TFR Capital, LLC. — 13F Holdings & Portfolio

CIK 2059325 · latest 13F-HR filed 2026-05-04

TFR Capital, LLC. manages $325.8M in 13F-reported U.S. long-equity assets across 190 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (5.67%), AAPL (4.43%), MSFT (4.36%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 8, added to 64, and trimmed 48.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$325.8M

Long-equity book

Holdings

190

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+10 / −8 / ↑64 / ↓48

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLIED DIGITAL CORP$7.8M +445.5%
  • PIMCO ETF TR$3.3M +127.1%
  • INVESCO EXCH TRD SLF IDX FD$2.2M +52.6%
  • JOHNSON & JOHNSON$1.9M +276.9%
  • ISHARES TR$1.7M +463.3%
Show all 64

Top Trims

  • MICROSOFT CORP-$2.8M -15.8%
  • COSTCO WHOLESALE CORPORATION-$931.8K -17.0%
  • INTUITIVE SURGICAL INC-$748.1K -17.9%
  • META PLATFORMS INC-$747.8K -11.6%
  • ALPHABET INC-$670.8K -7.0%
Show all 48

New Positions

  • INVESCO EXCH TRD SLF IDX FD$2.5M
  • INVESCO EXCH TRD SLF IDX FD$2.4M
  • ISHARES TR$559.8K
  • WELLTOWER INC$306.5K
  • WASTE MGMT INC DEL$300.8K
Show all 10

Exited Positions

  • KROGER CO$1.5M
  • SOUTHERN CO$599.5K
  • ADOBE INC$255.8K
  • CINTAS CORP$243.4K
  • FAIR ISAAC CORP$219.8K
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $18.5M 5.67% 105,997 SH
2 APPLE INC AAPL 037833100 $14.4M 4.43% 56,904 SH
3 MICROSOFT CORP MSFT 594918104 $14.2M 4.36% 38,348 SH
4 INVESCO EXCH TRADED FD TR II RWL 46138G698 $10.4M 3.19% 90,373 SH
5 ALPHABET INC GOOG 02079K107 $9.0M 2.75% 31,247 SH
6 AMAZON COM INC AMZN 023135106 $8.7M 2.66% 41,672 SH
7 APPLIED DIGITAL CORP APLD 038169207 $8.3M 2.55% 350,261 SH
8 ISHARES TR IVV 464287200 $7.1M 2.17% 10,849 SH
9 BROADCOM INC AVGO 11135F101 $7.0M 2.16% 22,741 SH
10 VANGUARD INDEX FDS VTV 922908744 $6.8M 2.10% 34,871 SH
11 INVESCO QQQ TR QQQ 46090E103 $6.8M 2.08% 11,740 SH
12 ALPHABET INC GOOGL 02079K305 $6.5M 1.98% 22,439 SH
13 INVESCO EXCH TRD SLF IDX FD BSCQ 46138J791 $6.2M 1.92% 319,873 SH
14 NETFLIX INC. NFLX 64110L106 $6.2M 1.91% 64,855 SH
15 PIMCO ETF TR MINT 72201R833 $5.8M 1.79% 58,049 SH
16 META PLATFORMS INC META 30303M102 $5.4M 1.67% 9,512 SH
17 GE VERNOVA INC GEV 36828A101 $4.6M 1.41% 5,260 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.5M 1.39% 9,432 SH
19 ELI LILLY & CO LLY 532457108 $4.1M 1.27% 4,508 SH
20 COSTCO WHOLESALE CORPORATION COST 22160K105 $4.0M 1.22% 4,003 SH
21 JANUS DETROIT STR TR JAAA 47103U845 $3.8M 1.17% 75,794 SH
22 JPMORGAN CHASE & CO JPM 46625H100 $3.8M 1.17% 12,965 SH
23 ABBVIE INC ABBV 00287Y109 $3.5M 1.08% 16,186 SH
24 INTUITIVE SURGICAL INC ISRG 46120E602 $3.4M 1.06% 7,465 SH
25 ISHARES TR IBDR 46435GAA0 $3.0M 0.93% 124,358 SH
26 TESLA INC TSLA 88160R101 $3.0M 0.92% 8,104 SH
27 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $3.0M 0.92% 152,110 SH
28 ISHARES TR IBDS 46435UAA9 $2.9M 0.89% 119,133 SH
29 JOHNSON & JOHNSON JNJ 478160104 $2.6M 0.80% 10,670 SH
30 TJX COS INC NEW TJX 872540109 $2.6M 0.80% 16,297 SH
31 INVESCO EXCH TRD SLF IDX FD BSJQ 46138J635 $2.5M 0.76% 107,071 SH
32 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $2.4M 0.74% 118,289 SH
33 SCHWAB STRATEGIC TR SCHG 808524300 $2.4M 0.74% 82,846 SH
34 ISHARES TR IBTG 46436E858 $2.4M 0.74% 105,204 SH
35 EXXON MOBIL CORP XOM 30231G102 $2.4M 0.74% 14,196 SH
36 LINDE PLC LIN G54950103 $2.4M 0.73% 4,779 SH
37 QUANTA SVCS INC PWR 74762E102 $2.4M 0.72% 4,294 SH
38 CONOCOPHILLIPS COP 20825C104 $2.3M 0.72% 17,671 SH
39 ISHARES TR IBTH 46436E841 $2.3M 0.71% 103,515 SH
40 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $2.2M 0.69% 5,037 SH
41 MCKESSON CORP MCK 58155Q103 $2.2M 0.68% 2,553 SH
42 ETF SER SOLUTIONS ACIO 26922A222 $2.2M 0.66% 51,630 SH
43 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $2.1M 0.66% 37,842 SH
44 COMFORT SYS USA INC FIX 199908104 $2.1M 0.64% 1,518 SH
45 MASTERCARD INCORPORATED MA 57636Q104 $2.1M 0.63% 4,138 SH
46 ISHARES TR IBTI 46436E833 $2.1M 0.63% 92,546 SH
47 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $2.0M 0.63% 10,651 SH
48 TRANE TECHNOLOGIES PLC TT G8994E103 $2.0M 0.61% 4,792 SH
49 MOODYS CORP MCO 615369105 $2.0M 0.61% 4,548 SH
50 CHENIERE ENERGY INC LNG 16411R208 $2.0M 0.61% 6,982 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $325.8M 190 0001765380-26-000141
2025-12-31 2026-01-27 $301.9M 161 0001765380-26-000035