Institutional Manager · CIK 0001750405
Truvestments Capital LLC
SARASOTA, FL · File #028-18896
Latest AUM
$550.3M
Positions
1,038
Top-10 Concentration
48.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,038 pos · $550.3M
- 13F HOLDINGS REPORTQ/E Sep 20251,057 pos · $553.4M
- 13F HOLDINGS REPORTQ/E Jun 2025988 pos · $500.0M
- 13F HOLDINGS REPORTQ/E Mar 20251,030 pos · $460.5M
- 13F HOLDINGS REPORTQ/E Dec 20241,020 pos · $388.6M
- 13F HOLDINGS REPORTQ/E Sep 2024934 pos · $373.0M
- 13F HOLDINGS REPORTQ/E Jun 2024218 pos · $251.0M
- 13F HOLDINGS REPORTQ/E Mar 2024729 pos · $259.8M
- 13F HOLDINGS REPORTQ/E Dec 2023683 pos · $192.0M
- 13F HOLDINGS REPORTQ/E Sep 2023693 pos · $200.9M
- 13F HOLDINGS REPORTQ/E Jun 2023670 pos · $187.7M
- 13F HOLDINGS REPORTQ/E Mar 2023921 pos · $177.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 179,882 | $33.5M | 10.53% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 56,564 | $28.4M | 8.92% |
| 3 | INVESCO QQQ TR | IVZ | 35,629 | $21.9M | 6.87% |
| 4 | BROADCOM INC | AVGO | 53,454 | $18.5M | 5.81% |
| 5 | APPLE INC | AAPL | 45,803 | $12.5M | 3.91% |
| 6 | MICROSOFT CORP | MSFT | 17,720 | $8.6M | 2.69% |
| 7 | CORNING INC | GLW | 88,330 | $7.7M | 2.43% |
| 8 | CELESTICA INC | CLS | 26,122 | $7.7M | 2.42% |
| 9 | QUALCOMM INC | QCOM | 41,975 | $7.2M | 2.25% |
| 10 | CATERPILLAR INC | CAT | 11,814 | $6.8M | 2.12% |
| 11 | ISHARES BITCOIN TRUST ETF | IBIT | 126,606 | $6.3M | 1.97% |
| 12 | JOHNSON & JOHNSON | JNJ | 30,367 | $6.3M | 1.97% |
| 13 | NEXTERA ENERGY INC | NEE-PW | 75,614 | $6.1M | 1.91% |
| 14 | RYDER SYS INC | R | 27,746 | $5.3M | 1.67% |
| 15 | SIMON PPTY GROUP INC NEW | 828806109 | 28,207 | $5.2M | 1.64% |
| 16 | CARETRUST REIT INC | CTRE | 140,445 | $5.1M | 1.59% |
| 17 | 3M CO | MMM | 31,208 | $5.0M | 1.57% |
| 18 | ALPHABET INC | GOOG | 15,461 | $4.8M | 1.52% |
| 19 | KINDER MORGAN INC DEL | EP-PC | 171,135 | $4.7M | 1.48% |
| 20 | MORGAN STANLEY | MS-PQ | 26,025 | $4.6M | 1.45% |