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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.1 Million 4.41% of portfolio
38,160
Q2 2025 Reduced 0.36%
$0
$4.37 Million 0.91% of portfolio
83,856
Q2 2025 Reduced 7.53%
$0
$2.38 Million 0.5% of portfolio
26,205
Q2 2025 Reduced 0.22%
$0
$2.39 Million 0.5% of portfolio
3,848
Q2 2025 Reduced 9.37%
$0
$1.57 Million 0.33% of portfolio
20,288
Q2 2025 Reduced 1.98%
$0
$904,000 0.19% of portfolio
3,669
Q2 2025 Added 0.03%
$0
$807,000 0.17% of portfolio
16,765
Q2 2025 Added 0.17%
$0
$743,000 0.16% of portfolio
3,136
Q1 2025 Added 938.41%
$0
$738,000 0.15% of portfolio
2,915
Q2 2025 Reduced 5.3%
$0
$690,000 0.14% of portfolio
14,336
Q2 2025 Added 1.03%
$0
$569,000 0.12% of portfolio
921
Q2 2025 Reduced 13.6%
$0
$439,000 0.09% of portfolio
2,792
Q2 2025 Reduced 5.87%
$0
$410,000 0.09% of portfolio
3,753
Q2 2025 Reduced 15.01%
$0
$377,000 0.08% of portfolio
862
Q1 2025 Added 0.23%
$0
$357,000 0.07% of portfolio
3,243
Q2 2025 Reduced 3.65%
$0
$331,000 0.07% of portfolio
5,808
Q1 2025 Added 1.52%
$0
$296,000 0.06% of portfolio
1,364
Q2 2025 Reduced 3.88%
$0
$253,000 0.05% of portfolio
4,921
Q2 2025 Reduced 12.27%
$0
$259,000 0.05% of portfolio
1,468
Q1 2025 Added 0.55%
$0
$176,000 0.04% of portfolio
415
Q2 2025 Reduced 39.15%
$0
$139,000 0.03% of portfolio
6,080
Q2 2025 Reduced 17.19%
$106B
$123,000 0.03% of portfolio
406
Q2 2025 Added 16.0%
$0
$164,000 0.03% of portfolio
1,223
Q2 2025 Reduced 2.86%
$18B
$136,000 0.03% of portfolio
4,168
Q1 2025 Added 2.46%
$0
$73,000 0.02% of portfolio
1,404
Q2 2025 Reduced 15.11%
$0
$112,000 0.02% of portfolio
873
Q2 2025 Reduced 49.97%
$0
$83,000 0.02% of portfolio
300
Q3 2024 New
$0
$83,000 0.02% of portfolio
802
Q2 2025 Added 0.12%
$0
$82,000 0.02% of portfolio
863
Q1 2025 Added 0.7%
$0
$104,000 0.02% of portfolio
1,140
Q2 2025 Reduced 41.18%
$0
$74,000 0.02% of portfolio
2,073
Q2 2025 Added 0.34%
$0
$83,000 0.02% of portfolio
380
Q3 2024 New
$0
$105,000 0.02% of portfolio
290
Q3 2024 New
$0
$80,000 0.02% of portfolio
220
Q4 2024 New
$0
$113,000 0.02% of portfolio
499
Q2 2025 Added 0.2%
$0
$93,000 0.02% of portfolio
515
Q2 2025 Reduced 0.96%
$0
$100,000 0.02% of portfolio
580
Q4 2024 Reduced 1.19%
$0
$80,000 0.02% of portfolio
142
Q3 2024 New
$0
$50,000 0.01% of portfolio
165
Q2 2025 Reduced 30.96%
$0
$38,000 0.01% of portfolio
250
Q3 2024 New
$0
$45,000 0.01% of portfolio
455
Q3 2024 New
$0
$63,000 0.01% of portfolio
742
Q4 2024 Added 2.77%
$0
$61,000 0.01% of portfolio
650
Q3 2024 New
$0
$40,000 0.01% of portfolio
500
Q3 2024 New
$0
$50,000 0.01% of portfolio
800
Q3 2024 New
$0
$31,000 0.01% of portfolio
200
Q3 2024 New
$0
$35,000 0.01% of portfolio
500
Q3 2024 New
$0
$35,000 0.01% of portfolio
150
Q2 2025 Reduced 7.41%
$0
$35,000 0.01% of portfolio
572
Q2 2025 Reduced 35.73%

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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