Truvestments Capital LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$550.3M

Holdings

1,038

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,038 positions)

StockValue
NVDANVIDIA CORPORATION
$33.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$28.4M
NDQINVESCO QQQ TR
$21.9M
AVGOBROADCOM INC
$18.5M
AAPLAPPLE INC
$12.5M
MSFTMICROSOFT CORP
$8.6M
GLWCORNING INC
$7.7M
CLSCELESTICA INC
$7.7M
QCOMQUALCOMM INC
$7.2M
CATCATERPILLAR INC
$6.8M
IBITISHARES BITCOIN TRUST ETF
$6.3M
JNJJOHNSON & JOHNSON
$6.3M
NEENEXTERA ENERGY INC
$6.1M
RRYDER SYS INC
$5.3M
SPGSIMON PPTY GROUP INC NEW
$5.2M
CTRECARETRUST REIT INC
$5.1M
MMM3M CO
$5.0M
GOOGLALPHABET INC
$4.8M
KMIKINDER MORGAN INC DEL
$4.7M
DWDMORGAN STANLEY
$4.6M
GOOGALPHABET INC
$4.3M
GBXGREENBRIER COS INC
$4.2M
BACVERIZON COMMUNICATIONS INC
$4.1M
BIPCBROOKFIELD INFRASTRUCTURE CO
$4.1M
LMTLOCKHEED MARTIN CORP
$4.1M
HDHOME DEPOT INC
$4.1M
XLGINVESCO EXCHANGE TRADED FD T
$4.0M
ARCCARES CAPITAL CORP
$4.0M
DDOMINION ENERGY INC
$4.0M
NXPINXP SEMICONDUCTORS N V
$4.0M
ABTABBOTT LABS
$3.9M
OHIOMEGA HEALTHCARE INVS INC
$3.9M
ORCLORACLE CORP
$3.8M
TXNTEXAS INSTRS INC
$3.8M
EPRTESSENTIAL PPTYS RLTY TR INC
$3.7M
VICIVICI PPTYS INC
$3.7M
HASIHA SUSTAINABLE INFRA CAP INC
$3.7M
CTOCTO RLTY GROWTH INC NEW
$3.6M
GTYGETTY RLTY CORP NEW
$3.6M
AMATAPPLIED MATLS INC
$3.6M
TSLXSIXTH STREET SPECIALTY LENDI
$3.6M
STWDSTARWOOD PPTY TR INC
$3.5M
BLKBLACKROCK INC
$3.5M
OREALTY INCOME CORP
$3.5M
HTGCHERCULES CAPITAL INC
$3.4M
UPSUNITED PARCEL SERVICE INC
$3.4M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$3.4M
MIGASTRATEGY INC
$3.3M
SKTTANGER INC
$3.3M
TPRTAPESTRY INC
$3.3M
PINEALPINE INCOME PPTY TR INC
$3.3M
REXRREXFORD INDL RLTY INC
$3.2M
GBDCGOLUB CAP BDC INC
$3.2M
ETHAISHARES ETHEREUM TR
$3.2M
OBDCBLUE OWL CAPITAL CORPORATION
$3.2M
BMYBRISTOL-MYERS SQUIBB CO
$3.1M
APPAPPLOVIN CORP
$3.1M
IESCIES HLDGS INC
$3.0M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$3.0M
PNNTPENNANTPARK INVT CORP
$2.9M
INGRINGREDION INC
$2.8M
TWLOTWILIO INC
$2.8M
IVVISHARES TR
$2.5M
TRNTRINITY INDS INC
$2.4M
PLTRPALANTIR TECHNOLOGIES INC
$2.4M
KHCKRAFT HEINZ CO
$2.4M
FSKFS KKR CAP CORP
$2.4M
AMZNAMAZON COM INC
$2.3M
COSTCOSTCO WHSL CORP NEW
$2.3M
MRVLMARVELL TECHNOLOGY INC
$2.3M
ABBVABBVIE INC
$2.3M
WHRWHIRLPOOL CORP
$2.2M
STRLSTERLING INFRASTRUCTURE INC
$2.2M
CLXCLOROX CO DEL
$2.1M
SHOPSHOPIFY INC
$2.1M
FTCSFIRST TR EXCHANGE-TRADED FD
$2.0M
CAHCARDINAL HEALTH INC
$2.0M
HYHYSTER-YALE INC
$2.0M
METAMETA PLATFORMS INC
$1.9M
CMICUMMINS INC
$1.9M
DOWDOW INC
$1.8M
AMDADVANCED MICRO DEVICES INC
$1.8M
LDOSLEIDOS HOLDINGS INC
$1.7M
AGXARGAN INC
$1.7M
EBAEBAY INC.
$1.7M
BXBLACKSTONE INC
$1.7M
JPMJPMORGAN CHASE & CO.
$1.7M
URBNURBAN OUTFITTERS INC
$1.7M
POWLPOWELL INDS INC
$1.6M
PGPROCTER AND GAMBLE CO
$1.6M
EXPEEXPEDIA GROUP INC
$1.6M
PYPLPAYPAL HLDGS INC
$1.6M
LRCXLAM RESEARCH CORP
$1.6M
BIVVANGUARD BD INDEX FDS
$1.6M
NVMINOVA LTD
$1.6M
MHOM/I HOMES INC
$1.5M
MODMODINE MFG CO
$1.5M
RDVIFIRST TR EXCHANGE-TRADED FD
$1.5M
PANWPALO ALTO NETWORKS INC
$1.4M
TSCOTRACTOR SUPPLY CO
$1.4M
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