Truvestments Capital LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$460.5B

Holdings

1,030

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,030 positions)

#StockSharesValue% PortfolioType
201
TAT&T INC
10,944$309.5M0.07%
202
ORLYOREILLY AUTOMOTIVE INC
216$309.4M0.07%
203
KMBKIMBERLY-CLARK CORP
2,137$303.9M0.07%
204
RCMTRCM TECHNOLOGIES INC
19,421$303.0M0.07%
205
AAOIAPPLIED OPTOELECTRONICS INC
19,609$301.0M0.07%
206
VEAVANGUARD TAX-MANAGED FDS
5,808$295.2M0.06%
207
GILDGILEAD SCIENCES INC
2,613$292.8M0.06%
208
TYLTYLER TECHNOLOGIES INC
499$290.1M0.06%
209
USIGISHARES TR
5,609$286.5M0.06%
210
CCLCARNIVAL CORP
14,624$285.6M0.06%
211
FLRFLUOR CORP NEW
7,887$282.5M0.06%
212
XLYSELECT SECTOR SPDR TR
1,419$280.2M0.06%
213
LOGILOGITECH INTL S A
3,310$279.4M0.06%
214
ULTAULTA BEAUTY INC
759$278.2M0.06%
215
FAROFARO TECHNOLOGIES INC
10,099$275.7M0.06%
216
IEIINSIGHT ENTERPRISES INC
1,823$273.4M0.06%
217
HDSNHUDSON TECHNOLOGIES INC
44,201$272.7M0.06%
218
FFIVF5 INC
1,014$270.0M0.06%
219
GDDYGODADDY INC
1,470$264.8M0.06%
220
PRLBPROTO LABS INC
7,507$263.0M0.06%
221
BLDTOPBUILD CORP
862$262.9M0.06%
222
NETCLOUDFLARE INC
2,318$261.2M0.06%
223
BXMTBLACKSTONE MTG TR INC
12,778$255.6M0.06%
224
VTVVANGUARD INDEX FDS
1,468$253.7M0.06%
225
CCSCENTURY CMNTYS INC
3,761$252.4M0.05%
226
SSENTINELONE INC
13,867$252.1M0.05%
227
IWFISHARES TR
682$246.2M0.05%
228
JBIJANUS INTERNATIONAL GROUP IN
34,086$245.4M0.05%
229
FRSHFRESHWORKS INC
17,307$244.2M0.05%
230
MCDMCDONALDS CORP
777$242.7M0.05%
231
COFCAPITAL ONE FINL CORP
1,318$236.3M0.05%
232
ADBEADOBE INC
615$235.9M0.05%
233
AEPAMERICAN ELEC PWR CO INC
2,099$229.3M0.05%
234
RTXRTX CORPORATION
1,725$228.4M0.05%
235
ZBRAZEBRA TECHNOLOGIES CORPORATI
796$224.9M0.05%
236
DHRDANAHER CORPORATION
1,082$221.8M0.05%
237
MOALTRIA GROUP INC
3,681$221.0M0.05%
238
INTCINTEL CORP
9,233$209.7M0.05%
239
WNCWABASH NATL CORP
18,524$204.7M0.04%
240
4I1PHILIP MORRIS INTL INC
1,282$203.5M0.04%
241
AMSCAMERICAN SUPERCONDUCTOR CORP
11,176$202.7M0.04%
242
VTVANGUARD INTL EQUITY INDEX F
1,745$202.3M0.04%
243
DISDISNEY WALT CO
2,046$201.9M0.04%
244
ENBENBRIDGE INC
4,421$195.9M0.04%
245
BOXBOX INC
6,251$192.9M0.04%
246
DELLDELL TECHNOLOGIES INC
2,083$189.8M0.04%
247
OKEONEOK INC NEW
1,853$183.8M0.04%
248
XLVSELECT SECTOR SPDR TR
1,259$183.8M0.04%
249
NXSTNEXSTAR MEDIA GROUP INC
1,017$182.2M0.04%
250
CSXCSX CORP
5,916$174.1M0.04%
251
AQLTISHARES TR
7,342$168.8M0.04%
252
IWRISHARES TR
1,938$164.9M0.04%
253
TERTERADYNE INC
1,945$160.6M0.03%
254
AMTAMERICAN TOWER CORP NEW
731$159.0M0.03%
255
COHRCOHERENT CORP
2,418$157.0M0.03%
256
CVLGCOVENANT LOGISTICS GROUP INC
6,918$153.6M0.03%
257
BSXBOSTON SCIENTIFIC CORP
1,522$153.5M0.03%
258
USEPINNOVATOR ETFS TRUST
4,339$149.3M0.03%
259
TTDTHE TRADE DESK INC
2,681$146.7M0.03%
260
PRUPRUDENTIAL FINL INC
1,314$146.7M0.03%
261
MLIMUELLER INDS INC
1,918$146.0M0.03%
262
BJBJS WHSL CLUB HLDGS INC
1,246$142.2M0.03%
263
PDCOEURPATTERSON COS INC
4,510$140.9M0.03%
264
PLDPROLOGIS INC.
1,247$139.4M0.03%
265
ZMX1WIDEPOINT CORP
41,389$137.8M0.03%
266
IWMISHARES TR
678$135.2M0.03%
267
GPNGLOBAL PMTS INC
1,380$135.1M0.03%
268
NVONOVO-NORDISK A S
1,927$133.8M0.03%
269
VCITVANGUARD SCOTTSDALE FDS
1,623$132.7M0.03%
270
MSMMSC INDL DIRECT INC
1,679$130.4M0.03%
271
ETNEATON CORP PLC
476$129.3M0.03%
272
TPHTRI POINTE HOMES INC
4,050$129.3M0.03%
273
SLVISHARES SILVER TR
4,168$129.2M0.03%
274
TELTE CONNECTIVITY PLC
902$127.4M0.03%
275
NKENIKE INC
1,979$125.7M0.03%
276
EWEDWARDS LIFESCIENCES CORP
1,708$123.8M0.03%
277
SCHWSCHWAB CHARLES CORP
1,543$120.8M0.03%
278
HLIOHELIOS TECHNOLOGIES INC
3,750$120.3M0.03%
279
DDDUPONT DE NEMOURS INC
1,559$116.4M0.03%
280
FTNTFORTINET INC
1,206$116.1M0.03%
281
TMUST-MOBILE US INC
421$112.3M0.02%
282
PBIPITNEY BOWES INC
12,000$108.6M0.02%
283
RIVRIVERNORTH OPPORTUNITIES FD
9,133$107.7M0.02%
284
CRUSCIRRUS LOGIC INC
1,074$107.0M0.02%
285
GPCGENUINE PARTS CO
895$106.7M0.02%
286
VRRMVERRA MOBILITY CORP
4,735$106.6M0.02%
287
ABGCENCORA INC
383$106.6M0.02%
288
CBXJCALAMOS ETF TR
4,430$106.4M0.02%
289
DTDYNATRACE INC
2,256$106.4M0.02%
290
MPWRMONOLITHIC PWR SYS INC
183$106.1M0.02%
291
BACBANK AMERICA CORP
2,460$102.7M0.02%
292
VIGVANGUARD SPECIALIZED FUNDS
520$100.9M0.02%
293
GQ9SPDR GOLD TR
350$100.8M0.02%
294
IEFISHARES TR
1,053$100.4M0.02%
295
WDCWESTERN DIGITAL CORP
2,483$100.4M0.02%
296
ETRENTERGY CORP NEW
1,169$100.0M0.02%
297
VRSKVERISK ANALYTICS INC
333$99.1M0.02%
298
QQQMINVESCO EXCH TRADED FD TR II
498$96.2M0.02%
299
WCNWASTE CONNECTIONS INC
490$95.6M0.02%
300
APOAPOLLO GLOBAL MGMT INC
690$94.5M0.02%
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