Truvestments Capital LLC Portfolio Holdings

Truvestments Capital LLC

  • $478 Million
  • Q2 2025

Truvestments Capital LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $478 Million distributed in 988 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $28.5M, Berkshire Hathaway Inc Class B with a value of $28.1M, Invesco Qqq Trust, Series 1 with a value of $21.1M, Broadcom Inc. with a value of $15.5M, and Apple Inc. with a value of $8.72M.

Examining the 13F form we can see an increase of $32.3M in the current position value, from $445M to 478M.

Truvestments Capital LLC is based out at Sarasota, FL

Below you can find more details about Truvestments Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $478 Million
Technology: $130 Million
Financial Services: $71.2 Million
Industrials: $61.9 Million
Real Estate: $55.5 Million
ETFs: $43 Million
Consumer Cyclical: $30.9 Million
Healthcare: $26.4 Million
Consumer Defensive: $20.6 Million
Other: $37.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14B
$1.07 Million 0.22% of portfolio
7,759
Q2 2025 Added 4.22%
$4.31B
$1.04 Million 0.22% of portfolio
11,165
Q2 2025 Added 12.34%
$6.82B
$976,000 0.2% of portfolio
5,417
Q2 2025 Added 11.99%
$133B
$951,000 0.2% of portfolio
1,062
Q2 2025 Reduced 6.43%
$32.2B
$906,000 0.19% of portfolio
17,172
Q2 2025 Reduced 10.79%
$44.3B
$899,000 0.19% of portfolio
8,757
Q2 2025 Reduced 12.08%
$6.77B
$895,000 0.19% of portfolio
6,167
Q2 2025 Added 12.52%
$2.33B
$889,000 0.19% of portfolio
17,236
Q2 2025 Added 17.39%
$10.2B
$922,000 0.19% of portfolio
45,503
Q2 2025 Added 19.38%
$13.8B
$903,000 0.19% of portfolio
5,529
Q2 2025 Added 17.76%
$1.24B
$885,000 0.19% of portfolio
59,438
Q2 2025 Added 17.11%
$23.6B
$840,000 0.18% of portfolio
3,538
Q2 2025 Added 6.73%
$282B
$881,000 0.18% of portfolio
6,212
Q2 2025 Added 3.29%
$16B
$844,000 0.18% of portfolio
5,707
Q2 2025 Reduced 12.36%
$14.4B
$863,000 0.18% of portfolio
6,361
Q2 2025 Added 18.72%
$32.6B
$838,000 0.18% of portfolio
12,558
Q2 2025 Added 15.37%
$30.9B
$785,000 0.16% of portfolio
4,659
Q2 2025 Added 8.88%
$281B
$742,000 0.16% of portfolio
7,592
Q2 2025 Reduced 5.82%
$24.1B
$708,000 0.15% of portfolio
4,756
Q2 2025 Added 0.66%
$2.3B
$712,000 0.15% of portfolio
8,124
Q2 2025 Added 13.46%
$39.4B
$645,000 0.14% of portfolio
2,056
Q2 2025 Reduced 2.65%
$3.92B
$664,000 0.14% of portfolio
7,854
Q2 2025 Reduced 2.2%
$93.6B
$635,000 0.13% of portfolio
1,247
Q2 2025 Added 0.73%
$4.43B
$643,000 0.13% of portfolio
14,780
Q2 2025 Reduced 14.57%
$108B
$606,000 0.13% of portfolio
6,621
Q2 2025 Reduced 9.23%
$608B
$609,000 0.13% of portfolio
782
Q2 2025 Reduced 11.14%
$12.7B
$598,000 0.13% of portfolio
2,031
Q2 2025 Added 3.83%
$12B
$622,000 0.13% of portfolio
8,567
Q2 2025 Reduced 11.34%
$42.5B
$569,000 0.12% of portfolio
3,145
Q2 2025 Reduced 1.19%
$635M
$572,000 0.12% of portfolio
22,281
Q2 2025 Added 13.63%
$1.27T
$576,000 0.12% of portfolio
2,546
Q2 2025 Added 5.64%
$3.93B
$582,000 0.12% of portfolio
2,589
Q2 2025 Reduced 0.31%
$442B
$575,000 0.12% of portfolio
5,336
Q2 2025 Reduced 0.11%
$135B
$538,000 0.11% of portfolio
2,341
Q2 2025 Reduced 0.09%
$13.6B
$529,000 0.11% of portfolio
5,294
Q2 2025 Added 2.14%
$293B
$529,000 0.11% of portfolio
7,628
Q2 2025 Reduced 0.91%
$545B
$545,000 0.11% of portfolio
407
Q2 2025 Reduced 7.29%
$1.08T
$543,000 0.11% of portfolio
1,712
Q2 2025 Added 5.29%
$11.8B
$521,000 0.11% of portfolio
11,605
Q2 2025 Reduced 1.24%
$17.8B
$502,000 0.11% of portfolio
8,727
Q2 2025 Added 4.03%
$95.8B
$475,000 0.1% of portfolio
4,030
Q2 2025 Added 0.4%
$1.6B
$472,000 0.1% of portfolio
12,889
Q2 2025 Added 15.33%
$8.45B
$474,000 0.1% of portfolio
7,406
Q2 2025 Reduced 7.94%
$57.3B
$493,000 0.1% of portfolio
2,521
Q2 2025 Added 8.76%
$826M
$485,000 0.1% of portfolio
11,052
Q2 2025 Added 9.44%
$12.8B
$460,000 0.1% of portfolio
1,678
Q2 2025 Added 8.12%
$1.4B
$448,000 0.09% of portfolio
11,544
Q2 2025 Added 2.98%
$202B
$410,000 0.09% of portfolio
3,112
Q2 2025 Reduced 2.38%
$138B
$413,000 0.09% of portfolio
17,061
Q2 2025 Added 1.67%

Summary

  • Portfolio
  • No. of Stocks 988
  • Current Value $478 Million
  • Prior Value $445 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 85 stocks
  • Additional Purchases 190 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 297 stocks
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