TFR Capital, LLC. Diversified Active

Location: Plano, TX

CIK: 0002059325 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 4, 2026

Total Value: $326M (100.0% shares, 0.0% debt)

Holdings (163)

NVDA NVIDIA CORPORATION 6.0%
Value $19.42M Shares 111,380 Est. Cost $138.86 Unrealized +34.4%
AAPL APPLE INC 4.6%
Value $15.09M Shares 59,441 Est. Cost $235.70 Unrealized +11.5%
MSFT MICROSOFT CORP 4.6%
Value $14.88M Shares 40,210 Est. Cost $423.81 Unrealized +2.5%
RWL INVESCO EXCH TRADED FD TR II 3.2%
Value $10.38M Shares 90,373 Est. Cost $98.57 Unrealized
APLD APPLIED DIGITAL CORP 2.9%
Value $9.497M Shares 372,960 Est. Cost $33.26 Unrealized +3.2%
AMZN AMAZON COM INC 2.8%
Value $9.138M Shares 43,877 Est. Cost $209.79 Unrealized +8.1%
GOOG ALPHABET INC 2.8%
Value $8.964M Shares 31,247 Est. Cost $178.80 Unrealized +81.0%
AVGO BROADCOM INC 2.3%
Value $7.537M Shares 24,353 Est. Cost $211.74 Unrealized +57.8%
GOOGL ALPHABET INC 2.2%
Value $7.256M Shares 25,233 Est. Cost $201.00 Unrealized +60.8%
IVV ISHARES TR 2.2%
Value $7.086M Shares 10,849 Est. Cost $588.34 Unrealized
VTV VANGUARD INDEX FDS 2.1%
Value $6.842M Shares 34,871 Est. Cost $169.91 Unrealized
QQQ INVESCO QQQ TR 2.1%
Value $6.776M Shares 11,740 Est. Cost $513.86 Unrealized
NFLX NETFLIX INC. 1.9%
Value $6.351M Shares 66,055 Est. Cost $104.99 Unrealized -20.1%
BSCQ INVESCO EXCH TRD SLF IDX FD 1.9%
Value $6.247M Shares 319,873 Est. Cost $19.50 Unrealized
MINT PIMCO ETF TR 1.8%
Value $5.838M Shares 58,049 Est. Cost $100.48 Unrealized
META META PLATFORMS INC 1.8%
Value $5.714M Shares 9,987 Est. Cost $668.43 Unrealized -1.9%
LLY ELI LILLY & CO 1.6%
Value $5.138M Shares 5,586 Est. Cost $837.43 Unrealized +25.0%
GEV GE VERNOVA INC 1.4%
Value $4.591M Shares 5,260 Est. Cost $379.17 Unrealized +94.4%
COST COSTCO WHOLESALE CORPORATION 1.4%
Value $4.534M Shares 4,550 Est. Cost $928.85 Unrealized +3.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value $4.52M Shares 9,432 Est. Cost $468.69 Unrealized +5.3%
JAAA JANUS DETROIT STR TR 1.2%
Value $3.818M Shares 75,794 Est. Cost $50.71 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value $3.814M Shares 12,965 Est. Cost $273.77 Unrealized +13.8%
ABBV ABBVIE INC 1.2%
Value $3.81M Shares 17,516 Est. Cost $183.15 Unrealized +21.5%
ISRG INTUITIVE SURGICAL INC 1.1%
Value $3.441M Shares 7,465 Est. Cost $524.51 Unrealized -0.7%
TSLA TESLA INC 1.0%
Value $3.281M Shares 8,827 Est. Cost $335.52 Unrealized +27.0%
TJX TJX COS INC NEW 0.9%
Value $3.073M Shares 19,245 Est. Cost $123.58 Unrealized +24.8%
IBDR ISHARES TR 0.9%
Value $3.014M Shares 124,358 Est. Cost $24.21 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.9%
Value $2.985M Shares 152,110 Est. Cost $19.63 Unrealized
PWR QUANTA SVCS INC 0.9%
Value $2.947M Shares 5,367 Est. Cost $346.26 Unrealized +40.4%
IBDS ISHARES TR 0.9%
Value $2.888M Shares 119,133 Est. Cost $24.27 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value $2.608M Shares 10,670 Est. Cost $203.80 Unrealized +11.8%
FIX COMFORT SYS USA INC 0.8%
Value $2.59M Shares 1,878 Est. Cost $567.92 Unrealized +110.6%
BSJQ INVESCO EXCH TRD SLF IDX FD 0.8%
Value $2.481M Shares 107,071 Est. Cost $23.17 Unrealized
LNG CHENIERE ENERGY INC 0.8%
Value $2.476M Shares 8,724 Est. Cost $205.96 Unrealized +1.9%
ANET ARISTA NETWORKS INC 0.7%
Value $2.436M Shares 19,844 Est. Cost $108.22 Unrealized +24.8%
BSCS INVESCO EXCH TRD SLF IDX FD 0.7%
Value $2.416M Shares 118,289 Est. Cost $20.42 Unrealized
SCHG SCHWAB STRATEGIC TR 0.7%
Value $2.413M Shares 82,846 Est. Cost $28.07 Unrealized
IBTG ISHARES TR 0.7%
Value $2.411M Shares 105,204 Est. Cost $22.93 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value $2.408M Shares 14,196 Est. Cost $111.31 Unrealized +24.6%
LIN LINDE PLC 0.7%
Value $2.369M Shares 4,779 Est. Cost $445.77 Unrealized +3.2%
MA MASTERCARD INCORPORATED 0.7%
Value $2.364M Shares 4,731 Est. Cost $522.27 Unrealized +3.2%
COP CONOCOPHILLIPS 0.7%
Value $2.333M Shares 17,671 Est. Cost $101.11 Unrealized +1.5%
IBTH ISHARES TR 0.7%
Value $2.322M Shares 103,515 Est. Cost $22.44 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.7%
Value $2.249M Shares 5,037 Est. Cost $462.93 Unrealized +1.0%
MCK MCKESSON CORP 0.7%
Value $2.209M Shares 2,553 Est. Cost $627.76 Unrealized +39.5%
ACIO ETF SER SOLUTIONS 0.7%
Value $2.166M Shares 51,630 Est. Cost $39.99 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value $2.145M Shares 37,842 Est. Cost $57.20 Unrealized
V VISA INC 0.6%
Value $2.106M Shares 6,969 Est. Cost $309.62 Unrealized +6.3%
IBTI ISHARES TR 0.6%
Value $2.062M Shares 92,546 Est. Cost $22.30 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.6%
Value $2.044M Shares 10,651 Est. Cost $175.38 Unrealized
TT TRANE TECHNOLOGIES PLC 0.6%
Value $1.997M Shares 4,792 Est. Cost $360.43 Unrealized +17.1%
MCO MOODYS CORP 0.6%
Value $1.984M Shares 4,548 Est. Cost $474.64 Unrealized +3.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.6%
Value $1.958M Shares 12,448 Est. Cost $157.71 Unrealized +4.6%
VOO VANGUARD INDEX FDS 0.6%
Value $1.937M Shares 3,242 Est. Cost $543.92 Unrealized
COR CENCORA INC 0.6%
Value $1.902M Shares 6,055 Est. Cost $252.68 Unrealized +39.7%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value $1.889M Shares 12,914 Est. Cost $154.06 Unrealized +0.1%
PANW PALO ALTO NETWORKS INC 0.6%
Value $1.874M Shares 11,689 Est. Cost $188.95 Unrealized -8.9%
BILS SPDR SERIES TRUST 0.6%
Value $1.87M Shares 18,801 Est. Cost $99.15 Unrealized
LRCX LAM RESEARCH CORP 0.6%
Value $1.82M Shares 8,520 Est. Cost $103.99 Unrealized +117.3%
SPY STATE STR SPDR S&P 500 ETF T 0.6%
Value $1.819M Shares 2,796 Est. Cost $586.15 Unrealized
FANG DIAMONDBACK ENERGY INC 0.5%
Value $1.635M Shares 8,267 Est. Cost $170.91 Unrealized -6.5%
CAT CATERPILLAR INC 0.5%
Value $1.622M Shares 2,289 Est. Cost $378.07 Unrealized +81.0%
IBDT ISHARES TR 0.5%
Value $1.605M Shares 63,379 Est. Cost $25.46 Unrealized
DSTL ETF SER SOLUTIONS 0.5%
Value $1.583M Shares 27,355 Est. Cost $55.00 Unrealized
IBDU ISHARES TR 0.5%
Value $1.519M Shares 65,311 Est. Cost $23.39 Unrealized
IWF ISHARES TR 0.5%
Value $1.479M Shares 3,469 Est. Cost $413.41 Unrealized
KKR KKR & CO INC 0.4%
Value $1.307M Shares 14,127 Est. Cost $136.20 Unrealized -15.7%
HD HOME DEPOT INC 0.4%
Value $1.197M Shares 3,641 Est. Cost $388.47 Unrealized -3.0%
INTC INTEL CORP 0.4%
Value $1.171M Shares 26,543 Est. Cost $21.33 Unrealized +117.6%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $1.162M Shares 5,710 Est. Cost $178.90 Unrealized +23.9%
WMT WALMART INC 0.3%
Value $1.115M Shares 8,972 Est. Cost $93.59 Unrealized +30.4%
GS GOLDMAN SACHS GROUP INC 0.3%
Value $1.108M Shares 1,310 Est. Cost $578.19 Unrealized +61.3%
BAC BANK AMERICA CORP 0.3%
Value $1.054M Shares 21,613 Est. Cost $43.47 Unrealized +23.5%
IBHF ISHARES TR 0.3%
Value $1.042M Shares 45,416 Est. Cost $22.98 Unrealized
TDG TRANSDIGM GROUP INC 0.3%
Value $1.026M Shares 885 Est. Cost $1364.75 Unrealized -0.2%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.3%
Value $1.002M Shares 2,965 Est. Cost $281.49 Unrealized
KO COCA COLA CO 0.3%
Value $980K Shares 12,885 Est. Cost $64.99 Unrealized +15.0%
MCD MCDONALDS CORP 0.3%
Value $954K Shares 3,068 Est. Cost $294.69 Unrealized +7.7%
SMMD ISHARES TR 0.3%
Value $947K Shares 12,406 Est. Cost $67.44 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.3%
Value $944K Shares 4,357 Est. Cost $285.47 Unrealized -15.8%
BIL SPDR SERIES TRUST 0.3%
Value $937K Shares 10,226 Est. Cost $91.43 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value $926K Shares 4,478 Est. Cost $149.50 Unrealized +15.0%
KLAC KLA CORP 0.3%
Value $906K Shares 615 Est. Cost $715.95 Unrealized +104.2%
SCHD SCHWAB STRATEGIC TR 0.3%
Value $881K Shares 28,709 Est. Cost $27.49 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value $849K Shares 5,878 Est. Cost $162.52 Unrealized -6.6%
GE GE AEROSPACE 0.3%
Value $827K Shares 2,916 Est. Cost $237.51 Unrealized +34.0%
APH AMPHENOL CORP 0.2%
Value $787K Shares 6,230 Est. Cost $89.45 Unrealized +63.7%
MRK MERCK & CO INC 0.2%
Value $776K Shares 6,448 Est. Cost $98.47 Unrealized +16.1%
VO VANGUARD INDEX FDS 0.2%
Value $768K Shares 2,674 Est. Cost $264.45 Unrealized
C CITIGROUP INC 0.2%
Value $756K Shares 6,666 Est. Cost $72.62 Unrealized +60.0%
RTX RTX CORPORATION 0.2%
Value $736K Shares 3,815 Est. Cost $127.77 Unrealized +53.9%
CSCO CISCO SYS INC 0.2%
Value $735K Shares 9,468 Est. Cost $60.00 Unrealized +29.8%
SCHX SCHWAB STRATEGIC TR 0.2%
Value $733K Shares 28,600 Est. Cost $23.11 Unrealized
MS MORGAN STANLEY 0.2%
Value $699K Shares 4,247 Est. Cost $125.38 Unrealized +43.3%
QUAL ISHARES TR 0.2%
Value $670K Shares 3,491 Est. Cost $178.45 Unrealized
ETN EATON CORP PLC 0.2%
Value $637K Shares 1,781 Est. Cost $318.15 Unrealized +11.2%
SPYG SPDR SERIES TRUST 0.2%
Value $604K Shares 6,170 Est. Cost $87.41 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $594K Shares 1,209 Est. Cost $524.50 Unrealized +9.6%
PLD PROLOGIS INC. 0.2%
Value $588K Shares 4,451 Est. Cost $113.51 Unrealized +13.7%
NEE NEXTERA ENERGY INC 0.2%
Value $568K Shares 6,116 Est. Cost $74.27 Unrealized +17.4%
HON HONEYWELL INTL INC 0.2%
Value $568K Shares 2,512 Est. Cost $200.80 Unrealized +12.5%
AXP AMERICAN EXPRESS CO 0.2%
Value $561K Shares 1,856 Est. Cost $296.38 Unrealized +20.2%
IBDV ISHARES TR 0.2%
Value $560K Shares 25,574 Est. Cost $21.89 Unrealized
PHYS SPROTT ASSET MANAGEMENT LP 0.2%
Value $554K Shares 15,640 Est. Cost $20.14 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value $545K Shares 2,808 Est. Cost $188.22 Unrealized +9.6%
CRM SALESFORCE INC 0.2%
Value $528K Shares 2,831 Est. Cost $269.14 Unrealized -19.8%
WFC WELLS FARGO & CO 0.2%
Value $525K Shares 6,600 Est. Cost $71.76 Unrealized +25.5%
ORCL ORACLE CORP 0.2%
Value $524K Shares 3,562 Est. Cost $171.76 Unrealized -1.3%
MOAT VANECK ETF TRUST 0.2%
Value $511K Shares 5,282 Est. Cost $92.73 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value $500K Shares 1,572 Est. Cost $216.52 Unrealized +46.0%
ABT ABBOTT LABORATORIES 0.1%
Value $480K Shares 4,680 Est. Cost $120.23 Unrealized -4.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $462K Shares 1,709 Est. Cost $430.92 Unrealized -28.4%
PM PHILIP MORRIS INTL INC 0.1%
Value $452K Shares 2,733 Est. Cost $138.23 Unrealized +27.3%
AMAT APPLIED MATLS INC 0.1%
Value $439K Shares 1,284 Est. Cost $189.06 Unrealized +72.7%
IUSV ISHARES TR 0.1%
Value $431K Shares 4,217 Est. Cost $92.59 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value $420K Shares 4,200 Est. Cost $108.99 Unrealized +0.5%
EMR EMERSON ELEC CO 0.1%
Value $405K Shares 3,093 Est. Cost $119.47 Unrealized +24.3%
GLD SPDR GOLD TR 0.1%
Value $402K Shares 935 Est. Cost $242.13 Unrealized
DIS DISNEY WALT CO 0.1%
Value $391K Shares 4,056 Est. Cost $105.89 Unrealized +3.4%
MU MICRON TECHNOLOGY INC 0.1%
Value $376K Shares 1,114 Est. Cost $253.56 Unrealized +52.6%
PEP PEPSICO INC 0.1%
Value $376K Shares 2,422 Est. Cost $154.81 Unrealized -0.0%
USHY ISHARES TR 0.1%
Value $357K Shares 9,704 Est. Cost $36.80 Unrealized
LOW LOWES COS INC 0.1%
Value $349K Shares 1,478 Est. Cost $244.91 Unrealized +10.9%
VUG VANGUARD INDEX FDS 0.1%
Value $342K Shares 784 Est. Cost $417.16 Unrealized
MGK VANGUARD WORLD FD 0.1%
Value $334K Shares 910 Est. Cost $344.59 Unrealized
DHI D R HORTON INC 0.1%
Value $334K Shares 2,436 Est. Cost $164.94 Unrealized -5.5%
PH PARKER-HANNIFIN CORP 0.1%
Value $332K Shares 371 Est. Cost $674.45 Unrealized +42.0%
KMI KINDER MORGAN INC DEL 0.1%
Value $331K Shares 9,865 Est. Cost $26.97 Unrealized +10.3%
SPGI S&P GLOBAL INC 0.1%
Value $329K Shares 774 Est. Cost $491.23 Unrealized -1.2%
GILD GILEAD SCIENCES INC 0.1%
Value $324K Shares 2,325 Est. Cost $104.96 Unrealized +31.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $323K Shares 6,431 Est. Cost $39.80 Unrealized +10.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $320K Shares 1,319 Est. Cost $248.12 Unrealized +14.4%
WELL WELLTOWER INC 0.1%
Value $306K Shares 1,550 Est. Cost $186.94 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.1%
Value $301K Shares 1,309 Est. Cost $226.07 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value $300K Shares 1,511 Est. Cost $353.27 Unrealized -28.3%
NXST NEXSTAR MEDIA GROUP INC 0.1%
Value $291K Shares 1,608 Est. Cost $158.93 Unrealized +37.3%
VTI VANGUARD INDEX FDS 0.1%
Value $290K Shares 904 Est. Cost $295.75 Unrealized
IBHG ISHARES TR 0.1%
Value $289K Shares 13,066 Est. Cost $22.53 Unrealized
SYK STRYKER CORPORATION 0.1%
Value $289K Shares 878 Est. Cost $376.33 Unrealized -3.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value $286K Shares 473 Est. Cost $462.96 Unrealized +29.8%
AMGN AMGEN INC 0.1%
Value $285K Shares 809 Est. Cost $288.87 Unrealized +21.0%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $284K Shares 1,638 Est. Cost $222.55 Unrealized -18.5%
ASML ASML HLDG NV 0.1%
Value $275K Shares 208 Est. Cost $968.09 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $271K Shares 4,471 Est. Cost $47.71 Unrealized +20.4%
UBER UBER TECHNOLOGIES INC 0.1%
Value $270K Shares 3,750 Est. Cost $82.31 Unrealized -4.4%
ATO ATMOS ENERGY CORP 0.1%
Value $267K Shares 1,448 Est. Cost $171.49 Unrealized 0.0%
BX BLACKSTONE INC 0.1%
Value $265K Shares 2,306 Est. Cost $152.80 Unrealized -7.8%
BKNG BOOKING HOLDINGS INC 0.1%
Value $261K Shares 62 Est. Cost $4833.86 Unrealized -1.1%
IWB ISHARES TR 0.1%
Value $259K Shares 725 Est. Cost $322.16 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $256K Shares 1,261 Est. Cost $240.81 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value $253K Shares 75 Est. Cost $3166.27 Unrealized +14.5%
USMV ISHARES TR 0.1%
Value $250K Shares 2,696 Est. Cost $88.79 Unrealized
BKR BAKER HUGHES COMPANY 0.1%
Value $249K Shares 4,074 Est. Cost $56.08 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value $246K Shares 2,622 Est. Cost $83.64 Unrealized +19.7%
RSG REPUBLIC SVCS INC 0.1%
Value $246K Shares 1,123 Est. Cost $204.43 Unrealized +6.0%
ALOY REALLOYS INC 0.1%
Value $245K Shares 25,146 Est. Cost $9.76 Unrealized
INTU INTUIT 0.1%
Value $245K Shares 566 Est. Cost $625.17 Unrealized -20.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value $238K Shares 914 Est. Cost $256.68 Unrealized +6.5%
DGRO ISHARES TR 0.1%
Value $237K Shares 3,384 Est. Cost $61.47 Unrealized
TEL TE CONNECTIVITY PLC 0.1%
Value $237K Shares 1,132 Est. Cost $200.01 Unrealized +14.9%
T AT&T INC 0.1%
Value $236K Shares 8,136 Est. Cost $22.61 Unrealized +13.9%
UNP UNION PAC CORP 0.1%
Value $229K Shares 943 Est. Cost $231.49 Unrealized +5.1%
DE DEERE & CO 0.1%
Value $211K Shares 374 Est. Cost $551.35 Unrealized 0.0%