account_balance
Investment manager · 13F filer · SEC CIK 1750405
Truvestments Capital LLC
Reported value$673Mas of Jun 30, 2026
Positions1,150 146 new, 165 sold out
Top 10 weight27.0%NVDA alone is 5%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
5.2%
BRK-BBerkshire Hathaway Inc
4.0%
QQQInvesco QQQ Tr
3.8%
GLWCorning Inc
3.0%
AVGOBroadcom Inc.
3.0%
AAPLApple Inc.
2.0%Added +2%
CATCaterpillar Inc
1.7%
AMATApplied Materials Inc
1.5%
CLSCelestica Inc
1.4%
DELLDell Technologies Inc.
1.3%+8%
QCOMQualcomm Inc
1.2%+3%
MRVLMarvell Technology, Inc.
1.2%+4%
NVDANVIDIA Corp
5.2%
BRK-BBerkshire Hathaway Inc
4.0%
QQQInvesco QQQ Tr
3.8%
GLWCorning Inc
3.0%
AVGOBroadcom Inc.
3.0%
AAPLApple Inc.
2.0%
CATCaterpillar Inc
1.7%
AMATApplied Materials Inc
1.5%
CLS1.4%DELLQCOMMRVLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 5.2% HeldBRK-B Berkshire Hathaway Inc 4.0% Held
QQQ Invesco QQQ Tr 3.8% Held
GLW Corning Inc 3.0% HeldAVGO Broadcom Inc. 3.0% HeldAAPL Apple Inc. 2.0% Added +2%CAT Caterpillar Inc 1.7% HeldAMAT Applied Materials Inc 1.5% HeldCLS Celestica Inc 1.4% HeldDELL Dell Technologies Inc. 1.3% Added +8%QCOM Qualcomm Inc 1.2% Added +3%MRVL Marvell Technology, Inc. 1.2% Added +4%What changed
Biggest moves since Mar 31, 2026
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