Filed: 8/12/2026ACC: 0001750405-26-000005
📋 What this filing means
TRUVESTMENTS CAPITAL LLC filed this quarterly 13F‑HR report disclosing 1150 equity positions with a total reported market value of $673.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1150
Positions
$673.15M
Total AUM (reported)
8.33M
Total Shares
Allocation by class
COM$469.19M69.7%
CL B NEW$26.62M4.0%
UNIT SER 1$25.80M3.8%
COM NEW$24.12M3.6%
CL A$22.08M3.3%
CL C$10.51M1.6%
ORDINARY SHARES$6.91M1.0%
Portfolio Concentration
Top 3$87.72M13.0%
4–10$94.09M14.0%
11–25$98.43M14.6%
Rest$392.91M58.4%
Top 3 weight
13.0%
Top 10 weight
27.0%
Voting Authority Distribution
Total shares with voting rights: 8.33M
Sole
Full voting authority
8.33M
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)
Sole1150
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1150
Rows:
NVIDIA CORPORATION
SOLEShares176.44K
TypeSH
Market value$35.30M
5.24%
Sole
176.44K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares53.20K
TypeSH
Market value$26.62M
3.95%
Sole
53.20K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares35.03K
TypeSH
Market value$25.80M
3.83%
Sole
35.03K
Shared
0.00
None
0.00
CORNING INC
SOLEShares79.62K
TypeSH
Market value$20.34M
3.02%
Sole
79.62K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares52.99K
TypeSH
Market value$20.02M
2.97%
Sole
52.99K
Shared
0.00
None
0.00
APPLE INC
SOLEShares46.76K
TypeSH
Market value$13.53M
2.01%
Sole
46.76K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares10.68K
TypeSH
Market value$11.37M
1.69%
Sole
10.68K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares14.18K
TypeSH
Market value$10.25M
1.52%
Sole
14.18K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares26.58K
TypeSH
Market value$9.70M
1.44%
Sole
26.58K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares20.59K
TypeSH
Market value$8.88M
1.32%
Sole
20.59K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares45.45K
TypeSH
Market value$8.40M
1.25%
Sole
45.45K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares27.57K
TypeSH
Market value$8.21M
1.22%
Sole
27.57K
Shared
0.00
None
0.00
RYDER SYS INC
SOLEShares26.53K
TypeSH
Market value$7.00M
1.04%
Sole
26.53K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares25.35K
TypeSH
Market value$6.89M
1.02%
Sole
25.35K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares26.54K
TypeSH
Market value$6.74M
1.00%
Sole
26.54K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares17.69K
TypeSH
Market value$6.60M
0.98%
Sole
17.69K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares74.56K
TypeSH
Market value$6.54M
0.97%
Sole
74.56K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares21.74K
TypeSH
Market value$6.48M
0.96%
Sole
21.74K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares5.47K
TypeSH
Market value$6.32M
0.94%
Sole
5.47K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW
SOLEShares27.66K
TypeSH
Market value$6.18M
0.92%
Sole
27.66K
Shared
0.00
None
0.00
STERLING INFRASTRUCTURE INC
SOLEShares7.23K
TypeSH
Market value$6.07M
0.90%
Sole
7.23K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares10.42K
TypeSH
Market value$6.05M
0.90%
Sole
10.42K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares16.55K
TypeSH
Market value$5.92M
0.88%
Sole
16.55K
Shared
0.00
None
0.00
IES HOLDINGS INC
SOLEShares7.76K
TypeSH
Market value$5.70M
0.85%
Sole
7.76K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares166.53K
TypeSH
Market value$5.32M
0.79%
Sole
166.53K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 176.44K | SH | $35.30M 5.24% | 176.44K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 53.20K | SH | $26.62M 3.95% | 53.20K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 35.03K | SH | $25.80M 3.83% | 35.03K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 79.62K | SH | $20.34M 3.02% | 79.62K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 52.99K | SH | $20.02M 2.97% | 52.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 46.76K | SH | $13.53M 2.01% | 46.76K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 10.68K | SH | $11.37M 1.69% | 10.68K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 14.18K | SH | $10.25M 1.52% | 14.18K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 26.58K | SH | $9.70M 1.44% | 26.58K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 20.59K | SH | $8.88M 1.32% | 20.59K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 45.45K | SH | $8.40M 1.25% | 45.45K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 27.57K | SH | $8.21M 1.22% | 27.57K | 0.00 | 0.00 |
RYDER SYS INCSOLE | COM | 26.53K | SH | $7.00M 1.04% | 26.53K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 25.35K | SH | $6.89M 1.02% | 25.35K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 26.54K | SH | $6.74M 1.00% | 26.54K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.69K | SH | $6.60M 0.98% | 17.69K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 74.56K | SH | $6.54M 0.97% | 74.56K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 21.74K | SH | $6.48M 0.96% | 21.74K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 5.47K | SH | $6.32M 0.94% | 5.47K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEWSOLE | COM | 27.66K | SH | $6.18M 0.92% | 27.66K | 0.00 | 0.00 |
STERLING INFRASTRUCTURE INCSOLE | COM | 7.23K | SH | $6.07M 0.90% | 7.23K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 10.42K | SH | $6.05M 0.90% | 10.42K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 16.55K | SH | $5.92M 0.88% | 16.55K | 0.00 | 0.00 |
IES HOLDINGS INCSOLE | COM | 7.76K | SH | $5.70M 0.85% | 7.76K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 166.53K | SH | $5.32M 0.79% | 166.53K | 0.00 | 0.00 |
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