Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
True Capital Management (CIK 1697333) reported $146.0M across 129 reported positions in its SEC 13F filing for 2023-03-31. Largest positions: AAPL ($12.6M, 8.64%), PLTR ($8.0M, 5.47%), VIG ($7.1M, 4.87%), QQQ ($7.1M, 4.85%), META ($5.8M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $12.6M | 8.64% | 76,524 | Added |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | $8.0M | 5.47% | 945,464 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $7.1M | 4.87% | 46,129 | Added |
| 4 | QQQ | INVESCO QQQ TR | $7.1M | 4.85% | 22,081 | Trimmed |
| 5 | META | META PLATFORMS INC | $5.8M | 4.00% | 27,568 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $3.9M | 2.65% | 13,907 | Added |
| 7 | TSLA | TESLA INC | $3.8M | 2.58% | 18,150 | Added |
| 8 | GOOG | ALPHABET INC | $3.8M | 2.57% | 36,106 | Added |
| 9 | GOOGL | ALPHABET INC | $3.5M | 2.40% | 33,802 | Added |
| 10 | COIN | COINBASE GLOBAL INC | $3.4M | 2.35% | 50,792 | Trimmed |
| 11 | VTV | VANGUARD INDEX FDS | $3.4M | 2.30% | 24,297 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $3.2M | 2.21% | 31,200 | Added |
| 13 | SPY | SPDR S&P 500 ETF TR | $3.2M | 2.19% | 7,806 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $2.6M | 1.80% | 9,115 | Added |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $2.6M | 1.79% | 58,843 | Trimmed |
| 16 | SQ | BLOCK INC | $2.6M | 1.78% | 37,956 | Added |
| 17 | IWB | ISHARES TR | $2.4M | 1.66% | 10,738 | Trimmed |
| 18 | WMT | WALMART INC | $2.4M | 1.65% | 16,328 | Added |
| 19 | PG | PROCTER AND GAMBLE CO | $2.3M | 1.60% | 15,711 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $2.3M | 1.59% | 9,309 | Trimmed |
| 21 | IAU | ISHARES GOLD TR | $2.1M | 1.45% | 56,633 | Hold |
| 22 | ARKK | ARK ETF TR | $1.5M | 1.05% | 37,957 | Added |
| 23 | XLI | SELECT SECTOR SPDR TR | $1.4M | 0.93% | 13,429 | Trimmed |
| 24 | IVV | ISHARES TR | $1.3M | 0.89% | 3,154 | Added |
| 25 | FTSM | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.88% | 21,659 | Added |
Source: SEC Form 13F filings · as of 2023-03-31