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
$12.3B
$418,000 0.09% of portfolio
2,118
Q2 2025 Reduced 7.55%
$38.7B
$419,000 0.09% of portfolio
1,457
Q2 2025 Added 7.93%
$247M
$429,000 0.09% of portfolio
18,243
Q2 2025 Reduced 6.07%
$139B
$451,000 0.09% of portfolio
3,663
Q2 2025 Added 0.05%
$60B
$369,000 0.08% of portfolio
1,627
Q2 2025 Reduced 12.2%
$842M
$369,000 0.08% of portfolio
21,332
Q2 2025 Added 4.89%
$232B
$363,000 0.08% of portfolio
1,332
Q2 2025 Reduced 7.37%
$201B
$402,000 0.08% of portfolio
511
Q2 2025 Reduced 7.09%
$86B
$398,000 0.08% of portfolio
5,770
Q2 2025 Added 0.16%
$102B
$399,000 0.08% of portfolio
4,351
Q2 2025 Reduced 1.92%
$95.7B
$391,000 0.08% of portfolio
764
Q2 2025 Reduced 2.8%
$95.6B
$390,000 0.08% of portfolio
1,708
Q2 2025 Reduced 0.52%
$6.17B
$378,000 0.08% of portfolio
7,389
Q2 2025 Reduced 6.31%
$33B
$361,000 0.08% of portfolio
12,856
Q2 2025 Reduced 12.09%
$1.37B
$388,000 0.08% of portfolio
3,980
Q2 2025 Reduced 5.58%
$93.6M
$335,000 0.07% of portfolio
44,857
Q2 2025 Added 20.3%
$152B
$340,000 0.07% of portfolio
1,220
Q2 2025 Added 10.41%
$83.2B
$314,000 0.07% of portfolio
1,477
Q2 2025 Added 12.06%
$444M
$339,000 0.07% of portfolio
41,836
Q2 2025 Reduced 5.35%
$227B
$346,000 0.07% of portfolio
1,086
Q2 2025 Reduced 6.78%
$16B
$332,000 0.07% of portfolio
3,685
Q2 2025 Added 11.33%
$26.4B
$333,000 0.07% of portfolio
713
Q2 2025 Reduced 6.06%
$6.21B
$313,000 0.07% of portfolio
8,645
Q2 2025 Reduced 8.34%
$43.8B
$311,000 0.07% of portfolio
3,705
Q2 2025 Reduced 7.21%
$23.5B
$323,000 0.07% of portfolio
546
Q2 2025 Added 9.42%
$13.7B
$341,000 0.07% of portfolio
4,382
Q2 2025 Added 8.01%
$22B
$335,000 0.07% of portfolio
4,049
Q2 2025 Added 8.67%
$1.31B
$332,000 0.07% of portfolio
8,304
Q2 2025 Added 10.62%
$1.83B
$296,000 0.06% of portfolio
19,919
Q2 2025 Added 15.09%
$1.31B
$305,000 0.06% of portfolio
16,216
Q2 2025 Reduced 7.26%
$498M
$267,000 0.06% of portfolio
32,182
Q2 2025 Added 7.09%
$17B
$290,000 0.06% of portfolio
942
Q2 2025 Added 18.34%
$152B
$292,000 0.06% of portfolio
1,320
Q2 2025 Reduced 0.6%
$302B
$285,000 0.06% of portfolio
1,992
Q2 2025 Reduced 8.33%
$203B
$295,000 0.06% of portfolio
10,211
Q2 2025 Reduced 6.7%
$368M
$271,000 0.06% of portfolio
15,379
Q2 2025 Reduced 24.87%
$150B
$282,000 0.06% of portfolio
2,549
Q2 2025 Reduced 2.45%
$551B
$305,000 0.06% of portfolio
861
Q2 2025 Reduced 8.7%
$6.4B
$292,000 0.06% of portfolio
3,240
Q2 2025 Added 1,400.0%
$79.5B
$281,000 0.06% of portfolio
2,252
Q2 2025 Reduced 7.89%
$203B
$285,000 0.06% of portfolio
3,611
Q2 2025 Added 2.99%
$45.1B
$290,000 0.06% of portfolio
2,251
Q2 2025 Added 5.33%
$22B
$293,000 0.06% of portfolio
1,630
Q2 2025 Added 10.88%
$207B
$216,000 0.05% of portfolio
1,746
Q2 2025 Reduced 14.66%
$3.36B
$221,000 0.05% of portfolio
12,129
Q2 2025 Reduced 12.53%
$4.51B
$234,000 0.05% of portfolio
1,696
Q2 2025 Reduced 6.97%
$13.8B
$258,000 0.05% of portfolio
797
Q2 2025 Reduced 7.54%
$1.47B
$262,000 0.05% of portfolio
32,238
Q2 2025 Reduced 5.42%
$15.6B
$260,000 0.05% of portfolio
1,900
Q2 2025 Reduced 0.94%

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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