Filed: 5/13/2026ACC: 0001750405-26-000004
📋 What this filing means
TRUVESTMENTS CAPITAL LLC filed this quarterly 13F‑HR report disclosing 1176 equity positions with a total reported market value of $554.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1176
Positions
$554.50M
Total AUM (reported)
8.20M
Total Shares
Allocation by class
COM$388.16M70.0%
CL B NEW$25.84M4.7%
UNIT SER 1$19.99M3.6%
COM NEW$17.94M3.2%
CL A$17.30M3.1%
SHS$6.47M1.2%
COMMON STOCK$5.73M1.0%
Portfolio Concentration
Top 3$76.85M13.9%
4–10$67.49M12.2%
11–25$73.07M13.2%
Rest$337.09M60.8%
Top 3 weight
13.9%
Top 10 weight
26.0%
Voting Authority Distribution
Total shares with voting rights: 8.20M
Sole
Full voting authority
8.20M
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)
Sole1176
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1176
Rows:
NVIDIA CORPORATION
SOLEShares177.82K
TypeSH
Market value$31.01M
5.59%
Sole
177.82K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares53.93K
TypeSH
Market value$25.84M
4.66%
Sole
53.93K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares34.64K
TypeSH
Market value$19.99M
3.61%
Sole
34.64K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares53.18K
TypeSH
Market value$16.46M
2.97%
Sole
53.18K
Shared
0.00
None
0.00
APPLE INC
SOLEShares45.82K
TypeSH
Market value$11.63M
2.10%
Sole
45.82K
Shared
0.00
None
0.00
CORNING INC
SOLEShares80.22K
TypeSH
Market value$10.91M
1.97%
Sole
80.22K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares10.70K
TypeSH
Market value$7.58M
1.37%
Sole
10.70K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares26.34K
TypeSH
Market value$7.42M
1.34%
Sole
26.34K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares73.26K
TypeSH
Market value$6.80M
1.23%
Sole
73.26K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares18.07K
TypeSH
Market value$6.69M
1.21%
Sole
18.07K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares26.57K
TypeSH
Market value$6.49M
1.17%
Sole
26.57K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares44.33K
TypeSH
Market value$5.71M
1.03%
Sole
44.33K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares164.47K
TypeSH
Market value$5.51M
0.99%
Sole
164.47K
Shared
0.00
None
0.00
RYDER SYS INC
SOLEShares26.33K
TypeSH
Market value$5.39M
0.97%
Sole
26.33K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares139.10K
TypeSH
Market value$5.34M
0.96%
Sole
139.10K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW
SOLEShares27.57K
TypeSH
Market value$5.14M
0.93%
Sole
27.57K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares8.22K
TypeSH
Market value$4.97M
0.90%
Sole
8.22K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares96.12K
TypeSH
Market value$4.83M
0.87%
Sole
96.12K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares14.02K
TypeSH
Market value$4.79M
0.86%
Sole
14.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares15.96K
TypeSH
Market value$4.59M
0.83%
Sole
15.96K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares21.74K
TypeSH
Market value$4.22M
0.76%
Sole
21.74K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares25K
TypeSH
Market value$4.11M
0.74%
Sole
25K
Shared
0.00
None
0.00
GETTY RLTY CORP NEW
SOLEShares127.79K
TypeSH
Market value$4.06M
0.73%
Sole
127.79K
Shared
0.00
None
0.00
DOW HLDGS INC
SOLEShares95.19K
TypeSH
Market value$3.96M
0.71%
Sole
95.19K
Shared
0.00
None
0.00
HA SUSTAINABLE INFRA CAP INC
SOLEShares107.10K
TypeSH
Market value$3.94M
0.71%
Sole
107.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 177.82K | SH | $31.01M 5.59% | 177.82K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 53.93K | SH | $25.84M 4.66% | 53.93K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 34.64K | SH | $19.99M 3.61% | 34.64K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 53.18K | SH | $16.46M 2.97% | 53.18K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 45.82K | SH | $11.63M 2.10% | 45.82K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 80.22K | SH | $10.91M 1.97% | 80.22K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 10.70K | SH | $7.58M 1.37% | 10.70K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 26.34K | SH | $7.42M 1.34% | 26.34K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 73.26K | SH | $6.80M 1.23% | 73.26K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 18.07K | SH | $6.69M 1.21% | 18.07K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 26.57K | SH | $6.49M 1.17% | 26.57K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 44.33K | SH | $5.71M 1.03% | 44.33K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 164.47K | SH | $5.51M 0.99% | 164.47K | 0.00 | 0.00 |
RYDER SYS INCSOLE | COM | 26.33K | SH | $5.39M 0.97% | 26.33K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 139.10K | SH | $5.34M 0.96% | 139.10K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 27.57K | SH | $5.14M 0.93% | 27.57K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 8.22K | SH | $4.97M 0.90% | 8.22K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 96.12K | SH | $4.83M 0.87% | 96.12K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 14.02K | SH | $4.79M 0.86% | 14.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 15.96K | SH | $4.59M 0.83% | 15.96K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 21.74K | SH | $4.22M 0.76% | 21.74K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 25K | SH | $4.11M 0.74% | 25K | 0.00 | 0.00 |
GETTY RLTY CORP NEWSOLE | COM | 127.79K | SH | $4.06M 0.73% | 127.79K | 0.00 | 0.00 |
DOW HLDGS INCSOLE | COM | 95.19K | SH | $3.96M 0.71% | 95.19K | 0.00 | 0.00 |
HA SUSTAINABLE INFRA CAP INCSOLE | COM | 107.10K | SH | $3.94M 0.71% | 107.10K | 0.00 | 0.00 |
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