Fund HoldingsTruvestments Capital LLC

Total Portfolio Value
$550.32M
Total Bought
$32.74M
Total Sold
$35.22M
Net Transaction
-$2.48M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CELESTICA INC(CLS)25,30126,122+8216,2347,7221.40%+1,488
APPLE INC(AAPL)44,17045,803+1,63311,24712,4522.26%+1,205
ALPHABET INC(GOOG)15,15215,461+3093,6834,8390.88%+1,156
TWILIO INC(TWLO)019,667+19,66702,7970.51%+2,797
ALPHABET INC(GOOG)13,52613,717+1913,2944,3040.78%+1,010
CATERPILLAR INC(CAT)12,21811,814-4045,8306,7681.23%+938
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,817+5,81708380.15%+838
BROADCOM INC(AVGO)53,72953,454-27517,72618,5003.36%+775
COMMSCOPE HLDG CO INC(VISN)29,90857,641+27,7334631,0450.19%+582
MICRON TECHNOLOGY INC(MU)04,314+4,31401,2310.22%+1,231
JOHNSON & JOHNSON(JNJ)31,21230,367-8455,7876,2841.14%+497
EXPEDIA GROUP INC(EXPE)5,1455,623+4781,1001,5930.29%+493
APPLIED MATLS INC013,999+13,99903,5980.65%+3,598
TAPESTRY INC(TPR)24,52825,576+1,0482,7773,2680.59%+491
MILLICOM INTL CELLULAR S A
COM STK
08,850+8,85004910.09%+491
BITMINE IMMERSION TECNOLOGIE(BMNP)017,515+17,51504760.09%+476
BRISTOL-MYERS SQUIBB CO(BMY)057,981+57,98103,1280.57%+3,128
CARDINAL HEALTH INC(CAH)09,603+9,60301,9730.36%+1,973
ALPINE INCOME PPTY TR INC0195,153+195,15303,2630.59%+3,263
JANUS HENDERSON GROUP PLC08,820+8,82004200.08%+420
ADVANCED MICRO DEVICES INC(AMD)8,2608,175-851,3361,7510.32%+414
LAM RESEARCH CORP(LRCX)09,084+9,08401,5550.28%+1,555
MORGAN STANLEY(MS)026,025+26,02504,6200.84%+4,620
GETTY RLTY CORP NEW(GTY)0132,458+132,45803,6250.66%+3,625
LAMAR ADVERTISING CO NEW(LAMR)03,417+3,41704330.08%+433
NEXSTAR MEDIA GROUP INC(NXST)02,802+2,80205690.10%+569
INTUITIVE SURGICAL INC02,320+2,32001,3140.24%+1,314
PINNACLE WEST CAP CORP(PNW)04,320+4,32003830.07%+383
UNITED PARCEL SERVICE INC(UPS)034,124+34,12403,3850.62%+3,385
ELI LILLY & CO(LLY)1,2511,232-199541,3240.24%+370
SHOPIFY INC(SHOP)11,58112,979+1,3981,7212,0890.38%+368
CTO RLTY GROWTH INC NEW0197,884+197,88403,6430.66%+3,643
CUMMINS INC(CMI)3,6823,727+451,5551,9020.35%+347
INTAPP INC(INTA)024,408+24,40801,1180.20%+1,118
CORNING INC(GLW)90,14588,330-1,8157,3957,7341.41%+340
AMERICAN TOWER CORP NEW(AMT)02,254+2,25403960.07%+396
APPLIED OPTOELECTRONICS INC(AAOI)027,256+27,25609500.17%+950
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,735+2,73503270.06%+327
SKYWORKS SOLUTIONS INC(SWKS)05,583+5,58303540.06%+354
ARGAN INC05,488+5,48801,7200.31%+1,720
SYNCHRONY FINANCIAL(SYF)013,815+13,81501,1530.21%+1,153
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
21,05623,309+2,2533,0663,3540.61%+288
AMAZON COM INC(AMZN)010,174+10,17402,3480.43%+2,348
TIDAL TRUST II
YIE MST OPT NEW
08,505+8,50502520.05%+252
BROOKFIELD INFRASTRUCTURE CO(BIPC)090,662+90,66204,1160.75%+4,116
URBAN OUTFITTERS INC(URBN)022,354+22,35401,6820.31%+1,682
PRIMORIS SVCS CORP(PRIM)01,908+1,90802370.04%+237
BRINKER INTL INC(EAT)07,540+7,54001,0820.20%+1,082
QUANTA SVCS INC0550+55002320.04%+232
VISTRA CORP(VST)01,410+1,41002270.04%+227
QUALCOMM INC(QCOM)041,975+41,97507,1801.30%+7,180
FABRINET(FN)02,009+2,00909150.17%+915
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,233+1,23301910.03%+191
LULULEMON ATHLETICA INC(LULU)03,540+3,54007360.13%+736
MERCK & CO INC(MRK)12,20311,457-7461,0241,2060.22%+182
MARVELL TECHNOLOGY INC(MRVL)25,03226,664+1,6322,1042,2660.41%+162
DOMINION ENERGY INC(D)62,51967,930+5,4113,8243,9800.72%+156
POWELL INDS INC(POWL)4,8515,118+2671,4791,6310.30%+153
TAIWAN SEMICONDUCTOR MFG LTD(TSM)03,125+3,12509500.17%+950
OMEGA HEALTHCARE INVS INC(OHI)89,08987,943-1,1463,7613,8990.71%+138
PEGASYSTEMS INC(PEGA)03,654+3,65402180.04%+218
WEAVE COMMUNICATIONS INC049,256+49,25603740.07%+374
COHERENT CORP(COHR)01,960+1,96003620.07%+362
WESTERN DIGITAL CORP(WDC)02,515+2,51504330.08%+433
BENCHMARK ELECTRS INC(BHE)014,212+14,21206080.11%+608
IES HLDGS INC(IESC)7,1797,656+4772,8552,9780.54%+124
FRESHWORKS INC(FRSH)033,523+33,52304110.07%+411
NOVA LTD(NVMI)04,723+4,72301,5510.28%+1,551
CLEAN HARBORS INC(CLH)05,214+5,21401,2230.22%+1,223
ZURN ELKAY WATER SOLNS CORP(ZWS)025,466+25,46601,1840.22%+1,184
PALANTIR TECHNOLOGIES INC(PLTR)12,67813,609+9312,3132,4190.44%+106
OSI SYSTEMS INC(OSIS)03,063+3,06307810.14%+781
Q2 HLDGS INC(QTWO)011,196+11,19608080.15%+808
VISA INC(V)01,350+1,35004730.09%+473
GREENBRIER COS INC(GBX)089,354+89,35404,1760.76%+4,176
TRAVEL PLUS LEISURE CO(TNL)6,8027,074+2724054990.09%+94
RALPH LAUREN CORP(RL)02,010+2,01007110.13%+711
ISHARES SILVER TR(SLV)04,168+4,16802690.05%+269
PROTO LABS INC(PRLB)011,106+11,10605620.10%+562
RAYMOND JAMES FINL INC(RJF)0564+5640910.02%+91
NEXTERA ENERGY INC(NEE)075,614+75,61406,0701.10%+6,070
TOTALENERGIES SE(TTE)01,351+1,3510890.02%+89
TERADYNE INC(TER)01,440+1,44002790.05%+279
FIRST TR EXCHNG TRADED FD VI
SKYB CRY IND ETF
06,460+6,4600970.02%+97
WALMART INC(WMT)08,497+8,49709470.17%+947
THOR INDS INC(THO)3,4194,263+8443554380.08%+83
KLA CORP(KLAC)01,009+1,00901,2260.22%+1,226
SS&C TECHNOLOGIES HLDGS INC(SSNC)7,7078,754+1,0476847650.14%+81
SELECT SECTOR SPDR TR
ST STR FINL ETF
01,406+1,4060770.01%+77
DOCUSIGN INC(DOCU)06,056+6,05604140.08%+414
GODADDY INC(GDDY)02,620+2,62003250.06%+325
AMGEN INC(AMGN)2,6632,509-1547518210.15%+70
RIGEL PHARMACEUTICALS INC02,207+2,2070950.02%+95
FEDEX CORP(FDX)01,454+1,45404200.08%+420
CYTOMX THERAPEUTICS INC027,428+27,42801170.02%+117
CROWDSTRIKE HLDGS INC(CRWD)01,562+1,56207320.13%+732
ARCUTIS BIOTHERAPEUTICS INC(ARQT)03,012+3,0120870.02%+87
BRIDGEBIO PHARMA INC(BBIO)01,155+1,1550880.02%+88
KALVISTA PHARMACEUTICALS INC04,684+4,6840760.01%+76
LEIDOS HOLDINGS INC(LDOS)09,541+9,54101,7210.31%+1,721
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