Stock Taper

TFR CAPITAL, LLC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AutoZone, Inc.AZO75$239.7K
ASML Holding N.V.ASML236$469.51K
Parker-Hannifin CorporationPH371$362.88K
Deere & CompanyDE404$256.27K
Lockheed Martin CorporationLMT482$245.56K
Moody's CorporationMCO696$315.23K
Amgen Inc.AMGN820$296.94K
Stryker CorporationSYK886$278.95K
Illinois Tool Works Inc.ITW905$244.78K
Union Pacific CorporationUNP979$266.29K
EMCOR Group, Inc.EME1.1K$912.87K
Republic Services, Inc.RSG1.11K$236.94K
TE Connectivity plcTEL1.13K$227.01K
Micron Technology, Inc.MU1.15K$1.32M
Honeywell International Inc.HON1.24K$276.96K
QUALCOMM IncorporatedQCOM1.24K$228.59K
Thermo Fisher Scientific Inc.TMO1.24K$621.18K
Linde plcLIN1.25K$648.16K
International Business Machines CorporationIBM1.29K$361.95K
Applied Materials, Inc.AMAT1.35K$976.77K