Comparing Truvestments Capital LLC Q3 2022 and Q4 2022 13F Holdings

As an investor, it's essential to keep track of your fund's holdings and the changes it brings in every quarter. Truvestments Capital LLC recently released its Q3 2022 and Q4 2022 13F holdings, and we're here to analyze the significant shifts in their portfolio.

Before we dive into the details, let's first understand the basics of 13F filings. Institutional investment managers managing over $100 million in assets must file Form 13F with the SEC quarterly. The form lists all the securities held by the manager and their respective values. This information can offer valuable insights into the investment strategy of a fund, its industry interests, and stock-picking abilities.

Let's now look at the changes in Truvestments Capital LLC's top holdings:

- Procter and Gamble Co (PG): The consumer goods giant remained the top holding of Truvestments Capital LLC, with a slight reduction of 3.46% in the number of shares held.

- NextEra Energy Inc (NEE): The energy company held its second position in Truvestments Capital LLC's portfolio, with a minor decline in shares held by 5.13%.

- Apple Inc (AAPL): The technology giant held its third position with no significant changes in the number of shares held.

- Qualcomm Inc (QCOM): Truvestments Capital LLC increased its QCOM holdings by 0.83%, making it the fourth-largest holding of the fund.

- Johnson & Johnson (JNJ): Truvestments Capital LLC reduced its JNJ holdings by 9.3%, making it the fifth-largest holding of the fund.

- Broadcom Inc (AVGO): The semiconductor company saw a considerable increase in the fund's holdings with a 6.02% increase in shares held, making it the sixth-largest holding of the fund.

- Triton Intl Ltd (TRTN): The fund reduced its holdings in the transportation equipment provider by 18.83%.

- Iron Mt Inc Del (IRM): The real estate investment trust saw a significant decline in the fund's holdings with a 5.03% reduction in shares held.

- Cardinal Health Inc (CAH): Healthcare services company Cardinal Health saw a 15.57% decrease in the number of shares held by Truvestments Capital LLC.

- Vici Pptys Inc (VICI): The real estate investment trust saw a 10.39% decrease in shares held by Truvestments Capital LLC.

Truvestments Capital LLC added several new companies to its portfolio, including Mativ Holdings Inc (MATV) and Owl Rock Capital Corporation (ORCC), with a considerable increase in the number of shares held.

It's worth noting that the fund increased its holdings in several companies across various industries, including technology, consumer goods, and real estate.

In conclusion, Truvestments Capital LLC's Q3 2022 and Q4 2022 13F filings indicate a mix of portfolio adjustments, with some holdings reduced and some increased. Overall, it suggests that the fund managers have been active in rebalancing the portfolio and adding new positions. As always, investors should conduct their due diligence and consult with financial advisors before making investment decisions.