Fund HoldingsTruvestments Capital LLC

Total Portfolio Value
$200.94M
Total Bought
$21.23M
Total Sold
$7.88M
Net Transaction
+$13.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
BROADCOM INC(AVGO)5,7895,994+2053,7145,1992.59%+1,485
APPLE INC(AAPL)26,75727,410+6534,4125,3172.65%+904
CAMPING WORLD HLDGS INC77,82981,714+3,8851,6242,4601.22%+835
CARDINAL HEALTH INC(CAH)35,70436,682+9782,6963,4691.73%+773
NVIDIA CORPORATION(NVDA)4,3924,506+1141,2201,9060.95%+686
MICROSOFT CORP(MSFT)9,89110,051+1602,8513,4231.70%+571
KLA CORP(KLAC)5,3755,600+2252,1452,7161.35%+571
BLACKSTONE MTG TR INC(BXMT)100,165107,133+6,9681,7882,2291.11%+441
SUPER MICRO COMPUTER INC(SMCI)02,947+2,94707350.37%+735
BERKSHIRE HATHAWAY INC DEL8,4918,800+3092,6223,0011.49%+379
MSC INDL DIRECT INC(MSM)26,13126,791+6602,1952,5531.27%+358
MERCK & CO INC(MRK)04,805+4,80505540.28%+554
NXP SEMICONDUCTORS N V
COM
11,68912,346+6572,1802,5271.26%+347
BORGWARNER INC06,986+6,98603420.17%+342
SITIO ROYALTIES CORP65,44969,236+3,7871,4791,8190.91%+340
IRON MTN INC DEL(IRM)62,51364,072+1,5593,3083,6411.81%+333
WHIRLPOOL CORP(WHR)13,18013,906+7261,7402,0691.03%+329
STARWOOD PPTY TR INC(STWD)115,169121,276+6,1072,0372,3531.17%+315
JOHNSON & JOHNSON(JNJ)18,88419,514+6302,9273,2301.61%+303
MEDICAL PPTYS TRUST INC(MPT)180,533190,544+10,0111,4841,7640.88%+280
CATERPILLAR INC(CAT)10,15110,515+3642,3232,5871.29%+264
OWL ROCK CAPITAL CORPORATION(OBDC)164,221172,720+8,4992,0712,3181.15%+247
STAG INDL INC(STAG)70,35472,665+2,3112,3792,6071.30%+228
UNION PAC CORP(UNP)4,4175,434+1,0178891,1120.55%+223
INVESCO QQQ TR4,0254,087+621,2921,5100.75%+218
VAIL RESORTS INC(MTN)7,4417,763+3221,7391,9550.97%+216
ABBOTT LABS03,188+3,18803480.17%+348
BUILDERS FIRSTSOURCE INC(BLDR)03,726+3,72605070.25%+507
SMART GLOBAL HLDGS INC016,608+16,60804820.24%+482
MARVELL TECHNOLOGY INC(MRVL)8,2479,191+9443575490.27%+192
ALPHABET INC(GOOG)6,7777,422+6457038880.44%+185
KIMBERLY-CLARK CORP(KMB)8,0129,064+1,0521,0751,2510.62%+176
SIMON PPTY GROUP INC NEW(SPG)22,25823,074+8162,4922,6651.33%+172
ARES CAPITAL CORP(ARCC)137,237142,586+5,3492,5082,6791.33%+171
AXCELIS TECHNOLOGIES INC3,1633,147-164215770.29%+155
CHEVRON CORP NEW(CVX)01,710+1,71002690.13%+269
PROCTER AND GAMBLE CO(PG)27,82928,210+3814,1384,2812.13%+143
AMAZON COM INC(AMZN)4,9945,051+575166580.33%+143
COTERRA ENERGY INC72,99276,392+3,4001,7911,9330.96%+141
PEPSICO INC(PEP)2,1192,833+7143865250.26%+138
APPLIED MATLS INC5,4715,582+1116728070.40%+135
INTEST CORP24,59824,466-1325106420.32%+132
M/I HOMES INC(MHO)03,935+3,93503430.17%+343
PHOTRONICS INC(PLAB)014,002+14,00203610.18%+361
READY CAPITAL CORP011,266+11,26601270.06%+127
RAMBUS INC DEL(RMBS)9,5669,609+434906170.31%+126
RCM TECHNOLOGIES INC018,370+18,37003380.17%+338
CARETRUST REIT INC(CTRE)95,880100,675+4,7951,8771,9991.00%+122
GREENBRIER COS INC(GBX)06,645+6,64502860.14%+286
ZSCALER INC(ZS)4,0584,051-74745930.29%+119
GENERAC HLDGS INC(GNRC)01,880+1,88002800.14%+280
EVERSPIN TECHNOLOGIES INC031,111+31,11102870.14%+287
AEHR TEST SYS(AEHR)07,085+7,08502920.15%+292
COVENANT LOGISTICS GROUP INC(CVLG)08,302+8,30203640.18%+364
ADOBE SYSTEMS INCORPORATED(ADBE)0817+81704000.20%+400
PURE STORAGE INC(P)08,893+8,89303270.16%+327
CAMTEK LTD(CAMT)08,252+8,25202940.15%+294
PREFORMED LINE PRODS CO(PLPC)02,317+2,31703620.18%+362
COHERENT CORP(COHR)07,448+7,44803800.19%+380
CTO RLTY GROWTH INC NEW102,914109,098+6,1841,7761,8700.93%+94
ALPHABET INC(GOOG)5,8205,774-466056980.35%+93
ISHARES TR3,8443,750-941,5801,6710.83%+91
ORACLE CORP(ORCL)03,322+3,32203960.20%+396
L3HARRIS TECHNOLOGIES INC(LHX)10,53111,002+4712,0672,1541.07%+87
POLARIS INC(PII)3,8944,274+3804315170.26%+86
ISHARES TR01,368+1,3680850.04%+85
SCHWAB CHARLES CORP(SCHW)01,492+1,4920850.04%+85
SPIRIT RLTY CAP INC NEW47,16249,858+2,6961,8791,9630.98%+84
META PLATFORMS INC(META)01,215+1,21503490.17%+349
CROSS CTRY HEALTHCARE INC07,708+7,70802160.11%+216
SHAKE SHACK INC(SHAK)03,618+3,61802810.14%+281
SOUTHWESTERN ENERGY CO036,908+36,90802220.11%+222
DIGITAL RLTY TR INC(DLR)02,123+2,12302420.12%+242
SNAP ON INC(SNA)0933+93302690.13%+269
ULTRA CLEAN HLDGS INC(UCTT)12,79112,990+1994245000.25%+75
CLEAN HARBORS INC(CLH)01,629+1,62902680.13%+268
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,6542,713+594014720.23%+71
RYDER SYS INC(R)22,14324,130+1,9871,9762,0461.02%+70
HOME DEPOT INC(HD)0823+82302560.13%+256
ANDERSONS INC05,287+5,28702440.12%+244
TOAST INC(TOST)013,249+13,24902990.15%+299
TESLA INC(TSLA)01,188+1,18803110.15%+311
MGP INGREDIENTS INC NEW02,392+2,39202540.13%+254
WABASH NATL CORP010,891+10,89102790.14%+279
PATTERSON COS INC09,820+9,82003270.16%+327
UFP TECHNOLOGIES INC(UFPT)0935+93501810.09%+181
ON SEMICONDUCTOR CORP(ON)4,9924,978-144114710.23%+60
JPMORGAN CHASE & CO(JPM)02,288+2,28803330.17%+333
KINDER MORGAN INC DEL(KMI)127,476132,977+5,5012,2322,2901.14%+58
RALPH LAUREN CORP(RL)01,829+1,82902260.11%+226
LIVENT CORP09,564+9,56402620.13%+262
AMERICAN EXPRESS CO(AXP)01,212+1,21202110.11%+211
PERMIAN RESOURCES CORP(PR)020,416+20,41602240.11%+224
MONGODB INC(MDB)0492+49202020.10%+202
CLEARFIELD INC03,251+3,25101540.08%+154
CARTERS INC(CRI)02,891+2,89102100.10%+210
MORGAN STANLEY(MS)0561+5610480.02%+48
NNN REIT INC(NNN)42,25944,711+2,4521,8661,9130.95%+47
ALPHA & OMEGA SEMICONDUCTOR(AOSL)07,956+7,95602610.13%+261
LILLY ELI & CO(LLY)0360+36001690.08%+169
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