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CIK: 0001750405
Total reported value
$673.1M
$673.1M
1038 檔
17.1%
The Q4 2025 SEC filing reveals that Truvestments Capital LLC held a total portfolio value of $673.1M, covering 1038 public equity positions.
Truvestments Capital LLC executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 5 holdings and trimming 100 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, BRK-B, QQQ) accounted for 17.1% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 1038 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.10% | -0.35% | -0.32% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.17% | -0.71% | -1.10% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.98% | +0.22% | -4.70% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.36% | — | -0.51% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.26% | -0.09% | +3.70% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.23% | +1.67% | |
| 7 | GLW | Corning Inc | Stock-Tech | 1.41% | +1.05% | -2.01% | |
| 8 | CLS | Celestica Inc | Stock-Tech | 1.40% | +0.10% | +3.24% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 1.30% | +0.22% | +0.15% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 1.23% | +0.32% | -3.31% | |
| 11 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.14% | -0.26% | +18.22% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | -0.17% | -2.71% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 1.10% | -0.26% | -4.55% | |
| 14 | R | Ryder System Inc | Stock-Industrials | 0.96% | +0.07% | -2.71% | |
| 15 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.95% | -0.01% | -2.28% | |
| 16 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.92% | -0.08% | -3.45% | |
| 17 | MMM | 3m Co | Stock-Industrials | 0.91% | -0.07% | -2.79% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.05% | +2.04% | |
| 19 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.85% | -0.20% | -1.96% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 0.84% | +0.04% | -1.82% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.01% | +1.41% | |
| 22 | GBX | Greenbrier Companies Inc | Stock-Other | 0.76% | -0.16% | +1.16% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.27% | -7.30% | |
| 24 | BIPC | Brookfield Infrastructure-a | Stock-Utilities | 0.75% | -0.12% | -3.53% | |
| 25 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.74% | -0.25% | -3.51% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.08% | -9.90% | |
| 27 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.73% | -0.03% | -6.30% | |
| 28 | ARCC | Ares Capital CORP | Stock-Financials | 0.73% | -0.10% | -1.12% | |
| 29 | D | Dominion Energy Inc | Stock-Utilities | 0.72% | -0.07% | +8.65% | |
| 30 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.72% | +0.07% | -0.87% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.10% | -1.54% | |
| 32 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.71% | -0.09% | -1.29% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.12% | -4.47% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.69% | +0.20% | -1.78% | |
| 35 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.68% | -0.08% | -2.77% | |
| 36 | VICI | Vici Properties Inc | Stock-Real Estate | 0.67% | -0.15% | -2.59% | |
| 37 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 0.67% | -0.09% | -2.63% | |
| 38 | CTO | Cto Realty Growth Inc | Stock-Other | 0.66% | -0.03% | -2.05% | |
| 39 | GTY | Getty Realty CORP | Stock-Other | 0.66% | -0.08% | +10.29% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.65% | +0.66% | -7.71% | |
| 41 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 0.65% | -0.14% | -3.07% | |
| 42 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.64% | -0.13% | -1.71% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.64% | -0.06% | -1.33% | |
| 44 | O | Realty Income CORP | Stock-Real Estate | 0.63% | -0.10% | -2.03% | |
| 45 | HTGC | Hercules Capital Inc | Stock-Financials | 0.62% | -0.05% | -3.65% | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.62% | -0.09% | -5.17% | |
| 47 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.61% | +0.61% | +10.70% | |
| 48 | MSTR | Strategy Inc | Stock-Tech | 0.60% | -0.22% | +22.95% | |
| 49 | SKT | Tanger Inc | Stock-Real Estate | 0.60% | -0.01% | -1.82% | |
| 50 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.59% | -0.08% | +4.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CLS | Celestica Inc | +0.3% | +3.24% | Add |
| 2 | AAPL | Apple Inc | +0.2% | +3.70% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.04% | Add |
| 4 | TWLO | Twilio Inc - A | +0.2% | +12.06% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +1.41% | Add |
| 6 | CAT | Caterpillar Inc | +0.2% | -3.31% | Trim |
| 7 | AVGO | Broadcom Inc | +0.2% | -0.51% | Trim |
| 8 | VISN | Vistance Networks Inc | +0.1% | +92.73% | Add |
| 9 | MU | Micron Technology Inc | +0.1% | +2.98% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | -2.71% | Trim |
| 11 | EXPE | Expedia Group Inc | +0.1% | +9.29% | Add |
| 12 | AMAT | Applied Materials Inc | +0.1% | -7.71% | Trim |
| 13 | TPR | Tapestry Inc | +0.1% | +4.27% | Add |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | -1.42% | Trim |
| 15 | CAH | Cardinal Health Inc | +0.1% | -0.58% | Trim |
| 16 | PINE | Alpine Income Property Trust | +0.1% | -1.74% | Trim |
| 17 | AMD | Advanced Micro Devices | +0.1% | -1.03% | Trim |
| 18 | MS | Morgan Stanley | +0.1% | -1.82% | Trim |
| 19 | GTY | Getty Realty CORP | +0.1% | +10.29% | Add |
| 20 | UPS | United Parcel Service-cl B | +0.1% | -5.17% | Trim |
| 21 | LRCX | Lam Research CORP | +0.1% | +6.01% | Add |
| 22 | LAMR | Lamar Advertising Co-a | +0.1% | +1142.55% | Add |
| 23 | NXST | Nexstar Media Group Inc | +0.1% | +224.31% | Add |
| 24 | ISRG | Intuitive Surgical Inc | +0.1% | +11.81% | Add |
| 25 | LLY | Eli Lilly & Co | +0.1% | -1.52% | Trim |
| 26 | SHOP | Shopify Inc - Class A | +0.1% | +12.07% | Add |
| 27 | CMI | Cummins Inc | +0.1% | +1.22% | Add |
| 28 | GLW | Corning Inc | +0.1% | -2.01% | Trim |
| 29 | CTO | Cto Realty Growth Inc | +0.1% | -2.05% | Trim |
| 30 | INTA | Intapp Inc | +0.1% | +28.99% | Add |
| 31 | AMT | American Tower CORP | +0.1% | +661.49% | Add |
| 32 | AAOI | Applied Optoelectronics Inc | +0.1% | +14.59% | Add |
| 33 | AGX | Argan Inc | +0.1% | +5.30% | Add |
| 34 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +10.70% | Add |
| 35 | SWKS | Skyworks Solutions Inc | +0.1% | +1421.25% | Add |
| 36 | SYF | Synchrony Financial | +0.1% | +13.59% | Add |
| 37 | AMZN | Amazon.com Inc | +0.1% | +6.71% | Add |
| 38 | BIPC | Brookfield Infrastructure-a | +0.1% | -3.53% | Trim |
| 39 | URBN | Urban Outfitters Inc | +0.1% | +10.33% | Add |
| 40 | EAT | Brinker International Inc | +0.1% | +12.14% | Add |
| 41 | PRIM | Primoris Services CORP | 0% | +5351.43% | Add |
| 42 | PWR | Quanta Services Inc | 0% | +3566.67% | Add |
| 43 | VST | Vistra CORP | 0% | +2900.00% | Add |
| 44 | QCOM | Qualcomm Inc | 0% | +0.15% | Add |
| 45 | FN | Fabrinet | 0% | +1.93% | Add |
| 46 | MRK | Merck & Co. Inc. | 0% | -6.11% | Trim |
| 47 | LULU | Lululemon Athletica Inc | 0% | +14.94% | Add |
| 48 | MRVL | Marvell Technology Inc | 0% | +6.52% | Add |
| 49 | D | Dominion Energy Inc | 0% | +8.65% | Add |
| 50 | POWL | Powell Industries Inc | 0% | +5.50% | Add |
According to official SEC Form 13F filings, Truvestments Capital LLC reported a total U.S. public equity portfolio value of $673.1M across 1038 disclosed positions in Q4 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.
Top New Position Initiated
TIGO
市值: $490.6K
Top Position Liquidated / Trimmed
TIDAL TR II
前期市值: $512.7K
During Q4 2025, Truvestments Capital LLC's top holdings by market value included NVDA (6.1%)、BRK-B (5.2%)、QQQ (4.0%). The largest single position, NVDA, represented 6.1% of total portfolio value.
In Q4 2025, Truvestments Capital LLC made 199 total portfolio adjustments, initiating 7 new buys, adding to 87 positions, trimming 100 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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