True Capital Management Portfolio Holdings

True Capital Management

  • $146 Billion
  • Q1 2023

True Capital Management has filed its 13F form on May 02, 2023 for Q1 2023 where it was disclosed a total value porftolio of $146 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.6B, Palantir Technologies Inc. with a value of $7.99B, Vanguard Dividend Appreciation with a value of $7.1B, Invesco Qqq Trust, Series 1 with a value of $7.09B, and Meta Platforms, Inc. with a value of $5.84B.

Examining the 13F form we can see an increase of $23B in the current position value, from $123B to 146B.

True Capital Management is based out at San Francisco, CA

Below you can find more details about True Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $65.7 Billion
Technology: $35.9 Billion
Communication Services: $14.2 Billion
Consumer Cyclical: $10.7 Billion
Consumer Defensive: $8.84 Billion
Financial Services: $4.18 Billion
Healthcare: $1.89 Billion
Industrials: $1.45 Billion
Other: $1.52 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.59B
$214 Million 0.15% of portfolio
3,834
Q1 2023 New
$1.53B
$132 Million 0.09% of portfolio
197,316
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $146 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q1 2023
  • Filing Date May 02, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 14 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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