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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
VTVVanguard Index Fds
Recent Activity
Decreased -0.88%
0.07%
$253,393
1,452 shares@ $174.52 avg price
MSMMsc Indl Direct Inc
Recent Activity
Decreased -9.9%
0.07%
$252,875
2,938 shares@ $86.08 avg price
GOVTIshares Tr
Recent Activity
Decreased -2.68%
0.07%
$241,815
10,312 shares@ $23.45 avg price
AMGNAmgen Inc
Recent Activity
Decreased -57.85%
0.07%
$232,772
722 shares@ $322.4 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -5.8%
0.07%
$230,265
990 shares@ $232.6 avg price
RLRalph Lauren Corp
Recent Activity
Decreased -7.73%
0.07%
$224,342
1,157 shares@ $193.9 avg price
CECOCeco Environmental Corp
Recent Activity
Decreased -6.67%
0.06%
$217,789
7,723 shares@ $28.21 avg price
SNASnap On Inc
Recent Activity
Decreased -58.43%
0.06%
$217,066
749 shares@ $289.81 avg price
AVNWAviat Networks Inc
Recent Activity
Decreased -12.79%
0.06%
$214,764
9,929 shares@ $21.63 avg price
BJBjs Whsl Club Hldgs Inc
Recent Activity
Decreased -4.68%
0.06%
$207,932
2,521 shares@ $82.48 avg price