TFR Capital, LLC. Diversified Active

Location: Plano, TX

CIK: 0002059325 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 27, 2026

Total Value: $302M (100.0% shares, 0.0% debt)

Holdings (161)

NVDA NVIDIA CORPORATION 6.5%
Value $19.76M Shares 105,949 Est. Cost $136.41 Unrealized +36.4%
MSFT MICROSOFT CORP 5.9%
Value $17.68M Shares 36,564 Est. Cost $422.73 Unrealized +18.4%
AAPL APPLE INC 5.0%
Value $15.2M Shares 55,908 Est. Cost $233.98 Unrealized +14.7%
RWL INVESCO EXCH TRADED FD TR II 3.4%
Value $10.28M Shares 89,813 Est. Cost $98.57 Unrealized
GOOG ALPHABET INC 3.2%
Value $9.634M Shares 30,702 Est. Cost $176.23 Unrealized +62.5%
AMZN AMAZON COM INC 3.1%
Value $9.38M Shares 40,637 Est. Cost $208.43 Unrealized +9.8%
AVGO BROADCOM INC 2.7%
Value $8.121M Shares 23,465 Est. Cost $207.11 Unrealized +72.4%
IVV ISHARES TR 2.5%
Value $7.556M Shares 11,031 Est. Cost $588.34 Unrealized
QQQ INVESCO QQQ TR 2.4%
Value $7.184M Shares 11,694 Est. Cost $513.86 Unrealized
VTV VANGUARD INDEX FDS 2.2%
Value $6.736M Shares 35,271 Est. Cost $169.91 Unrealized
GOOGL ALPHABET INC 2.2%
Value $6.61M Shares 21,117 Est. Cost $177.16 Unrealized +61.2%
META META PLATFORMS INC 2.1%
Value $6.462M Shares 9,789 Est. Cost $668.69 Unrealized -0.2%
NFLX NETFLIX INC 2.0%
Value $5.977M Shares 63,750 Est. Cost $105.76 Unrealized +1.9%
LLY ELI LILLY & CO 1.9%
Value $5.736M Shares 5,337 Est. Cost $827.65 Unrealized +15.5%
COST COSTCO WHSL CORP NEW 1.8%
Value $5.466M Shares 6,338 Est. Cost $928.85 Unrealized -2.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value $4.815M Shares 9,580 Est. Cost $468.69 Unrealized +6.2%
ISRG INTUITIVE SURGICAL INC 1.4%
Value $4.189M Shares 7,397 Est. Cost $524.51 Unrealized +1.5%
BSCQ INVESCO EXCH TRD SLF IDX FD 1.4%
Value $4.094M Shares 209,160 Est. Cost $19.48 Unrealized
ABBV ABBVIE INC 1.3%
Value $3.911M Shares 17,116 Est. Cost $182.23 Unrealized +24.9%
JAAA JANUS DETROIT STR TR 1.2%
Value $3.72M Shares 73,555 Est. Cost $50.72 Unrealized
TSLA TESLA INC 1.2%
Value $3.631M Shares 8,074 Est. Cost $327.08 Unrealized +35.5%
GEV GE VERNOVA INC 1.1%
Value $3.265M Shares 4,995 Est. Cost $360.19 Unrealized +69.1%
BSCR INVESCO EXCH TRD SLF IDX FD 1.0%
Value $2.966M Shares 150,271 Est. Cost $19.63 Unrealized
SCHG SCHWAB STRATEGIC TR 0.9%
Value $2.742M Shares 84,070 Est. Cost $28.07 Unrealized
TJX TJX COS INC NEW 0.9%
Value $2.741M Shares 17,844 Est. Cost $121.18 Unrealized +21.9%
MA MASTERCARD INCORPORATED 0.9%
Value $2.573M Shares 4,507 Est. Cost $521.43 Unrealized +7.2%
MINT PIMCO ETF TR 0.9%
Value $2.571M Shares 25,618 Est. Cost $100.38 Unrealized
ANET ARISTA NETWORKS INC 0.8%
Value $2.446M Shares 18,668 Est. Cost $106.52 Unrealized +29.2%
V VISA INC 0.8%
Value $2.401M Shares 6,845 Est. Cost $309.26 Unrealized +10.1%
IBTH ISHARES TR 0.8%
Value $2.33M Shares 103,701 Est. Cost $22.44 Unrealized
IBTG ISHARES TR 0.8%
Value $2.295M Shares 100,335 Est. Cost $22.94 Unrealized
MCO MOODYS CORP 0.8%
Value $2.282M Shares 4,467 Est. Cost $474.37 Unrealized +2.7%
VRTX VERTEX PHARMACEUTICALS INC 0.8%
Value $2.279M Shares 5,026 Est. Cost $462.93 Unrealized -6.9%
ACIO ETF SER SOLUTIONS 0.7%
Value $2.256M Shares 51,630 Est. Cost $39.99 Unrealized
PANW PALO ALTO NETWORKS INC 0.7%
Value $2.205M Shares 11,973 Est. Cost $188.95 Unrealized +6.8%
RSP INVESCO EXCHANGE TRADED FD T 0.7%
Value $2.17M Shares 11,327 Est. Cost $175.38 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value $2.166M Shares 37,843 Est. Cost $57.20 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value $2.151M Shares 6,675 Est. Cost $238.29 Unrealized +29.9%
VOO VANGUARD INDEX FDS 0.7%
Value $2.125M Shares 3,388 Est. Cost $543.92 Unrealized
MCK MCKESSON CORP 0.7%
Value $2.059M Shares 2,510 Est. Cost $623.52 Unrealized +30.8%
COR CENCORA INC 0.7%
Value $2.037M Shares 6,030 Est. Cost $252.68 Unrealized +34.8%
LIN LINDE PLC 0.7%
Value $2.022M Shares 4,742 Est. Cost $445.77 Unrealized -4.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.7%
Value $2.017M Shares 12,451 Est. Cost $157.71 Unrealized -1.0%
PWR QUANTA SVCS INC 0.7%
Value $2.009M Shares 4,760 Est. Cost $328.42 Unrealized +33.8%
PLTR PALANTIR TECHNOLOGIES INC 0.7%
Value $1.991M Shares 11,199 Est. Cost $154.04 Unrealized +17.5%
IBDR ISHARES TR 0.6%
Value $1.946M Shares 80,324 Est. Cost $24.20 Unrealized
BILS SPDR SERIES TRUST 0.6%
Value $1.935M Shares 19,500 Est. Cost $99.15 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value $1.906M Shares 2,795 Est. Cost $586.15 Unrealized
TT TRANE TECHNOLOGIES PLC 0.6%
Value $1.85M Shares 4,754 Est. Cost $360.43 Unrealized +14.7%
IBDS ISHARES TR 0.6%
Value $1.814M Shares 74,718 Est. Cost $24.29 Unrealized
KKR KKR & CO INC 0.6%
Value $1.796M Shares 14,090 Est. Cost $136.20 Unrealized -8.7%
APLD APPLIED DIGITAL CORP 0.6%
Value $1.741M Shares 71,006 Est. Cost $28.80 Unrealized 0.0%
DSTL ETF SER SOLUTIONS 0.6%
Value $1.695M Shares 28,783 Est. Cost $55.00 Unrealized
COP CONOCOPHILLIPS 0.5%
Value $1.65M Shares 17,625 Est. Cost $101.11 Unrealized -11.0%
XOM EXXON MOBIL CORP 0.5%
Value $1.636M Shares 13,596 Est. Cost $110.10 Unrealized +4.9%
IWF ISHARES TR 0.5%
Value $1.614M Shares 3,410 Est. Cost $413.18 Unrealized
LNG CHENIERE ENERGY INC 0.5%
Value $1.578M Shares 8,118 Est. Cost $205.68 Unrealized +2.1%
FIX COMFORT SYS USA INC 0.5%
Value $1.569M Shares 1,681 Est. Cost $494.31 Unrealized +86.7%
KR KROGER CO 0.5%
Value $1.491M Shares 23,859 Est. Cost $62.60 Unrealized +4.2%
IBDT ISHARES TR 0.5%
Value $1.464M Shares 57,512 Est. Cost $25.48 Unrealized
LRCX LAM RESEARCH CORP 0.5%
Value $1.41M Shares 8,235 Est. Cost $99.77 Unrealized +55.7%
IBDU ISHARES TR 0.5%
Value $1.399M Shares 59,758 Est. Cost $23.41 Unrealized
FANG DIAMONDBACK ENERGY INC 0.4%
Value $1.288M Shares 8,567 Est. Cost $170.91 Unrealized -14.0%
CAT CATERPILLAR INC 0.4%
Value $1.252M Shares 2,185 Est. Cost $363.49 Unrealized +52.8%
TDG TRANSDIGM GROUP INC 0.4%
Value $1.158M Shares 871 Est. Cost $1364.80 Unrealized -4.0%
BAC BANK AMERICA CORP 0.4%
Value $1.143M Shares 20,777 Est. Cost $43.06 Unrealized +22.3%
GS GOLDMAN SACHS GROUP INC 0.4%
Value $1.129M Shares 1,284 Est. Cost $571.01 Unrealized +42.4%
HD HOME DEPOT INC 0.4%
Value $1.11M Shares 3,227 Est. Cost $389.94 Unrealized -6.5%
INTC INTEL CORP 0.3%
Value $1.01M Shares 27,376 Est. Cost $21.33 Unrealized +77.0%
SMMD ISHARES TR 0.3%
Value $1M Shares 13,338 Est. Cost $67.44 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.3%
Value $993K Shares 3,836 Est. Cost $291.59 Unrealized -9.4%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $974K Shares 4,548 Est. Cost $167.97 Unrealized +33.7%
BIL SPDR SERIES TRUST 0.3%
Value $932K Shares 10,202 Est. Cost $91.43 Unrealized
WMT WALMART INC 0.3%
Value $885K Shares 7,945 Est. Cost $89.91 Unrealized +19.2%
KO COCA COLA CO 0.3%
Value $881K Shares 12,606 Est. Cost $64.78 Unrealized +7.1%
MCD MCDONALDS CORP 0.3%
Value $878K Shares 2,873 Est. Cost $293.16 Unrealized +4.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value $867K Shares 2,854 Est. Cost $279.29 Unrealized
GE GE AEROSPACE 0.3%
Value $861K Shares 2,796 Est. Cost $234.05 Unrealized +28.5%
APH AMPHENOL CORP NEW 0.3%
Value $844K Shares 6,245 Est. Cost $89.45 Unrealized +49.3%
SCHD SCHWAB STRATEGIC TR 0.3%
Value $795K Shares 28,967 Est. Cost $27.49 Unrealized
SPYG SPDR SERIES TRUST 0.3%
Value $782K Shares 7,332 Est. Cost $87.41 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value $776K Shares 2,675 Est. Cost $264.45 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value $771K Shares 28,653 Est. Cost $23.11 Unrealized
MS MORGAN STANLEY 0.3%
Value $757K Shares 4,265 Est. Cost $125.38 Unrealized +32.8%
C CITIGROUP INC 0.2%
Value $747K Shares 6,399 Est. Cost $70.80 Unrealized +46.4%
KLAC KLA CORP 0.2%
Value $741K Shares 610 Est. Cost $715.95 Unrealized +63.7%
QUAL ISHARES TR 0.2%
Value $703K Shares 3,541 Est. Cost $178.45 Unrealized
ORCL ORACLE CORP 0.2%
Value $700K Shares 3,589 Est. Cost $171.76 Unrealized +38.6%
JNJ JOHNSON & JOHNSON 0.2%
Value $692K Shares 3,344 Est. Cost $151.05 Unrealized +30.4%
PG PROCTER AND GAMBLE CO 0.2%
Value $689K Shares 4,807 Est. Cost $164.92 Unrealized -10.8%
CSCO CISCO SYS INC 0.2%
Value $676K Shares 8,776 Est. Cost $58.59 Unrealized +25.9%
MOAT VANECK ETF TRUST 0.2%
Value $653K Shares 6,304 Est. Cost $92.73 Unrealized
RTX RTX CORPORATION 0.2%
Value $648K Shares 3,533 Est. Cost $122.27 Unrealized +41.7%
CVX CHEVRON CORP NEW 0.2%
Value $646K Shares 4,237 Est. Cost $148.23 Unrealized +2.1%
AXP AMERICAN EXPRESS CO 0.2%
Value $640K Shares 1,730 Est. Cost $292.02 Unrealized +22.2%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $630K Shares 1,087 Est. Cost $518.88 Unrealized +8.9%
MRK MERCK & CO INC 0.2%
Value $610K Shares 5,794 Est. Cost $96.69 Unrealized -3.6%
SO SOUTHERN CO 0.2%
Value $600K Shares 6,875 Est. Cost $84.57 Unrealized +7.5%
WFC WELLS FARGO CO NEW 0.2%
Value $577K Shares 6,194 Est. Cost $70.56 Unrealized +22.8%
PHYS SPROTT ASSET MANAGEMENT LP 0.2%
Value $516K Shares 15,640 Est. Cost $20.14 Unrealized
ACN ACCENTURE PLC IRELAND 0.2%
Value $508K Shares 1,892 Est. Cost $353.27 Unrealized -28.1%
ABT ABBOTT LABS 0.2%
Value $502K Shares 4,009 Est. Cost $121.03 Unrealized +5.2%
PLD PROLOGIS INC. 0.2%
Value $490K Shares 3,836 Est. Cost $111.02 Unrealized +11.6%
TXN TEXAS INSTRS INC 0.2%
Value $471K Shares 2,717 Est. Cost $187.61 Unrealized -9.0%
HON HONEYWELL INTL INC 0.2%
Value $470K Shares 2,411 Est. Cost $199.75 Unrealized -2.4%
CRM SALESFORCE INC 0.2%
Value $454K Shares 1,712 Est. Cost $304.03 Unrealized -18.4%
PM PHILIP MORRIS INTL INC 0.1%
Value $438K Shares 2,731 Est. Cost $138.23 Unrealized +11.1%
VUG VANGUARD INDEX FDS 0.1%
Value $436K Shares 893 Est. Cost $417.16 Unrealized
IUSV ISHARES TR 0.1%
Value $432K Shares 4,217 Est. Cost $92.59 Unrealized
ETN EATON CORP PLC 0.1%
Value $429K Shares 1,347 Est. Cost $306.71 Unrealized +15.5%
DECK DECKERS OUTDOOR CORP 0.1%
Value $419K Shares 4,044 Est. Cost $108.96 Unrealized -14.0%
ADI ANALOG DEVICES INC 0.1%
Value $411K Shares 1,517 Est. Cost $212.91 Unrealized +17.7%
DIS DISNEY WALT CO 0.1%
Value $411K Shares 3,612 Est. Cost $105.45 Unrealized +3.9%
EMR EMERSON ELEC CO 0.1%
Value $401K Shares 3,022 Est. Cost $118.79 Unrealized +11.4%
MGK VANGUARD WORLD FD 0.1%
Value $397K Shares 961 Est. Cost $344.59 Unrealized
UNP UNION PAC CORP 0.1%
Value $376K Shares 1,626 Est. Cost $231.49 Unrealized -1.8%
GLD SPDR GOLD TR 0.1%
Value $371K Shares 935 Est. Cost $242.13 Unrealized
IBTI ISHARES TR 0.1%
Value $366K Shares 16,369 Est. Cost $22.37 Unrealized
USHY ISHARES TR 0.1%
Value $363K Shares 9,704 Est. Cost $36.80 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $359K Shares 8,821 Est. Cost $39.80 Unrealized +1.7%
BKNG BOOKING HOLDINGS INC 0.1%
Value $354K Shares 66 Est. Cost $4833.86 Unrealized +6.3%
DHI D R HORTON INC 0.1%
Value $352K Shares 2,443 Est. Cost $164.94 Unrealized -7.8%
BX BLACKSTONE INC 0.1%
Value $351K Shares 2,277 Est. Cost $152.95 Unrealized -1.0%
NEE NEXTERA ENERGY INC 0.1%
Value $341K Shares 4,253 Est. Cost $68.62 Unrealized +20.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $334K Shares 1,128 Est. Cost $242.06 Unrealized +23.4%
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value $327K Shares 1,608 Est. Cost $158.93 Unrealized +21.3%
LOW LOWES COS INC 0.1%
Value $315K Shares 1,306 Est. Cost $241.41 Unrealized -0.7%
IBHG ISHARES TR 0.1%
Value $307K Shares 13,734 Est. Cost $22.53 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value $306K Shares 1,445 Est. Cost $204.43 Unrealized +5.0%
AMAT APPLIED MATLS INC 0.1%
Value $306K Shares 1,191 Est. Cost $178.32 Unrealized +34.3%
VTI VANGUARD INDEX FDS 0.1%
Value $303K Shares 904 Est. Cost $295.75 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $298K Shares 1,607 Est. Cost $223.34 Unrealized -16.5%
T AT&T INC 0.1%
Value $294K Shares 11,846 Est. Cost $22.61 Unrealized +11.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $294K Shares 891 Est. Cost $543.14 Unrealized -37.9%
SYK STRYKER CORPORATION 0.1%
Value $294K Shares 836 Est. Cost $376.92 Unrealized -3.6%
UBER UBER TECHNOLOGIES INC 0.1%
Value $282K Shares 3,449 Est. Cost $82.63 Unrealized +9.0%
GILD GILEAD SCIENCES INC 0.1%
Value $281K Shares 2,286 Est. Cost $104.39 Unrealized +15.8%
PH PARKER-HANNIFIN CORP 0.1%
Value $280K Shares 319 Est. Cost $628.26 Unrealized +30.2%
KMI KINDER MORGAN INC DEL 0.1%
Value $277K Shares 10,094 Est. Cost $26.97 Unrealized -0.2%
IWB ISHARES TR 0.1%
Value $271K Shares 725 Est. Cost $322.16 Unrealized
INTU INTUIT 0.1%
Value $270K Shares 408 Est. Cost $674.59 Unrealized -2.1%
MU MICRON TECHNOLOGY INC 0.1%
Value $269K Shares 943 Est. Cost $229.35 Unrealized 0.0%
TEL TE CONNECTIVITY PLC 0.1%
Value $265K Shares 1,164 Est. Cost $200.01 Unrealized +15.6%
SCHW SCHWAB CHARLES CORP 0.1%
Value $257K Shares 2,574 Est. Cost $83.34 Unrealized +13.7%
USMV ISHARES TR 0.1%
Value $257K Shares 2,731 Est. Cost $88.79 Unrealized
AMGN AMGEN INC 0.1%
Value $256K Shares 782 Est. Cost $286.78 Unrealized +10.2%
ADBE ADOBE INC 0.1%
Value $256K Shares 731 Est. Cost $473.92 Unrealized -28.2%
AZO AUTOZONE INC 0.1%
Value $254K Shares 75 Est. Cost $3166.27 Unrealized +19.3%
CTAS CINTAS CORP 0.1%
Value $243K Shares 1,294 Est. Cost $197.78 Unrealized -4.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $237K Shares 4,388 Est. Cost $47.53 Unrealized 0.0%
DGRO ISHARES TR 0.1%
Value $231K Shares 3,334 Est. Cost $61.34 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $223K Shares 461 Est. Cost $459.37 Unrealized +3.7%
ASML ASML HOLDING N V 0.1%
Value $223K Shares 208 Est. Cost $968.09 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $221K Shares 898 Est. Cost $256.39 Unrealized -3.4%
FICO FAIR ISAAC CORP 0.1%
Value $220K Shares 130 Est. Cost $1721.38 Unrealized 0.0%
NOW SERVICENOW INC 0.1%
Value $217K Shares 1,415 Est. Cost $177.64 Unrealized -3.4%
IBHF ISHARES TR 0.1%
Value $213K Shares 9,227 Est. Cost $23.08 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $212K Shares 406 Est. Cost $496.65 Unrealized -0.5%
XLK SELECT SECTOR SPDR TR 0.1%
Value $206K Shares 1,434 Est. Cost $181.81 Unrealized
QCOM QUALCOMM INC 0.1%
Value $206K Shares 1,206 Est. Cost $170.79 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value $205K Shares 1,431 Est. Cost $154.87 Unrealized -5.8%