Troluce Capital Advisors LLC Top Holdings and 13F Report (2025) About Troluce Capital Advisors LLCInvestment ActivityTroluce Capital Advisors LLC has $422.53 million in total holdings as of June 30, 2025.Troluce Capital Advisors LLC owns shares of 25 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 90.53% of the portfolio was purchased this quarter.About 80.54% of the portfolio was sold this quarter.This quarter, Troluce Capital Advisors LLC has purchased 29 new stocks and bought additional shares in 2 stocks.Troluce Capital Advisors LLC sold shares of 4 stocks and completely divested from 23 stocks this quarter.Largest Holdings Fluor $82,032,000Capital One Financial $67,955,544NuScale Power $40,153,400Skechers U.S.A. $34,622,970Golar LNG $30,892,500 Largest New Holdings this Quarter 343412102 - Fluor $82,032,000 Holding14040H105 - Capital One Financial $67,955,544 Holding67079K100 - NuScale Power $40,153,400 Holding830566105 - Skechers U.S.A. $34,622,970 HoldingG9456A100 - Golar LNG $30,892,500 Holding Largest Purchases this Quarter Fluor 1,600,000 shares (about $82.03M)Capital One Financial 319,400 shares (about $67.96M)NuScale Power 1,015,000 shares (about $40.15M)Skechers U.S.A. 548,700 shares (about $34.62M)Golar LNG 750,000 shares (about $30.89M) Largest Sales this Quarter CORE SCIENTIFIC INC NEW 2,797,700 shares (about $47.76M)Western Digital 456,600 shares (about $29.22M)Roivant Sciences 462,254 shares (about $5.21M)GH Research 69,806 shares (about $850.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTroluce Capital Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFLRFluor$82,032,000$82,032,000 ▲New Holding1,600,00019.4%ConstructionCOFCapital One Financial$67,955,544$67,955,544 ▲New Holding319,40016.1%FinanceSMRNuScale Power$40,153,400$40,153,400 ▲New Holding1,015,0009.5%Computer and TechnologySKXSkechers U.S.A.$34,622,970$34,622,970 ▲New Holding548,7008.2%Consumer DiscretionaryGLNGGolar LNG$30,892,500$30,892,500 ▲New Holding750,0007.3%EnergySPYSPDR S&P 500 ETF Trust$30,882,500$30,882,500 ▲New Holding50,0007.3%FinanceAMCRAmcor$29,531,146$10,242,990 ▲53.1%3,213,4007.0%IndustrialsKVUEKenvue$21,976,500$21,976,500 ▲New Holding1,050,0005.2%Consumer StaplesWDCWestern Digital$16,327,049$29,217,835 ▼-64.2%255,1503.9%Computer and TechnologyMIRMirion Technologies$12,918,000$12,918,000 ▲New Holding600,0003.1%Business ServicesRBLXRoblox$10,520,000$10,520,000 ▲New Holding100,0002.5%Consumer DiscretionaryAMRIZE LTD$10,405,500$10,405,500 ▲New Holding210,0002.5%SHSVESTIS CORPORATION$6,756,272$6,756,272 ▲New Holding1,179,1051.6%COM SHSUNHUnitedHealth Group$6,239,400$6,239,400 ▲New Holding20,0001.5%MedicalASNDAscendis Pharma A/S$5,178,000$5,178,000 ▲New Holding30,0001.2%MedicalHPPHudson Pacific Properties$3,699,000$3,699,000 ▲New Holding1,350,0000.9%FinanceMRUSMerus$3,682,000$3,682,000 ▲New Holding70,0000.9%MedicalROIVRoivant Sciences$2,817,500$5,209,603 ▼-64.9%250,0000.7%MedicalSGRYSurgery Partners$2,223,000$2,223,000 ▲New Holding100,0000.5%MedicalGHRSGH Research$1,045,792$850,935 ▼-44.9%85,7910.2%MedicalBTBTBit Digital$766,500$766,500 ▲New Holding350,0000.2%Business ServicesDHCDiversified Healthcare Trust$716,000$716,000 ▲New Holding200,0000.2%FinanceUSA RARE EARTH INC$547,500$547,500 ▲New Holding50,0000.1%COMCORE SCIENTIFIC INC NEW$426,750$47,756,739 ▼-99.1%25,0000.1%COMTCRXTScan Therapeutics$217,500$96,051 ▲79.1%150,0000.1%MedicalGOOGLAlphabet$0$40,416,701 ▼-100.0%00.0%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$0$31,305,585 ▼-100.0%00.0%ETFTKO GROUP HOLDINGS INC$0$30,562,000 ▼-100.0%00.0%CL AFLUTTER ENTMT PLC$0$28,697,815 ▼-100.0%00.0%SHSFTAI AVIATION LTD$0$27,890,736 ▼-100.0%00.0%CALLDEDeere & Company$0$23,608,305 ▼-100.0%00.0%IndustrialsMETAMeta Platforms$0$19,308,060 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$11,149,236 ▼-100.0%00.0%Retail/WholesaleEIXEdison International$0$9,998,569 ▼-100.0%00.0%UtilitiesGE VERNOVA INC$0$8,968,470 ▼-100.0%00.0%COMNNNextNav$0$5,132,345 ▼-100.0%00.0%Business ServicesPURECYCLE TECHNOLOGIES INC$0$4,019,345 ▼-100.0%00.0%NOTE 7.250% 8/1YNDXYandex$0$3,538,036 ▼-100.0%00.0%Computer and TechnologyBATRKAtlanta Braves$0$2,330,182 ▼-100.0%00.0%Consumer DiscretionaryBHFBrighthouse Financial$0$2,158,448 ▼-100.0%00.0%FinanceSWTXSpringWorks Therapeutics$0$1,849,841 ▼-100.0%00.0%MedicalRGTIWRigetti Computing$0$1,433,439 ▼-100.0%00.0%Computer and TechnologyPURECYCLE TECHNOLOGIES INC$0$1,384,000 ▼-100.0%00.0%COMPYCRPaycor HCM$0$933,504 ▼-100.0%00.0%Computer and TechnologyJANXJanux Therapeutics$0$872,019 ▼-100.0%00.0%MedicalXUnited States Steel$0$708,320 ▼-100.0%00.0%Basic MaterialsUNFUnifirst$0$530,352 ▼-100.0%00.0%IndustrialsSAILPOINT INC$0$471,450 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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