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CIK: 0001750405
Total reported value
$673.1M
$673.1M
1020 檔
13.1%
In Q4 2024, Truvestments Capital LLC's U.S. equity holdings reached a combined market value of $673.1M, distributed across 1020 disclosed stock positions.
During Q4 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 1020 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.23% | -0.71% | +1.20% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.03% | -0.35% | +1.11% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.74% | +0.22% | +1.03% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.02% | — | +2.85% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.72% | -0.09% | +4.45% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.72% | -0.23% | +1.99% | |
| 7 | QCOM | Qualcomm Inc | Stock-Tech | 1.40% | +0.22% | +4.46% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 1.29% | -0.26% | +4.27% | |
| 9 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.16% | -0.20% | +2.18% | |
| 10 | GBX | Greenbrier Companies Inc | Stock-Other | 1.12% | -0.16% | +7.20% | |
| 11 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.08% | -0.03% | +4.66% | |
| 12 | R | Ryder System Inc | Stock-Industrials | 1.07% | +0.07% | +3.33% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.06% | -0.02% | +6.22% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.06% | -17.22% | |
| 15 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.03% | -0.01% | +1.72% | |
| 16 | MMM | 3m Co | Stock-Industrials | 0.99% | -0.07% | +11.00% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.17% | +4.52% | |
| 18 | ARCC | Ares Capital CORP | Stock-Financials | 0.98% | -0.10% | +5.68% | |
| 19 | GLW | Corning Inc | Stock-Tech | 0.97% | +1.05% | +3.76% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 0.95% | +0.32% | +3.72% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 0.93% | -0.06% | +4.38% | |
| 22 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.90% | -0.08% | +4.62% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.88% | +0.20% | +5.98% | |
| 24 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.84% | -0.08% | +5.84% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.12% | -4.40% | |
| 26 | CTO | Cto Realty Growth Inc | Stock-Other | 0.83% | -0.03% | +5.22% | |
| 27 | VICI | Vici Properties Inc | Stock-Real Estate | 0.82% | -0.15% | +7.16% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.81% | -0.25% | +5.54% | |
| 29 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.80% | — | +5.81% | |
| 30 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.80% | -0.06% | +6.30% | |
| 31 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.79% | -0.12% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.08% | +6.75% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.79% | -0.27% | +5.86% | |
| 34 | EMR | Emerson Electric Co | Stock-Industrials | 0.78% | +0.01% | +4.12% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.10% | +8.53% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.77% | +0.66% | -4.53% | |
| 37 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.77% | -0.11% | +7.37% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.76% | -0.03% | +7.86% | |
| 39 | HTGC | Hercules Capital Inc | Stock-Financials | 0.75% | -0.05% | +5.75% | |
| 40 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.74% | -0.04% | +6.84% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.05% | +1.00% | |
| 42 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.74% | -0.13% | +5.53% | |
| 43 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.73% | -0.07% | +2.34% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | -0.10% | +7.34% | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.72% | -0.09% | +4.88% | |
| 46 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.70% | +0.07% | +8.32% | |
| 47 | PNNT | Pennantpark Investment CORP | Stock-Other | 0.70% | -0.08% | +5.78% | |
| 48 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 0.70% | -0.14% | +7.87% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.68% | -0.05% | +5.41% | |
| 50 | FTCS | First Trust Capital Strength | ETF-Other | 0.68% | -0.09% | +0.24% |
According to official SEC Form 13F filings, Truvestments Capital LLC reported a total U.S. public equity portfolio value of $673.1M across 1020 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BRK-B, NVDA, QQQ) accounted for 13.1% of total reported equity market value during Q4 2024.
During Q4 2024, Truvestments Capital LLC's top holdings by market value included BRK-B (6.2%)、NVDA (6.0%)、QQQ (4.7%). The largest single position, BRK-B, represented 6.2% of total portfolio value.
In Q4 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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