Truvestments Capital LLC
CIK
1750405
City
SARASOTA
State / Country
FL
Top Portfolio Positions
988 positions ·
$524,444,784 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
177,816 | $31,011,110 | 5.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
53,932 | $25,844,214 | 4.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
34,638 | $19,992,360 | 3.81% | |
| AVGO |
Broadcom Inc.
Technology
|
53,176 | $16,458,503 | 3.14% | |
| AAPL |
Apple Inc.
Technology
|
45,816 | $11,627,642 | 2.22% | |
| GLW |
Corning Inc /Ny
Technology
|
80,221 | $10,907,649 | 2.08% | |
| CAT |
Caterpillar Inc
Industrials
|
10,704 | $7,583,355 | 1.45% | |
| CLS |
Celestica Inc
Technology
|
26,339 | $7,419,169 | 1.41% | |
| NEE |
Nextera Energy Inc
Utilities
|
73,259 | $6,804,295 | 1.30% | |
| MSFT |
Microsoft Corp
Technology
|
18,066 | $6,687,491 | 1.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CII
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,624 | 553 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,315 | 527 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,121 | 527 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,251 | 527 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,733 | 527 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,592 | 527 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,376 | 527 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $10,271 | 527 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,013 | 527 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,828 | 527 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,754 | 527 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,449 | 527 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,022 | 527 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,669 | 527 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,264 | 527 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $11,657 | 527 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,645 | 527 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,850 | 527 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $20,352 | 1,054 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $9,169 | 527 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $8,147 | 527 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $7,625 | 527 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,845 | 527 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||