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CIK: 0001750405
Total reported value
$673.1M
$673.1M
729 檔
4.1%
As reported in its official Q1 2024 Form 13F filing, Truvestments Capital LLC's tracked investment portfolio stood at $673.1M with 729 total positions.
During Q1 2024, Truvestments Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 729 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 2.41% | — | -14.08% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.30% | -0.71% | +53.09% | |
| 3 | QCOM | Qualcomm Inc | Stock-Tech | 2.12% | +0.22% | -0.14% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.96% | -0.09% | +4.29% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.75% | -0.06% | +1.31% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | -0.35% | +0.63% | |
| 7 | NEE | Nextera Energy Inc | Stock-Utilities | 1.54% | -0.26% | +20.95% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.23% | -12.41% | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.39% | — | -0.34% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.37% | +0.32% | -4.44% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.37% | -0.02% | +47.83% | |
| 12 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.33% | -0.01% | -3.89% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.17% | +8.40% | |
| 14 | ARCC | Ares Capital CORP | Stock-Financials | 1.22% | -0.10% | +3.20% | |
| 15 | R | Ryder System Inc | Stock-Industrials | 1.14% | +0.07% | -3.11% | |
| 16 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.13% | +0.07% | -3.91% | |
| 17 | VICI | Vici Properties Inc | Stock-Real Estate | 1.12% | -0.15% | +13.82% | |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.12% | -0.09% | +23.53% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 1.11% | +0.20% | +17.31% | |
| 20 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.10% | -0.20% | +14.03% | |
| 21 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 1.08% | -0.13% | +11.41% | |
| 22 | OBDC | Blue Owl Capital CORP | Stock-Financials | 1.07% | -0.06% | +4.97% | |
| 23 | ✓ | Stock-Other | 1.07% | — | — | ||
| 24 | DOW | Dow Inc | Stock-Materials | 1.06% | -0.33% | +8.41% | |
| 25 | GBX | Greenbrier Companies Inc | Stock-Other | 1.03% | -0.16% | +442.59% | |
| 26 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.03% | — | +22.66% | |
| 27 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 1.02% | — | +20.13% | |
| 28 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 1.02% | — | +12.52% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.22% | +52.45% | |
| 30 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.00% | -0.07% | +42.94% | |
| 31 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.98% | -0.03% | +20.34% | |
| 32 | CTO | Cto Realty Growth Inc | Stock-Other | 0.96% | -0.03% | +24.89% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.95% | -0.27% | +9.09% | |
| 34 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.93% | -0.08% | +480.45% | |
| 35 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.92% | -0.11% | +10.35% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.91% | -0.03% | +365.48% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.91% | +0.01% | +467.44% | |
| 38 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.91% | -0.06% | +576.25% | |
| 39 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.90% | -0.08% | +8.59% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.89% | -0.06% | +750.46% | |
| 41 | 1939900D | Brookfield Infrastructure-a | Stock-Other | 0.89% | — | +364.08% | |
| 42 | HTGC | Hercules Capital Inc | Stock-Financials | 0.87% | -0.05% | +521.72% | |
| 43 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.87% | -0.01% | +3975.99% | |
| 44 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.87% | — | +644.97% | |
| 45 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 0.85% | -0.14% | +597.20% | |
| 46 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.83% | — | +26.09% | |
| 47 | MDT | Medtronic plc | Stock-Healthcare | 0.83% | -0.05% | +617.65% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.82% | -0.25% | +577.89% | |
| 49 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.81% | -0.04% | +602.45% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | -0.08% | +568.86% |
According to official SEC Form 13F filings, Truvestments Capital LLC reported a total U.S. public equity portfolio value of $673.1M across 729 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, BRK-B, QCOM) accounted for 4.1% of total reported equity market value during Q1 2024.
During Q1 2024, Truvestments Capital LLC's top holdings by market value included AVGO (2.4%)、BRK-B (2.3%)、QCOM (2.1%). The largest single position, AVGO, represented 2.4% of total portfolio value.
In Q1 2024, Truvestments Capital LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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