Stock Taper 
TFR CAPITAL, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Goldman Sachs Group, Inc. | GS | 1.38K | $1.39M |
 Lowe's Companies, Inc. | LOW | 1.51K | $333.38K |
 Waste Management, Inc. | WM | 1.52K | $339K |
 Booking Holdings Inc. | BKNG | 1.52K | $271.87K |
 Welltower Inc. | WELL | 1.55K | $351.8K |
 Marsh & McLennan Companies, Inc. | MRSH | 1.58K | $263.5K |
 Comfort Systems USA, Inc. | FIX | 1.61K | $3.18M |
 Nexstar Media Group, Inc. | NXST | 1.61K | $287.17K |
 Analog Devices, Inc. | ADI | 1.62K | $643.81K |
 UnitedHealth Group Incorporated | UNH | 1.75K | $729.01K |
 Atmos Energy Corporation | ATO | 1.76K | $303.37K |
 Eaton Corporation plc | ETN | 1.86K | $790.88K |
 American Express Company | AXP | 1.9K | $643.35K |
 Salesforce, Inc. | CRM | 2.09K | $327.42K |
 Blackstone Inc. | BX | 2.37K | $278.88K |
 Gilead Sciences, Inc. | GILD | 2.42K | $306.12K |
 Caterpillar Inc. | CAT | 2.44K | $2.59M |
 D.R. Horton, Inc. | DHI | 2.44K | $396.78K |
 PepsiCo, Inc. | PEP | 2.44K | $330.24K |
 Philip Morris International Inc. | PM | 2.71K | $489.72K |