Truvestments Capital LLC
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 SURG
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,460 | 3,276 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,834 | 5,889 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,756 | 6,319 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $57,597 | 18,520 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,095 | 19,370 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $181,563 | 102,002 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $156,300 | 84,946 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $220,078 | 68,990 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $223,773 | 58,123 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,294 | 1,596 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||