TFR Capital, LLC. — 13F Holdings & Portfolio

CIK 2059325 · latest 13F-HR filed 2026-08-06

TFR Capital, LLC. manages $355.3M in 13F-reported U.S. long-equity assets across 165 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.06%), AAPL (4.97%), MSFT (4.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 8, added to 83, and trimmed 35.

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.

Filer Information
Address
5801 TENNYSON PKWY
SUITE 150
PLANO, TX 75024
Phone
(800) 765-0397
Filing Manager
TFR Capital, LLC.
PLANO, TX
Signatory
Sonia Goforth
Chief Compliance Officer
Loading holdings…
AUM

$355.3M

Long-equity book

Holdings

165

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+10 / −8 / ↑83 / ↓35

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$2.8M +39.6%
  • APPLE INC$2.6M +17.1%
  • INTEL CORP$2.5M +217.6%
  • PALO ALTO NETWORKS INC$2.1M +113.0%
  • NVIDIA CORPORATION$2.1M +10.9%
Show all 83 →

Top Trims

  • VANGUARD INDEX FDS-$4.8M -70.0%
  • LINDE PLC-$1.7M -72.6%
  • NETFLIX INC.-$1.7M -26.5%
  • MOODYS CORP-$1.7M -84.1%
  • APPLIED DIGITAL CORP-$789.9K -8.3%
Show all 35 →

New Positions

  • MASTEC INC$2.0M
  • VERTIV HOLDINGS CO$998.8K
  • EMCOR GROUP INC$912.9K
  • ROUNDHILL ETF TRUST$408.0K
  • TIDAL TRUST III$365.1K
Show all 10 →

Exited Positions

  • ETF SER SOLUTIONS$1.6M
  • TRANSDIGM GROUP INC$1.0M
  • HONEYWELL INTL INC$567.8K
  • S&P GLOBAL INC$329.2K
  • ACCENTURE PLC IRELAND$299.6K
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 $21.5M 6.06% 107,656 SH
2 APPLE INC AAPL 037833100 $17.7M 4.97% 61,059 SH
3 MICROSOFT CORP MSFT 594918104 $15.8M 4.44% 42,258 SH
4 INVESCO EXCH TRADED FD TR II RWL 46138G698 $11.6M 3.27% 90,925 SH
5 ALPHABET INC GOOG 02079K107 $10.9M 3.07% 30,834 SH
6 AMAZON COM INC AMZN 023135106 $10.1M 2.84% 42,379 SH
7 ISHARES TR IVV 464287200 $9.9M 2.79% 13,214 SH
8 BROADCOM INC AVGO 11135F101 $8.8M 2.47% 23,248 SH
9 INVESCO QQQ TR QQQ 46090E103 $8.7M 2.46% 11,870 SH
10 APPLIED DIGITAL CORP APLD 038169207 $8.7M 2.45% 233,428 SH
11 ALPHABET INC GOOGL 02079K305 $8.3M 2.33% 23,195 SH
12 GE VERNOVA INC GEV 36828A101 $6.2M 1.75% 5,306 SH
13 INVESCO EXCH TRD SLF IDX FD BSCQ 46138J791 $6.0M 1.69% 307,321 SH
14 ELI LILLY & CO LLY 532457108 $5.6M 1.59% 4,709 SH
15 META PLATFORMS INC META 30303M102 $5.4M 1.53% 9,665 SH
16 PIMCO ETF TR MINT 72201R833 $5.3M 1.49% 52,526 SH
17 JPMORGAN CHASE & CO JPM 46625H100 $4.8M 1.36% 14,795 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.7M 1.33% 9,463 SH
19 NETFLIX INC. NFLX 64110L106 $4.7M 1.31% 65,339 SH
20 ABBVIE INC ABBV 00287Y109 $4.2M 1.17% 16,506 SH
21 PALO ALTO NETWORKS INC PANW 697435105 $4.0M 1.12% 11,706 SH
22 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.9M 1.09% 4,135 SH
23 INTEL CORP INTC 458140100 $3.7M 1.05% 26,643 SH
24 JANUS DETROIT STR TR JAAA 47103U845 $3.7M 1.05% 73,679 SH
25 LAM RESEARCH CORP LRCX 512807306 $3.7M 1.05% 8,569 SH
26 TESLA INC TSLA 88160R101 $3.6M 1.00% 8,444 SH
27 QUANTA SVCS INC PWR 74762E102 $3.2M 0.91% 4,490 SH
28 COMFORT SYS USA INC FIX 199908104 $3.2M 0.90% 1,607 SH
29 INTUITIVE SURGICAL INC ISRG 46120E602 $3.0M 0.84% 7,497 SH
30 ISHARES TR IBDR 46435GAA0 $2.9M 0.83% 121,501 SH
31 ADVANCED MICRO DEVICES INC AMD 007903107 $2.9M 0.83% 5,046 SH
32 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $2.9M 0.82% 149,413 SH
33 SCHWAB STRATEGIC TR SCHG 808524300 $2.9M 0.81% 85,060 SH
34 ISHARES TR IBDS 46435UAA9 $2.9M 0.81% 118,086 SH
35 ARISTA NETWORKS INC ANET 040413205 $2.8M 0.79% 16,474 SH
36 JOHNSON & JOHNSON JNJ 478160104 $2.8M 0.78% 10,871 SH
37 CATERPILLAR INC CAT 149123101 $2.6M 0.73% 2,435 SH
38 TJX COS INC NEW TJX 872540109 $2.6M 0.72% 16,967 SH
39 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $2.5M 0.71% 5,074 SH
40 MCKESSON CORP MCK 58155Q103 $2.5M 0.70% 3,290 SH
41 TRANE TECHNOLOGIES PLC TT G8994E103 $2.4M 0.66% 4,792 SH
42 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $2.3M 0.66% 114,814 SH
43 ETF SER SOLUTIONS ACIO 26922A222 $2.3M 0.65% 50,253 SH
44 ISHARES TR IBTH 46436E841 $2.3M 0.64% 102,404 SH
45 KINDER MORGAN INC DEL KMI 49456B101 $2.3M 0.64% 71,546 SH
46 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $2.3M 0.64% 10,712 SH
47 INVESCO EXCH TRD SLF IDX FD BSJQ 46138J635 $2.3M 0.64% 99,214 SH
48 CENCORA INC COR 03073E105 $2.3M 0.63% 7,966 SH
49 MASTERCARD INCORPORATED MA 57636Q104 $2.2M 0.62% 4,313 SH
50 VANGUARD INDEX FDS VOO 922908363 $2.2M 0.62% 3,185 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $355.3M 165 0001765380-26-000301
2026-03-31 2026-05-04 $325.8M 190 0001765380-26-000141
2025-12-31 2026-01-27 $301.9M 161 0001765380-26-000035