TFR CAPITAL, LLC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 106K | $19.76M |
 | APLD | 71K | $1.74M |
 | NFLX | 64K | $5.98M |
 | AAPL | 56K | $15.20M |
 | AMZN | 41K | $9.38M |
 | MSFT | 37K | $17.68M |
 | GOOG | 31K | $9.63M |
 | INTC | 27K | $1.01M |
 | KR | 24K | $1.49M |
 | AVGO | 23K | $8.12M |
 | GOOGL | 21K | $6.61M |
 | BAC | 21K | $1.14M |
 | ANET | 19K | $2.45M |
 | TJX | 18K | $2.74M |
 | COP | 18K | $1.65M |
 | ABBV | 17K | $3.91M |
 | KKR | 14K | $1.80M |
 | XOM | 14K | $1.64M |
 | KO | 13K | $881.28K |
 | ICE | 12K | $2.02M |
NVIDIA Corporation
NVDA
Shares Held
106K
Value
$19.76M
Applied Digital Corporation
APLD
Shares Held
71K
Value
$1.74M
Netflix, Inc.
NFLX
Shares Held
64K
Value
$5.98M
Apple Inc.
AAPL
Shares Held
56K
Value
$15.20M
Amazon.com, Inc.
AMZN
Shares Held
41K
Value
$9.38M
Microsoft Corporation
MSFT
Shares Held
37K
Value
$17.68M
Alphabet Inc.
GOOG
Shares Held
31K
Value
$9.63M
Intel Corporation
INTC
Shares Held
27K
Value
$1.01M
The Kroger Co.
KR
Shares Held
24K
Value
$1.49M
Broadcom Inc.
AVGO
Shares Held
23K
Value
$8.12M
Alphabet Inc.
GOOGL
Shares Held
21K
Value
$6.61M
Bank of America Corporation
BAC
Shares Held
21K
Value
$1.14M
Arista Networks, Inc.
ANET
Shares Held
19K
Value
$2.45M
The TJX Companies, Inc.
TJX
Shares Held
18K
Value
$2.74M
ConocoPhillips
COP
Shares Held
18K
Value
$1.65M
AbbVie Inc.
ABBV
Shares Held
17K
Value
$3.91M
KKR & Co. Inc.
KKR
Shares Held
14K
Value
$1.80M
Exxon Mobil Corporation
XOM
Shares Held
14K
Value
$1.64M
The Coca-Cola Company
KO
Shares Held
13K
Value
$881.28K
Intercontinental Exchange, Inc.
ICE
Shares Held
12K
Value
$2.02M