TFR CAPITAL, LLC.

PrivateCIK: 2059325
Location

PLANO, TX

163
Positions
$325.82M
Total AUM (reported)
3.47M
Total Shares

Allocation by class

TOTAL AUM$325.82M163 positions
COM$162.46M49.9%
COM NEW$20.42M6.3%
CL A$11.00M3.4%
S&P 500 REVENUE$10.38M3.2%
CAP STK CL C$8.96M2.8%
CAP STK CL A$7.26M2.2%
CORE S&P500 ETF$7.09M2.2%

Portfolio Concentration

Top 315.2%4–1018.4%11–2522.9%Rest43.5%TOP 1033.5%0%100%
Top 3$49.39M15.2%
4–10$59.86M18.4%
11–25$74.71M22.9%
Rest$141.85M43.5%

Top 3 weight

15.2%

Top 10 weight

33.5%

Voting Authority Distribution

Total shares with voting rights: 3.47M

Sole

Full voting authority

5.79K

shares

% of voting shares0.2%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.47M

shares

% of voting shares99.8%

Investment Discretion (by position count)

Sole163
Shared0
Other0
Dominant voting typeNone · 99.8% of voting shares
Institutional Holdings163
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares111.38K
TypeSH
Market value$19.42M
5.96%
Sole
64.00
Shared
0.00
None
111.32K

APPLE INC

SOLE
COM
Shares59.44K
TypeSH
Market value$15.09M
4.63%
Sole
40.00
Shared
0.00
None
59.40K

MICROSOFT CORP

SOLE
COM
Shares40.21K
TypeSH
Market value$14.88M
4.57%
Sole
22.00
Shared
0.00
None
40.19K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 REVENUE
Shares90.37K
TypeSH
Market value$10.38M
3.19%
Sole
195.00
Shared
0.00
None
90.18K

APPLIED DIGITAL CORP

SOLE
COM NEW
Shares372.96K
TypeSH
Market value$9.50M
2.91%
Sole
0.00
Shared
0.00
None
372.96K

AMAZON COM INC

SOLE
COM
Shares43.88K
TypeSH
Market value$9.14M
2.80%
Sole
26.00
Shared
0.00
None
43.85K

ALPHABET INC

SOLE
CAP STK CL C
Shares31.25K
TypeSH
Market value$8.96M
2.75%
Sole
15.00
Shared
0.00
None
31.23K

BROADCOM INC

SOLE
COM
Shares24.35K
TypeSH
Market value$7.54M
2.31%
Sole
14.00
Shared
0.00
None
24.34K

ALPHABET INC

SOLE
CAP STK CL A
Shares25.23K
TypeSH
Market value$7.26M
2.23%
Sole
17.00
Shared
0.00
None
25.22K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares10.85K
TypeSH
Market value$7.09M
2.17%
Sole
61.00
Shared
0.00
None
10.79K

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares34.87K
TypeSH
Market value$6.84M
2.10%
Sole
181.00
Shared
0.00
None
34.69K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares11.74K
TypeSH
Market value$6.78M
2.08%
Sole
33.00
Shared
0.00
None
11.71K

NETFLIX INC.

SOLE
COM
Shares66.06K
TypeSH
Market value$6.35M
1.95%
Sole
10.00
Shared
0.00
None
66.05K

INVESCO EXCH TRD SLF IDX FD

SOLE
BULSHS 2026 CB
Shares319.87K
TypeSH
Market value$6.25M
1.92%
Sole
1.15K
Shared
0.00
None
318.72K

PIMCO ETF TR

SOLE
ENHAN SHRT MA AC
Shares58.05K
TypeSH
Market value$5.84M
1.79%
Sole
363.00
Shared
0.00
None
57.69K

META PLATFORMS INC

SOLE
CL A
Shares9.99K
TypeSH
Market value$5.71M
1.75%
Sole
6.00
Shared
0.00
None
9.98K

ELI LILLY & CO

SOLE
COM
Shares5.59K
TypeSH
Market value$5.14M
1.58%
Sole
4.00
Shared
0.00
None
5.58K

GE VERNOVA INC

SOLE
COM
Shares5.26K
TypeSH
Market value$4.59M
1.41%
Sole
0.00
Shared
0.00
None
5.26K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares4.55K
TypeSH
Market value$4.53M
1.39%
Sole
0.00
Shared
0.00
None
4.55K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares9.43K
TypeSH
Market value$4.52M
1.39%
Sole
8.00
Shared
0.00
None
9.42K

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares75.79K
TypeSH
Market value$3.82M
1.17%
Sole
0.00
Shared
0.00
None
75.79K

JPMORGAN CHASE & CO

SOLE
COM
Shares12.96K
TypeSH
Market value$3.81M
1.17%
Sole
19.00
Shared
0.00
None
12.95K

ABBVIE INC

SOLE
COM
Shares17.52K
TypeSH
Market value$3.81M
1.17%
Sole
0.00
Shared
0.00
None
17.52K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares7.46K
TypeSH
Market value$3.44M
1.06%
Sole
0.00
Shared
0.00
None
7.46K

TESLA INC

SOLE
COM
Shares8.83K
TypeSH
Market value$3.28M
1.01%
Sole
8.00
Shared
0.00
None
8.82K
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