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John Kostaken

@Truvestments Capital Llc

Latest period2024 - Q3ReportedManaged Assets$372.956MTotal holdings934
Assets growth rate48.6%Assets growth rate (2-Q avg)22.6%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Truvestments Capital Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 934 positions.

Assets under management

The assets under management (AUM) of Truvestments Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 372.956M in assets, with a quarterly growth rate of 48.6% and a 2-quarter average growth rate of 22.6%. The portfolio is managed by John Kostaken, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 253.32%
6.52%
$24.303M
52,803 shares@ $460.27 avg price
NVDANvidia Corporation
Recent Activity
Increased 268.36%
5.62%
$20.959M
172,587 shares@ $121.45 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 506.75%
4.67%
$17.398M
35,646 shares@ $488.08 avg price
AAPLApple Inc
Recent Activity
Increased 34.3%
2.53%
$9.418M
40,421 shares@ $233.0 avg price
AVGOBroadcom Inc
Recent Activity
Increased 939.72%
2.28%
$8.499M
49,272 shares@ $172.51 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 71.01%
1.8%
$6.693M
15,555 shares@ $430.31 avg price
QCOMQualcomm Inc
Recent Activity
Increased 4.24%
1.55%
$5.78M
33,991 shares@ $170.06 avg price
NEENextera Energy Inc
Recent Activity
Increased 3.51%
1.52%
$5.666M
67,027 shares@ $84.53 avg price
PGProcter And Gamble Co
Recent Activity
Increased 5.67%
1.36%
$5.04M
29,100 shares@ $173.2 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 17.34%
1.17%
$4.343M
70,569 shares@ $61.54 avg price