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CIK: 0001750405
Total reported value
$673.1M
$673.1M
988 檔
15.1%
At the close of Q2 2025, Truvestments Capital LLC disclosed equity holdings valued at approximately $673.1M, spread across 988 reported holdings.
During Q2 2025, 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 988 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.71% | -0.35% | -0.89% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.63% | -0.71% | +1.14% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.21% | +0.22% | -0.36% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.10% | — | -0.93% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.74% | -0.09% | -8.98% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.23% | -3.26% | |
| 7 | QCOM | Qualcomm Inc | Stock-Tech | 1.42% | +0.22% | -0.10% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 1.21% | -0.26% | -0.88% | |
| 9 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.14% | -0.20% | -0.44% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.17% | -3.72% | |
| 11 | GLW | Corning Inc | Stock-Tech | 1.06% | +1.05% | -0.59% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.05% | +0.32% | -0.73% | |
| 13 | TXN | Texas Instruments Inc | Stock-Tech | 1.04% | +0.20% | -1.08% | |
| 14 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 1.02% | -0.08% | -2.20% | |
| 15 | R | Ryder System Inc | Stock-Industrials | 1.01% | +0.07% | -0.78% | |
| 16 | VICI | Vici Properties Inc | Stock-Real Estate | 1.01% | -0.15% | -1.77% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.99% | -0.27% | -1.44% | |
| 18 | ARCC | Ares Capital CORP | Stock-Financials | 0.99% | -0.10% | -0.89% | |
| 19 | MMM | 3m Co | Stock-Industrials | 0.99% | -0.07% | -1.24% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | -0.10% | -1.32% | |
| 21 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.95% | -0.01% | -0.69% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 0.95% | +0.04% | +1.07% | |
| 23 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.93% | -0.08% | -1.01% | |
| 24 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 0.92% | -0.14% | -0.71% | |
| 25 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.91% | -0.13% | -1.40% | |
| 26 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.91% | +0.07% | +0.16% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.12% | -0.96% | |
| 28 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.90% | -0.12% | -1.47% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.89% | -0.25% | -0.36% | |
| 30 | GBX | Greenbrier Companies Inc | Stock-Other | 0.88% | -0.16% | +2.20% | |
| 31 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.87% | -0.03% | -7.53% | |
| 32 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.86% | -0.06% | -0.41% | |
| 33 | CLS | Celestica Inc | Stock-Tech | 0.84% | +0.10% | +3.45% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.08% | -2.43% | |
| 35 | PNNT | Pennantpark Investment CORP | Stock-Other | 0.81% | -0.08% | -0.26% | |
| 36 | MSTR | Strategy Inc | Stock-Tech | 0.81% | -0.22% | +105.86% | |
| 37 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.81% | -0.04% | -0.09% | |
| 38 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.80% | -0.06% | -0.14% | |
| 39 | CTO | Cto Realty Growth Inc | Stock-Other | 0.79% | -0.03% | -0.92% | |
| 40 | HTGC | Hercules Capital Inc | Stock-Financials | 0.77% | -0.05% | -0.09% | |
| 41 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.77% | -0.07% | -2.04% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.73% | -0.09% | -2.80% | |
| 43 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.73% | -0.03% | -3.38% | |
| 44 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 0.73% | -0.09% | +2.01% | |
| 45 | O | Realty Income CORP | Stock-Real Estate | 0.71% | -0.10% | +2.32% | |
| 46 | D | Dominion Energy Inc | Stock-Utilities | 0.70% | -0.07% | +1.64% | |
| 47 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.69% | -0.08% | +1.69% | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.69% | -0.06% | +3.93% | |
| 49 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.65% | -0.09% | +3.30% | |
| 50 | GTY | Getty Realty CORP | Stock-Other | 0.63% | -0.08% | +4.52% |
According to official SEC Form 13F filings, Truvestments Capital LLC reported a total U.S. public equity portfolio value of $673.1M across 988 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, BRK-B, QQQ) accounted for 15.1% of total reported equity market value during Q2 2025.
During Q2 2025, Truvestments Capital LLC's top holdings by market value included NVDA (5.7%)、BRK-B (5.6%)、QQQ (4.2%). The largest single position, NVDA, represented 5.7% of total portfolio value.
In Q2 2025, 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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