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CIK: 0001750405
Total reported value
$673.1M
$673.1M
1030 檔
13.1%
The Q1 2025 SEC filing reveals that Truvestments Capital LLC held a total portfolio value of $673.1M, covering 1030 public equity positions.
In Q1 2025, Truvestments Capital LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1030 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.62% | -0.71% | +7.16% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.29% | -0.35% | +4.41% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.90% | +0.22% | +6.34% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.25% | -0.09% | +10.58% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.06% | — | +12.01% | |
| 6 | QCOM | Qualcomm Inc | Stock-Tech | 1.49% | +0.22% | +25.57% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.23% | +4.65% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 1.35% | -0.26% | +25.59% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.17% | +38.93% | |
| 10 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.21% | -0.20% | +18.79% | |
| 11 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.14% | -0.27% | +51.08% | |
| 12 | VICI | Vici Properties Inc | Stock-Real Estate | 1.11% | -0.15% | +43.88% | |
| 13 | ARCC | Ares Capital CORP | Stock-Financials | 1.09% | -0.10% | +30.70% | |
| 14 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.08% | -0.01% | +27.99% | |
| 15 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 1.06% | -0.08% | +41.52% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.05% | -0.10% | +46.29% | |
| 17 | EPRT | Essential Properties Realty | Stock-Real Estate | 1.05% | -0.08% | +31.88% | |
| 18 | MMM | 3m Co | Stock-Industrials | 1.04% | -0.07% | +10.10% | |
| 19 | GBX | Greenbrier Companies Inc | Stock-Other | 1.04% | -0.16% | +30.81% | |
| 20 | GLW | Corning Inc | Stock-Tech | 1.01% | +1.05% | +28.13% | |
| 21 | R | Ryder System Inc | Stock-Industrials | 1.00% | +0.07% | +20.06% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 0.99% | +0.20% | +39.26% | |
| 23 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.98% | -0.13% | +50.64% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.97% | +0.32% | +33.45% | |
| 25 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.97% | -0.03% | +72.16% | |
| 26 | CTO | Cto Realty Growth Inc | Stock-Other | 0.96% | -0.03% | +40.39% | |
| 27 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.96% | -0.06% | +46.38% | |
| 28 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 0.95% | -0.14% | +53.74% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.94% | -0.25% | +50.18% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.08% | +47.51% | |
| 31 | PNNT | Pennantpark Investment CORP | Stock-Other | 0.91% | -0.08% | +55.84% | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.91% | -0.03% | +8.00% | |
| 33 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.90% | -0.06% | +60.23% | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.89% | -0.09% | +67.32% | |
| 35 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.89% | -0.04% | +46.82% | |
| 36 | HTGC | Hercules Capital Inc | Stock-Financials | 0.88% | -0.05% | +46.64% | |
| 37 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.86% | -0.12% | +42.46% | |
| 38 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.85% | +0.07% | +57.43% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.85% | +0.04% | +440.98% | |
| 40 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 0.85% | -0.09% | +623.53% | |
| 41 | DOW | Dow Inc | Stock-Materials | 0.79% | -0.33% | +87.39% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.79% | -0.13% | +779.09% | |
| 43 | O | Realty Income CORP | Stock-Real Estate | 0.76% | -0.10% | +765.27% | |
| 44 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.76% | -0.07% | +55.54% | |
| 45 | D | Dominion Energy Inc | Stock-Utilities | 0.74% | -0.07% | +1770.68% | |
| 46 | GTY | Getty Realty CORP | Stock-Other | 0.74% | -0.08% | +34222.50% | |
| 47 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.74% | -0.08% | +1153.22% | |
| 48 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.71% | -0.09% | +7837.17% | |
| 49 | HY | Hyster-yale Inc | Stock-Other | 0.70% | -0.03% | +89.43% | |
| 50 | PINE | Alpine Income Property Trust | Stock-Other | 0.70% | -0.02% | +2384.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | AVGO | Broadcom Inc | — | NEW | New buy |
| 6 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 9 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 10 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 11 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 12 | VICI | Vici Properties Inc | — | NEW | New buy |
| 13 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 14 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 15 | CTRE | Caretrust Reit Inc | — | NEW | New buy |
| 16 | ABT | Abbott Laboratories | — | NEW | New buy |
| 17 | EPRT | Essential Properties Realty | — | NEW | New buy |
| 18 | MMM | 3m Co | — | NEW | New buy |
| 19 | GBX | Greenbrier Companies Inc | — | NEW | New buy |
| 20 | GLW | Corning Inc | — | NEW | New buy |
| 21 | R | Ryder System Inc | — | NEW | New buy |
| 22 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 23 | STWD | Starwood Property Trust Inc | — | NEW | New buy |
| 24 | CAT | Caterpillar Inc | — | NEW | New buy |
| 25 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 26 | CTO | Cto Realty Growth Inc | — | NEW | New buy |
| 27 | OBDC | Blue Owl Capital CORP | — | NEW | New buy |
| 28 | TSLX | Sixth Street Specialty Lendi | — | NEW | New buy |
| 29 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 30 | HD | Home Depot Inc | — | NEW | New buy |
| 31 | PNNT | Pennantpark Investment CORP | — | NEW | New buy |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | — | NEW | New buy |
| 33 | GBDC | Golub Capital Bdc Inc | — | NEW | New buy |
| 34 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 35 | FSK | Fs Kkr Capital CORP | — | NEW | New buy |
| 36 | HTGC | Hercules Capital Inc | — | NEW | New buy |
| 37 | BIPC | Brookfield Infrastructure-a | — | NEW | New buy |
| 38 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 39 | MS | Morgan Stanley | — | NEW | New buy |
| 40 | HASI | Ha Sustainable Infrastructur | — | NEW | New buy |
| 41 | DOW | Dow Inc | — | NEW | New buy |
| 42 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 43 | O | Realty Income CORP | — | NEW | New buy |
| 44 | WHR | Whirlpool CORP | — | NEW | New buy |
| 45 | D | Dominion Energy Inc | — | NEW | New buy |
| 46 | GTY | Getty Realty CORP | — | NEW | New buy |
| 47 | INGR | Ingredion Inc | — | NEW | New buy |
| 48 | OHI | Omega Healthcare Investors | — | NEW | New buy |
| 49 | HY | Hyster-yale Inc | — | NEW | New buy |
| 50 | PINE | Alpine Income Property Trust | — | NEW | New buy |
According to official SEC Form 13F filings, Truvestments Capital LLC reported a total U.S. public equity portfolio value of $673.1M across 1030 disclosed positions in Q1 2025.
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 BRK-B, NVDA, QQQ) accounted for 13.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $30.5M
During Q1 2025, Truvestments Capital LLC's top holdings by market value included BRK-B (6.6%)、NVDA (4.3%)、QQQ (3.9%). The largest single position, BRK-B, represented 6.6% of total portfolio value.
In Q1 2025, Truvestments Capital LLC made 200 total portfolio adjustments, initiating 200 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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