Stock Taper 
TFR CAPITAL, LLC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 1.9K | $643.35K |
 Eaton Corporation plc | ETN | 1.86K | $790.88K |
 Atmos Energy Corporation | ATO | 1.76K | $303.37K |
 UnitedHealth Group Incorporated | UNH | 1.75K | $729.01K |
 Analog Devices, Inc. | ADI | 1.62K | $643.81K |
 Nexstar Media Group, Inc. | NXST | 1.61K | $287.17K |
 Comfort Systems USA, Inc. | FIX | 1.61K | $3.18M |
 Marsh & McLennan Companies, Inc. | MRSH | 1.58K | $263.5K |
 Welltower Inc. | WELL | 1.55K | $351.8K |
 Booking Holdings Inc. | BKNG | 1.52K | $271.87K |
 Waste Management, Inc. | WM | 1.52K | $339K |
 Lowe's Companies, Inc. | LOW | 1.51K | $333.38K |
 The Goldman Sachs Group, Inc. | GS | 1.38K | $1.39M |
 Applied Materials, Inc. | AMAT | 1.35K | $976.77K |
 International Business Machines Corporation | IBM | 1.29K | $361.95K |
 Linde plc | LIN | 1.25K | $648.16K |
 Thermo Fisher Scientific Inc. | TMO | 1.24K | $621.18K |
 Honeywell International Inc. | HON | 1.24K | $276.96K |
 QUALCOMM Incorporated | QCOM | 1.24K | $228.59K |
 Micron Technology, Inc. | MU | 1.15K | $1.32M |