John Kostaken

@Truvestments Capital Llc

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$372.956M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLVSelect Sector Spdr Tr Recent Activity New Position	0.06%	$212,513 1,380 shares@ $154.0 avg price	New Position
RTXRtx Corporation Recent Activity New Position	0.06%	$211,430 1,745 shares@ $121.17 avg price	New Position
PPGPpg Inds Inc Recent Activity New Position	0.06%	$193,781 1,463 shares@ $132.46 avg price	New Position
NKENike Inc Recent Activity New Position	0.06%	$187,444 2,120 shares@ $88.42 avg price	New Position
HIHillenbrand Inc Recent Activity New Position	0.06%	$187,257 6,736 shares@ $27.8 avg price	New Position
MPCMarathon Pete Corp Recent Activity New Position	0.05%	$184,088 1,130 shares@ $162.91 avg price	New Position
TPHTri Pointe Homes Inc Recent Activity New Position	0.05%	$183,506 4,050 shares@ $45.32 avg price	New Position
DDominion Energy Inc Recent Activity New Position	0.05%	$182,610 3,160 shares@ $57.79 avg price	New Position
PIIPolaris Inc Recent Activity New Position	0.05%	$180,813 2,172 shares@ $83.25 avg price	New Position
CVXChevron Corp New Recent Activity New Position	0.05%	$179,572 1,219 shares@ $147.32 avg price	New Position