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
$229B
$253,000 0.05% of portfolio
1,733
Q2 2025 Added 0.46%
$36.7B
$251,000 0.05% of portfolio
2,050
Q2 2025 Reduced 1.58%
$23.7B
$182,000 0.04% of portfolio
2,529
Q2 2025 Reduced 5.67%
$57.5B
$204,000 0.04% of portfolio
1,969
Q2 2025 Reduced 6.19%
$89.6B
$200,000 0.04% of portfolio
8,929
Q2 2025 Reduced 3.29%
$3.25B
$211,000 0.04% of portfolio
10,967
Q2 2025 Reduced 14.17%
$118B
$209,000 0.04% of portfolio
3,569
Q2 2025 Reduced 3.04%
$222B
$212,000 0.04% of portfolio
726
Q2 2025 Reduced 6.56%
$245B
$172,000 0.04% of portfolio
552
Q2 2025 Reduced 13.21%
$75.3B
$185,000 0.04% of portfolio
5,698
Q2 2025 Reduced 3.68%
$2B
$200,000 0.04% of portfolio
3,553
Q2 2025 Reduced 5.53%
$95.8B
$200,000 0.04% of portfolio
4,421
Q1 2025 Added 2,239.15%
$157B
$213,000 0.04% of portfolio
552
Q2 2025 Reduced 10.24%
$150B
$208,000 0.04% of portfolio
1,053
Q2 2025 Reduced 2.68%
$508M
$171,000 0.04% of portfolio
16,113
Q2 2025 Reduced 13.02%
$4.42B
$193,000 0.04% of portfolio
5,663
Q2 2025 Reduced 9.41%
$96.8B
$124,000 0.03% of portfolio
1,183
Q2 2025 Reduced 5.13%
$1.64B
$125,000 0.03% of portfolio
3,750
Q3 2024 New
$30.3B
$135,000 0.03% of portfolio
2,371
Q2 2025 Added 56.92%
$145B
$164,000 0.03% of portfolio
460
Q2 2025 Reduced 3.36%
$3.44B
$129,000 0.03% of portfolio
4,050
Q3 2024 New
$7.76B
$165,000 0.03% of portfolio
959
Q2 2025 Reduced 5.7%
$147B
$144,000 0.03% of portfolio
1,348
Q2 2025 Reduced 11.43%
$5.28B
$142,000 0.03% of portfolio
1,793
Q2 2025 Reduced 6.52%
$112B
$130,000 0.03% of portfolio
1,897
Q2 2025 Reduced 1.56%
$95.3B
$120,000 0.03% of portfolio
543
Q2 2025 Reduced 25.72%
$39.1B
$121,000 0.03% of portfolio
1,132
Q2 2025 Reduced 13.85%
$14.6B
$134,000 0.03% of portfolio
1,246
Q1 2025 Reduced 50.58%
$47.6B
$128,000 0.03% of portfolio
1,648
Q2 2025 Reduced 3.51%
$139B
$121,000 0.03% of portfolio
579
Q2 2025 Added 16.97%
$32.1B
$144,000 0.03% of portfolio
1,000
Q3 2024 New
$2.01B
$130,000 0.03% of portfolio
12,000
Q3 2024 New
$179B
$124,000 0.03% of portfolio
1,367
Q2 2025 Reduced 11.41%
$261B
$153,000 0.03% of portfolio
844
Q2 2025 Reduced 34.17%
$29.6M
$133,000 0.03% of portfolio
39,089
Q2 2025 Reduced 5.56%
$17.5B
$147,000 0.03% of portfolio
1,643
Q2 2025 Reduced 15.53%
$291M
$167,000 0.03% of portfolio
6,928
Q2 2025 Added 0.14%
$33.1B
$120,000 0.03% of portfolio
1,474
Q2 2025 Reduced 20.45%
$39.5B
$125,000 0.03% of portfolio
172
Q2 2025 Reduced 6.01%
$94.4B
$122,000 0.03% of portfolio
1,731
Q2 2025 Reduced 12.53%
$22.8B
$99,000 0.02% of portfolio
1,242
Q2 2025 Reduced 10.0%
$4.44B
$92,000 0.02% of portfolio
934
Q2 2025 Reduced 13.68%
$13.4B
$119,000 0.02% of portfolio
2,167
Q2 2025 Reduced 3.95%
$5.69B
$103,000 0.02% of portfolio
785
Q1 2025 Reduced 18.99%
$22.7B
$75,000 0.02% of portfolio
338
Q1 2025 Added 17.36%
$1.69B
$80,000 0.02% of portfolio
3,027
Q2 2025 Reduced 18.61%
$27.4B
$83,000 0.02% of portfolio
1,324
Q2 2025 Reduced 1.85%
$17.3B
$74,000 0.02% of portfolio
238
Q1 2025 Reduced 68.89%
$381B
$92,000 0.02% of portfolio
1,961
Q2 2025 Reduced 20.28%

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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