Truvestments Capital LLC
All 13F Filings
- Location
- Sarasota, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 550,323
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 1,038 | 550,323 | 13F-HR | Truvestments Capital LLC |
| Q3 2025 | 11/14/2025 | 1,057 | 553,449 | 13F-HR | Truvestments Capital LLC |
| Q2 2025 | 8/13/2025 | 988 | 500,019 | 13F-HR | Truvestments Capital LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 540.7 K | 98.3% | 0 | 2.66 K | -2.66 K |
| ETFs | 9.585 K | 1.7% | 0 | 346 | -346 |
| Other | 29 | 0.0% | 0 | 93 | -93 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
550,323
Holdings
1038
QoQ value change ($000)
-3,126
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.