TFR Capital, LLC. Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$240.2B

Holdings

150

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (150 positions)

StockValue
MSFTMICROSOFT CORP
$13.1B
AAPLAPPLE INC
$11.8B
NVDANVIDIA CORPORATION
$11.0B
RWLINVESCO EXCH TRADED FD TR II
$8.4B
AMZNAMAZON COM INC
$7.7B
IVVISHARES TR
$6.3B
BSCPINVESCO EXCH TRD SLF IDX FD
$5.9B
VTVVANGUARD INDEX FDS
$5.9B
COSTCOSTCO WHSL CORP NEW
$5.5B
NFLXNETFLIX INC
$5.3B
NDQINVESCO QQQ TR
$5.3B
GOOGALPHABET INC
$4.8B
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.8B
LLYELI LILLY & CO
$3.9B
AVGOBROADCOM INC
$3.6B
UNHUNITEDHEALTH GROUP INC
$3.5B
ISRGINTUITIVE SURGICAL INC
$3.5B
GOOGLALPHABET INC
$3.4B
ABBVABBVIE INC
$3.2B
METAMETA PLATFORMS INC
$2.8B
JAAAJANUS DETROIT STR TR
$2.7B
BSCQINVESCO EXCH TRD SLF IDX FD
$2.7B
MINTPIMCO ETF TR
$2.6B
BILSSPDR SER TR
$2.5B
MAMASTERCARD INCORPORATED
$2.3B
COPCONOCOPHILLIPS
$2.3B
VRTXVERTEX PHARMACEUTICALS INC
$2.3B
VVISA INC
$2.2B
CMGCHIPOTLE MEXICAN GRILL INC
$2.2B
AQLTISHARES TR
$2.1B
PGRPROGRESSIVE CORP
$2.1B
LINLINDE PLC
$2.1B
TSLATESLA INC
$2.1B
ICEINTERCONTINENTAL EXCHANGE IN
$2.1B
RSPINVESCO EXCHANGE TRADED FD T
$2.0B
MRKMERCK & CO INC
$2.0B
BSJPINVESCO EXCH TRD SLF IDX FD
$2.0B
MCOMOODYS CORP
$2.0B
SCHGSCHWAB STRATEGIC TR
$2.0B
PANWPALO ALTO NETWORKS INC
$1.9B
ACNACCENTURE PLC IRELAND
$1.8B
TJXTJX COS INC NEW
$1.8B
BSCRINVESCO EXCH TRD SLF IDX FD
$1.8B
SPYSPDR S&P 500 ETF TR
$1.7B
JPMJPMORGAN CHASE & CO.
$1.7B
LNGCHENIERE ENERGY INC
$1.7B
DSTLETF SER SOLUTIONS
$1.6B
IBTHISHARES TR
$1.6B
ABGCENCORA INC
$1.6B
MCKMCKESSON CORP
$1.6B
IBTGISHARES TR
$1.6B
IBDQISHARES TR
$1.6B
TTTRANE TECHNOLOGIES PLC
$1.5B
KKRKKR & CO INC
$1.5B
KRKROGER CO
$1.5B
VOOVANGUARD INDEX FDS
$1.5B
XOMEXXON MOBIL CORP
$1.5B
JEPIJ P MORGAN EXCHANGE TRADED F
$1.5B
GEVGE VERNOVA INC
$1.4B
FANGDIAMONDBACK ENERGY INC
$1.4B
ACIOETF SER SOLUTIONS
$1.4B
BILSPDR SER TR
$1.3B
HDHOME DEPOT INC
$1.2B
ANETARISTA NETWORKS INC
$1.2B
AJGGALLAGHER ARTHUR J & CO
$1.1B
PWRQUANTA SVCS INC
$1.0B
SMMDISHARES TR
$1.0B
IWFISHARES TR
$1.0B
BLDRBUILDERS FIRSTSOURCE INC
$989.5M
PGPROCTER AND GAMBLE CO
$837.3M
LULULULULEMON ATHLETICA INC
$836.2M
SCHDSCHWAB STRATEGIC TR
$834.5M
KOCOCA COLA CO
$821.7M
MCDMCDONALDS CORP
$817.8M
BACBANK AMERICA CORP
$809.2M
CVXCHEVRON CORP NEW
$775.1M
HONHONEYWELL INTL INC
$742.8M
JNJJOHNSON & JOHNSON
$733.5M
GSGOLDMAN SACHS GROUP INC
$728.8M
MOATVANECK ETF TRUST
$704.8M
VOVANGUARD INDEX FDS
$686.1M
CATCATERPILLAR INC
$677.1M
WMTWALMART INC
$658.2M
SCHXSCHWAB STRATEGIC TR
$631.5M
SOSOUTHERN CO
$612.4M
SPYGSPDR SER TR
$598.9M
QUALISHARES TR
$594.2M
IBDRISHARES TR
$568.2M
ADBEADOBE INC
$523.9M
AMTAMERICAN TOWER CORP NEW
$512.2M
TRVCCITIGROUP INC
$502.8M
TXNTEXAS INSTRS INC
$490.6M
WFCWELLS FARGO CO NEW
$488.8M
TMOTHERMO FISHER SCIENTIFIC INC
$475.2M
DWDMORGAN STANLEY
$469.4M
ORCLORACLE CORP
$467.7M
CSCOCISCO SYS INC
$463.8M
MRSHMARSH & MCLENNAN COS INC
$441.4M
RTXRTX CORPORATION
$440.3M
4I1PHILIP MORRIS INTL INC
$425.4M
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