Stock Taper 
TFR CAPITAL, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KLA Corporation | KLAC | 6.18K | $1.86M |
 The Procter & Gamble Company | PG | 5.89K | $864.15K |
 Amphenol Corporation | APH | 5.58K | $984.22K |
 GE Vernova Inc. | GEV | 5.31K | $6.23M |
 Vertex Pharmaceuticals Incorporated | VRTX | 5.07K | $2.52M |
 Advanced Micro Devices, Inc. | AMD | 5.05K | $2.93M |
 Trane Technologies plc | TT | 4.79K | $2.35M |
 MasTec, Inc. | MTZ | 4.75K | $1.98M |
 Eli Lilly and Company | LLY | 4.71K | $5.65M |
 Chevron Corporation | CVX | 4.58K | $759.84K |
 Prologis, Inc. | PLD | 4.54K | $614.36K |
 Quanta Services, Inc. | PWR | 4.49K | $3.23M |
 Bristol-Myers Squibb Company | BMY | 4.48K | $258.19K |
 Mastercard Incorporated | MA | 4.31K | $2.22M |
 Morgan Stanley | MS | 4.3K | $899.5K |
 The Walt Disney Company | DIS | 4.14K | $398.38K |
 Costco Wholesale Corporation | COST | 4.13K | $3.87M |
 Baker Hughes Company | BKR | 4.07K | $226.11K |
 RTX Corporation | RTX | 4.05K | $768.41K |
 Abbott Laboratories | ABT | 3.86K | $350.26K |