Truvestments Capital LLC — 13F holdings

Truvestments Capital LLC reported 1,150 holdings worth $673M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $35.3M (5.2%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $26.6M (4.0%)
3. QQQ Invesco Qqq Tr — $25.8M (3.8%)
4. GLW CORNING INC — $20.3M (3.0%)
5. AVGO BROADCOM INC — $20.0M (3.0%)
6. AAPL APPLE INC — $13.5M (2.0%)
7. CAT CATERPILLAR INC — $11.4M (1.7%)
8. AMAT APPLIED MATLS INC — $10.3M (1.5%)
9. CLS CELESTICA INC — $9.70M (1.4%)
10. DELL Dell Technologies Inc — $8.88M (1.3%)