Truvestments Capital LLC Top Holdings and 13F Report (2026)

About Truvestments Capital LLC

Investment Activity

Truvestments Capital LLC has $554.50 million in total holdings as of March 31, 2026.
Truvestments Capital LLC owns shares of 1,176 different stocks, but just 134 companies or ETFs make up 80% of its holdings.
Approximately 10.27% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Truvestments Capital LLC has purchased 1,030 new stocks and bought additional shares in 250 stocks.
Truvestments Capital LLC sold shares of 267 stocks and completely divested from 59 stocks this quarter.

Largest Holdings

NVIDIA: $31,011,128
Berkshire Hathaway: $25,844,377
Invesco QQQ: $19,992,647
Broadcom: $16,458,433
Apple: $11,627,684

Largest New Holdings this Quarter

18539C204 - Clearway Energy: $1,662,596 Holding
03762U105 - Apollo Commercial Real Estate Finance: $1,616,852 Holding
140501107 - Capital Southwest: $1,609,142 Holding
49446R109 - Kimco Realty: $1,607,122 Holding
09261X102 - Blackstone Secured Lending Fund: $1,594,834 Holding

Largest Purchases this Quarter

Dell Technologies: 14,309 shares (about $2.35M)
ONEOK: 18,966 shares (about $1.71M)
Clearway Energy: 42,316 shares (about $1.66M)
Chevron: 7,843 shares (about $1.62M)
Apollo Commercial Real Estate Finance: 153,111 shares (about $1.62M)

Largest Sales this Quarter

Essential Properties Realty Trust: 58,987 shares (about $1.79M)
Dominion Energy: 28,920 shares (about $1.79M)
CTO Realty Growth: 95,377 shares (about $1.76M)
NXP Semiconductors: 8,702 shares (about $1.71M)
Tanger: 50,226 shares (about $1.71M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$31,011,128	$360,311 â–¼	-1.1%	177,816	5.6%	Computer and Technology
BRK.B Berkshire Hathaway	$25,844,377	$1,261,262 â–¼	-4.7%	53,932	4.7%	Finance
QQQ Invesco QQQ	$19,992,647	$571,994 â–¼	-2.8%	34,638	3.6%	Finance
AVGO Broadcom	$16,458,433	$86,043 â–¼	-0.5%	53,176	3.0%	Computer and Technology
AAPL Apple	$11,627,684	$3,299 â–²	0.0%	45,816	2.1%	Computer and Technology
GLW Corning	$10,907,654	$1,102,581 â–¼	-9.2%	80,221	2.0%	Computer and Technology
CAT Caterpillar	$7,583,241	$786,379 â–¼	-9.4%	10,704	1.4%	Industrials
CELESTICA INC	$7,419,170	$61,125 â–²	0.8%	26,339	1.3%	COM
NEE NextEra Energy	$6,804,308	$218,733 â–¼	-3.1%	73,259	1.2%	Utilities
MSFT Microsoft	$6,687,633	$128,082 â–²	2.0%	18,066	1.2%	Computer and Technology
JNJ Johnson & Johnson	$6,494,345	$928,637 â–¼	-12.5%	26,568	1.2%	Medical
QCOM Qualcomm	$5,708,649	$303,146 â–²	5.6%	44,329	1.0%	Computer and Technology
KMI Kinder Morgan	$5,514,643	$223,511 â–¼	-3.9%	164,469	1.0%	Energy
R Ryder System	$5,389,992	$289,868 â–¼	-5.1%	26,330	1.0%	Transportation
ISHARES BITCOIN TRUST ETF	$5,344,222	$480,019 â–²	9.9%	139,100	1.0%	SHS BEN INT
SPG Simon Property Group	$5,142,131	$119,381 â–¼	-2.3%	27,567	0.9%	Finance
LMT Lockheed Martin	$4,965,539	$128,732 â–¼	-2.5%	8,216	0.9%	Aerospace
VZ Verizon Communications	$4,825,191	$268,973 â–¼	-5.3%	96,119	0.9%	Computer and Technology
AMAT Applied Materials	$4,792,780	$8,203 â–²	0.2%	14,023	0.9%	Computer and Technology
GOOGL Alphabet	$4,590,629	$144,643 â–²	3.3%	15,964	0.8%	Computer and Technology
TXN Texas Instruments	$4,221,461	$40,382 â–¼	-0.9%	21,744	0.8%	Computer and Technology
MS Morgan Stanley	$4,114,680	$168,188 â–¼	-3.9%	25,003	0.7%	Finance
GTY Getty Realty	$4,063,708	$148,442 â–¼	-3.5%	127,790	0.7%	Finance
DOW DOW	$3,964,634	$686,561 â–²	20.9%	95,189	0.7%	Basic Materials
HASI HA Sustainable Infrastructure Capital	$3,935,917	$363,016 â–¼	-8.4%	107,100	0.7%	Finance
GOOG Alphabet	$3,884,931	$49,913 â–¼	-1.3%	13,543	0.7%	Computer and Technology
ARCC Ares Capital	$3,822,152	$246,514 â–²	6.9%	212,106	0.7%	Finance
VICI VICI Properties	$3,747,368	$145,233 â–²	4.0%	137,166	0.7%	Finance
CARETRUST REIT INC	$3,690,938	$1,456,357 â–¼	-28.3%	100,708	0.7%	COM
PINE Alpine Income Property Trust	$3,680,625	$167,868 â–²	4.8%	204,479	0.7%	Finance
UPS United Parcel Service	$3,677,542	$320,424 â–²	9.5%	37,381	0.7%	Transportation
O Realty Income	$3,670,356	$87,242 â–¼	-2.3%	59,993	0.7%	Finance
MMM 3M	$3,666,413	$865,846 â–¼	-19.1%	25,246	0.7%	Multi-Sector Conglomerates
IESC IES	$3,616,884	$30,971 â–¼	-0.8%	7,591	0.7%	Computer and Technology
BMY Bristol Myers Squibb	$3,591,664	$75,145 â–²	2.1%	59,220	0.6%	Medical
TPR Tapestry	$3,565,025	$44,027 â–¼	-1.2%	25,264	0.6%	Retail/Wholesale
XLG Invesco S&P 500 Top 50 ETF	$3,556,010	$155,140 â–¼	-4.2%	65,188	0.6%	ETF
STWD Starwood Property Trust	$3,522,731	$163,022 â–²	4.9%	204,572	0.6%	Finance
BROOKFIELD INFRASTRUCTURE CO	$3,493,153	$89,829 â–¼	-2.5%	88,389	0.6%	COM SUB VTG A
TSLX Sixth Street Specialty Lending	$3,355,987	$338,119 â–²	11.2%	182,589	0.6%	Finance
GBX Greenbrier Companies	$3,215,289	$1,489,208 â–¼	-31.7%	61,069	0.6%	Transportation
DELL Dell Technologies	$3,127,347	$2,348,547 â–²	301.6%	19,054	0.6%	Computer and Technology
REXR Rexford Industrial Realty	$2,988,965	$269,498 â–²	9.9%	91,322	0.5%	Finance
MSTR Strategy	$2,986,589	$269,318 â–²	9.9%	23,931	0.5%	Computer and Technology
MRK Merck & Co., Inc.	$2,912,987	$1,534,803 â–²	111.4%	24,216	0.5%	Medical
STRL Sterling Infrastructure	$2,898,541	$5,295 â–¼	-0.2%	7,117	0.5%	Construction
ORCL Oracle	$2,836,383	$66,051 â–¼	-2.3%	19,281	0.5%	Computer and Technology
KTOS Kratos Defense & Security Solutions	$2,793,113	$29,685 â–²	1.1%	39,613	0.5%	Aerospace
AGX Argan	$2,786,442	$202,611 â–¼	-6.8%	5,116	0.5%	Construction
CVX Chevron	$2,754,612	$1,622,685 â–²	143.4%	13,314	0.5%	Energy
POWL Powell Industries	$2,724,247	$44,908 â–¼	-1.6%	5,035	0.5%	Industrials
CLX Clorox	$2,719,225	$514,622 â–²	23.3%	26,240	0.5%	Consumer Staples
MRVL Marvell Technology	$2,621,593	$19,513 â–¼	-0.7%	26,467	0.5%	Computer and Technology
COST Costco Wholesale	$2,612,086	$73,748 â–¼	-2.7%	2,621	0.5%	Retail/Wholesale
TWLO Twilio	$2,598,938	$124,436 â–²	5.0%	20,656	0.5%	Computer and Technology
LHX L3Harris Technologies	$2,497,396	$1,595,213 â–²	176.8%	7,236	0.5%	Aerospace
MOD Modine Manufacturing	$2,441,455	$75,415 â–²	3.2%	11,266	0.4%	Auto/Tires/Trucks
HD Home Depot	$2,435,592	$1,439,318 â–¼	-37.1%	7,405	0.4%	Retail/Wholesale
D Dominion Energy	$2,411,618	$1,787,849 â–¼	-42.6%	39,010	0.4%	Utilities
AAOI Applied Optoelectronics	$2,336,883	$31,298 â–²	1.4%	27,626	0.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$2,330,135	$64,672 â–¼	-2.7%	3,567	0.4%	ETF
ISHARES ETHEREUM TR	$2,295,445	$37,343 â–²	1.7%	145,006	0.4%	SHS
CRDO Credo Technology Group	$2,286,955	$98,939 â–²	4.5%	24,363	0.4%	Computer and Technology
AMZN Amazon.com	$2,242,802	$123,917 â–²	5.8%	10,769	0.4%	Retail/Wholesale
ABBV AbbVie	$2,165,931	$21,966 â–²	1.0%	9,959	0.4%	Medical
OHI Omega Healthcare Investors	$2,150,026	$1,703,632 â–¼	-44.2%	49,065	0.4%	Finance
PALANTIR TECHNOLOGIES INC	$2,145,928	$155,203 â–²	7.8%	14,670	0.4%	CL A
CAH Cardinal Health	$2,108,870	$79,664 â–²	3.9%	9,980	0.4%	Medical
EPRT Essential Properties Realty Trust	$2,046,238	$1,790,849 â–¼	-46.7%	67,399	0.4%	Finance
CMI Cummins	$2,029,127	$23,676 â–²	1.2%	3,771	0.4%	Auto/Tires/Trucks
AMD Advanced Micro Devices	$2,008,668	$345,628 â–²	20.8%	9,874	0.4%	Computer and Technology
LAM RESEARCH CORP	$1,960,619	$19,657 â–²	1.0%	9,176	0.4%	COM NEW
WM Waste Management	$1,950,639	$1,538,636 â–²	373.5%	8,489	0.4%	Business Services
NVMI Nova	$1,933,415	$117,690 â–¼	-5.7%	4,452	0.3%	Computer and Technology
FTCS First Trust Capital Strength ETF	$1,929,578	$116,506 â–¼	-5.7%	20,802	0.3%	ETF
CTO CTO Realty Growth	$1,895,362	$1,763,528 â–¼	-48.2%	102,507	0.3%	Finance
NXPI NXP Semiconductors	$1,893,746	$1,713,033 â–¼	-47.5%	9,620	0.3%	Computer and Technology
OKE ONEOK	$1,837,230	$1,714,302 â–²	1,394.6%	20,326	0.3%	Energy
SWKS Skyworks Solutions	$1,833,713	$1,534,743 â–²	513.3%	34,243	0.3%	Computer and Technology
APPLOVIN CORP	$1,820,452	$15,522 â–²	0.9%	4,574	0.3%	COM CL A
KLAC KLA	$1,783,226	$297,450 â–²	20.0%	1,211	0.3%	Computer and Technology
META Meta Platforms	$1,767,012	$116,733 â–²	7.1%	3,088	0.3%	Computer and Technology
AEP American Electric Power	$1,764,250	$1,494,874 â–²	554.9%	13,459	0.3%	Utilities
MU Micron Technology	$1,739,716	$282,408 â–²	19.4%	5,150	0.3%	Computer and Technology
ABT Abbott Laboratories	$1,739,147	$1,489,040 â–¼	-46.1%	16,939	0.3%	Medical
XOM ExxonMobil	$1,733,077	$185,947 â–²	12.0%	10,215	0.3%	Energy
EBAY eBay	$1,663,717	$124,331 â–¼	-7.0%	18,279	0.3%	Retail/Wholesale
CWEN Clearway Energy	$1,662,596	$1,662,596 â–²	New Holding	42,316	0.3%	Energy
SKT Tanger	$1,629,632	$1,706,664 â–¼	-51.2%	47,959	0.3%	Finance
ARI Apollo Commercial Real Estate Finance	$1,616,852	$1,616,852 â–²	New Holding	153,111	0.3%	Finance
BLACKROCK INC	$1,609,859	$1,540,618 â–¼	-48.9%	1,674	0.3%	COM
CSWC Capital Southwest	$1,609,142	$1,609,142 â–²	New Holding	72,746	0.3%	Finance
KIM Kimco Realty	$1,607,122	$1,607,122 â–²	New Holding	71,523	0.3%	Finance
BXSL Blackstone Secured Lending Fund	$1,594,834	$1,594,834 â–²	New Holding	67,321	0.3%	Finance
BLUE OWL TECHNOLOGY FIN CORP	$1,593,478	$1,593,478 â–²	New Holding	128,610	0.3%	COMMON STOCK
LNC Lincoln National	$1,593,418	$1,593,418 â–²	New Holding	44,885	0.3%	Finance
ADC Agree Realty	$1,587,654	$1,587,654 â–²	New Holding	21,062	0.3%	Finance
MCHP Microchip Technology	$1,585,594	$1,558,458 â–²	5,743.1%	24,541	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,581,490	$29,712 â–²	1.9%	5,376	0.3%	Finance
PG Procter & Gamble	$1,570,855	$55,179 â–¼	-3.4%	10,875	0.3%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Truvestments Capital LLC Top Holdings and 13F Report (2026)

About Truvestments Capital LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Truvestments Capital LLC Top Holdings and 13F Report (2026)

About Truvestments Capital LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTruvestments Capital LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools