Truvestments Capital LLC
SEC Form 13F institutional filer · CIK 0001750405
13F-HR · 423 reported holdings · 2026-03-31
Reported long-US-equity value
$0.37B
Top-10 concentration
39.0%
Truvestments Capital LLC — $368M AUM allocation strategy
Truvestments Capital LLC files SEC Form 13F and reports $368M of long US equity value across 423 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.8%, followed by Financials 8.2% and Industrials 3.4%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Truvestments Capital LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$368M
total across 423 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SWKS +28.7K sh · +$1.48M+$MCHP +24.1K sh · +$1.56M+$OKE +19K sh · +$1.74M
Biggest trims (shares)
−$KHC −58.7K sh · −$1.49M−$D −28.9K sh · −$1.57M−$ABT −14.5K sh · −$2.2M
Exited to nil (held last quarter, gone now)
$RJF ($90.6K last qtr)$HUM ($21K last qtr)$FIX ($9.33K last qtr)$DOC ($6.3K last qtr)$EQIX ($5.36K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors15.6%—
- Multi-Sector Holdings7.0%—
- Technology Hardware, Storage & Peripherals3.2%—
- Electronic Components3.0%—
- Construction Machinery & Heavy Transportation Equipment2.1%—
- Multi-Utilities1.9%—
- Systems Software1.8%—
- Pharmaceuticals1.8%—
- Other holdings63.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 178K | $31M | -2.07K | 8.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 53.9K | $25.8M | -2.63K | 7.0% |
| $AVGO | Broadcom Inc | 53.2K | $16.5M | -278 | 4.5% |
| $AAPL | Apple Inc | 45.8K | $11.6M | +13 | 3.2% |
| $GLW | Corning Incorporated | 80.2K | $10.9M | -8.11K | 3.0% |
| $CAT | Caterpillar Inc | 10.7K | $7.58M | -1.11K | 2.1% |
| $NEE | NextEra Energy Inc | 73.3K | $6.8M | -3.15K | 1.8% |
| $MSFT | Microsoft Corporation | 18.1K | $6.69M | +346 | 1.8% |
| $JNJ | Johnson & Johnson | 26.6K | $6.49M | -3.8K | 1.8% |
…and 414 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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