Filed: 11/14/2025ACC: 0001750405-25-000009
📋 What this filing means
TRUVESTMENTS CAPITAL LLC filed this quarterly 13F‑HR report disclosing 1057 equity positions with a total reported market value of $553.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1057
Positions
$553.45M
Total AUM (reported)
8.29M
Total Shares
Allocation by class
COM$390.87M70.6%
CL B NEW$28.75M5.2%
UNIT SER 1$22.45M4.1%
COM NEW$15.73M2.8%
CL A$15.51M2.8%
SHS$8.73M1.6%
SHS BEN INT$6.96M1.3%
Portfolio Concentration
Top 3$84.87M15.3%
4–10$65.56M11.8%
11–25$78.04M14.1%
Rest$324.98M58.7%
Top 3 weight
15.3%
Top 10 weight
27.2%
Voting Authority Distribution
Total shares with voting rights: 8.29M
Sole
Full voting authority
8.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole1057
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1057
Rows:
NVIDIA CORPORATION
SOLEShares180.46K
TypeSH
Market value$33.67M
6.08%
Sole
180.46K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares57.19K
TypeSH
Market value$28.75M
5.20%
Sole
57.19K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares37.39K
TypeSH
Market value$22.45M
4.06%
Sole
37.39K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares53.73K
TypeSH
Market value$17.73M
3.20%
Sole
53.73K
Shared
0.00
None
0.00
APPLE INC
SOLEShares44.17K
TypeSH
Market value$11.25M
2.03%
Sole
44.17K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares17.43K
TypeSH
Market value$9.03M
1.63%
Sole
17.43K
Shared
0.00
None
0.00
CORNING INC
SOLEShares90.14K
TypeSH
Market value$7.39M
1.34%
Sole
90.14K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares41.91K
TypeSH
Market value$6.97M
1.26%
Sole
41.91K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares107.09K
TypeSH
Market value$6.96M
1.26%
Sole
107.09K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares25.30K
TypeSH
Market value$6.23M
1.13%
Sole
25.30K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares79.22K
TypeSH
Market value$5.98M
1.08%
Sole
79.22K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares12.22K
TypeSH
Market value$5.83M
1.05%
Sole
12.22K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares20.65K
TypeSH
Market value$5.81M
1.05%
Sole
20.65K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares31.21K
TypeSH
Market value$5.79M
1.05%
Sole
31.21K
Shared
0.00
None
0.00
STRATEGY INC
SOLEShares17.71K
TypeSH
Market value$5.71M
1.03%
Sole
17.71K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW
SOLEShares28.86K
TypeSH
Market value$5.42M
0.98%
Sole
28.86K
Shared
0.00
None
0.00
RYDER SYS INC
SOLEShares28.52K
TypeSH
Market value$5.38M
0.97%
Sole
28.52K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares13.08K
TypeSH
Market value$5.30M
0.96%
Sole
13.08K
Shared
0.00
None
0.00
CARETRUST REIT INC
SOLEShares145.47K
TypeSH
Market value$5.04M
0.91%
Sole
145.47K
Shared
0.00
None
0.00
3M CO
SOLEShares32.10K
TypeSH
Market value$4.98M
0.90%
Sole
32.10K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares174.56K
TypeSH
Market value$4.94M
0.89%
Sole
174.56K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares109.47K
TypeSH
Market value$4.81M
0.87%
Sole
109.47K
Shared
0.00
None
0.00
VICI PPTYS INC
SOLEShares135.35K
TypeSH
Market value$4.41M
0.80%
Sole
135.35K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares8.74K
TypeSH
Market value$4.36M
0.79%
Sole
8.74K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares31.93K
TypeSH
Market value$4.28M
0.77%
Sole
31.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 180.46K | SH | $33.67M 6.08% | 180.46K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 57.19K | SH | $28.75M 5.20% | 57.19K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 37.39K | SH | $22.45M 4.06% | 37.39K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 53.73K | SH | $17.73M 3.20% | 53.73K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 44.17K | SH | $11.25M 2.03% | 44.17K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.43K | SH | $9.03M 1.63% | 17.43K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 90.14K | SH | $7.39M 1.34% | 90.14K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 41.91K | SH | $6.97M 1.26% | 41.91K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 107.09K | SH | $6.96M 1.26% | 107.09K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 25.30K | SH | $6.23M 1.13% | 25.30K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 79.22K | SH | $5.98M 1.08% | 79.22K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 12.22K | SH | $5.83M 1.05% | 12.22K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 20.65K | SH | $5.81M 1.05% | 20.65K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 31.21K | SH | $5.79M 1.05% | 31.21K | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 17.71K | SH | $5.71M 1.03% | 17.71K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 28.86K | SH | $5.42M 0.98% | 28.86K | 0.00 | 0.00 |
RYDER SYS INCSOLE | COM | 28.52K | SH | $5.38M 0.97% | 28.52K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 13.08K | SH | $5.30M 0.96% | 13.08K | 0.00 | 0.00 |
CARETRUST REIT INCSOLE | COM | 145.47K | SH | $5.04M 0.91% | 145.47K | 0.00 | 0.00 |
3M COSOLE | COM | 32.10K | SH | $4.98M 0.90% | 32.10K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 174.56K | SH | $4.94M 0.89% | 174.56K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 109.47K | SH | $4.81M 0.87% | 109.47K | 0.00 | 0.00 |
VICI PPTYS INCSOLE | COM | 135.35K | SH | $4.41M 0.80% | 135.35K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 8.74K | SH | $4.36M 0.79% | 8.74K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 31.93K | SH | $4.28M 0.77% | 31.93K | 0.00 | 0.00 |
Page 1 of 43
…