Tfr Capital, Llc. Incresed Positions in Q2 2025

Tfr Capital, Llc.

  • $268 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
11
+ 1.19%
$216.47 - $242.1 $2.38K - $2.66K
935 $213K
NOW
Service Now, Inc.

Technology
4
+ 1.44%
$721.65 - $1040.18 $2.89K - $4.16K
281 $288K
AMGN
Amgen Inc

Healthcare
75
+ 10.27%
$262.28 - $309.85 $19.7K - $23.2K
805 $224K
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.99%
$128.02 - $151.37 $1.92K - $2.27K
1.54K $202K
GE
General Electric CO

Industrials
349
+ 29.58%
$166.81 - $257.39 $58.2K - $89.8K
1.53K $393K
FICO
Fair Isaac Corp

Technology
195
+ 150.0%
$1503.62 - $2206.01 $293K - $430K
325 $594K
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
+ 30.19%
$4164.15 - $5789.24 $66.6K - $92.6K
69 $399K
IBM
International Business Machines Corp

Technology
59
+ 5.76%
$221.03 - $294.78 $13K - $17.4K
1.08K $319K
BX
Blackstone Inc.

Financial Services
573
+ 29.35%
$120.07 - $151.11 $68.8K - $86.6K
2.53K $377K
UNP
Union Pacific Corp

Industrials
300
+ 25.15%
$208.27 - $238.46 $62.5K - $71.5K
1.49K $343K
ADI
Analog Devices Inc

Technology
14
+ 0.93%
$164.6 - $238.02 $2.3K - $3.33K
1.52K $361K
LOW
Lowes Companies Inc

Consumer Cyclical
41
+ 3.12%
$210.83 - $235.28 $8.64K - $9.65K
1.36K $301K
NEE
Nextera Energy Inc

Utilities
364
+ 7.79%
$64.11 - $75.0 $23.3K - $27.3K
5.04K $349K
INTC
Intel Corp

Technology
13.1K
+ 89.46%
$18.13 - $22.69 $238K - $298K
27.8K $623K
VZ
Verizon Communications Inc

Communication Services
880
+ 10.78%
$41.67 - $45.62 $36.7K - $40.1K
9.04K $391K
AXP
American Express CO

Financial Services
267
+ 18.99%
$231.39 - $318.98 $61.8K - $85.2K
1.67K $533K
PLD
Prologis, Inc.

Real Estate
342
+ 9.79%
$89.76 - $112.34 $30.7K - $38.4K
3.84K $403K
T
At&T Inc.

Communication Services
244
+ 1.76%
$26.33 - $28.94 $6.42K - $7.06K
14.1K $408K
ABT
Abbott Laboratories

Healthcare
1.03K
+ 34.74%
$123.95 - $138.08 $128K - $142K
4K $543K
KLAC
Kla Corp

Technology
19
+ 3.23%
$576.53 - $902.94 $11K - $17.2K
607 $543K
CRM
Salesforce, Inc.

Technology
196
+ 13.11%
$236.26 - $291.15 $46.3K - $57.1K
1.69K $461K
PM
Philip Morris International Inc.

Consumer Defensive
114
+ 4.25%
$149.23 - $184.95 $17K - $21.1K
2.79K $508K
RTX
Raytheon Technologies Corp

Industrials
327
+ 9.84%
$113.75 - $148.48 $37.2K - $48.6K
3.65K $533K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
48
+ 2.65%
$212.1 - $244.27 $10.2K - $11.7K
1.86K $406K
CSCO
Cisco Systems, Inc.

Technology
998
+ 13.28%
$53.19 - $69.38 $53.1K - $69.2K
8.51K $590K
ORCL
Oracle Corp

Technology
247
+ 7.38%
$122.82 - $218.63 $30.3K - $54K
3.59K $785K
MS
Morgan Stanley

Financial Services
477
+ 11.86%
$99.83 - $140.86 $47.6K - $67.2K
4.5K $633K
TMO
Thermo Fisher Scientific Inc.

Healthcare
196
+ 20.52%
$390.26 - $489.06 $76.5K - $95.9K
1.15K $466K
TXN
Texas Instruments Inc

Technology
9
+ 0.33%
N/A
2.74K $533K
AMT
American Tower Corp

Real Estate
127
+ 5.4%
$203.96 - $228.19 $25.9K - $29K
2.48K $548K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21.5K
+ 91.65%
N/A
45K $1.07M
SPYG
Spdr Portfolio

ETFs
15
+ 0.2%
$71.83 - $95.32 $1.08K - $1.43K
7.47K $711K
SO
Southern CO

Utilities
851
+ 12.78%
$84.91 - $92.56 $72.3K - $78.8K
7.51K $689K
WMT
Walmart Inc.

Consumer Defensive
619
+ 8.26%
$81.79 - $99.98 $50.6K - $61.9K
8.12K $793K
CAT
Caterpillar Inc

Industrials
183
+ 8.91%
$273.94 - $388.21 $50.1K - $71K
2.24K $868K
VO
Vanguard Mid Cap ETF

ETFs
103
+ 3.88%
$228.54 - $279.83 $23.5K - $28.8K
2.76K $771K
BAC
Bank Of America Corp

Financial Services
1.67K
+ 8.59%
$34.39 - $47.46 $57.3K - $79.1K
21.1K $996K
MCD
Mcdonalds Corp

Consumer Cyclical
337
+ 12.87%
$285.55 - $321.23 $96.2K - $108K
2.96K $863K
KO
Coca Cola CO

Consumer Defensive
727
+ 6.34%
$68.37 - $73.9 $49.7K - $53.7K
12.2K $863K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
172
+ 5.82%
$225.56 - $335.19 $38.8K - $57.7K
3.13K $742K
PG
Procter & Gamble CO

Consumer Defensive
86
+ 1.75%
$157.66 - $172.39 $13.6K - $14.8K
5K $796K
BLDR
Builders First Source, Inc.

Industrials
412
+ 5.2%
$105.63 - $131.12 $43.5K - $54K
8.33K $972K
IWF
Ishares Russell 1000 Gr ETF

ETFs
114
+ 4.11%
$320.42 - $424.58 $36.5K - $48.4K
2.89K $1.22M
PWR
Quanta Services, Inc.

Industrials
181
+ 4.4%
$239.47 - $381.26 $43.3K - $69K
4.3K $1.62M
AJG
Arthur J. Gallagher & Co.

Financial Services
129
+ 3.9%
$310.86 - $348.77 $40.1K - $45K
3.43K $1.1M
Arista Networks Inc
971
+ 6.49%
N/A
15.9K $0
HD
Home Depot, Inc.

Consumer Cyclical
175
+ 5.39%
$335.24 - $380.78 $58.7K - $66.6K
3.42K $1.25M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
5.24K
+ 14.81%
$36.36 - $41.4 $191K - $217K
40.6K $1.68M
FANG
Diamondback Energy, Inc.

Energy
60
+ 0.7%
$119.25 - $161.49 $7.16K - $9.69K
8.65K $1.19M
Activity Summary
Buys All Purchases 113 New Holdings 17 Increased Positions 96 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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