Truvestments Capital LLC Portfolio Holdings

Truvestments Capital LLC

  • $445 Million
  • Q1 2025

Truvestments Capital LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $445 Million distributed in 1030 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $30.5M, Nvidia Corp with a value of $19.7M, Invesco Qqq Trust, Series 1 with a value of $18M, Apple Inc. with a value of $10.4M, and Broadcom Inc. with a value of $9.5M.

Examining the 13F form we can see an increase of $69.5M in the current position value, from $376M to 445M.

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 $445 Million
Technology: $101 Million
Financial Services: $74.4 Million
Real Estate: $57.9 Million
Industrials: $55.6 Million
ETFs: $40.1 Million
Healthcare: $28 Million
Consumer Cyclical: $27.7 Million
Consumer Defensive: $22.5 Million
Other: $37.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.3B
$436,000 0.1% of portfolio
1,238
Q1 2025 Added 24.42%
$0
$461,000 0.1% of portfolio
4,416
Q1 2025 Reduced 0.96%
$142B
$425,000 0.1% of portfolio
16,780
Q1 2025 Added 11.65%
$7.1B
$416,000 0.09% of portfolio
8,045
Q1 2025 Reduced 59.43%
$94.7B
$397,000 0.09% of portfolio
1,717
Q1 2025 Reduced 5.19%
$268B
$385,000 0.09% of portfolio
1,438
Q1 2025 Reduced 38.89%
$11.1B
$386,000 0.09% of portfolio
1,956
Q1 2025 Reduced 22.2%
$525B
$409,000 0.09% of portfolio
439
Q1 2025 Added 23.31%
$1.25T
$400,000 0.09% of portfolio
2,410
Q1 2025 Added 132.85%
$40.7B
$419,000 0.09% of portfolio
2,112
Q1 2025 Reduced 41.98%
$103B
$407,000 0.09% of portfolio
4,436
Q1 2025 Added 46.45%
$964B
$421,000 0.09% of portfolio
1,626
Q1 2025 Added 5.11%
$77.1B
$390,000 0.09% of portfolio
5,761
Q1 2025 Added 2.15%
$0
$392,000 0.09% of portfolio
2,966
Q1 2025 Added 8.01%
$1.21B
$363,000 0.08% of portfolio
17,486
Q1 2025 Reduced 57.15%
$6.37B
$340,000 0.08% of portfolio
9,432
Q1 2025 Reduced 29.33%
$842M
$352,000 0.08% of portfolio
20,337
Q1 2025 Added 20.97%
$17B
$371,000 0.08% of portfolio
8,389
Q1 2025 Reduced 0.56%
$220B
$337,000 0.08% of portfolio
550
Q1 2025 Reduced 49.4%
$305B
$363,000 0.08% of portfolio
2,173
Q1 2025 Added 106.56%
$348M
$336,000 0.08% of portfolio
20,471
Q1 2025 Reduced 84.2%
$165B
$344,000 0.08% of portfolio
1,105
Q1 2025 Added 39.7%
$93.2B
$337,000 0.08% of portfolio
786
Q1 2025 Reduced 20.45%
$79.5B
$306,000 0.07% of portfolio
2,445
Q1 2025 Reduced 54.75%
$213B
$314,000 0.07% of portfolio
3,506
Q1 2025 Reduced 13.45%
$1.1B
$315,000 0.07% of portfolio
4,215
Q1 2025 Reduced 64.87%
$268M
$302,000 0.07% of portfolio
19,421
Q1 2025 Reduced 57.89%
$0
$312,000 0.07% of portfolio
3,366
Q1 2025 Added 40.07%
$121B
$318,000 0.07% of portfolio
3,661
Q1 2025 Reduced 20.81%
$16.1B
$330,000 0.07% of portfolio
4,057
Q1 2025 Added 270.5%
$142B
$292,000 0.07% of portfolio
2,613
Q1 2025 Added 63.01%
$727M
$300,000 0.07% of portfolio
19,609
Q1 2025 Added 15.38%
$21.9B
$311,000 0.07% of portfolio
3,726
Q1 2025 New
$23.3B
$290,000 0.07% of portfolio
499
Q1 2025 Added 2,835.29%
$40.9B
$312,000 0.07% of portfolio
1,350
Q1 2025 Added 5,092.31%
$516M
$333,000 0.07% of portfolio
30,050
Q1 2025 Added 22.27%
$140B
$309,000 0.07% of portfolio
1,328
Q1 2025 Added 27.82%
$0
$327,000 0.07% of portfolio
5,679
Q1 2025 Reduced 37.87%
$230B
$313,000 0.07% of portfolio
1,165
Q1 2025 Reduced 0.77%
$261B
$333,000 0.07% of portfolio
636
Q1 2025 Added 6.89%
$579B
$330,000 0.07% of portfolio
943
Q1 2025 Added 58.75%
$199B
$309,000 0.07% of portfolio
10,944
Q1 2025 Reduced 25.62%
$43.1B
$303,000 0.07% of portfolio
2,137
Q1 2025 Reduced 21.89%
$6.16B
$309,000 0.07% of portfolio
216
Q3 2024 Added 8.54%
$0
$295,000 0.07% of portfolio
5,808
Q1 2025 Added 1.52%
$0
$319,000 0.07% of portfolio
862
Q1 2025 Added 0.23%
$43.4B
$328,000 0.07% of portfolio
3,993
Q1 2025 Added 5,686.96%
$93.6M
$279,000 0.06% of portfolio
37,288
Q1 2025 Added 3,732.27%
$33.1B
$285,000 0.06% of portfolio
14,624
Q1 2025 Reduced 9.51%

Summary

  • Portfolio
  • No. of Stocks 1,030
  • Current Value $445 Million
  • Prior Value $376 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 163 stocks
  • Additional Purchases 287 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 283 stocks
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