Truvestments Capital LLC
1,052 holdingsFiling period: 2026-06-30Current AUM: $633.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 176.4K | $35.3M | $38.1M | 6.02% | -1,379 | 2026-06-30 |
| 2 | BRK-B | Berkshire Hathaway Inc Del | 53.2K | $26.6M | $26.6M | 4.20% | -734 | 2026-06-30 |
| 3 | QQQ | Invesco Qqq TR | 35.0K | $25.8M | $24.9M | 3.94% | +394 | 2026-06-30 |
| 4 | GLW | Corning Inc | 79.6K | $20.3M | $10.2M | 1.61% | -600 | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 53.0K | $20.0M | $17.4M | 2.75% | -186 | 2026-06-30 |
| 6 | AAPL | Apple Inc | 46.8K | $13.5M | $16.1M | 2.54% | +944 | 2026-06-30 |
| 7 | CAT | Caterpillar Inc | 10.7K | $11.4M | $7.4M | 1.17% | -27 | 2026-06-30 |
| 8 | AMAT | Applied Matls Inc | 14.2K | $10.3M | $5.5M | 0.87% | +160 | 2026-06-30 |
| 9 | CLS | Celestica Inc | 26.6K | $9.7M | $6.6M | 1.03% | +242 | 2026-06-30 |
| 10 | DELL | Dell Technologies Inc | 20.6K | $8.9M | $9.6M | 1.52% | +1.5K | 2026-06-30 |
| 11 | QCOM | Qualcomm Inc | 45.4K | $8.4M | $8.2M | 1.29% | +1.1K | 2026-06-30 |
| 12 | MRVL | Marvell Technology Inc | 27.6K | $8.2M | $6.4M | 1.02% | +1.1K | 2026-06-30 |
| 13 | R | Ryder Sys Inc | 26.5K | $7.0M | $7.5M | 1.18% | +204 | 2026-06-30 |
| 14 | — | Credo Technology Group Holdi | 25.4K | $6.9M | $6.9M | 1.09% | +989 | 2026-06-30 |
| 15 | JNJ | Johnson & Johnson | 26.5K | $6.7M | $7.1M | 1.12% | -24 | 2026-06-30 |
| 16 | MSFT | Microsoft Corp | 17.7K | $6.6M | $9.4M | 1.49% | -372 | 2026-06-30 |
| 17 | NEE | Nextera Energy Inc | 74.6K | $6.5M | $6.1M | 0.97% | +1.3K | 2026-06-30 |
| 18 | TXN | Texas Instrs Inc | 21.7K | $6.5M | $6.5M | 1.02% | -2 | 2026-06-30 |
| 19 | MU | Micron Technology Inc | 5.5K | $6.3M | $4.9M | 0.78% | +323 | 2026-06-30 |
| 20 | SPG | Simon Ppty Group Inc New | 27.7K | $6.2M | $5.9M | 0.93% | +88 | 2026-06-30 |
| 21 | STRL | Sterling Infrastructure Inc | 7.2K | $6.1M | $2.6M | 0.41% | +109 | 2026-06-30 |
| 22 | AMD | Advanced Micro Devices Inc | 10.4K | $6.1M | $5.5M | 0.87% | +544 | 2026-06-30 |
| 23 | GOOGL | Alphabet Inc | 16.6K | $5.9M | $5.2M | 0.83% | +591 | 2026-06-30 |
| 24 | IESC | Ies Holdings Inc | 7.8K | $5.7M | $3.4M | 0.53% | +168 | 2026-06-30 |
| 25 | KMI | Kinder Morgan Inc Del | 166.5K | $5.3M | $5.7M | 0.89% | +2.1K | 2026-06-30 |
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