Truvestments Capital LLC Top Holdings and 13F Report (2025) About Truvestments Capital LLCInvestment ActivityTruvestments Capital LLC has $500.02 million in total holdings as of June 30, 2025.Truvestments Capital LLC owns shares of 988 different stocks, but just 98 companies or ETFs make up 80% of its holdings.Approximately 2.80% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Truvestments Capital LLC has purchased 1,029 new stocks and bought additional shares in 190 stocks.Truvestments Capital LLC sold shares of 297 stocks and completely divested from 126 stocks this quarter.Largest Holdings NVIDIA $28,532,110Berkshire Hathaway $28,131,592Invesco QQQ $21,050,714Broadcom $15,500,337Apple $8,718,680 Largest New Holdings this Quarter 886364231 - TIDAL TRUST I $368,550 Holding773121108 - ROCKET LAB CORP $45,643 Holding46435G474 - iShares Fallen Angels USD Bond ETF $38,322 Holding46435U853 - iShares Broad USD High Yield Corporate Bond ETF $38,148 Holding594972887 - MICROSTRATEGY INC $36,303 Holding Largest Purchases this Quarter MicroStrategy 5,167 shares (about $2.09M)ISHARES BITCOIN TRUST ETF 25,873 shares (about $1.58M)ISHARES ETHEREUM TR 36,440 shares (about $694.91K)TIDAL TRUST I 16,250 shares (about $368.55K)Credo Technology Group 3,757 shares (about $347.86K) Largest Sales this Quarter Wells Fargo & Company 29,223 shares (about $2.34M)Apple 4,192 shares (about $860.07K)Invesco S&P 500 Top 50 ETF 6,826 shares (about $355.64K)FT Vest Rising Dividend Achievers Target Income ETF 12,111 shares (about $299.26K)Microsoft 541 shares (about $269.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTruvestments Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$28,532,110$255,944 ▼-0.9%180,5945.7%Computer and TechnologyBRK.BBerkshire Hathaway$28,131,592$315,752 ▲1.1%57,9115.6%FinanceQQQInvesco QQQ$21,050,714$75,575 ▼-0.4%38,1604.2%FinanceAVGOBroadcom$15,500,337$144,992 ▼-0.9%56,2323.1%Computer and TechnologyAAPLApple$8,718,680$860,071 ▼-9.0%42,4951.7%Computer and TechnologyMSFTMicrosoft$7,988,305$269,095 ▼-3.3%16,0601.6%Computer and TechnologyQCOMQUALCOMM$7,094,159$7,007 ▼-0.1%44,5451.4%Computer and TechnologyNEENextEra Energy$6,039,373$53,453 ▼-0.9%86,9981.2%UtilitiesKMIKinder Morgan$5,725,210$25,049 ▼-0.4%194,7351.1%EnergyJNJJohnson & Johnson$5,403,965$208,808 ▼-3.7%35,3781.1%MedicalGLWCorning$5,304,026$31,607 ▼-0.6%100,8561.1%Computer and TechnologyCATCaterpillar$5,243,404$38,820 ▼-0.7%13,5071.0%IndustrialsTXNTexas Instruments$5,201,859$56,680 ▼-1.1%25,0551.0%Computer and TechnologyCTRECareTrust REIT$5,110,270$115,087 ▼-2.2%167,0021.0%FinanceRRyder System$5,041,595$39,591 ▼-0.8%31,7081.0%TransportationVICIVICI Properties$5,035,493$90,889 ▼-1.8%154,4631.0%FinanceVZVerizon Communications$4,934,351$72,088 ▼-1.4%114,0361.0%Computer and TechnologyARCCAres Capital$4,926,502$44,315 ▼-0.9%224,3401.0%FinanceMMM3M$4,926,497$61,657 ▼-1.2%32,3601.0%Multi-Sector ConglomeratesABTAbbott Laboratories$4,908,085$65,829 ▼-1.3%36,0861.0%MedicalSPGSimon Property Group$4,771,778$33,277 ▼-0.7%29,6831.0%FinanceMSMorgan Stanley$4,762,897$50,569 ▲1.1%33,8131.0%FinanceEPRTEssential Properties Realty Trust$4,663,053$47,546 ▼-1.0%146,1310.9%FinanceTSLXSixth Street Specialty Lending$4,618,250$32,977 ▼-0.7%193,9630.9%FinanceSTWDStarwood Property Trust$4,539,786$64,585 ▼-1.4%226,1980.9%FinanceNXPINXP Semiconductors$4,529,928$7,210 ▲0.2%20,7330.9%Computer and TechnologyORCLOracle$4,505,801$43,508 ▼-1.0%20,6090.9%Computer and TechnologyBROOKFIELD INFRASTRUCTURE CO$4,487,870$66,976 ▼-1.5%107,8810.9%COM SUB VTG ALMTLockheed Martin$4,474,950$16,210 ▼-0.4%9,6620.9%AerospaceGBXGreenbrier Companies$4,387,843$94,587 ▲2.2%95,2840.9%TransportationXLGInvesco S&P 500 Top 50 ETF$4,368,908$355,635 ▼-7.5%83,8560.9%ETFOBDCBlue Owl Capital$4,289,111$17,839 ▼-0.4%299,1010.9%FinanceCELESTICA INC$4,222,307$140,811 ▲3.4%27,0470.8%COMHDHome Depot$4,164,946$103,757 ▼-2.4%11,3600.8%Retail/WholesalePNNTPennantPark Investment$4,069,800$10,759 ▼-0.3%595,0000.8%FinanceMSTRMicroStrategy$4,061,703$2,088,656 ▲105.9%10,0480.8%Computer and TechnologyFSKFS KKR Capital$4,056,601$3,797 ▼-0.1%195,4990.8%FinanceGBDCGolub Capital BDC$4,006,629$5,714 ▼-0.1%273,4900.8%FinanceCTOCTO Realty Growth$3,934,068$36,505 ▼-0.9%227,9300.8%FinanceHTGCHercules Capital$3,859,604$3,290 ▼-0.1%211,1380.8%FinanceWHRWhirlpool$3,849,101$80,122 ▼-2.0%37,9520.8%Consumer DiscretionaryUPSUnited Parcel Service$3,665,595$105,784 ▼-2.8%36,3150.7%TransportationKHCKraft Heinz$3,663,904$128,041 ▼-3.4%141,9020.7%Consumer StaplesHASIHA Sustainable Infrastructure Capital$3,648,354$71,931 ▲2.0%135,8290.7%FinanceORealty Income$3,564,023$80,654 ▲2.3%61,8650.7%FinanceDDominion Energy$3,515,049$56,577 ▲1.6%62,1910.7%UtilitiesINGRIngredion$3,461,648$57,366 ▲1.7%25,5250.7%Consumer StaplesBLACKROCK INC$3,443,087$130,126 ▲3.9%3,2810.7%COMOHIOmega Healthcare Investors$3,233,388$103,317 ▲3.3%88,2230.6%FinanceGTYGetty Realty$3,172,861$137,095 ▲4.5%114,7920.6%FinanceHYHyster-Yale$3,101,028$1,432 ▲0.0%77,9540.6%IndustrialsAMATApplied Materials$2,989,185$214,376 ▼-6.7%16,3280.6%Computer and TechnologySKTTanger$2,986,589$89,783 ▲3.1%97,6650.6%FinanceCOSTCostco Wholesale$2,956,784$116,806 ▼-3.8%2,9870.6%Retail/WholesalePINEAlpine Income Property Trust$2,922,453$92,791 ▲3.3%198,6710.6%FinanceREXRRexford Industrial Realty$2,893,274$140,040 ▲5.1%81,3400.6%FinanceBMYBristol Myers Squibb$2,753,066$14,905 ▼-0.5%59,4740.6%MedicalDOWDOW$2,639,655$131,632 ▼-4.7%99,6850.5%Basic MaterialsGOOGLAlphabet$2,619,877$71,903 ▼-2.7%14,8660.5%Computer and TechnologyCLXClorox$2,460,271$31,579 ▲1.3%20,4900.5%Consumer StaplesTPRTapestry$2,427,464$113,448 ▲4.9%27,6450.5%Retail/WholesaleABBVAbbVie$2,421,075$140,888 ▼-5.5%13,0430.5%MedicalIVViShares Core S&P 500 ETF$2,388,990$247,094 ▼-9.4%3,8480.5%ETFIESCIES$2,382,282$133,896 ▲6.0%8,0420.5%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$2,381,737$5,272 ▼-0.2%26,2050.5%ETFTRNTrinity Industries$2,357,475$104,852 ▲4.7%87,2820.5%TransportationGOOGAlphabet$2,161,128$177 ▲0.0%12,1830.4%Computer and TechnologyTWLOTwilio$2,070,718$184,301 ▲9.8%16,6510.4%Computer and TechnologyPGProcter & Gamble$2,059,550$212,694 ▼-9.4%12,9270.4%Consumer StaplesISHARES BITCOIN TRUST ETF$1,993,426$1,583,686 ▲386.5%32,5670.4%SHS BEN INTSTRLSterling Infrastructure$1,914,828$97,137 ▲5.3%8,2990.4%ConstructionADPAutomatic Data Processing$1,893,269$115,033 ▼-5.7%6,1390.4%Computer and TechnologyAMZNAmazon.com$1,817,983$182,522 ▼-9.1%8,2870.4%Retail/WholesaleKTOSKratos Defense & Security Solutions$1,775,133$162,296 ▲10.1%38,2160.4%AerospaceCAHCardinal Health$1,772,050$20,496 ▼-1.1%10,5480.4%MedicalCRDOCredo Technology Group$1,716,711$347,861 ▲25.4%18,5410.3%Computer and TechnologyRDVIFT Vest Rising Dividend Achievers Target Income ETF$1,714,588$299,265 ▼-14.9%69,3880.3%ETFMRVLMarvell Technology$1,684,382$157,354 ▲10.3%21,7620.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,646,200$59,163 ▼-3.5%12,0760.3%CL APANWPalo Alto Networks$1,632,658$140,182 ▲9.4%7,9780.3%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$1,569,105$31,633 ▼-2.0%20,2880.3%ETFTSCOTractor Supply$1,536,253$113,404 ▲8.0%29,1120.3%Retail/WholesaleAPPLOVIN CORP$1,524,598$18,554 ▼-1.2%4,3550.3%COM CL AMETAMeta Platforms$1,509,306$12,547 ▼-0.8%2,0450.3%Computer and TechnologyPYPLPayPal$1,501,086$116,383 ▲8.4%20,1980.3%Business ServicesBXBlackstone$1,473,096$152,425 ▲11.5%9,8480.3%FinanceURBNUrban Outfitters$1,472,272$167,060 ▲12.8%20,2960.3%Retail/WholesaleJPMJPMorgan Chase & Co.$1,460,962$87,559 ▼-5.7%5,0390.3%FinanceIRMIron Mountain$1,452,341$15,488 ▼-1.1%14,1600.3%Business ServicesSHOPShopify$1,399,542$302,909 ▲27.6%12,1330.3%Computer and TechnologyLDOSLeidos$1,390,457$126,678 ▲10.0%8,8140.3%Computer and TechnologySMLRSemler Scientific$1,334,128$215,898 ▲19.3%34,4380.3%MedicalLHXL3Harris Technologies$1,314,064$168,553 ▼-11.4%5,2390.3%AerospaceGTLSChart Industries$1,304,028$123,652 ▲10.5%7,9200.3%IndustrialsKOCocaCola$1,264,085$146,735 ▼-10.4%17,8670.3%Consumer StaplesNVMINova$1,262,342$22,291 ▲1.8%4,5870.3%Computer and TechnologyISRGIntuitive Surgical$1,251,473$55,971 ▲4.7%2,3030.3%MedicalCLHClean Harbors$1,251,146$77,445 ▲6.6%5,4120.3%Business ServicesAGXArgan$1,230,940$115,972 ▲10.4%5,5830.2%ConstructionEBAYeBay$1,207,074$100,670 ▲9.1%16,2110.2%Retail/WholesaleShowing 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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