P&L

+4.0M+4.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A84.3M

89.8%

2Semiconductors1.9M

2.1%

3Banks - Regional1.4M

1.5%

Top Industries by Stock Count

1N/A22 stocks

52.4%

2Banks - Regional3 stocks

7.1%

3Semiconductors2 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRO ISHARES TR227.1K shares7.69%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR480.3K shares1.77%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS87.6K shares2.65%2026-03-312026-05-05

DLN WISDOMTREE TR144.4K shares4.02%2026-03-312026-05-05

GLD SPDR GOLD TR14.8K shares-4.98%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS66.4K shares6.46%2026-03-312026-05-05

SLV ISHARES SILVER TR46.9K shares-17.80%2026-03-312026-05-05

SDY SPDR SERIES TRUST15.4K shares2.38%2026-03-312026-05-05

Sponsored

VIG VANGUARD SPECIALIZED FUNDS8.7K shares2.74%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T2.8K shares3.09%2026-03-312026-05-05

NVDA NVIDIA CORPORATION10.0K shares-7.36%2026-03-312026-05-05

PKW INVESCO EXCHANGE TRADED FD T9.6K shares26.06%2026-03-312026-05-05

AAPL APPLE INC4.3K shares1.19%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND2.2K shares0.00%2026-03-312026-05-05

ORRF ORRSTOWN FINL SVCS INC23.5K shares0.00%2026-03-312026-05-05

VBR VANGUARD INDEX FDS3.7K shares-11.03%2026-03-312026-05-05

Sponsored

PLTR PALANTIR TECHNOLOGIES INC4.8K shares0.00%2026-03-312026-05-05

DGRW WISDOMTREE TR7.1K shares0.00%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR1.1K shares-2.54%2026-03-312026-05-05

AMZN AMAZON COM INC2.9K shares-4.20%2026-03-312026-05-05

VUG VANGUARD INDEX FDS1.3K shares-7.98%2026-03-312026-05-05

DVY ISHARES TR3.5K shares0.00%2026-03-312026-05-05

ABBV ABBVIE INC2.2K shares0.00%2026-03-312026-05-05

CAT CATERPILLAR INC675 shares-3.57%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC1.6K shares-0.91%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS777 shares0.52%2026-03-312026-05-05

VGSH VANGUARD SCOTTSDALE FDS7.9K sharesnew addition2026-03-312026-05-05

IVV ISHARES TR703 shares0.00%2026-03-312026-05-05

XOM EXXON MOBIL CORP2.5K shares29.02%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC3.2K shares0.00%2026-03-312026-05-05

OMFL INVESCO EXCH TRD SLF IDX FD6.2K shares-1.97%2026-03-312026-05-05

VTV VANGUARD INDEX FDS1.8K shares-1.94%2026-03-312026-05-05

Sponsored

WMT WALMART INC2.8K shares0.00%2026-03-312026-05-05

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.8K shares0.00%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO1.1K shares-2.68%2026-03-312026-05-05

PSC PRINCIPAL EXCHANGE TRADED FD5.4K shares32.96%2026-03-312026-05-05

LPX LOUISIANA PAC CORP4.2K shares0.00%2026-03-312026-05-05

MSFT MICROSOFT CORP820 shares1.86%2026-03-312026-05-05

TFC TRUIST FINL CORP6.3K shares-2.69%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR2.0K shares11.24%2026-03-312026-05-05

Sponsored

RTX RTX CORPORATION1.4K shares0.00%2026-03-312026-05-05

PEP PEPSICO INC1.7K shares0.00%2026-03-312026-05-05

BROADCOM INC BROADCOM INC840 shares5.00%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP1.1K shares-6.25%2026-03-312026-05-05

DE DEERE & CO415 shares-32.52%2026-03-312026-05-05

ACNB ACNB CORP4.8K shares0.00%2026-03-312026-05-05

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-05-05

CR CRANE COMPANY1.3K shares0.00%2026-03-312026-05-05

Sponsored

QCOM QUALCOMM INC1.6K shares-13.17%2026-03-312026-05-05

DGRO

ISHARES TR

7.69%

Shares227.1K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

1.77%

Shares480.3K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

2.65%

Shares87.6K

Event2026-03-31

Filed2026-05-05

DLN

WISDOMTREE TR

4.02%

Shares144.4K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-4.98%

Shares14.8K

Event2026-03-31

Filed2026-05-05

VCSH

VANGUARD SCOTTSDALE FDS

6.46%

Shares66.4K

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

-17.80%

Shares46.9K

Event2026-03-31

Filed2026-05-05

SDY

SPDR SERIES TRUST

2.38%

Shares15.4K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

2.74%

Shares8.7K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

3.09%

Shares2.8K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-7.36%

Shares10.0K

Event2026-03-31

Filed2026-05-05

PKW

INVESCO EXCHANGE TRADED FD T

26.06%

Shares9.6K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

1.19%

Shares4.3K

Event2026-03-31

Filed2026-05-05

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-05

ORRF

ORRSTOWN FINL SVCS INC

0.00%

Shares23.5K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

-11.03%

Shares3.7K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-05

DGRW

WISDOMTREE TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-2.54%

Shares1.1K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-4.20%

Shares2.9K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-7.98%

Shares1.3K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-3.57%

Shares675

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-0.91%

Shares1.6K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.52%

Shares777

Event2026-03-31

Filed2026-05-05

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares7.9K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

0.00%

Shares703

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

29.02%

Shares2.5K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-05

OMFL

INVESCO EXCH TRD SLF IDX FD

-1.97%

Shares6.2K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-1.94%

Shares1.8K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-05

WEC ENERGY GROUP INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-2.68%

Shares1.1K

Event2026-03-31

Filed2026-05-05

PSC

PRINCIPAL EXCHANGE TRADED FD

32.96%

Shares5.4K

Event2026-03-31

Filed2026-05-05

LPX

LOUISIANA PAC CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

1.86%

Shares820

Event2026-03-31

Filed2026-05-05

TFC

TRUIST FINL CORP

-2.69%

Shares6.3K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

11.24%

Shares2.0K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

5.00%

Shares840

Event2026-03-31

Filed2026-05-05

LAM RESEARCH CORP

-6.25%

Shares1.1K

Event2026-03-31

Filed2026-05-05

DEERE & CO

-32.52%

Shares415

Event2026-03-31

Filed2026-05-05

ACNB

ACNB CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-05-05

CRANE COMPANY

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-05

QCOM

QUALCOMM INC

-13.17%

Shares1.6K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available