Truvestments Capital LLC: 13F holdings
CIK 17504052026Q2
| Positions | 1,150 |
|---|---|
| Reported value | $673.1m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 176,437 | $35.3m | 5.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 53,198 | $26.6m | 4.0% |
| QQQ INVESCO QQQ TR | 35,032 | $25.8m | 3.8% |
| GLW CORNING INC | 79,621 | $20.3m | 3.0% |
| AVGO BROADCOM INC | 52,990 | $20.0m | 3.0% |
| AAPL APPLE INC | 46,760 | $13.5m | 2.0% |
| CAT CATERPILLAR INC | 10,677 | $11.4m | 1.7% |
| AMAT APPLIED MATLS INC | 14,183 | $10.3m | 1.5% |
| CLS CELESTICA INC | 26,581 | $9.7m | 1.4% |
| DELL DELL TECHNOLOGIES INC | 20,588 | $8.9m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1750405")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.