Truvestments Capital LLC
CIK 1750405
13F filing for Q2 2026・No. 3,280
- Holdings
- US$673.15M
- Quarter change
- +US$118.65M
- Entries
- 1,150
- Net bought (estimate)
- +US$10.86M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 145
- Sold out 172
- Cut 301
- Added 257
- Corporate actions 6
- Unchanged 439
Largest holdings
1,142 stocks worth US$673.15M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 176,437 | US$35.3M | 5.24% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 53,198 | US$26.62M | 3.95% |
| QQQInvesco QQQUNIT SER 1 | Added | 35,032 | US$25.8M | 3.83% |
| GLWCORNING INCCOM | Cut | 79,621 | US$20.34M | 3.02% |
| AVGOBroadcomCOM | Cut | 52,990 | US$20.02M | 2.97% |
| AAPLAppleCOM | Added | 46,760 | US$13.53M | 2.01% |
| CATCATERPILLAR INCCOM | Cut | 10,677 | US$11.37M | 1.69% |
| AMATAPPLIED MATLS INCCOM | Added | 14,183 | US$10.25M | 1.52% |
| CLSCELESTICA INCCOM | Added | 26,581 | US$9.7M | 1.44% |
| DELLDELL TECHNOLOGIES INCCL C | Added | 20,588 | US$8.88M | 1.32% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.