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John Kostaken

Truvestments Capital Llc

Assets Managed
$554.496M
Holdings
1176
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
0.76%(2Q avg: 0.1%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Truvestments Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1176 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 2026 - Q1, they manage 554.496M in assets, with a quarterly growth rate of 0.76% and a 2-quarter average growth rate of 0.1%. The portfolio is managed by John Kostaken, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.14%
5.6%
$31.011M
177,816 shares@ $174.41 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -4.65%
4.67%
$25.844M
53,932 shares@ $479.21 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.78%
3.61%
$19.993M
34,638 shares@ $577.19 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.52%
2.97%
$16.458M
53,176 shares@ $309.51 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.03%
2.1%
$11.628M
45,816 shares@ $253.8 avg price
GLW
Corning Inc
Recent Activity
Decreased -9.18%
1.97%
$10.908M
80,221 shares@ $135.98 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -9.39%
1.37%
$7.583M
10,704 shares@ $708.45 avg price
CLS
Celestica Inc
Recent Activity
Increased 0.84%
1.34%
$7.419M
26,339 shares@ $281.69 avg price
NEE
Nextera Energy Inc
Recent Activity
Decreased -3.11%
1.23%
$6.804M
73,259 shares@ $92.89 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.96%
1.21%
$6.688M
18,066 shares@ $370.18 avg price

1-10 of 1176