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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.38B
$4,000 0.0% of portfolio
932
Q2 2025 Reduced 9.69%
$3.06B
$5,000 0.0% of portfolio
201
Q1 2025 Reduced 23.86%
$4.76B
$1,000 0.0% of portfolio
100
Q2 2025 Reduced 55.95%
$7.62B
$10,000 0.0% of portfolio
203
Q1 2025 Reduced 12.12%
$9.35B
$17,000 0.0% of portfolio
868
Q1 2025 Reduced 70.91%
$5.76B
$15,000 0.0% of portfolio
118
Q3 2024 New
$3.29B
$7,000 0.0% of portfolio
433
Q1 2025 Reduced 16.25%
$6.71B
$10,000 0.0% of portfolio
244
Q1 2025 Added 201.23%
$2.3B
$0 0.0% of portfolio
51
Q1 2025 Reduced 8.93%
$7.33B
$3,000 0.0% of portfolio
58
Q3 2024 New
$4.47B
$13,000 0.0% of portfolio
586
Q2 2025 Reduced 0.17%
$3.82B
$17,000 0.0% of portfolio
1,283
Q1 2025 Reduced 80.91%
$2.43B
$4,000 0.0% of portfolio
85
Q2 2025 Reduced 19.81%
$4.74B
$0 0.0% of portfolio
3
Q3 2024 New
$3.82B
$13,000 0.0% of portfolio
262
Q1 2025 Reduced 85.64%
$2.09B
$5,000 0.0% of portfolio
248
Q3 2024 New
$6.1B
$2,000 0.0% of portfolio
35
Q4 2024 New
$5.07B
$3,000 0.0% of portfolio
77
Q1 2025 New
$2.04B
$4,000 0.0% of portfolio
850
Q3 2024 New
$2.16B
$5,000 0.0% of portfolio
1,155
Q3 2024 New
$5.51B
$8,000 0.0% of portfolio
138
Q3 2024 New
$4.17B
$7,000 0.0% of portfolio
57
Q3 2024 New
$8.95B
$6,000 0.0% of portfolio
95
Q3 2024 New
$4.12B
$4,000 0.0% of portfolio
199
Q3 2024 New
$2.53B
$0 0.0% of portfolio
109
Q3 2024 New
$3.05B
$1,000 0.0% of portfolio
120
Q2 2025 Reduced 82.04%
$2.64B
$10,000 0.0% of portfolio
186
Q2 2025 Reduced 53.62%
$3.98B
$7,000 0.0% of portfolio
136
Q2 2025 Reduced 59.4%
$3.37B
$15,000 0.0% of portfolio
233
Q1 2025 Reduced 81.19%
$2.69B
$6,000 0.0% of portfolio
95
Q1 2025 Reduced 83.13%

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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