1y return+25.6%S&P 500 +20.9%
3y return+54.1%S&P 500 +68.5%
5y return+39.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2019: $194 against $264 in the S&P 500.2
Truvestments Capital LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $35.3M | 5.2% | |
| BRK/BBerkshire Hathaway Inc Del | $26.6M | 4.0% | −1.4% |
| QQQInvesco Qqq Tr | $25.8M | 3.8% | +1.1% |
| GLWCorning Inc | $20.3M | 3.0% | |
| AVGOBroadcom Inc | $20.0M | 3.0% | |
| AAPLApple Inc | $13.5M | 2.0% | +2.1% |
| CATCaterpillar Inc | $11.4M | 1.7% | |
| AMATApplied Matls Inc | $10.3M | 1.5% | +1.1% |
| CLSCelestica Inc | $9.7M | 1.4% | |
| DELLDell Technologies Inc | $8.9M | 1.3% | +8.1% |
| QCOMQualcomm Inc | $8.4M | 1.2% | +2.5% |
| MRVLMarvell Technology Inc | $8.2M | 1.2% | +4.2% |
| RRyder Sys Inc | $7.0M | 1.0% | |
| Credo Technology Group HoldiCUSIP G25457105 | $6.9M | 1.0% | +4.1% |
| JNJJohnson & Johnson | $6.7M | 1.0% | |
| MSFTMicrosoft Corp | $6.6M | 1.0% | −2.1% |
| NEENextera Energy Inc | $6.5M | 1.0% | +1.8% |
| TXNTexas Instrs Inc | $6.5M | 1.0% | |
| MUMicron Technology Inc | $6.3M | 0.9% | +6.3% |
| SPGSimon Ppty Group Inc New | $6.2M | 0.9% | |
| STRLSterling Infrastructure Inc | $6.1M | 0.9% | +1.5% |
| AMDAdvanced Micro Devices Inc | $6.1M | 0.9% | +5.5% |
| GOOGLAlphabet Inc | $5.9M | 0.9% | +3.7% |
| IESCIes Holdings Inc | $5.7M | 0.8% | +2.2% |
| KMIKinder Morgan Inc Del | $5.3M | 0.8% | +1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $35.3M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $20.0M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $10.3M |
| AAOIApplied Optoelectronics Inc | March 31, 2024 | +969.0% | $4.1M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $11.4M |
| GLWCorning Inc | June 30, 2022 | +710.6% | $20.3M |
| DELLDell Technologies Inc | June 30, 2020 | +685.4% | $8.9M |
| STRLSterling Infrastructure Inc | March 31, 2024 | +660.9% | $6.1M |
| AMDAdvanced Micro Devices Inc | June 30, 2022 | +659.7% | $6.1M |
| Credo Technology Group HoldiCUSIP G25457105 | March 31, 2025 | +577.2% | $6.9M |
Sold off last quarter
- CTRACoterra Energy Inc was $357K
- EWLIshares Inc was $209K
- Carnival CorpCUSIP 143658300 was $135K
- BJBjs Whsl Club Hldgs Inc was $117K
- Kalvista Pharmaceuticals IncCUSIP 483497103 was $94K
- MSLCMorgan Stanley Pathway Fds was $91K
- MELIMercadolibre Inc was $81K
- SPGIS&p Global Inc was $68K
- Thermon Group Hldgs IncCUSIP 88362T103 was $67K
- SGISomnigroup International Inc was $66K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.3% | +14.8% |
| March 31, 2026 | −1.0% | −4.6% |
| December 31, 2025 | −0.5% | +2.4% |
| September 30, 2025 | +8.6% | +7.8% |
| June 30, 2025 | +8.8% | +10.5% |
| March 31, 2025 | −4.8% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −6.0% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −8.8% | −5.3% |
| June 30, 2022 | −15.9% | −16.5% |
| March 31, 2022 | −4.1% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −4.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Truvestments Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1750405&type=13F-HR&dateb=&owner=include&count=40CIK 1750405
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1750405/000175040526000005/Filed August 12, 2026 · accession 0001750405-26-000005