Institutional Fund
Truvestments Capital LLC
Sarasota, FLCIK 17504055 filings on record
Portfolio Value
$554.50M
Q1 2026
Holdings
1,169
Reported positions
New Buys
198
Opened this quarter
QoQ Change
+0.8%
from $550.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation5.6%
- Berkshire Hathaway Inc Del4.7%
- Invesco Qqq Tr3.6%
- Broadcom Inc3.0%
- Apple Inc2.1%
- Corning Inc2.0%
- Other79.1%
Portfolio Holdings
1,169 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 177.8K | $31.01M | 5.6% | −2.1K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 53.9K | $25.84M | 4.7% | −2.6K | Reduced |
| 3 | Invesco Qqq Tr | 34.6K | $19.99M | 3.6% | −991 | Reduced |
| 4 | Broadcom Inc | 53.2K | $16.46M | 3.0% | −278 | Reduced |
| 5 | Apple Inc | 45.8K | $11.63M | 2.1% | +13 | Added |
| 6 | Corning Inc | 80.2K | $10.91M | 2.0% | −8.1K | Reduced |
| 7 | Caterpillar Inc | 10.7K | $7.58M | 1.4% | −1.1K | Reduced |
| 8 | Celestica Inc | 26.3K | $7.42M | 1.3% | +217 | Added |
| 9 | Nextera Energy Inc | 73.3K | $6.80M | 1.2% | −2.4K | Reduced |
| 10 | Microsoft Corp | 18.1K | $6.69M | 1.2% | +346 | Added |
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