truNorth Financial Services, Inc.

**truNorth Financial Services, Inc.** manages $92M across a portfolio of 48 positions, exhibiting a clear focus on dividend-growth and value-oriented equities. The fund's top concentration is anchored by DGRO at $14.6M, followed closely by SCHD ($12.9M) and VYM ($12.2M), signaling a commitment to income-generating assets. Notable allocations also include DLN ($12.2M) and GQ9 ($6.2M), suggesting tactical exposure to specific sectors or high-conviction names. This structure indicates a disciplined, dividend-focused mandate within the current market cycle.

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